Core Viewpoint - Fastenal (FAST) is expected to report quarterly earnings of $0.30 per share, reflecting a year-over-year increase of 15.4%, with revenues projected at $2.13 billion, an 11.4% increase compared to the previous year [1]. Earnings Estimates - There have been no revisions in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts project 'Geographic Revenue- Canada and Mexico' at $288.95 million, a year-over-year increase of 9.4% [5]. - 'Geographic Revenue- North America' is expected to reach $2.05 billion, suggesting a 10.8% year-over-year change [5]. - 'Geographic Revenue- All other foreign countries' is estimated at $65.74 million, indicating an 11.6% increase from the previous year [5]. - 'Geographic Revenue- United States' is projected at $1.76 billion, reflecting an 11.1% year-over-year change [6]. Key Metrics - The consensus estimate for 'Weighted FASTBin/FASTVend signings (MEUs)' is 6,549, down from 7,281 in the same quarter last year [7]. - The estimated 'Number of branch locations' is 1,594, slightly down from 1,597 in the previous year [7]. - 'Weighted FASTBin/FASTVend installations (MEUs; end of period)' are forecasted to reach 136,653, up from 123,193 a year ago [8]. Stock Performance - Fastenal shares have decreased by 0.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.7% [8]. - Fastenal holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the overall market in the near term [8].

Core Insights - Fastenal reported $2.08 billion in revenue for the quarter ended June 2025, marking an 8.6% year-over-year increase and a surprise of +0.88% over the Zacks Consensus Estimate of $2.06 billion [1] - The earnings per share (EPS) for the same period was $0.29, compared to $0.25 a year ago, resulting in an EPS surprise of +3.57% against the consensus estimate of $0.28 [1] Financial Performance Metrics - Fastenal's shares have returned +2.6% over the past month, while the Zacks S&P 500 composite has changed by +4% [3] - The company had 64 business days in the quarter, matching the average estimate by six analysts [4] - Daily sales were reported at $32.50, exceeding the five-analyst average estimate of $31.80 [4] - The number of branch locations was 1,596, slightly above the two-analyst average estimate of 1,595 [4] - Weighted FASTBin/FASTVend signings (MEUs) were 6,458, below the two-analyst average estimate of 7,615 [4] - Weighted FASTBin/FASTVend installations (MEUs; end of period) totaled 132,174, also below the two-analyst average estimate of 133,889 [4]

Group 1 - Fastenal is predicted to post quarterly earnings of $0.28 per share, reflecting a 12% increase year-over-year, with revenues forecasted at $2.06 billion, representing a 7.6% increase [1] - Over the past 30 days, the consensus EPS estimate has been adjusted upward by 1.2%, indicating a reassessment of initial projections by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Group 2 - Analysts expect 'Business days' to remain at 64 days, unchanged from the previous year [4] - The consensus estimate for 'Daily sales' is $32.12, up from $29.90 a year ago, while 'Weighted FASTBin/FASTVend signings (MEUs)' are expected to reach 7,615, compared to 7,188 in the same quarter last year [5] - The forecast for 'Weighted FASTBin/FASTVend installations (MEUs; end of period)' is 133,889, an increase from 119,306 reported in the same quarter last year [6] Group 3 - Fastenal shares have changed by +0.3% in the past month, contrasting with the Zacks S&P 500 composite's +3.9% movement, indicating that FAST is expected to closely follow overall market performance [6]