Fastenal Company

NasdaqGS:FAST 株式レポート

時価総額:US$53.2b

Fastenal マネジメント

マネジメント 基準チェック /34

Fastenalの CEO はDan Flornessで、 Jan2016年に任命され、 の在任期間は 10.5年です。 の年間総報酬は$ 4.18Mで、 16.7%給与と83.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.053%を直接所有しており、その価値は$ 28.21M 。経営陣と取締役会の平均在任期間はそれぞれ6.8年と10.3年です。

主要情報

Dan Florness

最高経営責任者

US$4.2m

報酬総額

CEO給与比率16.73%
CEO在任期間10.5yrs
CEOの所有権0.05%
経営陣の平均在職期間6.8yrs
取締役会の平均在任期間10.3yrs

経営陣の近況

Recent updates

Seeking Alpha Jul 05

Fastenal: I Admire It, But I Wouldn't Have It

Summary Fastenal boasts a resilient, high-ROIC business model with strong customer integration and high switching costs. FAST is experiencing robust momentum, with double-digit daily sales growth and rising revenue per contract and site. Despite operational excellence, valuation is stretched—forward P/E at 39x and dividend yield below 2%, offering little margin of safety. I assign a sell rating to FAST, citing excessive optimism priced in and limited upside even under aggressive growth scenarios. Read the full article on Seeking Alpha
ナラティブの更新 Jun 29

FAST: Margin Pressures And Elevated P/E Will Drive Future Multiple Compression

Analysts have nudged the Fastenal fair value estimate higher to $39.90 from $38.00. This reflects updated expectations for revenue growth, profitability and long term P/E assumptions informed by recent price target moves and commentary around sales trends and margin pressures.
分析記事 Jun 16

Fastenal (FAST) Stock Looks Fairly Priced After 12% Q1 Sales Growth

Fastenal (FAST) is back in focus after reporting a 12% rise in first quarter 2026 net sales, tied to share gains, broad-based demand, and ongoing efforts in digital tools and cost control. See our latest analysis for Fastenal. Fastenal's recent 12% net sales growth and new board appointment of digital executive Vishal Talwar come against a backdrop of a 14.0% year to date share price return and a 5 year total shareholder return of 102.03%, suggesting momentum has been building over longer...
ナラティブの更新 Jun 15

FAST: Embedded Supply Chain Platform And Buybacks Will Support Future Earnings Power

Analysts maintained the fair value estimate for Fastenal at $55.00 and modestly refined assumptions such as the discount rate and long-term growth inputs. They cited stronger recent sales trends and higher earnings expectations mentioned in recent research as support for their updated price targets.
ナラティブの更新 Jun 01

FAST: New Southeast Hub And Buybacks Will Support Earnings Power

Analysts have nudged the fair value estimate for Fastenal up by $2 to $55, reflecting updated views on the discount rate, slightly adjusted revenue growth expectations, a modestly higher profit margin outlook, and a lower future P/E assumption aligned with recent price target changes from several firms. Analyst Commentary Recent Street research around Fastenal has centered on a series of price target revisions, with several bullish analysts adjusting their models and signaling a more constructive view on the stock's risk and reward profile.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
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

CEO報酬分析

Fastenal の収益と比較して、Dan Florness の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$4mUS$700k

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$2mUS$700k

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$3mUS$700k

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$5mUS$700k

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$984m

Dec 31 2021US$2mUS$675k

US$925m

Sep 30 2021n/an/a

US$890m

Jun 30 2021n/an/a

US$868m

Mar 31 2021n/an/a

US$867m

Dec 31 2020US$3mUS$675k

US$859m

Sep 30 2020n/an/a

US$842m

Jun 30 2020n/an/a

US$834m

Mar 31 2020n/an/a

US$799m

Dec 31 2019US$2mUS$600k

US$791m

報酬と市場: Danの 総報酬 ($USD 4.18M ) は、 US市場 ($USD 14.67M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Danの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Dan Florness (63 yo)

10.5yrs
在職期間
US$4,183,328
報酬

Mr. Daniel L. Florness, also known as Dan, is Independent Director of Waste Connections, Inc. since April 1, 2026. He has been the Chief Executive Officer and Director at Fastenal Company since January 1,...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Daniel Florness
CEO & Director10.5yrsUS$4.18m0.053%
$ 28.2m
Jeffery Watts
President & Chief Sales Officer3.2yrsUS$3.09m0.0010%
$ 548.1k
Max Tunnicliff
Senior EVP & CFOless than a yearUS$466.40kデータなし
Sheryl Lisowski
Executive VP12.8yrsUS$1.46m0.0013%
$ 670.5k
John Soderberg
Senior Executive Vice President of Information Technology12.2yrsUS$1.58m0.0027%
$ 1.4m
Charles Miller
Senior Executive Vice President of Sales10.7yrsUS$1.92m0.0024%
$ 1.3m
Anthony Broersma
Executive Vice President of Operations4.1yrsデータなし0.0011%
$ 590.6k
John Milek
VP & General Counselno dataデータなしデータなし
Donnalee Papenfuss
Executive VP of Strategy & Communications1.7yrsデータなし0.000040%
$ 21.3k
Noelle Oas
Executive Vice President of Human Resources3.4yrsデータなしデータなし
William Drazkowski
Senior Executive Vice President of Sales9.6yrsUS$731.67k0.0020%
$ 1.0m
Taylor Oborski
Financial Reporting & Regulatory Compliance Accountantno dataデータなしデータなし
6.8yrs
平均在職期間
54.5yo
平均年齢

経験豊富な経営陣: FASTの経営陣は経験豊富で経験豊富です(平均在職期間は6.8年)。


取締役

名称ポジション在職期間報酬所有権
Daniel Florness
CEO & Director10.5yrsUS$4.18m0.053%
$ 28.2m
Reyne Wisecup
Director26.1yrsUS$150.00k0.0035%
$ 1.9m
Scott Satterlee
Independent Chair of the Board17.5yrsUS$200.00k0.0044%
$ 2.3m
Rita Heise
Independent Director14yrsUS$170.00k0.0035%
$ 1.9m
Sarah Nielsen
Independent Director4.9yrsUS$150.00k0.00044%
$ 234.1k
Daniel Johnson
Independent Director10.2yrsUS$150.00k0.0019%
$ 1.0m
Michael Ancius
Independent Director17.5yrsUS$170.00k0.0063%
$ 3.3m
Stephen Eastman
Independent Director11.1yrsUS$170.00k0.0018%
$ 973.8k
Brady Ericson
Independent Director1.5yrsUS$112.50k0%
$ 0
Hsenghung Hsu
Independent Director5.9yrsUS$150.00k0.00087%
$ 462.9k
Irene Quarshie
Independent Director3.1yrsUS$150.00k0%
$ 0
Vishal Talwar
Independent Directorless than a yearデータなしデータなし
10.3yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: FASTの 取締役会 は経験豊富で 経験豊富 です ( 10.3年の平均在任期間)。


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2026/07/10 04:16
終値2026/07/10 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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。35

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