Fastenal Company

NasdaqGS:FAST 株式レポート

時価総額:US$55.8b

Fastenal 過去の業績

過去 基準チェック /66

Fastenalは、平均年間6.9%の収益成長を遂げていますが、 Trade Distributors業界の収益は、年間 成長しています。収益は、平均年間5.7% 7.1%収益成長率で 成長しています。 Fastenalの自己資本利益率は32.6%であり、純利益率は15.4%です。

主要情報

6.94%

収益成長率

6.99%

EPS成長率

Trade Distributors 業界の成長23.44%
収益成長率7.11%
株主資本利益率32.57%
ネット・マージン15.39%
次回の業績アップデート14 Jul 2026

最近の業績更新

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

収支内訳

Fastenal の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:FAST 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 268,4431,3002,0810
31 Dec 258,2011,2582,0360
30 Sep 257,9981,2271,9950
30 Jun 257,7741,1891,9410
31 Mar 257,6101,1521,9110
31 Dec 247,5461,1511,8920
30 Sep 247,4801,1551,8640
30 Jun 247,4161,1521,8540
31 Mar 247,3831,1581,8400
31 Dec 237,3471,1551,8260
30 Sep 237,2841,1341,8160
30 Jun 237,2401,1231,8020
31 Mar 237,1361,1121,7840
31 Dec 226,9811,0871,7620
30 Sep 226,8171,0731,7390
30 Jun 226,5691,0311,6930
31 Mar 226,2989841,6320
31 Dec 216,0119251,5600
30 Sep 215,8378901,5020
30 Jun 215,6968681,4510
31 Mar 215,6978671,4240
31 Dec 205,6478591,4260
30 Sep 205,5668421,4320
30 Jun 205,5328341,4500
31 Mar 205,3917991,4610
31 Dec 195,3347911,4580
30 Sep 195,2887811,4540
30 Jun 195,1897651,4390
31 Mar 195,0897721,4210
31 Dec 184,9657521,4000
30 Sep 184,8227361,3740
30 Jun 184,6756811,3470
31 Mar 184,5296191,3200
31 Dec 174,3915791,2830
30 Sep 174,2505411,2450
30 Jun 174,1305251,2140
31 Mar 174,0235071,1850
31 Dec 163,9624991,1700
30 Sep 163,9374971,1620
30 Jun 163,9195061,1470
31 Mar 163,9035151,1310
31 Dec 153,8695161,1220
30 Sep 153,8735231,1180

質の高い収益: FASTは 高品質の収益 を持っています。

利益率の向上: FASTの現在の純利益率 (15.4%)は、昨年(15.1%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: FASTの収益は過去 5 年間で年間6.9%増加しました。

成長の加速: FASTの過去 1 年間の収益成長率 ( 12.8% ) は、5 年間の平均 ( 年間6.9%を上回っています。

収益対業界: FASTの過去 1 年間の収益成長率 ( 12.8% ) はTrade Distributors業界4.9%を上回りました。


株主資本利益率

高いROE: FASTの 自己資本利益率 ( 32.6% ) は 高い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/07/06 21:50
終値2026/07/06 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。

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。35

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