Fastenal Co. (FAST) delivered mixed results in Q2 FY2026 on revenue of $2.4B versus the $2.3B estimate (+14.7% YoY) and EPS of $0.33. The next Fastenal Co. (FAST) earnings date is Oct 14, 2026. Below is the full Fastenal Co. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Fastenal Co. (FAST) Earnings Analysis — key stats
Next earnings date
Oct 14, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
1 of last 8 (quarters above estimate)
Avg next-day move
±5.6% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±8.5% (options-derived · into Oct 14, 2026)
Institutional ownership
96.2% (13F as of 2026-06-30)
Top 10 holders
44.1% (of shares outstanding)
Insider activity
5 buys / 7 sells (recent Form 4 filings)
Revenue
$2.4B (vs $2.3B est · +2.1% surprise · +14.7% YoY)
EPS
$0.33 (vs $0.33 est · +0.4% surprise · +13.8% YoY)
Share price
$51.28 (+0.0%)
Market cap
$58.8B
Fastenal Co. (FAST) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$2.4B vs $2.3B est
$0.33 vs $0.33 est
+0.4%
-3.6%
Mixed
Q2 FY2026
$2.2B vs $2.2B est
$0.30 vs $0.30 est
+0.4%
-9.3%
In line
Q1 FY2026
$2.0B vs $2.0B est
$0.26 vs $0.26 est
+0.3%
+2.0%
In line
Q4 FY2025
$2.1B vs $2.1B est
$0.29 vs $0.30 est
-2.4%
-6.6%
Mixed
Q3 FY2025
$2.1B vs $2.1B est
$0.29 vs $0.28 est
+2.7%
+4.3%
Mixed
Q2 FY2025
$2.0B vs $2.0B est
$0.26 vs $0.26 est
+0.0%
+7.3%
In line
Q1 FY2025
$1.8B vs $1.8B est
$0.23 vs $0.48 est
-52.1%
+1.8%
Mixed
Q4 FY2024
$1.9B vs $1.9B est
$0.26 vs $0.51 est
-49.3%
+9.6%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.3%
106.3M
$5.1B
+1.5%
Vanguard Capital Management LLC
6.5%
74.9M
$3.6B
+0.5%
Vanguard Portfolio Management LLC
5.7%
64.9M
$3.1B
+0.7%
State Street Corp
4.9%
56.4M
$2.7B
+1.6%
Charles Schwab Investment Management INC
3.7%
42.9M
$2.1B
+8.9%
Sixth Street Partners Management Company, L.P.
3.7%
42.9M
$2.1B
+100.0%
Invesco Ltd.
3.4%
39.6M
$1.9B
+64.2%
Geode Capital Management, LLC
3.4%
39.5M
$1.9B
+1.4%
Morgan Stanley
1.8%
20.9M
$1.0B
-19.0%
Bank Of New York Mellon Corp
1.6%
17.9M
$859.3M
-27.4%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Papenfuss Donnalee Kathleen
officer: EVP-Strategy and Communication
2026-08-13
Buy
8K
$149986
Papenfuss Donnalee Kathleen
officer: EVP-Strategy and Communication
2026-08-13
Buy
1K
$18755
Papenfuss Donnalee Kathleen
officer: EVP-Strategy and Communication
2026-08-13
Sell
8K
$405626
Papenfuss Donnalee Kathleen
officer: EVP-Strategy and Communication
2026-08-13
Sell
8K
$149986
Papenfuss Donnalee Kathleen
officer: EVP-Strategy and Communication
2026-08-13
Sell
1K
$18755
Papenfuss Donnalee Kathleen
officer: EVP-Strategy and Communication
2026-08-13
Sell
1K
$70132
Ancius Michael J
director
2026-08-13
Sell
400
—
Ancius Michael J
director
2026-08-10
Buy
3K
$41250
What you'll find
Next Fastenal Co. (FAST) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Fastenal Co. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Fastenal Co. (FAST)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Fastenal Co.'s next earnings date?
Fastenal Co.'s (FAST) next scheduled earnings date is Oct 14, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Fastenal Co. (FAST) beat or miss earnings?
In Q2 FY2026, Fastenal Co. (FAST) posted mixed results — revenue of $2.4B versus the $2.3B estimate (+2.1% surprise) and EPS of $0.33 versus $0.33 expected (+0.4% surprise). Magnisto decodes every Fastenal Co. (FAST) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Fastenal Co. beat earnings estimates?
Over its last 8 reported quarters, Fastenal Co. (FAST) beat Wall Street EPS estimates 1 time, most recently a mixed result in Q3 FY2026. Magnisto tracks every Fastenal Co. (FAST) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Fastenal Co. stock move after earnings?
Over its last 8 quarterly reports, Fastenal Co. (FAST) moved an average of ±5.6% the day after earnings — ranging from -9.3% (Q2 FY2026) to +9.6% (Q4 FY2024). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Oct 14, 2026, options-implied volatility is pricing in a move of roughly ±8.5% (derived). Magnisto tracks the realized post-earnings move for every Fastenal Co. (FAST) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Fastenal Co.?
Institutions hold about 96.2% of Fastenal Co.'s (FAST) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.3%), Vanguard Capital Management LLC (6.5%), Vanguard Portfolio Management LLC (5.7%). Magnisto lists Fastenal Co.'s (FAST) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Fastenal Co. (FAST)?
In the most recent Form 4 filings Magnisto tracks, Fastenal Co. (FAST) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Fastenal Co. (FAST) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Fastenal Co. (FAST), anchored to the current $51.28 share price, so you can weigh the bull, base and bear cases for Fastenal Co. side by side.
Is Fastenal Co. (FAST) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Fastenal Co. fits your own thesis and risk profile. This is research, not investment advice.