Analyst Consensus ?
ConsensusBuy18 ratings
Bullish1266.7%
Neutral422.2%
Bearish211.1%
Snap-on Incorporated · SNA · FY2025 Q1 · Calendar Q2 2025
Snap-on shifts toward lower-priced products as demand weakens
The supplied analysis supports a cautious rather than robust growth case: software and lower-priced products showed traction, but weaker organic sales, pressured Tools Group margins, and franchisee strain remain material offsets.
Reported Before market openNYSEIndustrials
$18.64B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $4.82
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.20B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-8.0%
Event window
SPY move
+0.1%
Same window
Abnormal move
-8.1%
Stock minus SPY
Volume
3.7×
Versus trailing sessions
Subsequent drift
+8.6%
Up to 20 sessions
SNASPY benchmark
Ask FN2 about SNA FY2025 Q1
Transcript, numbers and history already loaded
What drove SNA's -8.0% move after FY2025 Q1 earnings?What changed in SNA's guidance and outlook in FY2025 Q1?Give me the bull and bear case for SNA after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the discussion shifted from essentially flat revenue and margin improvement toward declining organic sales, weaker big-ticket demand, and a more explicit pivot to lower-priced products. RSNI software and international demand remained relative strengths, while tariff uncertainty and franchisee pressure persisted.
Guidance delta
No guidance was provided in the supplied analysis.
Key takeaways
- Organic sales declined about 6.8% year over year, while RSNI software grew about 3.7%–4% organically.
- Lower-priced, quick-payback products such as Solus and carts are gaining focus as higher-ticket demand weakens.
- International demand was more resilient than U.S. demand, while franchisees faced inventory and cash-flow pressure.
Management priorities
- Continue the shift toward lower-priced, quick-payback products.
- Expand RSNI software with AI and natural-language processing.
- Support franchisees with inventory and cash-flow management while shifting capacity toward lockers and carts.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$360.37Current
$240Low
$392.22Average
$485High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 12, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Barclays | Overweight | Overweight | Maintain | Oct 6, 2026 |
| Tigress Financial | Buy | Buy | Maintain | Jul 31, 2026 |
| Roth Capital | Buy | Buy | Maintain | Jul 24, 2026 |
| Baird | Neutral | Neutral | Maintain | Apr 24, 2026 |
| Barrington Research | Outperform | Outperform | Maintain | Oct 15, 2025 |
| B of A Securities | Underperform | Underperform | Maintain | Jul 18, 2025 |
| Longbow Research | Buy | Neutral | Upgrade | Mar 31, 2025 |
| Roth MKM | Buy | Buy | Maintain | Oct 22, 2024 |
| Oppenheimer | Perform | Outperform | Downgrade | Dec 6, 2022 |
| MKM Partners | Neutral | Neutral | Maintain | Jun 10, 2022 |
| UBS | Sell | Sell | Maintain | Sep 16, 2020 |
| Bank of America | Neutral | Buy | Downgrade | Apr 16, 2019 |
| CL King | Buy | Buy | Maintain | Jun 28, 2016 |
| Northcoast Research | Buy | Buy | Maintain | Mar 18, 2015 |
| Wunderlich Securities | Buy | Buy | Maintain | Dec 2, 2014 |
| Wunderlich | Buy | Buy | Maintain | Dec 2, 2014 |
| Janney Montgomery Scott | Buy | Neutral | Upgrade | Sep 11, 2013 |
| Janney Capital | Buy | Neutral | Upgrade | Sep 11, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $360.37. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Analyst unavailable | $435 | $367.4 | +20.7% | Oct 6, 2026 |
| Tigress Financial | Ivan Feinseth | $485 | $412.34 | +34.6% | Jul 31, 2026 |
| Roth Capital | Scott Stember | $461 | $400.78 | +27.9% | Jul 24, 2026 |
| Robert W. Baird | Luke Junk | $415 | $395.41 | +15.2% | Jul 24, 2026 |
| Barclays | Analyst unavailable | $420 | $372.13 | +16.5% | May 28, 2026 |
| Roth Capital | Scott Stember | $431 | $389.52 | +19.6% | Apr 24, 2026 |
| Robert W. Baird | Analyst unavailable | $395 | $390.75 | +9.6% | Apr 24, 2026 |
| Robert W. Baird | Luke Junk | $380 | $386.86 | +5.4% | Apr 21, 2026 |
| Roth Capital | Analyst unavailable | $409 | $369.01 | +13.5% | Feb 10, 2026 |
| Robert W. Baird | Luke Junk | $375 | $369.21 | +4.1% | Feb 6, 2026 |
| Robert W. Baird | Analyst unavailable | $370 | $366.63 | +2.7% | Jan 30, 2026 |
| Tigress Financial | Analyst unavailable | $405 | $345.96 | +12.4% | Oct 21, 2025 |
| Robert W. Baird | Analyst unavailable | $365 | $337.81 | +1.3% | Oct 17, 2025 |
| Roth Capital | Analyst unavailable | $385 | $340.8 | +6.8% | Oct 17, 2025 |
| Tigress Financial | Ivan Feinseth | $395 | $325.27 | +9.6% | Aug 29, 2025 |
| Robert W. Baird | Luke Junk | $347 | $337.94 | -3.7% | Jul 18, 2025 |
| Tigress Financial | Analyst unavailable | $390 | $334.08 | +8.2% | Mar 3, 2025 |
| CFRA | Jonathan Sakraida | $285 | $275.74 | -20.9% | Sep 10, 2024 |
| Tigress Financial | Ivan Feinseth | $336 | $273.47 | -6.8% | Jul 25, 2024 |
| Robert W. Baird | Luke Junk | $282 | $261.76 | -21.7% | Apr 19, 2024 |
| CFRA | Jonathan Sakraida | $265 | $294.63 | -26.5% | Apr 2, 2024 |
| Tigress Financial | Elizabeth Suzuki | $240 | $297.61 | -33.4% | Mar 11, 2024 |
| Tigress Financial | Analyst unavailable | $298 | $223.26 | -17.3% | Apr 26, 2022 |
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Start freeCompany context
Snapshot as of publicationSnap-on Incorporated, a global provider based in Kenosha, Wisconsin, specializes in the production and distribution of an extensive range of tools, equipment, diagnostic systems, and repair information solutions for professional users worldwide. The company operates through its Commercial & Industrial Group, Snap-on Tools Group, Repair Systems & Information Group, and Financial Services segments. Its comprehensive product portfolio includes a diverse selection of hand tools like wrenches, sockets, pliers, screwdrivers, cutting and pruning tools, and torque measuring instruments. Snap-on also supplies various power tools (cordless, pneumatic, hydraulic, and corded) and robust tool storage solutions such as chests and roll cabinets.…
Historical context
All SNA earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| DAL Delta Air Lines, Inc. | FY2026 Q3 · Calendar Q4 2026 | -2.8% | +0.0% | Delta reports strong Q3 demand while costs and capacity remain key watchpoints |
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
| PAYX Paychex, Inc. | FY2027 Q1 · Calendar Q3 2026 | +1.5% | -8.8% | Paychex maintains FY27 outlook as PEO and AI momentum strengthen |
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-03T00:02:43.581688+00:00
- Polygon adjusted daily market bars · 2026-10-12T04:00:43.328624+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-12T04:00:43.325791+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-12. For educational purposes only; not investment advice.