Fastenal Company · FAST · Next earnings

Fastenal Company reports Wednesday, Oct 14, 2026

FAST reports before market open with consensus EPS at $0.34 and revenue at $2.44B. Last quarter: Fastenal Posts 14.7% Daily Sales Growth as Digital and FMI Expansion Drive Share Gains

Reports Before market open24 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.34 Calendar consensus
Consensus revenue $2.44B Calendar consensus
Report date Oct 14, 2026 Wednesday, date estimated
Session Before market open 24 days away

Where FAST left off: FY2026 Q2

Full report

Fastenal Posts 14.7% Daily Sales Growth as Digital and FMI Expansion Drive Share Gains

EPS surprise +0.4% Reported $0.33 vs $0.33
Revenue surprise +2.1% Reported $2.39B vs $2.34B
Stock move -2.8% Event window
Subsequent drift +4.5% Up to 20 sessions

Guidance sentiment was maintained, a step up from the prior quarter when no explicit guidance was provided. Management did not issue numerical targets but signaled confidence in continued growth through technology deployment, international expansion, and disciplined capital allocation. The full-year capex plan of $320M (approximately 3.5% of sales) was reaffirmed, and the capex outlook remains increasing.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Ongoing inflation and tariff pressures continue to affect price-cost neutrality, with the timing of achieving balance uncertain.
  • Gross-margin headwinds from a mix shift toward larger, lower-margin accounts may persist.
  • Fuel and transportation cost volatility could pressure SG&A leverage going forward.
  • A potential macroeconomic slowdown could dampen industrial demand and slow the pace of share gains.

Questions analysts left open

  • Timing for achieving price-cost neutrality as cost pressures from tariffs and branded suppliers persist.
  • Future gross-margin trajectory and the incremental margin outlook as mix shifts toward larger accounts.
  • Sustainability of SG&A leverage given elevated bonus payouts.

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Recent FAST quarters

All FAST earnings
-2.8%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.