Fastenal Reports Q4 Revenue of $2.03B, Misses Estimates by $10M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy FAST?
Source: seekingalpha
- Earnings Report: Fastenal's Q4 GAAP EPS stands at $0.26, aligning with expectations, indicating stable profitability amidst market fluctuations.
- Revenue Growth: The company reported an 11.5% year-over-year revenue increase to $2.03 billion, yet fell short of market expectations by $10 million, highlighting intensified competition and demand variability.
- Market Reaction: The revenue miss may exert downward pressure on Fastenal's stock price, prompting investors to closely monitor future market trends and strategic adjustments.
- Management Change: Fastenal has appointed a new CEO, which could introduce a fresh strategic direction and business restructuring to tackle current market challenges.
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Analyst Views on FAST
Wall Street analysts forecast FAST stock price to fall
9 Analyst Rating
3 Buy
3 Hold
3 Sell
Hold
Current: 45.540
Low
38.00
Averages
45.00
High
52.00
Current: 45.540
Low
38.00
Averages
45.00
High
52.00
About FAST
Fastenal Company is engaged in the wholesale distribution of industrial and construction supplies. The Company is a distributor of threaded fasteners, bolts, nuts, screws, studs, and related washers, as well as miscellaneous supplies and hardware, such as pins, machinery keys, concrete anchors, metal framing systems, wire rope, struts, rivets, and related accessories. Its business tools include Fastenal Managed Inventory (FMI), Bin stock (FASTStock and FASTBin) and Industrial vending (FASTVend). The Company also invests in digital solutions that aim to deliver value for its customers, leverage local inventory for same-day solutions, and provide service. It serves general and commercial contractors in non-residential end markets as well as farmers, truckers, railroads, oil exploration companies, oil production and refinement companies, mining companies, federal, state, and local governmental entities, schools, and certain retail trades.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Net Income Increase: The net income for Q4 reached $294.1 million, a 12.2% increase from the previous year, with earnings per share at $0.26, showcasing the company's success in cost management and customer relationship growth.
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- Optimistic Future Outlook: Management anticipates double-digit net sales growth in 2026, supported by FMI Technology and digital solutions, while maintaining strict cost management to address gross margin pressures.
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