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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Dave Manthey | Robert W. Baird | 13 (15%) |
| Ryan Merkel | William Blair | 12 (17%) |
| Tommy Moll | Stephens | 12 (8%) |
| Chris Snyder | Morgan Stanley | 10 (20%) |
| Steve Volkmann | Jefferies | 7 (0%) |
| Chris Dankert | D.A. Davidson | 6 (0%) |
| Nigel Coe | Wolfe Research | 4 (0%) |
| Patrick Baumann | JPMorgan | 3 (0%) |
| Ken Newman | KeyBanc Capital Markets | 2 (0%) |
| Ryan Cook | Wolfe Research | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 | 13 (15%) |
| William Blair | 1 | 12 (17%) |
| Stephens | 1 | 12 (8%) |
| Morgan Stanley | 1 |
| 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 |
| 10 (20%) |
| Jefferies | 1 | 7 (0%) |
| Wolfe Research | 2 | 6 (0%) |
| D.A. Davidson | 1 | 6 (0%) |
| JPMorgan | 1 | 3 (0%) |
| +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 |
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).
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 | Revenue Growth | Trade Tariffs | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 3 | 1 | 1 | 2 | 1 | 1 | |
| 2025Q1 | 3 | 2 | 1 | 1 | 1 | 4 | ||
| 2025Q2 | 2 | 4 | 3 | 1 | 3 | 1 | ||
| 2025Q3 | 4 | 3 | 3 | 4 | 2 | 1 | 1 | |
| 2025Q4 | 3 | 3 | 1 | 4 | 3 | 2 | 2 | |
| 2026Q1 | 7 | 4 | 3 | 2 | 4 | 1 | 2 |
| '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 | |
| Revenue Growth | 2 | 1 | 3 | 2 | 1 | |
| Trade Tariffs | 1 | 4 | 1 | 1 | 2 | |
| Macroeconomic | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FAST Fastenal | 7 | +12.4% | |
| FERG Ferguson plc | 7 | +4.6% | |
| GWW W. W. Grainger | 9 | +10.1% | |
| POOL Pool Corporation | 6 | +6.2% |