FAST earnings release — EPS $0.33 vs $0.33 est · revenue $2.4B vs $2.3B est · gross margin 44.6% · operating margin 21.0%快扣 (FAST) 财报快讯 — EPS $0.33 vs $0.33 预期 · 营收 $2.4B vs $2.3B 预期 · 毛利率 44.6% · 经营利润率 21.0%

Core Performance Overview

Fastenal Company (ticker: FAST) issued its Q2 2026 earnings report via Business Wire at 6:50 ET on July 14, 2026, alongside a corresponding 8-K filing with the SEC EDGAR database. The report recorded GAAP diluted earnings per share (EPS) of $0.33, matching consensus analyst estimates, and total revenue of $2.4B, which came in 2.1% above the $2.3B consensus forecast, marking a mixed performance of in-line EPS and revenue beat. Per provided market data, FAST shares traded at $45.695, down 2.88% on the day of the release.

Actual vs. Consensus Results

Per official earnings calendar data, the Q2 2026 EPS of $0.33 matched the consensus estimate exactly, with 0% surprise. Total revenue of $2.4B exceeded the consensus forecast of $2.3B by 2.1%, marking a revenue beat.

Performance Quality Analysis

From the official financial statement snapshot, Q2 2026 revenue grew 8.4% year-over-year. Gross profit hit $1.1B with a 44.6% gross margin. Operating income was $502M, with a 21.0% operating margin, representing 12.1% YoY growth. EBIT and EBITDA both stood at $502M, with a 21.0% margin. Net income totaled $383M, with a 16.0% net margin. Operating cash flow was $142M, capital expenditures were $64M, leaving free cash flow of $78M. Ending cash reserves were $205M, total debt $442M, and net debt $237M, indicating manageable debt levels. The company’s release summary noted growth was driven by daily sales growth, operating expense leverage, and expanded partnerships with large customers supported by on-site, digital, and supply chain solutions.

Independent Contextual Signals

Per disclosed institutional holdings data as of December 31, 2025, FAST had 1,410 institutional holders, owning 84.1% of the float, a net decrease of 26 holders from the prior quarter. Of these, 155 established new positions, 630 increased holdings, 547 reduced holdings, and 172 closed out positions entirely. Additionally, analyst rating distributions have remained unchanged over the prior two months, with 0 Strong Buy, 5 Buy, 7 Hold, 2 Sell, and 3 Strong Sell ratings as of June 1, 2026.

Follow-up Markers

1. The unaudited Q2 2026 10-Q SEC filing, which will include detailed segment performance, cash flow breakdowns, and full balance sheet details, has not yet been publicly released;

2. The upcoming earnings call transcript will provide additional color on management’s outlook, segment-specific performance, and operational priorities;

3. No forward guidance was included in the published release excerpt, so official guidance data will need to be sourced from subsequent company announcements.