Tractor Supply vs Fox
Tractor Supply and Fox Corporation (Class B) are presented here to compare their business models, financial performance, and market context. This page highlights strategy, revenue drivers, and competitive positioning in a clear, neutral way, helping readers understand how the two organisations operate within their sectors. Educational content, not financial advice.
Tractor Supply and Fox Corporation (Class B) are presented here to compare their business models, financial performance, and market context. This page highlights strategy, revenue drivers, and competi...
Why It's Moving
Tractor Supply Hits Expansion Milestone as Q4 Earnings Loom with Bullish Expectations.
- Grand opening of the 2,400th store highlights aggressive expansion plans, targeting 100 new locations in 2026 to tap rural and suburban markets.
- Q4 revenue projected at $4.04B, up 7% year-over-year, fueled by strong consumable categories and loyalty-driven transactions.
- EPS expected to rise 6.8% to 47 cents, bolstered by winter weather demand for heating products and operational efficiencies.
Fox Corp Stock Climbs on Streaming Strength Despite Q2 Earnings Clouds
- Tubi surged 27% in revenue for Q1 2026, hitting profitability for the first time amid booming ad demand in sports and pharma, signaling robust streaming momentum.
- Q1 results crushed forecasts with 36% EPS outperformance and 5% revenue beat, extending Fox's streak of topping estimates in every prior quarter.
- $5.35B cash pile fuels a massive $12B buyback program, with analysts rating it Moderate Buy for its undervalued growth potential.
Tractor Supply Hits Expansion Milestone as Q4 Earnings Loom with Bullish Expectations.
- Grand opening of the 2,400th store highlights aggressive expansion plans, targeting 100 new locations in 2026 to tap rural and suburban markets.
- Q4 revenue projected at $4.04B, up 7% year-over-year, fueled by strong consumable categories and loyalty-driven transactions.
- EPS expected to rise 6.8% to 47 cents, bolstered by winter weather demand for heating products and operational efficiencies.
Fox Corp Stock Climbs on Streaming Strength Despite Q2 Earnings Clouds
- Tubi surged 27% in revenue for Q1 2026, hitting profitability for the first time amid booming ad demand in sports and pharma, signaling robust streaming momentum.
- Q1 results crushed forecasts with 36% EPS outperformance and 5% revenue beat, extending Fox's streak of topping estimates in every prior quarter.
- $5.35B cash pile fuels a massive $12B buyback program, with analysts rating it Moderate Buy for its undervalued growth potential.
Investment Analysis
Tractor Supply
TSCO
Pros
- Tractor Supply has demonstrated consistent revenue growth, with Q3 2025 net sales hitting a record $3.72 billion, up 7.2% year-over-year.
- The company maintains a strong return on equity at approximately 47%, indicating efficient profit generation from shareholder capital.
- It benefits from a broad product assortment and diverse brands serving recreational farmers, ranchers, and small businesses across the U.S.
Considerations
- The stock currently trades with a relatively high price-to-earnings ratio near 26-29, suggesting it may be valued richly compared to peers.
- Recent analyst sentiment shows bearish trends with volatility and price stagnation around the mid-$50 range despite strong fundamentals.
- Tractor Supply’s quick ratio is low (around 0.09), which may indicate limited short-term liquidity buffering capacity.
Fox
FOX
Pros
- Fox Corporation benefits from strong brand recognition and a diversified media portfolio including broadcast, cable, and sports networks.
- The company maintains steady cash flow supported by advertising revenue and rights fees from popular sports programming.
- Fox’s strategic focus on expanding digital streaming platforms offers potential for growth in ad sales and subscriber revenue.
Considerations
- Fox Corporation faces increasing competitive pressure from streaming rivals impacting traditional advertising revenue.
- Regulatory scrutiny and changing media consumption patterns pose ongoing risks to its linear TV business model.
- The company’s stock performance is sensitive to macroeconomic factors like advertising budgets and sports event disruptions.
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Tractor Supply (TSCO) Next Earnings Date
Tractor Supply Company (TSCO) is scheduled to report its next earnings on January 29, 2026, before market open. This release will cover the fourth quarter and full fiscal year 2025. Investors should note this timing aligns with the company's official investor relations guidance ahead of the current date.
Fox (FOX) Next Earnings Date
Fox Corporation Class B (FOX) is expected to report its next earnings on February 10, 2026, covering the fiscal Q2 2026 period. While some sources indicate estimates in the February 3-6 range, the most recent data points to February 10 as the anticipated release date. The company has not yet officially announced the specific time of the earnings announcement or conference call. Analysts are currently modeling earnings of approximately $0.49 per diluted share for this quarter.
Tractor Supply (TSCO) Next Earnings Date
Tractor Supply Company (TSCO) is scheduled to report its next earnings on January 29, 2026, before market open. This release will cover the fourth quarter and full fiscal year 2025. Investors should note this timing aligns with the company's official investor relations guidance ahead of the current date.
Fox (FOX) Next Earnings Date
Fox Corporation Class B (FOX) is expected to report its next earnings on February 10, 2026, covering the fiscal Q2 2026 period. While some sources indicate estimates in the February 3-6 range, the most recent data points to February 10 as the anticipated release date. The company has not yet officially announced the specific time of the earnings announcement or conference call. Analysts are currently modeling earnings of approximately $0.49 per diluted share for this quarter.
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Explore BasketBuy TSCO or FOX in Nemo
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