Q4 25 EPS
$0.26
BEAT +0.23%
Est. $0.26
Q4 25 Revenue
$2.03B
MISS 0.05%
Est. $2.03B
vs S&P Since Q4 25
+1.1%
BEATING MARKET
FAST +6.2% vs S&P +5.1%
Full Year 2025 Results
FY 25 EPS
$1.09
MISS 0.78%
Est. $1.10
FY 25 Revenue
$8.20B
MISS 0.01%
Est. $8.20B
Market Reaction
Did FAST Beat Earnings? Q4 2025 Results
Fastenal delivered a largely in-line quarter to close out fiscal 2025, with earnings per share of $0.26 nudging past the $0.26 consensus by 0.23% while revenue of $2.03 billion came in essentially flat against estimates, missing by just 0.05%, yet st… Read more Fastenal delivered a largely in-line quarter to close out fiscal 2025, with earnings per share of $0.26 nudging past the $0.26 consensus by 0.23% while revenue of $2.03 billion came in essentially flat against estimates, missing by just 0.05%, yet still posted a healthy 11.1% year-over-year gain. The top-line momentum was powered primarily by accelerating contract customer signings that took root in early 2024, with contract sales growing 12.9% on a daily rate basis compared to just 5.7% in the prior year period, even as management acknowledged a sluggish industrial production backdrop that raises questions about the broader manufacturing outlook. Gross margin compressed 50 basis points to 44.3%, pressured by inventory cost timing and supplier rebate headwinds, though improved SG&A leverage helped operating margin edge up to 19.0%. Looking ahead, Fastenal raised its 2026 device signing target to 28,000-30,000 MEUs and guided capital expenditure to $310-$330 million, a sharp increase from $230.6 million in 2025, reflecting hub facility replacement and trucking investments.
Key Takeaways
- • Improved customer contract signings since Q1 2024 driving incremental sales
- • Contract customer sales DSR growth of 12.9% versus 5.7% in prior year
- • Manufacturing end markets outperformed due to strength with key account customers with significant managed spend
- • Product pricing contributed 310-340 basis points to net sales growth
- • Direct products outpaced indirect products due to fastener expansion project
- • Growth in customer sites spending $10k+ per month
- • Non-residential construction end market experienced growth for third time in thirteen consecutive quarters
FAST YoY Financials
Q4 2025 vs Q4 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% |