Earnings Data
Report Date
Jul 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.26Last Year’s EPS
0.23Same Quarter Last Year
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong organic growth, accelerating digital adoption, expanded enterprise contracts, solid operating leverage and cash generation — offset by near-term gross margin pressure driven by tariffs, branded supplier cost increases, and delayed pricing execution. Management reiterated its strategic priorities (key accounts, FMI growth, international expansion) and committed to continued pricing actions and cost discipline. While Q2 may remain challenging on a price/cost basis, the underlying demand, market share gains, and financial discipline suggest a constructive multi-quarter outlook.Company Guidance
Strong Top-Line Growth
Daily sales increased 12.4% year over year to $34.9 million per day for the quarter, marking the third consecutive quarter of double-digit growth.
Operating Margin Expansion and SG&A Leverage
Operating margin improved to 20.3%, up 20 basis points year over year; SG&A declined to 24.3% of sales from 25.0% a year ago, demonstrating continued cost discipline and leverage.
Digital Adoption Acceleration
Digital daily sales grew 13.6%, outpacing company growth; digital channels represented 61.5% of Q1 sales. E-business daily sales rose ~7% year over year and electronic transactions accounted for ~30% of total sales.
FMI Device Momentum
Signed close to 7,000 new Fastenal Managed Inventory (FMI) device agreements (~110 per day), an ~8% increase versus last year; active device base grew nearly 6% and FMI drove ~45% of Q1 sales (up 150 basis points year over year).
Key Account and Contract Growth
Total contract count grew almost 8% year over year to just over 3,600 contracts; approximately 75% of Q1 sales came from contract customers. Company remains on track for ~250 new national account signings for the year.
Higher Spend at Large Customer Sites
Customer sites spending $50k+ per month increased 16.3% year over year to just over 2,900 sites; these sites grew revenue 21% and now represent just over half of total company sales. Average monthly sales per $50k+ site increased by $5.7k per site.
Broad-Based End-Market Strength
Growth was broad-based: heavy manufacturing (44% of sales) grew in the mid-teens; construction grew 17%; non-manufacturing $50k+ customer cohort grew ~25% year over year.
International Acceleration
International business (primarily Europe and Asia) grew almost 24% in March, indicating accelerating global expansion momentum.
Strong Cash Generation and Capital Allocation
Operating cash flow was approximately $378 million (111% of net income). The company returned $296 million to shareholders in the quarter (87% of net income) and invested ~$58 million in Q1 CapEx, reiterating full-year net CapEx guidance of ~$320 million (~3.5% of net sales).
Improved Return Metrics
Return on invested capital increased ~180 basis points on a trailing twelve-month basis and was cited at ~31% TTM, reflecting improved capital productivity.
CH:FAS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does Fastenal (CH:FAS) report earnings?
Fastenal (CH:FAS) is schdueled to report earning on Jul 13, 2026, Before Open (Confirmed).
What is Fastenal (CH:FAS) earnings time?
Fastenal (CH:FAS) earnings time is at Jul 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Fastenal stock?
The P/E ratio of Fastenal Company is N/A.
What is CH:FAS EPS forecast?
CH:FAS EPS forecast for the fiscal quarter 2026 (Q2) is 0.26.
