Fastenal Company (FAST) Q4 (USD): EPS 0.26 (exp. 0.26), Revenue 2.03bln (exp. 2.04bln); guides initial FY26 rev. double-digit growth, supported by FMI tech and digital solutions

Fastenal's Q4 results came in exactly as expected for EPS but slightly missed on revenue, signaling a stable performance.

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Bristol Myers Squibb (BMY) agreement with Microsoft (MSFT), a market leader in AI-powered radiology and clinical workflow technologies, aiming to accelerate early detection of lung cancer

50k TYH6 calls at a 112.5 strike were purchased for 16 ticks vs TYH6 at 111-15+, Bloomberg reports citing traders; a trade that targets the US 10yr yield moving below 4.13%, expiry 20th February

Fastenal Company (FAST) Q4 (USD): EPS 0.26 (exp. 0.26), Revenue 2.03bln (exp. 2.04bln); guides initial FY26 rev. double-digit growth, supported by FMI tech and digital solutions

U.S. Bancorp (USB) Q4 2025 (USD): EPS 1.26 (exp. 1.19), Revenue 7.37bln (exp. 7.32bln)

KeyCorp (KEY) guides FY26 NII between +8-10%

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  • "For 2026, we expect our investment in property and equipment, net of proceeds from sales, to be within a range of USD 310.0 to USD 330.0, an increase from USD 230.6 in 2025".
  • Broader market conditions remain mixed, with challenges in industrial production. 
Context

However, their guidance for FY26 suggests robust growth supported by technology investments, which could indicate confidence in overcoming current industrial challenges. Traders should watch for potential market reactions related to their strategic focus and overall economic conditions.

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