FAST / Q3 2026

Fastenal

Reported 2026-10-14

Published forecast

Oct 11, 2026, 11:13 PM PDT

Opus 5.5 High in Shortcut

Shortcut

0.34

Shortcut normalized EPS

+0.01% vs Street

Street

0.34

Street normalized EPS

Frozen October 11 snapshot

Real

0.35

Reported diluted EPS

Shortcut win

Win based on the unrounded estimate.

Shortcut off by $0.01 · Street off by $0.01.

Reported diluted EPS is $0.35. Using the original unrounded forecast, Shortcut is closer by just $0.0000304 per share; both estimates display as $0.34 when rounded to cents.

Issuer earnings release ↗

USD per diluted share

Explore the model.

Open the assumptions and calculations behind this earnings forecast.

Open in Shortcut ↗Download XLSX ↓

Behind the estimate.

Reported July and August sales anchor most of the quarter. The model assumes September daily-sales growth of 15.5%, giving revenue modestly above consensus.

Normal seasonal gross-margin compression and higher compensation and fuel expenses absorb that upside. The EPS estimate rounds to the Street’s $0.34.

Forecast and independent review: Opus 5.5 High in Shortcut.

Model assumptions and review notes

August sales rely on secondary-source reporting. The rounded $812.1m amount is supported there, but the precise monthly inputs have not been checked against preserved issuer releases.
The forecast assumes normalized EPS equals GAAP, consistent with all six supplied historical quarters. The Street net-income basis differs slightly.

On the record.

Reporting period: Q3 2026, ended 2026-09-30
Reporting basis: Normalized diluted EPS per common share, USD (basis; equals GAAP diluted EPS for Fastenal). Normalized NI = GAAP NI 391.10294 (IS J45) + explicit zero bridge (IS J62:J64) = IS J65; diluted shares 1,150.2M (Share Count J16); EPS = IS J66. TSM/TWD/ADR/FX instructions are not applicable to this USD issuer.
Published: Oct 11, 2026, 11:13 PM PDT
Model / effort: Opus 5.5 · High effort

Original forecasts, models and publication times remain on the record.

Research sources