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Sentiment · FY2026 Q2
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 | Margin | Trade Tariffs | Geographic Expansion | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 5 | 1 | 1 | 1 | 1 | 1 |
| 2025Q1 | 11 | 1 | 3 | 1 | 1 | 2 | 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 |
| Margin | 1 | 1 | 1 | 2 | 1 | 1 |
| Trade Tariffs | 1 | 2 | 1 | 2 | 1 | |
| Geographic Expansion | 1 | 1 | 2 | 2 | ||
| Inventory | 1 | 1 | 2 | 1 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Scott Stember | ROTH Capital Partners | 17 (0%) |
| Luke Junk | Robert W. Baird | 15 (0%) |
| David MacGregor | Longbow Research | 12 (33%) |
| Gary Prestopino | Barrington Research | 10 (0%) |
| Bret Jordan | Jefferies | 9 (11%) |
| Chris Glynn | Oppenheimer | 9 (0%) |
| Sherif El-Sabbahy | Bank of America | 5 (0%) |
| Joe Nolan | Longbow Research | 3 (0%) |
| Patrick Buckley | Jefferies | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| ROTH Capital Partners | 1 | 17 (0%) |
| Longbow Research | 2 | 15 (27%) |
| Robert W. Baird | 1 | 15 (0%) |
| Jefferies |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.30B | +0.4% | $4.82 | +1.5% | 51.0% | 25.5% | 19.9% | $275M |
| FY2025 Q1 | $1.24B | -3.0% | $4.51 | -8.1% | 52.2% | 25.2% | 19.3% | $276M |
| FY2025 Q2 | $1.28B | +0.1% | $4.72 | -6.9% | 51.8% | 25.5% | 19.5% | $218M |
| FY2025 Q3 | $1.29B | +3.6% | $5.01 | +6.6% | 52.2% | 26.9% | 20.5% | $258M |
| FY2025 Q4 | $1.34B | +3.1% | $4.94 | +2.5% | 50.7% | 25.3% | 19.5% | $255M |
| FY2026 Q1 | $1.31B | +5.2% | $4.69 | +4.0% | 46.5% | 24.4% | 18.9% | $348M |
| FY2026 Q2 | $1.33B | +4.2% | $4.96 | +5.1% | 47.6% | 25.2% | 19.5% | $187M |
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).
| 2 |
| 12 (8%) |
| Barrington Research | 1 | 10 (0%) |
| Oppenheimer | 1 | 9 (0%) |
| Bank of America | 1 | 5 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SNA Snap-on | 6 | +5.8% | |
| SWK Stanley Black & Decker | 4 | +2.7% |