Tractor Supply Co.
TSCO
Market Cap$32.73B
Close$
Earnings Call Q2 2025
July 24, 2025 - AI Summary
Strong Financial Performance: Tractor Supply Company posted record net sales of $4.44 billion for Q2 2025, representing a 4.5% year-over-year increase. Comparable store sales (comp) increased by 1.5%, driven by a 1% rise in transactions and a 0.5% increase in average ticket.
Optimistic Second Half Outlook: Management reaffirmed guidance for 2025, expecting net sales growth of 4% to 8% and comparable store sales ranging from flat to up 4%. They anticipate a stronger comp performance in the second half, supported by advantageous lapping from last year's warm weather and economic resilience in rural America.
Positive Trends in Customer Engagement: The Neighbor's Club loyalty program reached a record 41 million members, contributing to over 80% of total sales. Customer engagement metrics and satisfaction scores were all-time highs, indicating strong customer loyalty and retention.
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$35.26
41.9% downside
Current Fair Value
41.9% downsideOvervalued by 41.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $32.73 Billion |
|---|---|
| Enterprise Value | $39.87 Billion |
| Dividend Yield | $0.91 (1.47%) |
| Earnings per Share | $2.05 |
| Beta | 0.74 |
| Outstanding Shares | 530,331,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 30.12 |
|---|---|
| PEG | 2642.57 |
| Price to Sales | 2.17 |
| Price to Book Ratio | 15.16 |
| Enterprise Value to Revenue | 2.63 |
| Enterprise Value to EBIT | 27.12 |
| Enterprise Value to Net Income | 36 |
| Total Debt to Enterprise | 0.18 |
| Debt to Equity | 2.96 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Tractor Supply Co.
32,000 employees
CEO: Harry Lawton Tractor Supply Company is an American retail chain of stores that offers products for home improvement, agriculture, lawn and garden maintenance, livestock, equine and pet care. Founded as a mail order tractor parts business in 1938, th...