Analyst Consensus ?
ConsensusHold17 ratings
Bullish1164.7%
Neutral423.5%
Bearish211.8%
Snap-on Incorporated · SNA · FY2025 Q4 · Calendar Q1 2026
Snap-on: Product innovation offsets flat Tools volume
The supplied analysis supports a measured version of the growth thesis: Snap-on's product innovation, diagnostics, RSNI expansion, and critical-industry demand provide support, while flat Tools volume and macro risks argue against treating resilient demand as established across the business.
Reported Before market openNYSEIndustrials
$18.99B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$4.94
Consensus $4.93
EPS surprise
+0.2%
Reported versus consensus
Reported revenue
$1.23B
Consensus $1.24B
Revenue surprise
-0.6%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-3.2%
Event window
SPY move
-1.2%
Same window
Abnormal move
-1.9%
Stock minus SPY
Volume
1.8×
Versus trailing sessions
Subsequent drift
+0.4%
Up to 20 sessions
SNASPY benchmark
Ask FN2 about SNA FY2025 Q4
Transcript, numbers and history already loaded
Why did SNA fall 3.2% after beating EPS estimates in FY2025 Q4?What changed in SNA's guidance and outlook in FY2025 Q4?Give me the bull and bear case for SNA after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior analysis, the current quarter adds evidence of 2.8% revenue growth, 5% C&I sales growth, improved Tools margins despite flat volume, and continued product launches. The risk profile remains centered on tariffs, currency, shortages, and demand conversion.
Guidance delta
Maintained; the current analysis continues to describe a roughly $100 million 2026 capex plan and a confident operating stance.
Key takeaways
- Revenue growth remained modest, while EPS reached $4.94.
- C&I sales grew 5%, and Tools-group margins improved despite flat volume.
- NanoAxis, Control Tech Plus, MT 2,600, and RSNI are the main product and software growth supports.
- Tariffs, currency, shutdowns, shortages, and technician uncertainty remain key risks.
- The current analysis is constructive, but it does not remove the need to watch volume and demand conversion.
Management priorities
- Scale new power-tool and diagnostic products
- Expand RSNI software, databases, and OEM integrations
- Invest roughly $100 million in product and facility upgrades
- Grow critical-industry custom kitting
- Continue buybacks and dividend increases
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$364.81Current
$240Low
$390.56Average
$485High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 30, 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 |
|---|---|---|---|---|
| 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 $364.81. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Tigress Financial | Ivan Feinseth | $485 | $412.34 | +32.9% | Jul 31, 2026 |
| Roth Capital | Scott Stember | $461 | $400.78 | +26.4% | Jul 24, 2026 |
| Robert W. Baird | Luke Junk | $415 | $395.41 | +13.8% | Jul 24, 2026 |
| Barclays | Analyst unavailable | $420 | $372.13 | +15.1% | May 28, 2026 |
| Roth Capital | Scott Stember | $431 | $389.52 | +18.1% | Apr 24, 2026 |
| Robert W. Baird | Analyst unavailable | $395 | $390.75 | +8.3% | Apr 24, 2026 |
| Robert W. Baird | Luke Junk | $380 | $386.86 | +4.2% | Apr 21, 2026 |
| Roth Capital | Analyst unavailable | $409 | $369.01 | +12.1% | Feb 10, 2026 |
| Robert W. Baird | Luke Junk | $375 | $369.21 | +2.8% | Feb 6, 2026 |
| Robert W. Baird | Analyst unavailable | $370 | $366.63 | +1.4% | Jan 30, 2026 |
| Tigress Financial | Analyst unavailable | $405 | $345.96 | +11.0% | Oct 21, 2025 |
| Robert W. Baird | Analyst unavailable | $365 | $337.81 | +0.1% | Oct 17, 2025 |
| Roth Capital | Analyst unavailable | $385 | $340.8 | +5.5% | Oct 17, 2025 |
| Tigress Financial | Ivan Feinseth | $395 | $325.27 | +8.3% | Aug 29, 2025 |
| Robert W. Baird | Luke Junk | $347 | $337.94 | -4.9% | Jul 18, 2025 |
| Tigress Financial | Analyst unavailable | $390 | $334.08 | +6.9% | Mar 3, 2025 |
| CFRA | Jonathan Sakraida | $285 | $275.74 | -21.9% | Sep 10, 2024 |
| Tigress Financial | Ivan Feinseth | $336 | $273.47 | -7.9% | Jul 25, 2024 |
| Robert W. Baird | Luke Junk | $282 | $261.76 | -22.7% | Apr 19, 2024 |
| CFRA | Jonathan Sakraida | $265 | $294.63 | -27.4% | Apr 2, 2024 |
| Tigress Financial | Elizabeth Suzuki | $240 | $297.61 | -34.2% | Mar 11, 2024 |
| Tigress Financial | Analyst unavailable | $298 | $223.26 | -18.3% | 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
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|---|---|---|---|---|
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| 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 |
| FRO Frontline Plc | FY2026 Q2 · Calendar Q3 2026 | +8.0% | +1.0% | Frontline posts a record quarter as tanker rates remain elevated |
Latest beats and misses
Who reports nextBeat on EPS
- CCLFY2026 Q3 · September 29, 2026+5.9% EPS+13.4% move
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
Get the SNA recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-30T17:06:32.934825+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-30T17:06:32.932054+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 2026-09-30. For educational purposes only; not investment advice.