Q2 FY2026 EarningsQ2 FY26 beat consensus on both top and bottom lines: revenue $2.39B vs. $2.34B expected (+2.1% variance) and diluted EPS $0.33 vs. $0.33 mean (hitting the high end of $0.32-$0.34 range). Gross margin of 44.6% outperformed the consensus of 44.48%, despite a 75bps YoY decline due to price/cost headwinds. Strong growth in contract sales (+17.6% YoY) and Digital Footprint expansion (+16.2% YoY) drove the beat, while 2026 net CAPEX guidance was maintained at $310M-$330M, significantly above the $80.5M consensus mean.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Fastenal(FAST) the Revenue is 2.387 B (+14.74%), Beat estimate;the EBIT is 501.8 M (+15.07%), Beat estimate;the EPS is 0.33 (+13.79%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
2.39B14.74%
2.34B12.41%
+0.05B2.33%
EBITExceed expectations
0.50B15.07%
0.50B13.74%
+0.01B1.33%
EPSExceed expectations
0.3313.79%
0.325912.39%
+0.00411.40%
Upcoming earnings report - Q3 FY2026
Available dateOct 14, 2026
Estimate Revenue$2.437 B
Estimate EBIT$510.14 M
Estimate EPS$0.336
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ActualEstimateUnit: USD
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EBIT
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Net income
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EPS
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