Fastenal (FAST) Q3 Earnings and Revenues Miss Estimates

Core Insights - Fastenal reported quarterly earnings of $0.29 per share, missing the Zacks Consensus Estimate of $0.30 per share, but showing an increase from $0.26 per share a year ago, resulting in an earnings surprise of -3.33% [1] - The company posted revenues of $2.13 billion for the quarter ended September 2025, which was slightly below the Zacks Consensus Estimate by 0.11%, and an increase from $1.91 billion year-over-year [2] - Fastenal's stock has increased by approximately 27.3% since the beginning of the year, outperforming the S&P 500's gain of 11.4% [3] Earnings Outlook - The future performance of Fastenal's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $2.05 billion, and for the current fiscal year, it is $1.12 on revenues of $8.23 billion [7] Industry Context - The Industrial Services industry, to which Fastenal belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable outlook for stocks within this sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]