TRACTOR SUPPLY $TSCO Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.91B (Est. $3.81B) 🟢; +5.1% YoY 🔹 Adj. EPS: $0.43 (Est. $0.41) 🟢 🔹 Gross Margin: 36.4% Affirms FY26 Guide: 🔹 Adj. EPS: $1.90-$2.00 (Est. $1.94) 🟡 🔹 Adj. Net Income: $990M-$1.05B (Est. $1B) 🟡 🔹 Net Sales: +2.5%-+3.5% 🔹 Comparable Store Sales: -1% to flat 🔹 Adj. Oper Margin: 8.5%-8.8% 🔹 Oper Margin: 8.0%-8.3% 🔹 Net Income: $930M-$990M 🔹 GAAP EPS: $1.78-$1.88 Comparable Store Sales: 🔹 Total: +0.4% 🔹 Transaction Count: -0.3% 🔹 Average Ticket: +0.7% Other Q3 Metrics: 🔹 GAAP EPS: $0.43; -11.6% YoY 🔹 Operating Income: $307.7M; -10.2% YoY 🔹 Net Income: $224.7M; -13.3% YoY Key Updates: 🔹 Capital Returned: $213.4M 🔹 New Stores: 23 Tractor Supply 🔹 Petsense Stores Closed: 74 Comments: 🔸 “Our progress in the quarter and the actions underway give us confidence in our ability to deliver within our full-year guidance, which we are reaffirming today.”