Tractor Supply reports Q2 EPS 81c, consensus 80c

Reports Q2 revenue $4.44B, consensus $4.4B. Comparable store sales increased 1.5% year-over-year. “We are pleased with our second quarter performance, reflecting the continued strength of our core categories and strong execution despite a delayed spring,” said CEO Hal Lawton. “Our team delivered solid results by capturing market share and curating a product assortment that underscores our leadership in rural retail. I want to thank our 52,000 Team Members whose passion for Life Out Here and commitment to our customers make all the difference every day. As we enter the back half of 2025, we remain confident in our outlook, are encouraged by the momentum carrying into the quarter and continue to believe in the durability of our model. Despite external pressures, including economic uncertainty and shifting tariffs, our year-to-date performance and visibility into the remainder of the year provide a solid foundation to reaffirm our 2025 financial outlook. With a largely U.S.-sourced assortment, strong vendor partnerships and a flexible, scalable supply chain, we are well-positioned to navigate near-term dynamics and deliver long-term value for our shareholders.”