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FAFAST

Fastenal Company

$FAST·$60B·Industrial - Distribution·Industrials
$51.02+1.3%YTD+29.2%1Y+21.6%
Price updated 4h ago
FAFAST
$FASTFastenal Company
$51.02+1.27%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FAST on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
No mention history yet

What it does

Plain-English summary of the business — what they sell and how they make money.

Fastenal Company, along with its associated entities, operates as a global wholesale supplier of industrial and construction materials, with significant operations throughout North America, including the United States, Canada, and Mexico, and other international markets. Branded as Fastenal, the company offers a comprehensive range of fasteners, such as threaded bolts, nuts, screws, studs, and washers, which are vital for manufacturing processes, building developments, and equipment servicing. Beyond fasteners, its product catalog extends to diverse hardware and miscellaneous items like pins, machinery keys, concrete anchors, metal framing systems, wire ropes, strut products, and rivets, along with their related accessories. Fastenal serves a wide array of clients, including original equipment manufacturers, maintenance, repair, and operations departments within the manufacturing sector, and various non-residential construction contractors spanning general, electrical, plumbing, sheet metal, and road construction. Its customer base further encompasses agricultural businesses, transportation services (trucking, railroads), mining operations, educational institutions, retail establishments, the oil and gas exploration, production, and refinement industries, and governmental bodies at federal, state, and local levels. The company distributes its offerings through an extensive network of 3,209 in-market facilities and 15 major distribution centers. Established in 1967, Fastenal Company's corporate headquarters are located in Winona, Minnesota.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Distribution sits in its cycle right now — and what that implies for $FAST.

Industrial - Distribution · Industrials

MRO (maintenance, repair, operations) industrial distribution benefits from reshoring manufacturing capacity growth — domestic factories require ongoing supply partnerships for consumables, fasteners, and safety products. E-commerce disruption risk is lower than consumer retail given technical SKU complexity and service-contract bundling; customer consolidation to fewer preferred vendors creates scale advantages for MSC, W.W. Grainger, and Fastenal.

Industry benchmark

5-name peer basket
-13.1%YTD
-27.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
41.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
30.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
35.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q3 2026Oct 14, 2026$0.35$0.34+3.0%
Q2 2026Jul 14, 2026$0.33$0.33+0.4%
Q1 2026Apr 13, 2026$0.30$0.30+0.4%
Q4 2025Jan 20, 2026$0.26$0.26+0.3%
Next earningsTue, Jan 19·consensus EPS $0.31

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$2.5B+15.5%44.8%21.5%$0.35$347.6M
Q2 FY26$2.4B+14.7%44.6%21.0%$0.33$78.2M
Q1 FY26$2.2B+12.4%44.6%20.3%$0.30$319.5M
Q4 FY25$2.0B+11.1%44.3%19.0%$0.26$308.1M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.3B$8.8B – $9.5B$1.27$1.24 – $1.3012
FY27$10.2B$9.7B – $10.4B$1.41$1.37 – $1.4312
FY28$11.0B$10.7B – $11.4B$1.53$1.47 – $1.5912
FY29$11.9B$11.3B – $12.1B$1.64$1.54 – $1.6910
FY30$12.7B$12.1B – $13.0B$1.80$1.68 – $1.856

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.82%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 13Papenfuss Donnalee KathleenEVP-Strategy and Communication9.3K sh$476KSellAug 10Michael J AnciusDirector3.0K sh$156KSellAug 5Rita J. HeiseDirector25.0K sh$1.2MSellJul 28Michael J AnciusDirector3.0K sh$147K
+ 6 other (5 exempts · 1 gift) in window

See when $FAST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Fastenal Q3: The Math Behind My Sell Ratingseekingalpha.com·1d agoFastenal Co (FAST) Shares Fall 3.1% -- What GF Score of 96 Tells Investorsgurufocus.com·1d agoFastenal Flashes Bullish Signal as Uptrend Holds Despite Margin Pressuremarketbeat.com·2d agoA Guaranteed 1.73% or a Growing Dividend? The Choice Facing Income Investors247wallst.com·2d agoThese Analysts Boost Their Forecasts On Fastenal After Q3 Resultsbenzinga.com·2d ago

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Voices on X · last 7 days

No standout posts about $FAST on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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