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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. |
|---|---|---|---|
| Scott Stember | ROTH Capital Partners | 16 | 0% |
| Luke Junk | Robert W. Baird | 15 | 0% |
| Dave MacGregor | Longbow Research | 10 | 30% |
| Gary Prestopino | Barrington Research | 9 | 0% |
| Chris Glynn | Oppenheimer | 8 | 0% |
| Bret Jordan | Jefferies | 8 | 13% |
| Sherif El-Sabbahy | Bank of America | 5 | 0% |
| Patrick Buckley | Jefferies | 3 | 0% |
| Joe Nolan | Longbow Research | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| ROTH Capital Partners | 1 | 16 | 0% |
| Robert W. Baird | 1 | 15 | 0% |
| Longbow Research | 2 | 13 | 23% |
| Jefferies |
| 2 |
| 11 |
| 9% |
| Barrington Research | 1 | 9 | 0% |
| Oppenheimer | 1 | 8 | 0% |
| Bank of America | 1 | 5 | 0% |
Snap-on set a new Q1 record with net sales of $1.272 billion, up 5.8%, and EPS of $4.69 growing 4.0% year-over-year on broad-based organic gains of 3.4%. Tools Group margin expansion continued with gross margin up 140 basis points to 47.7% while tool storage turned positive for the first time, signaling a potential demand thaw in the franchise channel. C&I critical industries delivered high single-digit growth led by aviation, and tariff and currency headwinds were absorbed by Snap-on's domestic manufacturing footprint and RCI continuous improvement methodology.
Demand | Revenue Growth | Competitive Dynamics | Product Launch | Trade Tariffs | Margin | Geographic Expansion | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 5 | 1 | 1 | 1 | 1 | 1 |
| 2025Q1 | 11 | 1 | 3 | 1 | 2 | 1 | 1 | 1 |
| 2025Q2 | 9 | 3 | 3 | 1 | 1 | 1 | 2 | 2 |
| 2025Q3 | 8 | 4 | 2 | 2 | 2 | 2 | 2 | 1 |
| 2025Q4 | 5 | 4 | 3 | 3 | 1 | |||
| 2026Q1 | 9 | 4 | 2 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 11 | 9 | 8 | 5 | 9 |
| Revenue Growth | 3 | 1 | 3 | 4 | 4 | 4 |
| Competitive Dynamics | 5 | 3 | 3 | 2 | 3 | 2 |
| Product Launch | 1 | 1 | 1 | 2 | 3 | 2 |
| Trade Tariffs | 1 | 2 | 1 | 2 | 1 | |
| Margin | 1 | 1 | 1 | 2 | 1 | 1 |
| Geographic Expansion | 1 | 1 | 2 | 2 | ||
| Inventory | 1 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SNA Snap-on | 6 | +5.8% | |
| SWK Stanley Black & Decker | 4 | +2.7% |