拖拉机供应 2026年季度报告

(Mark One) ☑QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period endedJune 27, 2026 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 13-3139732 5401 Virginia Way, Brentwood, Tennessee 37027(Address of Principal Executive Offices and Zip Code)(615) 440-4000(Registrant’s Telephone Number, Including Area Code)Not Applicable(Former name, former address, and former fiscal year, if changed since last report) Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days. Yes☑No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files). Yes☑No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company.See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreportingcompany,”and“emerginggrowthcompany”inRule12b-2oftheExchangeAct. Accelerated filer☐Smaller reporting company☐Emerging growth company☐ Large accelerated filer☑Non-accelerated filer☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section13(a)of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act.) Indicate the number of shares outstanding of each of the issuer’s classes of common stock as of the latest practicable date.ClassOutstanding at July25, 2026 TABLE OF CONTENTS Page Number PART I.Financial Information1Item 1.Financial Statements1Consolidated Statements of Income (unaudited)1Consolidated Balance Sheets (unaudited)2Consolidated Statements of Comprehensive Income (unaudited)3Consolidated Statements of Stockholders’ Equity (unaudited)4Consolidated Statements of Cash Flows (unaudited)6Notes to Unaudited Consolidated Financial Statements8Item2.Management's Discussion and Analysis of Financial Condition and Results of Operations17Item 3.Quantitative and Qualitative Disclosures About Market Risk27Item 4.Controls and Procedures28 PART I. FINANCIAL INFORMATION The accompanying notes are an integral part of these Consolidated Financial Statements. TRACTOR SUPPLY COMPANYCONSOLIDATED STATEMENTS OF CASH FLOWS(in thousands)(Unaudited) The accompanying notes are an integral part of these Consolidated Financial Statements. TRACTOR SUPPLY COMPANYNOTES TO UNAUDITED CONSOLIDATED FINANCIAL STATEMENTS Note 1 - General Nature of Business Founded in 1938, Tractor Supply Company (the “Company,” “Tractor Supply,” “we,” “our,” or “us”) is the largest rural lifestyleretailer in the United States (“U.S.”). The Company is focused on supplying the needs of recreational farmers, ranchers, and all thosewho enjoy living the rural lifestyle (which we refer to as the “Out Here” lifestyle). The Company's stores are located primarily intowns outlying major metropolitan markets and in rural communities. The Company also owns and operates the following: Petsense,LLC (“Petsense by Tractor Supply”), a small-box pet specialty supply retailer focused on meeting the needs of pet owners, primarilyin small and mid-sized communities, and offering a variety of pet products and services; Allivet, a leading online pet pharmacy; andVIP Petcare, the largest provider of mobile veterinary care in the U.S. At June27, 2026, the Company operated a total of 2,672 retailstores in 49 states (2,463 Tractor Supply retail stores and 209 Petsense by Tractor Supply retail stores) and also offered an expandedassortment of products through the Tractor Supply mobile application and online atTractorSupply.com, Petsense.com, Allivet.com,andVIPPetcare.com. Basis of Presentation The accompanying interim unaudited Consolidated Financial Statements have been prepared in accordance with accounting principlesgenerally accepted in the U.S. (“U.S. GAAP”) and the rules and regulations of the Securities and Exchange Commission (the “SEC”).Accordingly, they do not include all of the information and notes required by U.S. GAAP for complete financial statements. In theopinion of management, all adjustments (consisting of normal recurring accruals) considered necessary for a fair presentation havebeen included. These statements should be read in conjunction with our Annual Report on Form 10-K for the