Fastenal Company

NasdaqGS:FAST 株式レポート

時価総額：US$49.7b

Fastenal 将来の成長

Future 基準チェック /26

Fastenal利益と収益がそれぞれ年間8.9%と8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に35.6% 9%なると予測されています。

主要情報

8.9%

収益成長率

9.00%

EPS成長率

Trade Distributors 収益成長16.4%
収益成長率8.0%
将来の株主資本利益率35.57%
アナリストカバレッジ

Good

最終更新日12 May 2026

今後の成長に関する最新情報

分析記事 • Jan 22

Analyst Estimates: Here's What Brokers Think Of Fastenal Company (NASDAQ:FAST) After Its Annual Report

It's been a good week for Fastenal Company ( NASDAQ:FAST ) shareholders, because the company has just released its...

Recent updates

ナラティブ更新 • May 06

FAST: Future Returns Will Hinge On Execution Resilience And Carrollton Expansion

Analysts have adjusted Fastenal's price target modestly higher to $46.49. This reflects updated discount rate and P/E assumptions alongside recent mixed target changes from Barclays, Bernstein, Baird, and BofA.
ナラティブ更新 • Apr 21

FAST: Future Returns Will Depend On Execution Resilience And Distribution Expansion

Fastenal's updated analyst price target edges higher to about $46.49 from $45.24, with analysts pointing to refreshed models that incorporate Street research adjustments to revenue growth, profit margins, and long term P/E assumptions. Analyst Commentary Recent Street research on Fastenal reflects a mix of optimism and caution, with several firms revisiting their models and making targeted changes to price targets and assumptions.
Seeking Alpha • Apr 20

Fastenal Company: Tariff Concerns On Top Of An Expensive Valuation

Summary Fastenal Company remains a hold as strong demand and broad-based revenue growth are offset by persistent pricing and margin pressures. Q1 2026 saw 12.4% y/y revenue growth and double-digit EPS gains, but gross margin declined 47 bps due to unfavorable price/cost dynamics and transportation headwinds. Section 232 tariff changes increase cost pressure risk, likely prolonging margin challenges and complicating price realization efforts. Valuation remains elevated at ~36x forward PE, well above historical averages and peers, limiting upside despite improved demand signals. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 07

FAST: Future Returns Will Rely On Sales Resilience And Execution Consistency

Fastenal's analyst price targets have edged higher, with recent moves such as Baird lifting its target to $52 from $51 and Barclays moving to $44 from $43, as analysts update their models following stronger than expected February average daily sales. Analyst Commentary Recent research updates offer a mixed picture, with some analysts highlighting support from stronger than expected February average daily sales and others taking a more measured stance on how much upside is already reflected in the shares.
ナラティブ更新 • Mar 24

FAST: Modest February Sales Strength Will Still Drive Further Multiple Compression

Analysts have nudged Street price targets on Fastenal modestly higher, with moves such as Baird's lift to $52 and Barclays' to $44. These changes reflect updated models that factor in recent data points like stronger than expected February average daily sales.
ナラティブ更新 • Mar 10

FAST: Future Returns Will Depend On Margin Resilience And Execution Consistency

We are nudging our Fastenal fair value estimate up to $44.92 from $43.46, reflecting analysts' slightly higher price targets and updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Fastenal reflects a mix of optimism and caution, with several price target revisions feeding into our refreshed fair value estimate.
ナラティブ更新 • Feb 24

FAST: Tighter Margin Outlook Will Drive Further Multiple Compression

Narrative Update The analyst price target for Fastenal has been adjusted by a net $1, as some analysts lifted their targets by $2 while others reduced theirs by $1, reflecting updated views on revenue, margins, and P/E expectations. Analyst Commentary Recent research on Fastenal reflects a mix of optimism and caution, with some analysts lifting price targets and others trimming them.
ナラティブ更新 • Feb 09

FAST: Decelerating Sales And Inflation Pressures Will Drive Further Multiple Compression

Narrative Update on Fastenal The updated analyst price target for Fastenal reflects a mixed set of recent Street views, with small model adjustments around revenue growth, profit margins, and long-term P/E assumptions as analysts factor in both higher and lower target revisions following recent research updates. Analyst Commentary Recent Street commentary around Fastenal has tilted more cautious, with several bearish analysts trimming price targets or ratings as they reassess the balance between growth, margins, and valuation.
ナラティブ更新 • Jan 25

FAST: Decelerating Sales And Inflationary Pressures Will Drive Further Multiple Compression

Narrative update on Fastenal Analysts have reset their price expectations for Fastenal, with our fair value estimate moving from US$33.39 to US$38.00 as they factor in slower revenue growth, slightly softer profit margins, and a higher assumed future P/E multiple, in line with new Underperform ratings and lower price targets from recent research updates. Analyst Commentary Recent research has tilted more cautious on Fastenal, with a series of Underperform ratings and trimmed price targets pointing to concerns around growth, margins, and valuation.
分析記事 • Jan 22

Analyst Estimates: Here's What Brokers Think Of Fastenal Company (NASDAQ:FAST) After Its Annual Report

It's been a good week for Fastenal Company ( NASDAQ:FAST ) shareholders, because the company has just released its...
ナラティブ更新 • Jan 11

FAST: Slowing Sales And Inflationary Margin Pressure Will Drive Further Multiple Compression

Analysts have trimmed their Fastenal price targets by a few dollars to the low to mid US$40s, citing slowing sales trends, pressure on gross margins, and the view that the current valuation and P/E multiple leave room for further compression. Analyst Commentary Recent research updates on Fastenal have leaned cautious, with several bearish analysts trimming price targets and rethinking their stance after the latest Q3 results and sales trends.
分析記事 • Jan 06

Pinning Down Fastenal Company's (NASDAQ:FAST) P/E Is Difficult Right Now

Fastenal Company's ( NASDAQ:FAST ) price-to-earnings (or "P/E") ratio of 38.5x might make it look like a strong sell...
ナラティブ更新 • Dec 26

FAST: Inflation And Slowing Sales Will Pressure Margins And Share Performance

Analysts modestly raised their fair value estimate for Fastenal by about $1.22 to approximately $33.39 per share. This reflects slightly stronger long term revenue growth expectations despite mounting concerns over decelerating sales, margin pressure from inflation, and the potential for further valuation multiple compression highlighted in recent target cuts and Underperform ratings.
ナラティブ更新 • Dec 11

FAST: Future Returns Will Hinge On Margin Resilience Amid Slowing Sales

The analyst price target for Fastenal has been nudged lower by $0.04 to $43.46, as analysts factor in decelerating sales, emerging inflationary pressure on gross margins, and the risk of further multiple compression, even as long term growth prospects remain solid. Analyst Commentary Recent research updates reflect a more cautious stance on Fastenal, with multiple price target reductions and a tilt toward Underperform ratings as analysts reassess the balance between the company’s structural strengths and near term execution risks.
ナラティブ更新 • Nov 27

FAST: Future Returns Will Depend On Margin Defense Amid Inflationary Pressures

Analysts have slightly reduced their fair value estimate for Fastenal to approximately $43.46 per share from $43.58. They cite pressures on revenue growth and profit margins, as recent research highlights slowing sales, margin headwinds, and a more challenging valuation environment.
ナラティブ更新 • Nov 13

FAST: Future Performance Will Rely On Overcoming Margin Pressures And Execution Risks

Fastenal's analyst price target has edged down from $44.35 to $43.58, as analysts cite increased caution around future growth, margin pressures, and lower revised earnings estimates following recent coverage and earnings misses. Analyst Commentary Recent research coverage on Fastenal reflects a diverse range of perspectives regarding the company's outlook and valuation.
ナラティブ更新 • Aug 27

Managed Inventory Expansion And Digital Footprint Will Transform Supply Chains

Fastenal’s consensus price target was raised to $44.05 on the back of strong Q2 results, improving sales trends, and continued margin outperformance, with analysts expecting double-digit sales growth and justifying a premium valuation despite an already elevated multiple. Analyst Commentary Strong Q2 performance, with Fastenal beating consensus on sales, gross margin, and operating margin.
分析記事 • May 25

Is Now The Time To Look At Buying Fastenal Company (NASDAQ:FAST)?

Let's talk about the popular Fastenal Company ( NASDAQ:FAST ). The company's shares saw a decent share price growth of...
Seeking Alpha • Apr 19

Fastenal: Expensive But Strong Growth Prospects

Summary Fastenal's shift from branch closures to expansion, creates strong growth outlook. Investments in FASTCrib and digital services enhance customer retention, increase margins, and expand Fastenal's TAM. Secular tailwinds from end markets and increasing customer bases create a GDP+ growth. Despite the current high valuation, entry exists ~5-6% below current share price. Read the full article on Seeking Alpha
Seeking Alpha • Apr 12

Fastenal: Set To Gain Market Share In Tough Times, But There's A Caveat

Summary Fastenal's Q1-2025 results met expectations, with net sales up 3.4% YoY and EPS flat at $0.52, driving the stock up 6.4%. The company is highly profitable, with strong free cash flow and steady growth, but the current valuation is too high to recommend a Buy. Fastenal is well-positioned to handle tariffs through price hikes and diversified sourcing, potentially gaining market share during economic disruptions. Despite solid fundamentals and market outperformance, the stock's high valuation near decade highs justifies a Hold rating. Read the full article on Seeking Alpha
Seeking Alpha • Dec 27

Fastenal: High Quality, But Valuation Concerns Apparent Amid Manufacturing Uncertainty

Summary The Materials Select Sector SPDR Fund (XLB) is the only S&P 500 sector ETF in negative territory year to date, with resource stocks under pressure. Fastenal (FAST) trades at a premium multiple despite modest earnings growth expectations, supported by strong fundamentals and market share gains. Key risks include manufacturing weakness, a strong US dollar, and heightened competition, but FAST's low debt and healthy FCF yield are positives. With a long-term uptrend but shares 10% overvalued, I maintain a hold rating on FAST, seeking double-digit EPS growth for a higher valuation. Read the full article on Seeking Alpha
Seeking Alpha • Oct 14

High-Quality Dividend Stock Universe: Fastenal Company - In Need Of A Moderate Pullback

Summary Fastenal reported better than expected Q3 earnings, resulting in a 10% jump in stock price. Fastenal has returned more than 51,000% since inception, equating to a CAGR of almost 20%. Earlier this year, the company achieved dividend champion status, but the rising payout ratio is something investors should monitor. Read the full article on Seeking Alpha
Seeking Alpha • Oct 06

Fastenal: Resilience Is Overshadowed By Steep Valuation

Summary Fastenal's growth has temporarily slowed down due to weak industrial activity, and a weak PMI still looks to pressure growth in Q3. Despite the weaker growth, Fastenal's margins have remained resilient, and the company looks poised to return to greater growth with an eventual improvement in manufacturing with Onsite and eBusiness growth. The FAST stock's valuation still stands too steep, likely making the stock's return weak. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Fastenal: Shifting From Branch To Onsite; Initiate With 'Sell' Due To High Valuation

Summary Fastenal's shift from branch to onsite locations has improved customer experience and market share, but I believe the stock is overvalued, warranting a 'Sell' rating with a $50 target price. The company's digital distribution network, including Fastenal Management Inventory, enhances its competitive advantage and supports solid revenue growth. Recent financial results show moderate revenue growth but declining operating income, impacted by weak industrial production and pricing pressures. Despite strong cash flow and potential upside risks, near-term challenges are not fully reflected in the current stock price, justifying the 'Sell' rating. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:FAST - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202810,6371,6791,2901,6449
12/31/20279,9001,5581,2171,51815
12/31/20269,1011,4191,1361,41015
3/31/20268,4431,3001,1641,412N/A
12/31/20258,2011,2581,0511,296N/A
9/30/20257,9981,2279651,211N/A
6/30/20257,7741,1898761,121N/A
3/31/20257,6101,1528691,100N/A
12/31/20247,5461,1519471,173N/A
9/30/20247,4801,1551,0421,245N/A
6/30/20247,4161,1521,1461,336N/A
3/31/20247,3831,1581,1901,380N/A
12/31/20237,3471,1551,2601,433N/A
9/30/20237,2841,1341,2011,381N/A
6/30/20237,2401,1231,0701,250N/A
3/31/20237,1361,1129281,100N/A
12/31/20226,9811,087767941N/A
9/30/20226,8171,073623796N/A
6/30/20226,5691,031533705N/A
3/31/20226,298984566725N/A
12/31/20216,011925614770N/A
9/30/20215,837890775935N/A
6/30/20215,6968689111,056N/A
3/31/20215,6978679841,136N/A
12/31/20205,6478599341,102N/A
9/30/20205,5668428481,033N/A
6/30/20205,5328347881,002N/A
3/31/20205,391799638879N/A
12/31/20195,334791N/A843N/A
9/30/20195,288781N/A768N/A
6/30/20195,189765N/A696N/A
3/31/20195,089772N/A719N/A
12/31/20184,965752N/A674N/A
9/30/20184,822736N/A626N/A
6/30/20184,675681N/A604N/A
3/31/20184,529619N/A535N/A
12/31/20174,391579N/A585N/A
9/30/20174,250541N/A589N/A
6/30/20174,130525N/A560N/A
3/31/20174,023507N/A564N/A
12/31/20163,962499N/A520N/A
9/30/20163,937497N/A532N/A
6/30/20163,919506N/A539N/A
3/31/20163,903515N/A533N/A
12/31/20153,869516N/A550N/A
9/30/20153,873523N/A568N/A
6/30/20153,858520N/A538N/A

アナリストによる今後の成長予測

収入対貯蓄率: FASTの予測収益成長率 (年間8.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: FASTの収益 ( 8.9% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: FASTの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: FASTの収益 ( 8% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: FASTの収益 ( 8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: FASTの 自己資本利益率 は、3年後には高くなると予測されています ( 35.6 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/12 00:40
終値2026/05/12 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Fastenal Company 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
John EadeArgus Research Company
David MantheyBaird
Guy HardwickBarclays