Q1 25 EPS
$0.52
BEAT +0.06%
Est. $0.52
Q1 25 Revenue
$1.96B
BEAT +0.44%
Est. $1.95B
vs S&P Since Q1 25
-20.3%
TRAILING MARKET
FAST +14.7% vs S&P +35.0%
Market Reaction
Did FAST Beat Earnings? Q1 2025 Results
Fastenal edged past Wall Street expectations in the first quarter of 2025, delivering results that were solid if unspectacular against a backdrop of sluggish underlying demand. The industrial distributor posted revenue of $1.96 billion, up 3.4% year-… Read more Fastenal edged past Wall Street expectations in the first quarter of 2025, delivering results that were solid if unspectacular against a backdrop of sluggish underlying demand. The industrial distributor posted revenue of $1.96 billion, up 3.4% year-over-year and modestly ahead of the $1.95 billion consensus, while diluted EPS of $0.52 cleared the $0.52 estimate by just 0.06%, with flat earnings versus the prior-year period underscoring the margin pressures at play. The most telling driver was a 40-basis-point compression in gross margin to 45.1%, pressured by mix shift toward larger customers and lower-margin non-fastener products alongside higher fleet costs. Bright spots included an 8.3% daily sales rate increase in Fastenal's Digital Footprint, which reached $1.21 billion, or 61% of total sales, and the fastener product line's return to growth after seven consecutive flat or declining quarters. Looking ahead, the company signaled tariff-related price increases expected to lift revenue by 3% to 4% this quarter, while capital expenditure guidance for 2025 remains set at $265 million to $285 million.
Key Takeaways
- • Improved customer contract signings over the past 12 months driving incremental sales
- • Contract customer sales grew 8.5% DSR, now 73.1% of total sales
- • Digital Footprint sales grew 8.3% DSR to 61.0% of total sales
- • FASTBin/FASTVend installed base grew 12.4% year-over-year to 129,996 MEUs
- • Safety supplies category grew 7.1% DSR supported by vending growth and warehousing/data center customers
- • Fastener category returned to growth (1.1% DSR) after seven consecutive flat or declining quarters
- • Manufacturing end markets outperformed at 6.8% DSR growth driven by key account managed spend
FAST YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
FAST Revenue by Segment
With YoY comparisons, source: SEC Filings
FAST Earnings Trends
FAST vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
FAST EPS Trend
Earnings per share: estimate vs actual
FAST Revenue Trend
Quarterly revenue: estimate vs actual
FAST Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | — | — | — | — |
| Q4 25 BEAT FY | $0.26 | $0.26 | +0.23% | $2.03B | -0.05% |
| FY Full Year | $1.10 | $1.09 | -0.78% | $8.20B | -0.01% |
| Q3 25 MISS | $0.30 | $0.29 | -2.19% | $2.13B | +0.09% |
| Q2 25 BEAT | $0.28 | $0.29 | +3.68% | $2.08B | +0.58% |
| Q1 25 BEAT | $0.52 | $0.52 | +0.06% | $1.96B | +0.44% |