TSCOTractor Supply

Consumer discretionary · Home Improvement Retail · Nasdaq

Tractor Supply Company (the “Company” or “Tractor Supply” or “we” or “our” or “us”) is the largest rural lifestyle retailer in the United States (“U.S.”). 10-K, Item 1

Headquarters: Brentwood, TN
CEO: III Harry A. Lawton
Next results: around Jan 28, 2027

Compare with peers → Embed

RevenueFY2017–25 $15.5B+4.3% Highest in 9 years 10-K FY2025 · XBRL Net incomeFY2017–25 $1.1B−0.5% FY2024: $1.1B 10-K FY2025 · XBRL Free cash flowFY2017–25 $740.5M+16.3% FY2024: $636.8M 10-K FY2025 · XBRL Operating marginFY2017–25 9.5%−0.4 pts 9.5% in FY2017 10-K FY2025 · XBRL

What changed

10-K filed Feb 19, 2026 against Feb 20, 2025

Area	What changed	Source
Risk factors	3 new paragraphs, nothing like them in the previous 10-K	10-K Item 1A
Accounting checks	10 other checks clear	10-K · XBRL
Insiders	No open-market buys in the last 90 days	Form 4
Filings	3 in the last 30 days	EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Feb 19, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-20. Quoted as filed.

Our increasing use of and investment in artificial intelligence and other emerging technologies could adversely affect our business, financial condition, and reputation. We use internally developed and third-party artificial intelligence and machine learning technology systems to operate our retail business more efficiently and to…
10-K, Item 1A

All 3 new paragraphs →

Accounting checks

latest 10-K

10 of 10 clear 0 worth a look. Checks, not verdicts.

✓
Cash from operations $1.6B vs net income $1.1B (FY ending 2025-12-27)
✓
Inventory +8.6% vs revenue +4.3% (+4.3 pts)
✓
Same auditor in both 10-Ks: Ernst & Young LLP
✓
No statement of substantial doubt about going concern
✓
No 8-K item 4.02 in the last 2 years
✓
No NT 10-K or NT 10-Q in the last 2 years
✓
The same matters as last year: Workers’ Compensation and General Liability Self-Insurance Reserves
✓
No sentence in the 10-K concludes that controls were not effective because of a material weakness
✓
No 8-K item 2.06 in the last 2 years
✓
No 8-K item 1.03 in the last 2 years

How each check works, with sources →

In the last 30 days

All filings →

Nov 5, 20268-K Other events 8-K item 8.01
Nov 5, 202610-Q Quarterly report (10-Q) period ended Sep 26, 2026
Oct 22, 20268-K Quarterly results 8-K item 2.02

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