Fastenal Company · FAST · Next earnings

Fastenal Company reports Tuesday, Jan 19, 2027

FAST reports before market open with consensus EPS at $0.31 and revenue at $2.32B. Last quarter: Fastenal Q3: Share Gains and Digital Adoption Lift Growth

Reports Before market open75 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.31 Calendar consensus
Consensus revenue $2.32B Calendar consensus
Report date Jan 19, 2027 Tuesday, date estimated
Session Before market open 75 days away

Where FAST left off: FY2026 Q3

Full report

Fastenal Q3: Share Gains and Digital Adoption Lift Growth

EPS surprise +3.3% Reported $0.35 vs $0.34
Revenue surprise +0.9% Reported $2.46B vs $2.44B
Stock move +1.1% Event window
Subsequent drift 0.0% Up to 20 sessions

No explicit forward guidance was provided. Management outlined increased investment in hubs, automation, transportation assets and IT, while targeting 27,000–29,000 weighted FMI device signings for the full year.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Pricing contribution may slow while fuel and diesel costs remain volatile.
  • Growth with larger, lower-margin customers could pressure mix.
  • Q3 gross-margin benefits from timing may not recur.
  • Macroeconomic softness in agriculture and food could weigh on demand.
  • The call did not provide explicit forward margin or growth rates.

Questions analysts left open

  • Gross-margin mix and timing effects
  • Potential Q4 price/cost pressure, including fuel
  • Seasonality and September performance
  • Effect of headcount reductions on SG&A leverage
  • No explicit forward margin or growth guidance

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Recent FAST quarters

All FAST earnings
+1.1%FY2026 Q3-2.8%FY2026 Q2-6.9%FY2026 Q1-2.6%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.