July 14, 2026 12:11 PM GMT Fastenal Co. | North America Q2 Beats on June Seasonality + Better Price / Cost FAST posted Q2 EPS of 33c, in line with Cons but a tick below MSe 34c – despite the modest EPS miss vs our model, we consider this a positive result and in line w/ our constructive preview (link) which called for a topline beat & better than feared gross margin vs buyside concerns of a sequential step down. Relative to our preview, June ADS came in better at +15% (vs MSe +13.6%) which equates to a ~120 ...