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Tractor Supply Company (TSCO) Q3 2025 Earnings Call Transcript

Q3: 2025-10-23 Earnings Summary

EPS of $0.49 beats by $0.01

 | Revenue of $3.72B (7.23% Y/Y) misses by $2.74M

Tractor Supply Company (NASDAQ:TSCO) Q3 2025 Earnings Call October 23, 2025 10:00 AM EDT

Company Participants

Mary Pilkington – Senior Vice President of Investor Relations & Public Relations
Harry Lawton – President, CEO & Director
Kurt Barton – Executive VP, CFO & Treasurer
John Ordus – Executive VP & Chief Stores Officer
Seth Estep – Executive VP & Chief Merchandising Officer
Robert Mills – Executive VP and Chief Technology, Digital Commerce & Strategy Officer

Conference Call Participants

Steven Forbes – Guggenheim Securities, LLC, Research Division
Michael Lasser – UBS Investment Bank, Research Division
Katharine McShane – Goldman Sachs Group, Inc., Research Division
Scot Ciccarelli – Truist Securities, Inc., Research Division
Steven Zaccone – Citigroup Inc., Research Division
Zachary Fadem – Wells Fargo Securities, LLC, Research Division
Charles Grom – Gordon Haskett Research Advisors
David Bellinger – Mizuho Securities USA LLC, Research Division
Christopher Horvers – JPMorgan Chase & Co, Research Division
Robert Ohmes – BofA Securities, Research Division
Peter Benedict – Robert W. Baird & Co. Incorporated, Research Division
Spencer Hanus – Wolfe Research, LLC

Presentation

Operator

Good morning, ladies and gentlemen, and welcome to Tractor Supply Company’s Conference call to discuss third quarter 2025 results. [Operator Instructions] Please be advised that reproduction of this call in whole or in part is not permitted without written authorization of Tractor Supply Company. And as a reminder, this call is being recorded.

I would now like to introduce your host for today’s call, Mary Winn Pilkington, Senior Vice President of Investor and Public Relations for Tractor Supply Company. Mary Winn, please go ahead.

Mary Pilkington
Senior Vice President of Investor Relations & Public Relations

Thank you, Alissa. Good morning, everyone. We appreciate your time and participation in today’s call. On the call today, participating in our prepared remarks are Hal Lawton, our Chief Executive Officer; and Kurt Barton, our CFO. We will also have Seth Estep, Rob Mills, John Ordus and Colin Yankee, join the call for the question-and-answer

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