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    Did Fastenal's (FAST) Revenue Beat but EBITDA Miss Just Reframe Its Margin Resilience Story?

    Simply Wall St·01/08/2026 19:31:26
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    • Fastenal recently reported quarterly revenues of US$2.13 billion, up 11.7% year on year and broadly in line with analyst expectations, but EBITDA came in below estimates while earnings per share only matched forecasts.
    • Despite the solid top-line growth, the combination of a slower quarter and profitability shortfall raises questions about how effectively Fastenal is converting expanding sales into sustainable earnings.
    • We’ll now examine how this EBITDA miss, alongside slower quarterly momentum, may influence Fastenal’s existing investment narrative and margin outlook.

    Find companies with promising cash flow potential yet trading below their fair value.

    Fastenal Investment Narrative Recap

    To own Fastenal, you need to believe in its role as a core supplier to industrial and construction customers, with growth driven by managed inventory and digital sales. The latest quarter showed strong revenue but weaker EBITDA, which may matter for the near term given existing concerns about margin pressure, yet it does not appear to fundamentally alter the key demand-driven catalyst or the main risk around cost control and profitability.

    The upcoming conference call to review 2025 annual and fourth quarter results, scheduled for January 20, 2026, now takes on added importance, as management’s comments on the EBITDA miss and slower quarterly momentum will help clarify how short term margin pressures intersect with initiatives like Fastenal Managed Inventory and expanding digital sales.

    Yet investors should also be aware that cost pressures and margin risk could...

    Read the full narrative on Fastenal (it's free!)

    Fastenal's narrative projects $9.9 billion revenue and $1.6 billion earnings by 2028.

    Uncover how Fastenal's forecasts yield a $43.46 fair value, a 7% upside to its current price.

    Exploring Other Perspectives

    FAST 1-Year Stock Price Chart
    FAST 1-Year Stock Price Chart

    Nine members of the Simply Wall St Community place Fastenal’s fair value between US$24.94 and US$53, underlining how far opinions can stretch. When you set these views against current concerns about cost pressures on margins, it becomes even more important to compare several perspectives on what could drive the company’s performance from here.

    Explore 9 other fair value estimates on Fastenal - why the stock might be worth 39% less than the current price!

    Build Your Own Fastenal Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.