Discontinued — last reported Q4 '25

Supplemental

New Operating Lease ROU

Tractor Supply Company New Operating Lease ROU remained flat by 0.0% to $232.01M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 40.8%, from $164.75M to $232.01M. Over 4 years (FY 2021 to FY 2025), New Operating Lease ROU shows an upward trend with a 8.2% CAGR.

Analysis

StatementCash Flow Statement
SectionSupplemental
CategoryLeverage
SignalContext dependent
VolatilityModerate
First reportedQ1 2017
Last reportedQ4 2025Feb 19, 2026

How to read this metric

An increase signals expansion of physical footprint or infrastructure capacity through leasing rather than capital expenditure.

Detailed definition

Captures the non-cash impact of recognizing new right-of-use assets and corresponding lease liabilities under accounting...

Peer comparison

Standard disclosure under ASC 842 for companies with significant real estate or equipment lease portfolios.

Metric ID: amzn_rou_asset_operating_lease_noncash

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$169.52M$169.52M$169.52M$104.14M$104.14M$104.14M$104.14M$157.25M$157.25M$157.25M$157.25M$164.75M$164.75M$164.75M$164.75M$232.01M$232.01M$232.01M$232.01M
QoQ Change+0.0%+0.0%-38.6%+0.0%+0.0%+0.0%+51.0%+0.0%+0.0%+0.0%+4.8%+0.0%+0.0%+0.0%+40.8%+0.0%+0.0%+0.0%
YoY Change-38.6%-38.6%-38.6%+51.0%+51.0%+51.0%+51.0%+4.8%+4.8%+4.8%+4.8%+40.8%+40.8%+40.8%+40.8%
Range$104.14M$232.01M
CAGR+7.2%
Avg YoY Growth+18.0%
Median YoY Growth+40.8%
Current Streak15 quarters growth

Frequently Asked Questions

What is Tractor Supply Company's new operating lease rou?
Tractor Supply Company (TSCO) reported new operating lease rou of $232.01M in Q4 2025.
How has Tractor Supply Company's new operating lease rou changed year-over-year?
Tractor Supply Company's new operating lease rou increased by 40.8% year-over-year, from $164.75M to $232.01M.
What is the long-term trend for Tractor Supply Company's new operating lease rou?
Over 4 years (2021 to 2025), Tractor Supply Company's new operating lease rou has grown at a 8.2% compound annual growth rate (CAGR), from $678.09M to $928.06M.
What does new operating lease rou mean?
The value of new long-term lease obligations recognized on the balance sheet without immediate cash payment.