TSCO

Tractor Supply reported Q3 2026 sales of $3.91 billion and earnings per share of $0.43, confirming its full‑year guidance for net sales growth of 2.5%–3.5% and net income of $930–$990 million. The company also announced cost cuts, a tighter capital program, and continued digital investment to support margins and demand.

Tractor Supply’s Q3 2026 results showed net sales of $3.91 billion and diluted EPS of about $0.43, with an operating margin near 7.9%. The stock fell roughly 4% after the earnings release, reflecting concerns about the margin staying under 8%.

Telsey Advisory Group keeps an Outperform rating on Tractor Supply and lifts its price target from $38 to $40.

Truist Securities maintains a Hold rating on Tractor Supply and raises its price target from $33 to $34.

Tractor Supply’s Q3 revenue rose 5.1% to $3.91 billion, but margins were pressured by new store and distribution costs. Dividends, buybacks, and guidance suggest potential future growth.

Piper Sandler keeps a Neutral rating on Tractor Supply and raises its price target from $33 to $35.

JP Morgan keeps a Neutral rating on Tractor Supply and raises its price target from $35 to $38.

Rural goods retailer Tractor Supply (NASDAQ:TSCO) reported revenue ahead of Wall Street’s expectations in Q3 2026, with sales up 5.1% year on year to $3.91 billion. Its GAAP profit of $0.43 per share was 6.3% above analysts’ consensus estimates.