Fastenal (FAST) Q2 2026 Earnings Preview: Analyst Expectations Point to +26.9% EPS Growth
Key Takeaways
- Fastenal is scheduled to report second quarter 2026 results on July 14, 2026, before the market opens.
- Analyst consensus calls for earnings per share of $0.33, up from $0.26 in the year-ago quarter.
- Revenue is expected to reach $2.34 billion, reflecting continued double-digit growth.
- Investors will focus on daily sales trends, operating margins, and any updates to full-year guidance.
- Strong demand across industrial and construction end markets has supported recent performance.
- Historical post-earnings stock moves have varied based on how results compare to expectations.
Why Fastenal’s Earnings Provide a Useful Economic Snapshot
Fastenal Company operates as a leading distributor of industrial and construction supplies. Its quarterly results offer a timely read on broader economic activity in manufacturing, construction, and maintenance sectors. With consistent revenue growth in recent periods, the upcoming report will help investors gauge the sustainability of demand trends and the company’s ability to expand market share amid varying economic conditions.
Analyst Expectations for the Quarter
Consensus estimates point to second quarter earnings per share of $0.33, representing year-over-year growth of approximately 26.9 percent from $0.26 reported in the same quarter last year. Revenue is projected at $2.34 billion, a 12.6 percent increase from $2.08 billion in the prior-year period. These figures build on first quarter 2026 results, where revenue reached $2.20 billion. Analysts will also watch for commentary on gross margins, operating expenses, and any adjustments to full-year outlook. Fastenal has a history of delivering results close to or slightly above expectations, with stock reactions often influenced by sales growth details and margin commentary. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Market Sentiment Heading Into the Report
Sentiment heading into the report remains constructive, supported by steady sales momentum and favorable end-market conditions. Investors will monitor how results align with expectations and any forward-looking statements on pricing, costs, and demand. Pre-earnings positioning often reflects optimism around Fastenal’s growth trajectory, though volatility can increase if figures deviate from consensus or guidance is revised.
What Investors Should Watch After the Release
Following the earnings release, attention will turn to Fastenal’s guidance and any updates on full-year performance. Key areas include daily sales growth rates across product categories and end markets, as well as trends in gross margin and operating expenses.
Broader industry dynamics, such as activity levels in manufacturing and construction, will also influence the outlook. Investors should note any commentary on inventory management, pricing power, and expansion initiatives.
Cost pressures related to labor, transportation, and raw materials remain relevant factors. Monitoring these elements will provide insight into the company’s ability to sustain profitability and growth in the coming quarters.
Enhancing Research with AI-Powered Screening Tools
In my view, incorporating AI-driven tools into the research process can help surface patterns and comparisons that might otherwise be missed. I recently turned to Tickeron’s AI Screener to filter for stocks in the industrial distribution space based on technical patterns, fundamentals, and performance metrics. The platform allows users to scan thousands of securities with customizable criteria such as industry, market capitalization, volatility, and AI-driven signals. This approach helped me quickly identify comparable names and assess relative strength ahead of earnings season. It serves as a practical complement to traditional analysis when evaluating names like FAST.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
Financial writer and active order flow futures trader with a focus on fundamental analysis, macroeconomic factors, and equity research. I make in-depth blogs on stocks and ETFs, bridging the gap between raw market data and real-world trading decisions.
Momentum Indicator for FAST turns positive, indicating new upward trend
FAST saw its Momentum Indicator move above the 0 level on September 21, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 83 similar instances where the indicator turned positive. In 60 of the 83 cases, the stock moved higher in the following days. The odds of a move higher are at 72%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for FAST just turned positive on September 22, 2026. Looking at past instances where FAST's MACD turned positive, the stock continued to rise in 35 of 49 cases over the following month. The odds of a continued upward trend are 71%.
FAST moved above its 50-day moving average on October 01, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +2.46% 3-day Advance, the price is estimated to grow further. Considering data from situations where FAST advanced for three days, in 213 of 335 cases, the price rose further within the following month. The odds of a continued upward trend are 64%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 30 of 60 cases where FAST's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 50%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where FAST declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 49%.
FAST broke above its upper Bollinger Band on September 23, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for FAST entered a downward trend on September 14, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 30 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 48 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 56 (best 1 - 100 worst), indicating fairly steady price growth. FAST’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 58 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 67, placing this stock slightly better than average.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 88 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (14.245) is normal, around the industry mean (7.841). P/E Ratio (43.162) is within average values for comparable stocks, (134.538). Projected Growth (PEG Ratio) (3.357) is also within normal values, averaging (2.538). Dividend Yield (0.019) settles around the average of (0.009) among similar stocks. P/S Ratio (6.447) is also within normal values, averaging (3.013).
Notable companies
Industry description
Market Cap
High and low price notable news
Volume
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Advertisement
General Information
an operator of industrial hardware supply stores
Industry ElectronicsDistributors
Advertisement