Overview
Industrial supplies distributor's Q4 revenue slightly missed analyst expectations
EPS for Q4 met analyst expectations
Net income for Q4 missed analyst estimates
Outlook
Fastenal expects 2026 capital expenditure between $310 mln and $330 mln
Company targets 2026 weighted FASTBin and FASTVend signings of 28,000 to 30,000 machine equivalent units
Result Drivers
CUSTOMER CONTRACTS - Improved customer contract signings since Q1 2024 contributed to increased sales in Q4 2025 despite sluggish industrial production
FASTENER EXPANSION - Fastener expansion project and increased sales to manufacturing customers boosted direct product sales
FMI TECHNOLOGY - Growth in FMI technology sales driven by migration to digital stocking locations
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Slight Miss* | $2.03 bln | $2.04 bln (12 Analysts) |
Q4 EPS | Meet | $0.26 | $0.26 (15 Analysts) |
Q4 Net Income | Miss | $294.10 mln | $301.94 mln (10 Analysts) |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 8 "hold" and 5 "sell" or "strong sell"
The average consensus recommendation for the industrial machinery & equipment peer group is "buy."
Wall Street's median 12-month price target for Fastenal Co is $45.00, about 2.9% above its January 16 closing price of $43.74
The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 41 three months ago
Press Release: ID:nBw9zfLXra
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)