A 10.38% jump to $52.21 follows Fastenal's Q3 earnings beat, a rare one-day repricing for a $60 billion industrial distributor that usually trades in inches. Keep an eye on whether the gain holds into the close.
Latest Activity
A 5.9% jump to $50.10 is a rare one-day move for a slow-grind industrial distributor, and it follows this morning's Q3 earnings beat. Fastenal's fastener and MRO volumes double as a read on factory-floor demand, so the reaction matters beyond the stock.
Contract customers now drive 76.5% of sales, and that mix is what sellers focused on despite beats on both lines. Fastenal also trimmed its 2026 FASTBin/FASTVend signing goal to 27,000 to 29,000 devices, the first crack in a growth story the market had already paid up for.
Fastenal reports at 6:50 AM ET with consensus at $0.34 EPS on $2.44 billion in revenue. Three straight in-line quarters and zero beats in the last four mean the fastener distributor's read on industrial demand carries more weight than the number itself.
FAST Coverage
Why SCHD’s Income Is Unshakable This Year: 6 Dividend Aristocrats Doing the Heavy Lifting
Six Dividend Aristocrats shoulder a big chunk of SCHD's 3.8% yield, but two of them are paying dividends that their earnings barely cover. Here is how close to the edge each one…
A Guaranteed 1.73% or a Growing Dividend? The Choice Facing Income Investors
A bank will lock in your rate and hand back every dollar at maturity, while an industrial distributor has raised its quarterly payout three times in the past year alone. Which promise…
Lock In Growing Quarterly Dividends With These 3 Industrial Suppliers Customers Refuse to Leave
Switching suppliers sounds simple until you realize a vendor's hardware is bolted to your shop floor, its software runs your purchasing, and its staff restocks your bins. Three industrial distributors have built…
4 Unglamorous Businesses That Keep Compounding While Nobody Watches
Garbage trucks, uniform vans, elevator inspectors, and factory supply bins rarely attract investor attention, which is exactly why their long-term compounding records tend to surprise people who finally look closely.
Fastenal vs. Applied Industrial Technologies: Which Dividend Grower Is the Better Buy?
Both industrial distributors have rewarded shareholders for years, but one carries a payout ratio that leaves little cushion while the other sits below analyst targets with a cleaner growth story waiting to…
5 Industrial Distributors With a Competitive Advantage Hiding in Plain Sight
Some distributors are so deeply wired into their customers' factories and procurement systems that a cheaper rival barely registers as a threat. Five industrial companies have built that kind of grip, and…
These 5 Boring Stocks Are Quietly Crushing the Market and Making Investors Rich
Trash haulers, elevator servicers, and a fastener distributor sound like the least exciting investments imaginable, yet a handful of these overlooked operators have quietly outpaced the market for a decade while most…
Your Dividend Calendar for July 27–31: 10 Stocks and the Last Day to Buy Each One
Ten dividend stocks all hit their ex-dates in the same four-day stretch, but missing even one buy-by deadline locks you out of the payment entirely. The yields, payout coverage, and last-day-to-buy deadlines…
3 Dividend Stocks That Pass Buffett’s Test: Buy, Sell or Hold?
Costco, Fastenal, and Visa all pass Warren Buffett's classic quality screen, but passing the quality test and clearing the valuation bar are two very different things. One of these compounders is a…
If Volatility Stays Low, Here’s What Happens to DIVO’s Monthly Income
DIVO's covered-call strategy looks solid on paper, but two macro forces are quietly working against its monthly payouts in ways most income investors overlook. Here is what the options chain and the…
DGRO’s December Rebalance Could Reshape Healthcare Exposure: Here’s What to Watch
DGRO's next index rebalance could quietly shift millions of dollars across healthcare and financials, and one overlooked holding sits at the center of the trade. Here is why the December reconstitution deserves…
SPYI Investors: Watch These 2 Macro Factors Before the Next Distribution
SPYI's 12% annualized payout looks generous until you check what two converging macro forces are quietly doing to the premium engine that funds it.
Fastenal (FAST): The Quiet Compounder Nobody Talks About Is a Buy-and-Hold-Forever Stock
Fastenal (NASDAQ:FAST | FAST Price Prediction) is a stock built to be owned for decades, because it sells the boring, essential consumables that keep American industry running, and it has quietly compounded…
Portfolio Manager Reveals How Selling a 19-Bagger Too Early Changed His Investment Philosophy Forever
On a recent episode of The Compound and Friends hosted by Josh Brown, former Janus analyst Matt Ancrum told a story about how he’d made the correct call that Fastenal (NASDAQ:FAST |…
3 Dividend Aristocrats I’d Rather Own Than the S&P 500 Right Now
The S&P 500 is up nearly 13% in the middle of an enormous crisis, but you should never get too complacent with the current environment. Instead, I’d continue to stock up on…