Fastenal Company (FAST) Q3 2026 Earnings

Yes. Fastenal Company reported Q3 2026 earnings of $0.35 a share on Oct 14, 2026, beating the $0.34 consensus estimate by 4.1%. Revenue was $2.5B against a $2.4B estimate.

Fastenal posted a clean beat across both top and bottom lines in Q3 2026, as the industrial distributor's deepening penetration with large contract customers drove stronger-than-expected results. GAAP earnings per share came in at $0.35, beating the $0.34 consensus by 4.14%, while revenue of $2.46 billion edged past the $2.44 billion estimate by 1.08% and grew 15.5% year over year. The primary engine behind the performance was contract customer momentum, with that segment's sales surging 18.8% and representing 76.5% of total revenue, up from 73.8% a year ago. Manufacturing end markets led the charge, with heavy manufacturing daily sales rising 20.2%. Operating margin expanded 90 basis points to 21.5%, as strong SG&A leverage more than offset modest gross margin pressure from customer mix and pricing dynamics. Despite the solid print, shares slipped roughly 3% in the immediate aftermath, suggesting the market had priced in an even stronger outcome. Looking ahead, Fastenal maintained its full-year capital expenditure guidance at $310 million to $330 million and modestly trimmed its FMI device signing target to 27,000 to 29,000 MEUs for 2026.