13F Pro Quality Score

60.7/100

Rank #837 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

44.3/100

Profitability

57.2/100

Balance Sheet

85.5/100

Earnings Quality

36.9/100

Free Cash Flow

46.4/100

Institutional Flow

23.0/100

Revenue Scale

90.7/100

Dilution Risk

79.8/100

TSCO Stock Analysis & AI Quality Score

AI stock analysis and institutional research for TRACTOR SUPPLY CO /DE/ (TSCO), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TSCO at 60.7/100 on a 32-signal composite quality model, placing it at rank #837 of 2,879 stocks — the top half of the AI-ranked universe. TSCO scores in the top quartile across revenue scale (90.7), balance sheet strength (85.5). Areas of concern include institutional flow (23.0) and earnings quality (36.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), TRACTOR SUPPLY CO /DE/ reports quarterly revenue of $3.6B, net income of $164.5M, an operating margin of 6.5%. Top institutional holders of TSCO by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. TSCO trades on the Nasdaq exchange and files with the SEC under CIK 916365. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TSCO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TRACTOR SUPPLY CO /DE/ directly from SEC EDGAR. TRACTOR SUPPLY CO /DE/'s 13F Pro composite quality score has ranged between 8 and 77 since 2021, currently 60.7 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about TRACTOR SUPPLY CO /DE/

Quirks, history, and lore behind TSCO — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    A U.S. retail chain listed on Nasdaq, headquartered in Tennessee, serving a very specific slice of rural America.
  • 2
    The Numbers
    Roughly $14 billion in annual revenue across more than 2,200 stores in 49 states — yet you've probably never seen one inside a city limit.
  • 3
    The History
    Founded in 1938 originally to sell farm supplies by mail-order to farmers, it pivoted to brick-and-mortar and quietly became one of retail's steadiest growth stories.
  • 4
    The Secret
    Its core customer isn't a farmer — it's a "recreational farmer": a suburbanite with a few acres, some chickens, and a riding mower who shops here every single weekend.
  • 5
    The Lore
    The chain sells everything from baby chicks in the spring to dog food, fencing, and cowboy boots — it's basically a general store for people who own at least one animal.
  • 6
    The Giveaway
    If your weekend involves hay bales, chicken coops, or a pickup truck, this is your store — and its slogan promises to serve "Life Out Here."
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Revenue

Q1 2026

$3.6B

Net Income

Q1 2026

$164.5M

Free Cash Flow

Q1 2026

$-111.5M

Operating Margin

Q1 2026

6.5%

D/E Ratio

Q1 2026

0.85

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+6.7% YoY
$15.52BFY 2025
FY21 $12.73BFY22 $14.20BFY23 $14.56BFY25 $15.52B

Net Income

-1.0% YoY
$1.10BFY 2025
FY21 $997.1MFY22 $1.09BFY23 $1.11BFY25 $1.10B

Operating Income

-0.8% YoY
$1.47BFY 2025
FY21 $1.31BFY22 $1.43BFY23 $1.48BFY25 $1.47B

EPS (Diluted)

+409.9% YoY
$2.06FY 2025
FY21 $1.72FY22 $0.39FY23 $0.40FY25 $2.06

Total Assets

+19.0% YoY
$10.93BFY 2025
FY21 $7.77BFY22 $8.49BFY23 $9.19BFY25 $10.93B

Total Debt

+2.1% YoY
$1.76BFY 2025
FY21 $986.4MFY22 $1.16BFY23 $1.73BFY25 $1.76B

Op. Cash Flow

+22.6% YoY
$1.64BFY 2025
FY21 $1.14BFY22 $1.36BFY23 $1.33BFY25 $1.64B

AI Insight: TSCO Financial Trends

TSCO's profitability and cash generation have deteriorated through early 2026, with Q1 2026 net income down 8% YoY and operating cash flow collapsing 58% despite flat revenue.

Net income fell from $179M in Q1 2025 to $165M in Q1 2026 (−8%), while operating income declined from $249M to $233M (−6%).

Operating cash flow tumbled to $91M in Q1 2026 from $217M in Q1 2025 (−58%), signaling weakened working capital or earnings quality.

Total debt spiked to $2,126M in Q1 2026 from $1,673M in Q2 2025, reducing financial flexibility and raising leverage at an inopportune time.

Q1 2026 represents the weakest quarter in the dataset for both net income and operating cash flow; monitor whether seasonal weakness or structural demand erosion is driving deterioration.

Debt-to-equity ratio rose to 0.85x in Q1 2026 from 0.67x in Q2 2025, signaling aggressive capital deployment or earnings headwinds requiring close tracking.

AI Insight: TSCO Ratio Trends

TSCO's profitability and returns have deteriorated sharply into Q1 2026, with operating margin falling to 6.5% and ROIC collapsing to 20.1%—the lowest in the dataset.

Operating margin compressed 260 bps from Q2 2025 (13.0%) to Q1 2026 (6.5%), lowest quarterly reading across full period.

ROIC declined 35.4 pp from Q2 2025 (55.5%) to Q1 2026 (20.1%), breaking below historical seasonal lows.

Net profit margin fell to 4.6% in Q1 2026 from 9.7% in Q2 2025; TTM NPM of 6.9% reflects cumulative margin erosion.

D/E ratio rose to 0.85 in Q1 2026 from 0.68 in Q4 2025, returning to mid-cycle leverage levels.

ROE collapsed to 26.2% in Q1 2026 vs. 69.1% in Q2 2025; persistently depressed equity returns suggest structural pressure.

Q1 weakness appears structural, not purely seasonal: Q1 2025 also showed depressed margins (7.2%) and ROIC (23.1%).

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Available Research

13F Pro tracks comprehensive data for TRACTOR SUPPLY CO /DE/ including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of TSCO

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Is TSCO a good stock to buy?

13F Pro's AI-powered analysis of TRACTOR SUPPLY CO /DE/ (TSCO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TSCO are available on the TSCO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own TSCO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TSCO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TRACTOR SUPPLY CO /DE/'s investment landscape.