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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dave Manthey | Robert W. Baird | 11 | 9% |
| Tom Moll | Stephens | 10 | 10% |
| Ryan Merkel | William Blair | 10 | 20% |
| Chris Snyder | Morgan Stanley | 8 | 25% |
| Steve Volkmann | Jefferies | 7 | 0% |
| Nigel Coe | Wolfe Research | 4 | 0% |
| Patrick Baumann | JPMorgan | 3 | 0% |
| Chris Dankert | Loop Capital | 2 | 0% |
| Ryan Cook | Wolfe Research | 2 | 0% |
| Chris Tinker | Loop Capital | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Robert W. Baird | 1 | 11 | 9% |
| William Blair | 1 | 10 | 20% |
| Stephens | 1 | 10 | 10% |
| Morgan Stanley | 1 |
| 8 |
| 25% |
| Jefferies | 1 | 7 | 0% |
| Wolfe Research | 2 | 6 | 0% |
| Loop Capital | 2 | 4 | 0% |
| JPMorgan | 1 | 3 | 0% |
Revenue grew 4.7% to $2.05 billion with EPS of $0.53 rising 1.9% as Fastenal saw growth moderate from the tariff-driven Q4 surge. Daily sales growth of 4.2% included some continued pre-buying activity, while 137 new Onsite signings in the quarter reflected sustained market share gains. FMI Technology installations reached 148 devices per day, a new high, and international expansion continued with 55 Onsite locations outside the U.S., though margins compressed 60 basis points on product cost inflation.
Pricing | Margin | Competitive Dynamics | Demand | Cost Pressure | Trade Tariffs | Revenue Growth | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 3 | 1 | 1 | 1 | 2 | 1 | |
| 2025Q1 | 3 | 2 | 1 | 1 | 4 | 1 | ||
| 2025Q2 | 2 | 4 | 3 | 1 | 1 | 3 | ||
| 2025Q3 | 4 | 3 | 3 | 4 | 2 | 1 | 1 | |
| 2025Q4 | 3 | 3 | 1 | 4 | 3 | 2 | 2 | |
| 2026Q1 | 7 | 4 | 3 | 2 | 4 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 3 | 2 | 4 | 3 | 7 | |
| Margin | 2 | 2 | 4 | 3 | 3 | 4 |
| Competitive Dynamics | 3 | 1 | 3 | 3 | 1 | 3 |
| Demand | 1 | 1 | 4 | 4 | 2 | |
| Cost Pressure | 1 | 1 | 2 | 3 | 4 | |
| Trade Tariffs | 1 | 4 | 1 | 1 | 2 | |
| Revenue Growth | 2 | 1 | 3 | 2 | 1 | |
| Macroeconomic | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FAST Fastenal | 7 | +12.4% | |
| GWW W. W. Grainger | 9 | +10.1% | |
| POOL Pool Corporation | 6 | +6.2% |