{"schema_version":"secwatch.filing_event.v1","accession":"0000815556-26-000046","form_type":"8-K","ticker":"FAST","cik":"0000815556","company_name":"FASTENAL CO","filed_at":"2026-10-14T11:56:01+00:00","discovered_at":"2026-10-14T12:00:01.384761+00:00","generated_at":"2026-10-14T12:00:12.778420+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Fastenal Q3 2026: daily sales +15.5%, EPS $0.35 (+19.8%), operating margin 21.5%","bullets":["Net sales $2,463.3M, up 15.5% YoY on the same 64 business days; net income $401.6M (+19.7%) and diluted EPS $0.35 vs $0.29.","Operating margin 21.5% vs 20.7% (up 90 bps) as SG&A fell to 23.3% of sales; gross margin slipped 40 bps to 44.8% on larger-customer mix.","Contract customer daily sales rose 18.8% and were 76.5% of sales; heavy manufacturing DSR +20.2%; non-residential construction grew for a sixth straight quarter.","Returned $328.4M to shareholders (dividends $298.2M, buybacks $30.2M), 81.8% of net income; total debt fell to $100.0M from $195.0M.","2026 capex guidance held at $310-330M vs $230.6M in 2025; FASTBin/FASTVend signing goal trimmed to 27,000-29,000 MEUs from 28,000-30,000."],"urls":{"canonical":"https://secwatch.observer/filing/0000815556-26-000046","json":"https://secwatch.observer/filing/0000815556-26-000046.json","markdown":"https://secwatch.observer/filing/0000815556-26-000046.md","text":"https://secwatch.observer/filing/0000815556-26-000046.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/815556/000081555626000046/0000815556-26-000046-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/815556/000081555626000046/fast-20261014.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-14T12:00:12.778420+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}