Fastenal Q3 2025 Earnings Preview: Consensus Estimates Down 42.3% YoY

Fastenal is set to announce Q3 2025 earnings on October 13th. The consensus EPS estimate is $0.30, a 42.3% YoY decline, and the revenue estimate is $2.13B, an 11.5% YoY increase. Over the past two years, Fastenal has consistently beaten EPS estimates, with an average surprise of 11.3%.

Fastenal (FAST) is scheduled to report its third-quarter 2025 earnings on October 13th, before the opening bell. The consensus earnings per share (EPS) estimate is $0.30, representing a 42.3% year-over-year (YoY) decline. The revenue estimate is $2.13 billion, indicating an 11.5% YoY increase Fastenal to Report Q3 Earnings: Here's What Investors Must Know^[1].

Over the past two years, Fastenal has consistently beaten EPS estimates, with an average surprise of 11.3%. In the last reported quarter, its earnings per share and net sales topped the Zacks Consensus Estimate by 3.6% and 0.9%, respectively, with both metrics growing 12.7% and 8.6% YoY Fastenal to Report Q3 Earnings: Here's What Investors Must Know^[1].

The Zacks Consensus Estimate for EPS has remained unchanged over the past 60 days at $0.30 per share, indicating 15.4% YoY growth. The estimated figure for net sales is $2.13 billion, indicating a 11.4% increase from the year-ago reported figure of $1.91 billion Fastenal to Report Q3 Earnings: Here's What Investors Must Know^[1].

Factors Likely to Shape Fastenal's Q3 Performance

Sales: The top line of the company is expected to have gained from robust customer contract signing momentum and increased unit sales. The elevated trends are likely to have been fueled by its focus on improving its digital footprint and increased investments in sales resources despite a sluggish industrial environment. Moreover, a balanced mix of onsite and offsite services and market share gains across various product categories are expected to have added to the uptick Fastenal to Report Q3 Earnings: Here's What Investors Must Know^[1].

Margins: The bottom line of FAST is expected to have improved during the third quarter on the back of a favorable price-cost mix, the ongoing fastener expansion project, and other supplier-focused initiatives. The company’s cost control efforts, including automating warehouses, increasing delivery efficiency through its trucking network, and selling more private-label products with higher margins, are likely to have aided the margins Fastenal to Report Q3 Earnings: Here's What Investors Must Know^[1].

Challenges: The company is likely to have faced an unfavorable customer mix, higher import duties, and rising transportation costs, given the broader macro uncertainties spanning the economy. However, the increased leverage from top-line growth and margin expansion initiatives is expected to more than offset these headwinds Fastenal to Report Q3 Earnings: Here's What Investors Must Know^[1].

Outlook: The Zacks model predicts total operating expenses (as a percentage of net sales) to contract 100 basis points (bps) to 23.6% for the to-be-reported quarter. Our model also predicts gross margin to expand year over year by 20 bps to 45.1% in the third quarter Fastenal to Report Q3 Earnings: Here's What Investors Must Know^[1].

Conclusion: While the EPS estimate indicates a decline, Fastenal's strong sales performance and margin expansion initiatives suggest that the company is well-positioned to navigate the challenges of the broader economic environment. Investors should closely monitor the earnings report for insights into the company's ability to maintain its growth trajectory.