Short answer
Tractor Supply (TSCO) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 27, 2026. Quarterly revenue was $4.5B (up 2.3% year over year) with net income of $361M.
Q2 2026 key financials · XBRL
- Revenue
- $4.5B
- +2.3% YoY · +26.4% QoQ
- Net income
- $361M
- −16.1% YoY · +119.2% QoQ
- Operating margin
- 10.3%
- Gross margin
- 37.1%
- EPS (diluted)
- $0.69
- −13.8% YoY · +122.6% QoQ
Source: XBRL data from the Tractor Supply (TSCO) Q2 2026 10-Q on SEC EDGAR. USD.
Tractor Supply Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Q2 revenue $4.54B, up 2.3% YoY from $4.44B; comparable sales declined 1.5%
- Gross margin 37.1% vs 36.9% YoY; operating margin 10.29% vs 13.01%
- Strongest category Livestock, Equine & Agriculture at 32% of sales; weakest Truck, Tool & Hardware at 14%
- Six-month operating cash flow $653.1M vs $1.00B YoY; capital expenditures $435.7M
- Q2 capital returns $260.9M, including $135.3M share repurchases and $125.6M dividends; headwinds from seasonal softness and companion animal demand
Risk Factors
- No risk-factors section provided; supplied text covers share repurchases, insider trading plan, and exhibits
- Capital allocation risk: Repurchases reduced authorized capacity to $873,362,699 by June 27, 2026
- Regulatory compliance risk: Buybacks subject to SEC requirements and excise taxes
- Insider trading risk: CFO plan permits sales of up to 195,185 shares through February 3, 2028
- Financial flexibility risk: Repurchases depend on capital availability, earnings, and financial condition
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other Tractor Supply quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.