earnings
confidence high
sentiment positive
materiality 0.75
Fastenal Q3 net sales $2.13B (+11.7% YoY); EPS $0.29 (+12.3% YoY)
FASTENAL CO
2025-Q3 EPS reported
$0.84
revenue$6,173,100,000
- Q3 net sales $2,133M (+11.7% YoY); diluted EPS $0.29 (+12.3% YoY).
- Gross margin 45.3% vs 44.9% YoY; operating margin 20.7% vs 20.3%.
- DSR +11.7% on pricing (+240-270 bps) and improved customer signings; contracts outperformed non-contracts.
- Weighted FASTBin/FASTVend signings 7,050 (-3.2% YoY); full-year target 25k-26k MEUs unchanged.
- Capex 2025 guided $235-255M vs $214.1M in 2024; no share repurchases; dividend payments continued.