Fastenal (FAST) Q4 Earnings: Revenue Expected to Rise 11.5%, EPS Forecast at $0.26

Fastenal (FAST) is set to report fourth-quarter results on Tuesday, January 20, 2026. Analysts expect revenue of $2.03 billion, reflecting an 11.5% year-over-year increase, up from a 3.7% gain in the same period last year. Adjusted earnings are forecast at $0.26 per share, in line with prior expectations. The company met revenue targets in the prior quarter with $2.13 billion in sales, up 11.7% annually, but missed EBITDA estimates despite in-line EPS. Fastenal has fallen short of revenue forecasts four times over the past two years. Peer results offer mixed signals: MSC Industrial reported 4% revenue growth, meeting estimates, while Richardson Electronics saw a 5.7% rise, exceeding expectations by 4.8%. Both stocks declined post-earnings, down 1.2% and 11.8%, respectively. Despite modest gains in the industrial distributors sector—up 8.8% on average over the past month—Fastenal’s shares have risen 4.7% during the same period. The stock trades near its current price of $43.68, below the average analyst target of $44.00.