Fastenal (FAST) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and Fastenal published the results on October 14, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• Fastenal reports in millions with one decimal place. Q3 2026 and Q3 2025 each had 64 business days, so the 15.5% rise in net sales equals the rise in daily sales.
• Fastenal's only reportable segment is its whole business. The geographic split on this page is the revenue disaggregation in its Form 10-Q, based on the selling location of each sale.
• EPS figures for Q3 2025 and later are on the basis of the two-for-one stock split Fastenal completed in May 2025, as each release printed them.

Source: Fastenal Q3 2026 results, October 14, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Fastenal splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Fastenal's United States revenue was $2.0 billion in Q3 2026, up 14% from $1.8 billion in Q3 2025, 83% of total revenue.
• Fastenal's Canada and Mexico revenue was $342 million in Q3 2026, up 20% from $285 million in Q3 2025, 14% of total revenue.
• Fastenal's All other foreign countries revenue was $86.1 million in Q3 2026, up 22% from $70.6 million in Q3 2025, 3% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Fastenal does not give a revenue or earnings outlook in its release. It gives a 2026 range for capital spending, its expected ongoing tax rate and a goal for vending and bin device signings.

In its Q3 2026 release, Fastenal said:

“For 2026, we continue to expect our investment in property and equipment, net of proceeds from sales, to be between $310.0 and $330.0, an increase from $230.6 in 2025.”

“We believe our ongoing tax rate, absent any discrete tax items or broader changes to tax law, will be approximately 24.6%.”

“Our goal for weighted FASTBin and FASTVend device signings in 2026 is between 27,000 and 29,000 MEUs (our previous goal was between 28,000 and 30,000 MEUs).”

Source: Fastenal Q3 2026 release, Oct 14, 2026.

This is the company's own guidance as of Oct 14, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the FAST forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release. Fastenal reports no adjusted EPS.

Fastenal's next report is scheduled for January 19, 2027. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 14, 2026

Fastenal sold $2,463.3 million of industrial and construction supplies in Q3 2026, up 15.5% from $2,133.3 million a year earlier, with the same 64 business days in both quarters. Fastenal attributed the growth mainly to share gains with larger customers, pricing actions and broad demand across its core end markets. Product pricing added approximately 240 basis points to sales growth, and foreign exchange cost approximately 10 basis points. (Fastenal Q3 2026 release, Oct 14, 2026)

Manufacturing customers bought 76.6% of what Fastenal sold in the quarter: heavy manufacturing 44.6% and other manufacturing 32.0%. Heavy manufacturing daily sales rose 20.2%. Non-residential construction was 8.0% of sales and grew 12.0%, its sixth quarter of growth in a row. Contract customers, which include national multi-site, local and regional, and government accounts, were 76.5% of sales and grew 18.8%, against 7.8% growth for non-contract customers. (Fastenal Q3 2026 release, Oct 14, 2026)

By product line, fasteners were 30.4% of Q3 2026 sales and safety supplies 21.4%, with the rest spread across tools, janitorial supplies, hydraulics and pneumatics, material handling, cutting tools, electrical and welding supplies. Direct materials, which go into customers' finished goods or production, were 39.8% of sales and grew 18.6%, faster than indirect materials at 14.3%. (Fastenal Form 10-Q, Q3 2026, Oct 19, 2026; Fastenal Q3 2026 release, Oct 14, 2026)

The United States accounted for $2,035.2 million, or 82.6%, of Q3 2026 revenue, Canada and Mexico $342.1 million and all other foreign countries $86.1 million. Fastenal measures customers by site: it served 3,288 sites spending $50,000 or more a month, up from 2,771, and those sites bought $1,456.6 million in the quarter. The total number of sites fell to 90,759 from 98,823, while monthly sales per site rose to $9,047 from $7,149. (Fastenal Form 10-Q, Q3 2026, Oct 19, 2026; Fastenal Q3 2026 release, Oct 14, 2026)

Fastenal Managed Inventory, its FASTStock, FASTBin and FASTVend devices, carried $1,121.3 million of sales, 44.8% of the total. Digital Footprint sales, which combine FMI with eBusiness sales, were $1,536.5 million, or 61.4% of sales. (Fastenal Q3 2026 release, Oct 14, 2026)

Fastenal reports only GAAP figures, with no adjusted EPS. Q3 2026 diluted EPS was $0.35, against $0.29 a year earlier, and net income rose 19.7% to $401.6 million. Operating margin widened to 21.5% from 20.7% because SG&A fell to 23.3% of sales from 24.6%, which more than offset gross margin slipping to 44.8% from 45.3%. (Fastenal Q3 2026 release, Oct 14, 2026)

Fastenal said the shift toward larger customers reduced gross margin by approximately 50 basis points and price/cost by approximately 30 basis points, partly offset by direct sourcing savings, supplier rebates and tariff refunds. The income tax rate was 24.4% of pre-tax income, against 23.9% a year earlier. (Fastenal Q3 2026 release, Oct 14, 2026)

Fastenal returned $328.4 million to shareholders in Q3 2026: $298.2 million in dividends and $30.2 million in share repurchases. It bought 650,000 shares at an average price of approximately $46.49, after buying none in Q3 2025. Diluted weighted average shares were 1,150.1 million, against 1,151.0 million a year earlier. (Fastenal Q3 2026 release, Oct 14, 2026; Fastenal Form 10-Q, Q3 2026, Oct 19, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Fastenal does not publish revenue or EPS guidance. Its release gives a 2026 range for investment in property and equipment, net of sale proceeds, of $310.0 million to $330.0 million, up from $230.6 million in 2025, and an expected ongoing tax rate of approximately 24.6%. (Fastenal Q3 2026 release, Oct 14, 2026)

Fastenal also sets a yearly goal for device signings. It cut its 2026 goal for weighted FASTBin and FASTVend signings to between 27,000 and 29,000 machine equivalent units, from between 28,000 and 30,000, after signing 7,484 in Q3 2026 and 21,428 in the first nine months. Fastenal publishes its net sales every month, so the first month of Q4 2026 is reported before the quarter ends. (Fastenal Q3 2026 release, Oct 14, 2026)

A consensus figure is the average of the models published by the analysts who cover Fastenal, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Fastenal's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning FAST is on is FAST a buy or a sell?, what analysts expect next is on the FAST forecast, and what the company does is on the Fastenal (FAST) stock page.

Every number on this page can be traced to a document Fastenal published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.