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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Fastenal (FAST) is 7/10.
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.
Scored from Fastenal’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.82B | +3.7% | $0.23 | 0.0% | 44.8% | 18.9% | 14.4% | $223M |
| FY2025 Q1 | $1.96B | +3.4% | $0.26 | 0.0% | 45.1% | 20.1% | 15.2% | $207M |
| FY2025 Q2 | $2.08B | +8.6% | $0.29 | +16.0% | 45.3% | 21.0% | 15.9% | $209M |
| FY2025 Q3 | $2.13B | +11.7% | $0.29 | +11.5% | 45.3% | 20.7% | 15.7% | $327M |
| FY2025 Q4 | $2.03B | +11.1% | $0.26 | +13.0% | 44.3% | 19.0% | 14.5% | $308M |
| FY2026 Q1 | $2.20B | +12.4% | $0.30 | +15.4% | 44.6% | 20.3% | 15.4% | $320M |
| FY2026 Q2 | $2.39B | +14.7% | $0.33 | +13.8% | 44.6% | 21.0% | 16.0% | $78M |