Tractor Supply Company
TSCO
Jodie read · what matters now
Revenue increased 3.6% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to TSCO, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-07 against the comparable filing from 2025-05-08.
What improved
- Revenue increased 3.6% versus the comparable filing period.
What weakened
- Operating margin fell 0.7 percentage points.
- Net margin fell 0.6 percentage points.
Filing receipts
“Partially offsetting the increase in total capital expenditures, proceeds from the sale of property and equipment increased in the first three months of fiscal 2026 primarily driven by the sale of both new, fixed-fee development stores, and existing stores as part of our sale-leaseback program.”
“The $125.7 million decrease in net cash provided by operating activities in the first three months of fiscal 2026 compared to the first three months of fiscal 2025 was primarily driven by management of inventory and accounts payable.”
“Comparable store sales growth was primarily driven by positive comparable sales in four of five product categories, complemented by strength in big ticket items.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind TSCO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 7 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
TSCO is currently a Leader in the organic co-movement group Rural Lifestyle Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for TSCO; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.