FASTENAL CO reported results for the quarter ended 2026 with revenue up and higher earnings versus the prior-year quarter, driven by pricing, contract growth and stronger industrial demand.

Financial Highlights

MetricCurrent quarterPrior year quarterYoY changeRevenue¹$2.39B$2.08B14.7%Net income²$382.8M$330.3M15.9%Diluted EPS³$0.33$0.2913.8%

¹ Reported as “Net sales”. ² Reported as “Net income”. ³ Reported as “Diluted net income per share”.

Business Highlights

  • Revenue growth: Net sales increased about 14.7% in the quarter and about 13.6% year-to-date, aided by pricing, new contract signings and stronger industrial demand.
  • Channel & digital shift: Digital sales accounted for 61.6% of sales with accelerating adoption of eBusiness and FMI solutions (FASTBin/FASTVend/FASTStock).
  • Customer mix: Growth was skewed toward contract and heavy manufacturing customers; direct materials (fasteners) outpaced indirect categories.
  • Operations & capacity: Company added 423 full-time employees year-to-date and expanded distribution, transportation and FMI installations (140,789 MEUs installed).
  • Margins & cost control: SG&A leverage helped offset estimated 45–75 basis points of gross margin pressure through productivity, occupancy leverage and controlled expenses.

Original SEC Filing:

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