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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Dave Manthey | Robert W. Baird | 15 questions · 13% challenging |
| Ryan Merkel | William Blair | 14 questions · 14% challenging |
| Tommy Moll | Stephens | 14 questions · 7% challenging |
| Chris Snyder | Morgan Stanley | 10 questions · 20% challenging |
| Chris Dankert | D.A. Davidson | 8 questions · 0% challenging |
| Steve Volkmann | Jefferies | 8 questions · 0% challenging |
| Ken Newman | KeyBanc Capital Markets | 4 questions · 0% challenging |
| Nigel Coe | Wolfe Research | 4 questions · 0% challenging |
| Patrick Baumann | JPMorgan | 3 questions · 0% challenging |
| Ryan Cooke | Wolfe Research | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 analyst | 15 questions · 13% challenging |
| William Blair | 1 analyst | 14 questions · 14% challenging |
| Stephens | 1 analyst | 14 questions · 7% challenging |
| Morgan Stanley | 2 analysts | 12 questions · 17% challenging |
| D.A. Davidson | 1 analyst | 8 questions · 0% challenging |
| Jefferies | 1 analyst | 8 questions · 0% challenging |
| Wolfe Research | 2 analysts | 6 questions · 0% challenging |
| KeyBanc Capital Markets | 1 analyst | 4 questions · 0% challenging |
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Calendar quarter Q1 2026Earnings call Apr 13, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Fastenal (FAST), FY2026 Q1: 7/10. Scores: Fastenal’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: FAST daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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.
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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 | -50.0% | 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 Q1Selected | $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% | $202M |
| FY2026 Q3 | $2.46B | +15.5% | $0.35 | +20.7% | 44.8% | 21.5% | 16.3% | $348M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +12.4% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Margin | Pricing | Competitive Dynamics | Demand | Cost Pressure | Revenue Growth | Trade Tariffs | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 3 | 1 | 1 | 2 | 1 | 1 | |
| 2025Q1 | 2 | 3 | 1 | 1 | 1 | 4 | ||
| 2025Q2 | 4 | 2 | 3 | 1 | 3 | 1 | ||
| 2025Q3 | 3 | 4 | 3 | 4 | 2 | 1 | 1 | |
| 2025Q4 | 3 | 3 | 1 | 4 | 3 | 2 | 2 | |
| 2026Q1 | 4 | 7 | 3 | 2 | 4 | 1 | 2 | |
| 2026Q2 | 5 | 4 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Margin | 2 | 2 | 4 | 3 | 3 | 4 | 5 |
| Pricing | 3 | 2 | 4 | 3 | 7 | 4 | |
| Competitive Dynamics | 3 | 1 | 3 | 3 | 1 | 3 | 1 |
| Demand | 1 | 1 | 4 | 4 | 2 | 1 | |
| Cost Pressure | 1 | 1 | 2 | 3 | 4 | 2 | |
| Revenue Growth | 2 | 1 | 3 | 2 | 1 | ||
| Trade Tariffs | 1 | 4 | 1 | 1 | 2 | ||
| Macroeconomic | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| FASTFastenal | 7 | +12.4% | Third consecutive quarter of double-digit growth at 12.4% daily sales | |
| FERGFerguson plc | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| GWWW. W. Grainger | 9 | +10.1% | Grainger delivered a strong start to 2026, with total company sales up 10.1% reported (12.2% on a daily organic constant currency basis) and diluted EPS of $11.65, up 18.2% versus 2025, meaningfully outpacing the expectations management set in February | |
| POOLPool Corporation | 6 | +6.2% | Pool Corporation opened fiscal 2026 with 6% sales growth and 7% operating income growth, exceeding management's expectations for the seasonally small first quarter |
Third consecutive quarter of double-digit growth at 12.4% daily sales
Newest quarter — available with Pro
Grainger delivered a strong start to 2026, with total company sales up 10.1% reported (12.2% on a daily organic constant currency basis) and diluted EPS of $11.65, up 18.2% versus 2025, meaningfully outpacing the expectations management set in February
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| FAST | 5 | 6 | 7 | 7 | 7 | 7 |
| FERG | 4 | 2 | 7 | 8 | 5 | Newest quarter — available with Pro |
| GWW | 8 | 5 | 5 | 6 | 7 | 9 |
| POOL | 4 | 3 | 4 | 5 | 4 | 6 |
Pool Corporation opened fiscal 2026 with 6% sales growth and 7% operating income growth, exceeding management's expectations for the seasonally small first quarter