Fastenal Company filings document an industrial and construction supply distributor's operating results, capital structure, governance and compensation matters. Form 8-K reports record quarterly earnings releases, daily sales and margin disclosures, cash flow, dividends, share repurchases and shareholder returns, while proxy materials cover board elections, annual meeting votes and executive compensation.
The filings also include approval and exhibit records for the Fastenal Company Employee Restricted Stock Unit Plan and the Fastenal Company Non-Employee Director Stock and Restricted Stock Unit Plan. Other disclosures address common stock voting mechanics, leadership appointments, director compensation, equity-award plans and the completed two-for-one common stock split reflected in historical share and per-share data.
Fastenal Company (FAST) reported third-quarter 2026 net sales of $2,463.3 million, up 15.5% from a year earlier, and net income of $401.6 million, up 19.7%; diluted earnings per share were $0.35 versus $0.29. Management attributed sales growth to customer contract signings, product pricing and modest improvement in industrial production. Gross margin was 44.8%, down from 45.3%, while SG&A declined to 23.3% of sales from 24.6%; operating margin rose to 21.5% from 20.7%.
Operating cash flow was $421.6 million, up 9.0%. Fastenal returned $328.4 million to shareholders in the quarter through $298.2 million in dividends and $30.2 million in repurchases; it bought 650,000 shares at approximately $46.49 each. The board declared a $0.26-per-share cash dividend payable November 25, 2026, to shareholders of record October 28, 2026. The company expects 2026 net capital expenditures of $310.0 million to $330.0 million and set its weighted FASTBin/FASTVend signings goal at 27,000 to 29,000 MEUs, revised from 28,000 to 30,000. Fastenal estimated tariff and import-shipping effects on nine-month net income were immaterial; it said exposure may become more impactful as lower-tariff inventory is replaced with inventory subject to new and expanded tariffs.
Fastenal Company reported third-quarter 2026 net sales of $2,463.3 million, up 15.5% year over year, and net income of $401.6 million, up 19.7%. Diluted earnings per share were $0.35, versus $0.29 a year earlier. Daily sales growth reflected customer contract signings, pricing and demand across core markets; contract customers accounted for 76.5% of sales, and daily sales in that group rose 18.8%.
Operating income was $530.8 million, and operating margin was 21.5%, versus 20.7% a year earlier. Gross margin was 44.8%, compared with 45.3%, while selling, general and administrative expenses were 23.3% of sales, compared with 24.6%. Operating cash flow was $421.6 million, up 9.0%, and equaled 105.0% of net income; larger uses of cash for receivables and inventory partly offset higher payables. Fastenal returned $328.4 million through dividends and share repurchases. It expects 2026 property-and-equipment investment, net of proceeds from sales, to be between $310.0 million and $330.0 million.
FASTENAL CO executive Donnalee Kathleen Papenfuss, EVP-Strategy and Communication, reported option exercises and related share sales. She exercised employee stock options covering 1,364 shares at $13.75 and 7,894 shares at $19.00 per share, receiving equivalent amounts of common stock. On the same date, she reported selling 1,364 shares at $51.4165 and 7,894 shares at $51.3841 per share. An additional 811 shares are held indirectly in a 401(K) Plan, including 345 shares acquired in that account since the prior report. Footnotes state the options vest over multi‑year schedules and that one grant’s amounts were adjusted for a 2-for-1 stock split effective May 21, 2025.
FASTENAL CO (FAST) director Michael J. Ancius reported a bona fide gift of 400 shares of common stock on 2026-08-13. After the gift, he reports 58,290 shares of direct ownership, including 46,268 shares in a revocable trust and 12,022 shares in a self-directed IRA, plus 13,008 shares held indirectly in an employer Retirement Savings 401(k) Plan.
Fastenal Co director Michael J. Ancius exercised stock options for 3,000 shares of common stock at an exercise price of $13.75 per share and on the same date sold 3,000 shares of common stock at $52.00 per share. Following these transactions, he held 4,448 shares directly and 13,008 shares indirectly in a Retirement Savings 401(k) Plan, with additional shares referenced in a revocable trust and a self-directed IRA.
Fastenal Company insider Michael Ancius filed to sell Fastenal common stock under Rule 144. The planned transaction involves 3,000 shares to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on 08/10/2026, with an aggregate market value listed as $156,000.00 and the shares traded on NASDAQ. The shares are tied to a stock option exercise by the issuer for cash. Over the prior three months, the filing reports a separate sale of 3,000 common shares on 07/28/2026 for proceeds of $147,000.00.
Fastenal Company director Rita J. Heise reported option-related trades on August 5, 2026. She exercised options for 10,000 shares at $13.00 and 24,964 shares at $19.00, then sold a total of 34,964 common shares at $50.0544 per share on that date.
Reported share amounts reflect a 2-for-1 stock split on May 21, 2025. Certain holdings referenced are maintained in a revocable trust where she and her spouse serve as trustees and share voting and investment power.
Fastenal Co director Michael J Ancius reported a same-day option exercise and share sale. He exercised 3,000 stock options at $13.75 per share, receiving 3,000 common shares, then sold 3,000 shares at $49.00 per share. Following the exercise, 7,448 options remain outstanding under the plan. The filing notes additional holdings of 46,668 shares in a revocable trust, 12,022 shares in a self-directed IRA, and 13,008 shares held indirectly in a Retirement Savings 401(k) Plan.