종목/TSCO
Tractor Supply Company
Net Sales '+4% to +6%'
Comparable Store Sales '+1% to +3%'
Operating Margin Rate '9.3% to 9.6%'
Net Income '$1.11 billion to $1.17 billion'
Earnings per Diluted Share '$2.13 to $2.23'
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company provides various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; companion animal products, such as food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise. It offers its products under the 4health, Paws & Claws, American Farmworks, Producer's Pride, Bit & Bridle, Red Shed, Blue Mountain, Redstone, C.E. Schmidt, Retriever, Country Lane, Ridgecut, Countyline, Royal Wing, Country Tuff, Strive, Dumor, Traveller, Farm Table, Treeline, Groundwork, TSC Tractor Supply Co, Huskee, Untamed, JobSmart, and Impeckable brand names. The company operates its retail stores under the Tractor Supply Company, Petsense by Tractor Supply, and Orscheln Farm and Home names; and operates websites under the TractorSupply.com and Petsense.com names. It sells its products to recreational farmers, ranchers, and others. Tractor Supply Company was founded in 1938 and is based in Brentwood, Tennessee.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 21일 (화) | 2026 Q1 | $0.35 | $0.31 | −11.2% | $3.59B | ▼ −11.7% |
| HD | 홈디포 | 310B | +7.8% | 25% (1/4) |
| TJX | TJX | 164B | +14.1% | 100% (4/4) |
결과는 혼합 신호를 줄 가능성이 큽니다. 매출은 소폭 성장하고 디지털·신규점 확장이 긍정적이나, EPS·영업이익 감소와 SG&A 비중 상승, 반려동물 카테고리 약세 및 운송·관세 비용 확대는 단기적 리스크로 작용할 수 있습니다. 가이던스 재확인으로 인라인 성향이지만 투자자들은 마진과 카테고리 회복 여부에 민감하게 반응할 전망입니다.