🇺🇸 SECTractor Supply Co.Codex · 实盘不做把握 6/10🔁 +1 同一事件
北京时间·🕒 发布 07-23 19:03:12时区推断·待核·⟳ 抓取 07-23 11:24:14·⚡ 决策 07-24 00:27:28 +13h03m·96.0 天前
Tractor Supply二季度同店销售转负并下调2026全年指引
公司二季度净销售仅增2.3%至45.4亿美元，同店销售下降1.5%，EPS同比降至0.69美元，经营表现低于自身预期。
📄 原文Tractor Supply Co.↗ 原文
Directory List of /Archives/edgar/data/916365/000091636526000052 Search Options Skip to Main Content About What We Do C…
不做 Tractor Supply（TSCO.US）
财报和全年指引方向偏空，但当前盘中股价逆利空上涨且未确认Futu可借券库存，做空不满足执行红线；利空事件也不能反手做多，因此不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- SEC 8-K目录显示Q2 2026 earnings release在美东07:03提交，属于公司一手盘前披露。市场反应:发布时美股未开盘。
- WSJ同日报道Tractor Supply下调全年销售、同店销售和调整后EPS指引，并称利润低于预期。市场反应:报道提到盘前股价上涨约3.3%。
- 2026-07-23 16:26 UTC市场反应Futu非一手当前盘中TSCO.US报29.865美元，较前收29.36美元上涨1.72%，未出现负面财报后的同向下跌。市场反应:股价逆利空上涨，削弱追空edge。
关键理由
- 公司二季度净销售仅增2.3%至45.4亿美元，同店销售下降1.5%，EPS同比降至0.69美元，经营表现低于自身预期。
- 全年指引被实质下修：销售增长从原先4%-6%降至2.5%-3.5%，同店销售从+1%-+3%降至-1%至持平，调整后EPS从2.13-2.23美元降至1.90-2.00美元。
- 公司同时撤回2024年投资者日提出的长期财务框架，说明压力不只是单季天气扰动，还涉及利润率和终端需求再定价。
主要风险
- 负面信息在美股盘前已发布且当前盘中股价反而上涨约1.7%，说明市场可能更关注估值回落、回购或坏消息落地，直接追空胜率不足。
- Futu行情未返回可借券库存字段，未满足做空执行红线，不能给可执行空单。
反向证据
- 做空前查反向 · 来源 kb_search · 影响 none
内部KB未命中TSCO本次财报的有效旧闻或反向利好，只返回无关公司业绩纪要。
检索:Tractor Supply TSCO Q2 2026 guidance cut comparable sales earnings outlook - 做空前查反向 · 来源 stock_quote · 日期 2026-07-23 · 影响 weakens
TSCO盘中报29.865美元、上涨1.72%，且未返回Futu可借券库存字段，削弱直接做空可执行性。
检索:TSCO.US stock_quote full
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 1,707 字
Directory List of /Archives/edgar/data/916365/000091636526000052
Search Options
Skip to Main Content
About
What We Do
Commissioners
Securities Laws
Reports
Careers
Contact
Divisions
Corporation Finance
Enforcement
Investment Management
Risk, Strategy and Innovation
Trading and Markets
National Exam Program
All Divisions and Offices
Litigation Releases
Administrative Proceedings
Opinions and Adjudicatory Orders
Accounting and Auditing
Trading Suspensions
How Investigations Work
Administrative Law Judges
Regulation
Proposed Rules
Final Rules
Interim Final Temporary Rules
Other Orders and Notices
Self-Regulatory Organizations
Staff Interpretations
Education
Investor.gov
Check Out a Broker or Adviser
Investor Alerts and Bulletins
Fast Answers
File a Tip or Complaint
Publications
Filings
Quick EDGAR Tutorial
Company Filings Search
Descriptions of SEC Forms
Requesting Public Documents
News
Press Releases
What's New
Upcoming Events
News Digest
Webcasts
Special Studies
Speeches and Public Statements
Testimony
Directory Listing /Archives/edgar/data/916365/000091636526000052
Parent Directory
Name
Size
Last Modified
0000916365-26-000052-index-headers.html
2026-07-23 07:03:12
0000916365-26-000052-index.html
0000916365-26-000052.txt
0000916365-26-000052-xbrl.zip
166962
ex991-q22026earningsrelease.htm
339122
FilingSummary.xml
1713
imagea.jpg
35039
MetaLinks.json
17252
R1.htm
38056
report.css
2767
Show.js
1085
tsco-20260723.htm
32268
tsco-20260723.xsd
1825
tsco-20260723_g1.jpg
164194
tsco-20260723_htm.xml
2704
tsco-20260723_lab.xml
21870
tsco-20260723_pre.xml
12544
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
Search Options
Skip to Main Content
About
What We Do
Commissioners
Securities Laws
Reports
Careers
Contact
Divisions
Corporation Finance
Enforcement
Investment Management
Risk, Strategy and Innovation
Trading and Markets
National Exam Program
All Divisions and Offices
Litigation Releases
Administrative Proceedings
Opinions and Adjudicatory Orders
Accounting and Auditing
Trading Suspensions
How Investigations Work
Administrative Law Judges
Regulation
Proposed Rules
Final Rules
Interim Final Temporary Rules
Other Orders and Notices
Self-Regulatory Organizations
Staff Interpretations
Education
Investor.gov
Check Out a Broker or Adviser
Investor Alerts and Bulletins
Fast Answers
File a Tip or Complaint
Publications
Filings
Quick EDGAR Tutorial
Company Filings Search
Descriptions of SEC Forms
Requesting Public Documents
News
Press Releases
What's New
Upcoming Events
News Digest
Webcasts
Special Studies
Speeches and Public Statements
Testimony
Directory Listing /Archives/edgar/data/916365/000091636526000052
Parent Directory
Name
Size
Last Modified
0000916365-26-000052-index-headers.html
2026-07-23 07:03:12
0000916365-26-000052-index.html
0000916365-26-000052.txt
0000916365-26-000052-xbrl.zip
166962
ex991-q22026earningsrelease.htm
339122
FilingSummary.xml
1713
imagea.jpg
35039
MetaLinks.json
17252
R1.htm
38056
report.css
2767
Show.js
1085
tsco-20260723.htm
32268
tsco-20260723.xsd
1825
tsco-20260723_g1.jpg
164194
tsco-20260723_htm.xml
2704
tsco-20260723_lab.xml
21870
tsco-20260723_pre.xml
12544
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。