Fastenal Company Reports 2026 Third Quarter Earnings
Fastenal reported Q3 2026 net sales of $2,463.3 million, up 15.5% year-over-year, driven by share gains with larger customers, ~240 bps of pricing, and broad end-market demand. Diluted EPS rose to $0.35 from $0.29, and operating margin expanded 90 basis points to 21.5% as SG&A leverage more than offset a 40 bps gross margin decline from customer mix.
Key figures
- Eps
- 0.35
- Guidance
- 2026 capex expected $310.0-$330.0M; weighted FASTBin/FASTVend device signings goal lowered to 27,000-29,000 MEUs from 28,000-30,000
- Revenue Yoy
- 15.5%
- Net income
- 401600000
- Gross margin
- 44.8%
- Dividends paid
- 298200000
- Operating income
- 530800000
- Operating margin
- 21.5%
- Share repurchases
- 30200000
- Daily sales growth
- 15.5%
- Operating cash flow
- 421600000
- Price contribution bps
- 240
- Fmi device signings meus
- 7484
AI analysis
Red flags3 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.