Company facts
- Headquarters
- Brentwood, Tennessee
- Most recent report
- 10-Q, filed Nov 5, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 916365
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 52
News 8 of 191
Prospectuses and Registrations 8 of 12
- 424B2 Prospectus supplement for an offering Aug 21, 2026
- FWP Free writing prospectus Aug 19, 2026
- 424B5 Prospectus supplement for an offering Aug 19, 2026
- S-3ASR Automatic shelf registration Aug 17, 2026
- 424B2 Prospectus supplement for an offering May 3, 2023
- FWP Free writing prospectus May 1, 2023
- 424B5 Prospectus supplement for an offering May 1, 2023
- 424B5 Prospectus supplement for an offering Oct 28, 2020
Proxies 8 of 31
- DEFA14A Extra proxy material Mar 26, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 26, 2026
- DEFA14A Extra proxy material Mar 27, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 27, 2025
- PRE 14A Preliminary proxy statement Mar 13, 2025
- DEFA14A Extra proxy material Mar 26, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 26, 2024
- DEFA14A Extra proxy material Mar 28, 2023
Ownership 8 of 686
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 6, 2026
- 3 Insider reported their initial holding Nov 5, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 30, 2026
- 4 Insider reported a trade Oct 5, 2026
- 4 Insider reported a trade Oct 5, 2026
- 4 Insider reported a trade Sep 9, 2026
- SCHEDULE 13G Large holder reported a passive stake Aug 13, 2026
Other 8 of 28
- SD Conflict minerals disclosure May 28, 2026
- ARS Annual report sent to shareholders Mar 26, 2026
- SD Conflict minerals disclosure May 29, 2025
- ARS Annual report sent to shareholders Mar 27, 2025
- SD/A Conflict minerals disclosure, amended May 31, 2024
- SD Conflict minerals disclosure May 30, 2024
- ARS Annual report sent to shareholders Mar 26, 2024
- SD Conflict minerals disclosure May 25, 2023
What to read: Sep 2026 10-Q
SECSift found 2 of 13 sections worth reading, with 0 positive, 5 notable, and 3 negative flags.
Financial Statements (Item 1)
Impairment, acquisition, debt issuance, and supplier finance jump; statements show real results.Management's Discussion (Item 2)
Operating income down 10.2%, net income down 13.3%, gross margin down 92bps, cash from ops down $428M.NotableNegative- Comparable store sales growth slowed to 0.4% in Q3 2026 from 3.9% a year ago, with big-ticket and companion animal softness.
- Gross margin dropped 92 basis points to 36.4% in Q3 2026 from 37.4% due to higher transportation costs and price investments.
- Net income fell 13.3% to $224.7M in Q3 2026 from $259.3M a year ago, driven by margin compression.
What changed: Sep 2026 vs. Jun 2026
About 8% of TSCO's Sep 2026 10-Q is new information. 18 paragraphs were added, 106 changed, and 20 removed. Below are the most important lines SECSift identified.
Changed
- Average price paid per share dropped to $32.67 from $34.91 in the prior quarter.
- Remaining share repurchase authorization fell to $784.9M at Sep 26, 2026 from $873.4M at Jun 27, 2026.
- Remaining buyback authority fell to $784,903,045 from $873,362,699.
- Exhibit 10.1 changed from Credit Agreement to Form of Non-Qualified Stock Option Agreement under 2018 Omnibus Incentive Plan (VP and above).
- No directors or officers adopted, modified, or terminated any trading arrangements in the current quarter, versus a CFO plan disclosed in the prior quarter.
- Petsense store count fell to 135 from 209 due to 74 closures in the third quarter.
- Shares withheld for taxes changed to 183, 17,430, and 114 from 180, 8,731, and 15.
- Total shares purchased in the quarter fell to 2,727,227 from 3,883,668 in the prior quarter.
Everything here comes from Tractor Supply Co's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 6, 2026, from the 10-Q for Sep 2026.