Zacks Investment Research·2d ago
Are Industrial Products Stocks Lagging Fastenal (FAST) This Year?Here is how Fastenal (FAST) and Kubota Corp. (KUBTY) have performed compared to their sector so far this year.
Fastenal is experiencing a robust demand inflection, with revenue growth accelerating from 1.8% in 2024Q2 to 14.7% in 2026Q2, while operating margins expanded to 21.0% in 2026Q2 from 18.9% in 2024Q4, reflecting strong operating leverage and disciplined cost ma...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth reaccelerated to 14.7% in 2026Q2, with gross margin stable at 44.6% and operating margin expanding to 21.0%, while EPS grew 13.8% in the same quarter.
Fastenal is the largest fastener distributor in North America, providing a wide range of industrial and construction supplies.
Fastenal's Q1 2026 results showed 12.4% year-on-year revenue growth, aligning with analyst expectations despite softer profitability.
The company's evolution beyond a cyclical distributor is supported by embedded FMI technology and on-site services, enhancing value.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 14, 2026 | $0.33+0.4% vs $0.33 | $2.4B+2.1% vs $2.3B |
Q2 2026 Apr 13, 2026 | $0.30+0.4% vs $0.30 | $2.2B+0.2% vs $2.2B |
Q1 2026 Jan 20, 2026 | $0.26+0.3% vs $0.26 | $2.0B-0.5% vs $2.0B |
Q4 2025 Oct 13, 2025 | $0.29-2.4% vs $0.30 | $2.1B+0.1% vs $2.1B |
Here is how Fastenal (FAST) and Kubota Corp. (KUBTY) have performed compared to their sector so far this year.
Nykredit A S purchased a new stake in Fastenal Company (NASDAQ: FAST) during the second quarter, according to its most recent filing with the SEC. The firm purchased 237,756 shares of the company's stock, valued at approximately $11,419,000. Several other large investors have also recently modified their holdings of FAST. BlackRock Inc. acquired
Engineers Gate Manager LP increased its stake in shares of Fastenal Company (NASDAQ: FAST) by 283.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,910 shares of the company's stock after buying an additional 19,152 shares during the
Fastenal (FAST) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Benchmark FAST against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Fastenal Company (FAST)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $50.08 | $57.47B | 45.95 | 8.67% | 15.35% | 33.29% | 1.74% | |
| $1268.62 | $59.9B | 35.84 | 4.51% | 9.92% | 44.11% | — | |
| $121.37 | $6.78B | 34.00 | -1.35% | 5.9% | 16.51% | — | |
| $371.80 | $19.23B | 19.37 | 0.93% | 20.37% | 17.34% | — | |
| $94.39 | $4.18B | 28.01 | 3.62% | 3.41% | 9.66% | — | |
| $305.35 | $304.47B | 21.46 | 3.24% | 8.41% | 102.69% | — |
Fastenal Company (FAST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Fastenal Company (FAST) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 14, 2026·SEC
Jun 23, 2026·SEC
Jun 12, 2026·SEC
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Fastenal Company (FAST) stock FAQ — growth, dividends, profitability & financials explained
Fastenal Company (FAST) reported $8.75B in revenue for fiscal year 2025. This represents a 2941% increase from $287.7M in 1996.
Fastenal Company (FAST) grew revenue by 8.7% over the past year. This is steady growth.
Yes, Fastenal Company (FAST) is profitable, generating $1.35B in net income for fiscal year 2025 (15.3% net margin).
Yes, Fastenal Company (FAST) pays a dividend with a yield of 1.74%. This makes it attractive for income-focused investors.
Fastenal Company (FAST) has a return on equity (ROE) of 33.3%. This is excellent, indicating efficient use of shareholder capital.
Fastenal Company (FAST) generated $1.03B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
