FASTENAL CO(FAST)— Stock Profile, AI Score & Financials
Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
FASTENAL CO (FAST) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores FAST at 66.9/100 on a 32-signal composite quality model, placing it at rank #392 of 2,960 stocks — the top 25% of the AI-ranked universe. FAST scores in the top quartile across balance sheet strength (97.7), revenue scale (85.1). Areas of concern include earnings quality (28.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), FASTENAL CO reports quarterly revenue of $2.4B, net income of $382.8M, an operating margin of 21.0%. Top institutional holders of FAST by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. FAST trades on the Nasdaq exchange and files with the SEC under CIK 815556. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FAST daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for FASTENAL CO directly from SEC EDGAR.
AI Quality Score
66.9/100
AI Rank
#392
Revenue
$2.4B
Net Income
$382.8M
Free Cash Flow
$201.6M
Operating Margin
21.0%
FAST key financials by period
FASTENAL CO reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$8.2B
$1.3B
20.2%
FY 2024
10-K
$7.5B
$1.2B
20.0%
FY 2023
10-K
$7.3B
$1.2B
20.8%
FY 2022
10-K
$7.0B
$1.1B
20.8%
FY 2021
10-K
$6.0B
$925.0M
20.3%
FY 2020
10-K
$5.6B
$859.1M
20.2%
Institutions holding FAST
Institutional investors reporting a position in FASTENAL CO on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-16 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Fastenal grew Q2 FY2026 net sales 14.7% YoY to $2,386.9M as contract-customer signings and ~290bps of price contribution drove growth, while gross margin slipped 75bps to 44.6% on unfavorable price/cost and customer mix.
Biggest Revenue Drivers
United States$1,969.8M
82.5% of net sales, down from 83.3% a year ago
Canada and Mexico$333.7M
14.0% of net sales, up from 13.5% a year ago
Biggest Revenue Drivers
Total revenue: $2.39B+14.7% YoY
United States$1,969.8M
82.5% of net sales, down from 83.3% a year ago
Canada and Mexico$333.7M
14.0% of net sales, up from 13.5% a year ago
All other foreign countries$83.4M
3.5% of net sales, up from 3.2% a year ago
Largest Expense Items
Cost of sales$1,323.3M
Gross margin fell 75bps to 44.6% on ~40bps unfavorable net price/cost plus smaller headwinds from customer mix, transportation costs, and customer rebate activity
Selling, general, and administrative expenses$561.8M+10.9% YoY
Improved 80bps as % of sales; base pay leveraged on labor productivity and occupancy costs leveraged, partly offset by bonuses/commissions growing faster than sales
Income tax expense$119.3M
23.8% effective rate vs 24.4% a year ago, below expected ongoing rate due to return-to-provision adjustments and stock option exercise tax benefits
Margins: Gross margin declined 75bps YoY to 44.6% on unfavorable net price/cost and mix/transportation/rebate headwinds, while SG&A leverage (down 80bps) fully offset the pressure, holding operating margin flat at 21.0%.
Watch Items from the Filing
Manufacturing end market represented 75.9% of Q2 2026 sales, concentrating revenue exposure to industrial production cycles.
Product pricing contributed ~290 basis points to net sales growth in Q2 2026, up sharply from 140-170bps a year earlier.
Company has not recorded a receivable for IEEPA tariff refund claims filed in Q2 2026 due to uncertainty, and expects tariff/import cost exposure to become more impactful as lower-tariff inventory is depleted.
Contract customers grew to 75.8% of Q2 sales (DSR +17.6% YoY) versus non-contract at 7.3%, continuing a mix shift toward larger, lower-margin accounts.
Geographic concentration remains high with 82.5% of quarterly revenue from the U.S. and 14.0% from Canada/Mexico amid ongoing tariff policy volatility.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
