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Fastenal Company (FAST)
NASDAQ:FAST
Earnings Data
Report Date
Apr 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.29Last Year’s EPS
0.26Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple strong operational and financial achievements—double-digit Q4 growth, record FY sales, rising digital adoption (FMI and e-business), improved SG&A leverage, robust cash generation, and clear momentum heading into 2026. These positives were balanced against margin pressures from timing-related COGS and supplier rebate effects, slower-than-expected pricing in certain non-fastener categories, declines in low-volume customer sites by design, working capital increases, and mixed macro demand. Overall, management presented confidence in continued growth while acknowledging near-term margin and pricing headwinds that they expect to manage.Company Guidance
Strong Top-Line Growth in Q4
Daily sales rose just over 11% in Q4; net sales were $2.3 billion in the quarter, up ~11% year over year.
Record Annual Results for 2025
Full-year net sales reached a record $8.2 billion, up close to 9% versus 2024; full-year net income was $1.26 billion, up 9.4%.
Improved Profitability
Q4 net income increased 12.2% year over year to $294.1 million with EPS of $0.26; operating margin improved year over year driven by cost discipline.
Digital and FMI Adoption Driving Revenue
Installed base of active FMI devices grew 7.6% YoY to ~136,600 units; Q4 signings were ~5,900 weighted FMI devices and ~25,900 for full year; 46.1% of Q4 sales were dispensed or managed through FMI technology.
Large Share of Sales Through Digital Channels
E-business sales grew 6.4% YoY and accounted for 29.6% of Q4 sales; combined digital footprint (FMI + e-business) represented 62.1% of Q4 sales.
Site and Account Growth with Key Customers
Active 50k+ sites rose 14% YoY and now account for just over half of revenue; 10k+ customer sites grew ~8% to just over 11,700 sites, reflecting success with large accounts and contracts (total contract customers improved by 241, +~7%).
Expense and Capital Discipline
SG&A as a percentage of sales declined to 25.4% in Q4 from 25.9% a year ago; return on invested capital increased ~90 basis points to ~31%; operating cash flow ~ $370 million (~125% of net income).
Shareholder Returns and CapEx Planning
Returned just over $1 billion in dividends in 2025 (~80% of net income); 2025 net capital spending was $230 million (2.8% of sales); CapEx planned to increase to ~3.5% of net sales in 2026 to support growth.
Momentum and Outlook
Company reports sustained momentum exiting 2025 and states it anticipates double-digit net sales growth in 2026 supported by FMI technology and digital solutions.
FAST Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 20, 2026 | $43.74 | $42.62 | -2.56% |
Oct 13, 2025 | $45.54 | $42.11 | -7.54% |
Jul 14, 2025 | $42.84 | $44.63 | +4.16% |
Apr 11, 2025 | $37.32 | $39.71 | +6.40% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Fastenal Company (FAST) report earnings?
Fastenal Company (FAST) is schdueled to report earning on Apr 13, 2026, Before Open (Confirmed).
What is Fastenal Company (FAST) earnings time?
Fastenal Company (FAST) earnings time is at Apr 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FAST EPS forecast?
FAST EPS forecast for the fiscal quarter 2026 (Q1) is 0.29.
