What is the 13F Pro Quality Score for FAST?

13F Pro ranks FASTENAL CO (FAST) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FAST's current score at https://13fpro.ai/company/FAST (free sign-up required for the full ranking).

Where does 13F Pro source FAST data?

All FASTENAL CO fundamentals and ownership data come directly from SEC EDGAR. FASTENAL CO files with the SEC under CIK 815556. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is FAST in?

FASTENAL CO (FAST) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives FAST's revenue?

Per FASTENAL CO's latest 10-Q filed with the SEC on 2026-07-16, the biggest revenue drivers are: United States ($1,969.8M); Canada and Mexico ($333.7M); All other foreign countries ($83.4M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/FAST.

What are FAST's largest expenses?

FASTENAL CO's latest 10-Q reports these as the largest expense items: Cost of sales ($1,323.3M); Selling, general, and administrative expenses ($561.8M, +10.9% YoY); Income tax expense ($119.3M). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is FAST research updated on 13F Pro?

FAST's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

FASTENAL CO(FAST)Stock Analysis

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13F Pro Quality Score

66.9/100

Rank #385 of 2,961 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

52.6/100

Profitability

73.6/100

Balance Sheet

97.7/100

Earnings Quality

28.3/100

Free Cash Flow

62.2/100

Institutional Flow

70.7/100

Revenue Scale

85.1/100

Dilution Risk

88.2/100

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Why FAST Scores 67/100

exact factor attribution · 2026-09-11

FAST's composite is driven by scale and capital efficiency, held back by earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.3 pts

85th pct

Capital efficiency

+4.8 pts

98th pct

Profitability

+3.5 pts

74th pct

Shareholder dilution

+1.9 pts

88th pct

Free cash flow

+1.8 pts

62th pct

Institutional flow

+1.0 pts

71th pct

Revenue growth

+0.5 pts

53th pct

Earnings growth

+0.2 pts

55th pct

Earnings quality

-2.2 pts

28th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

FAST Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for FASTENAL CO (FAST), 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 #385 of 2,961 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. FASTENAL CO's 13F Pro composite quality score has ranged between 65 and 77 since 2021, currently 66.9 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about FASTENAL CO

Quirks, history, and lore behind FAST — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial distribution company · listed on Nasdaq · headquartered in a small city in Minnesota · operates thousands of locations across North America.
2
The Numbers
Annual revenue of roughly $7 billion, driven by selling nuts, bolts, and maintenance supplies in staggering volume to contractors and manufacturers.
3
The History
Founded in 1967 by a group of high-school classmates in Minnesota, it spent decades quietly perfecting the art of keeping job sites stocked — one vending machine at a time.
4
The Secret
Its killer app isn't a product — it's the on-site vending machine and bin-stocking model that embeds its employees directly inside customers' factories and warehouses.
5
The Lore
The company is famous for its blue-and-white color scheme and an almost obsessive focus on fasteners — yes, literally screws and bolts — as the foundation of a multi-billion-dollar empire.
6
The Giveaway
Its ticker is basically a job description: the company that built a fortune on threaded fasteners has a four-letter symbol that spells out exactly what it sells — FAST.

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What's Driving FAST's Business? Latest 10-Q Breakdown

✓ 34/34 datapoints verified

AI-extracted from FASTENAL CO's 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.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$2.4B

Net Income

Q2 2026

$382.8M

Free Cash Flow

Q2 2026

$201.6M

Operating Margin

Q2 2026

21.0%

ROIC

Q2 2026

47.1%

D/E Ratio

Q2 2026

0.05

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+8.7% YoY

$8.20BFY 2025

FY22 $6.98BFY23 $7.35BFY24 $7.55BFY25 $8.20B

Net Income

+9.4% YoY

$1.26BFY 2025

FY22 $1.09BFY23 $1.16BFY24 $1.15BFY25 $1.26B

Operating Income

+9.6% YoY

$1.66BFY 2025

FY22 $1.45BFY23 $1.53BFY24 $1.51BFY25 $1.66B

EPS (Diluted)

+118.0% YoY

$1.09FY 2025

FY22 $1.89FY23 $1.01FY24 $0.50FY25 $1.09

Total Assets

+7.6% YoY

$5.05BFY 2025

FY22 $4.55BFY23 $4.46BFY24 $4.70BFY25 $5.05B

Total Debt

-45.5% YoY

$150.0MFY 2025

FY22 $756.8MFY23 $320.0MFY24 $275.0MFY25 $150.0M

Op. Cash Flow

+10.4% YoY

$1.30BFY 2025

FY22 $941.0MFY23 $1.43BFY24 $1.17BFY25 $1.30B

Free Cash Flow

+11.0% YoY

$1.05BFY 2025

FY22 $767.2MFY23 $1.26BFY24 $946.8MFY25 $1.05B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$8.20B +8.7%	$7.55B +2.7%	$7.35B +5.2%	$6.98B +16.1%	$6.01B +6.4%	$5.65B
Net Income	$1.26B +9.4%	$1.15B -0.4%	$1.16B +6.3%	$1.09B +17.5%	$925.0M +7.7%	$859.1M
Operating Income	$1.66B +9.6%	$1.51B -1.2%	$1.53B +5.2%	$1.45B +19.4%	$1.22B +6.6%	$1.14B
EPS (Diluted)	$1.09 +118.0%	$0.50 -50.4%	$1.01 -46.6%	$1.89 +136.2%	$0.80 +7.4%	$0.74
Total Assets	$5.05B +7.6%	$4.70B +5.3%	$4.46B -1.9%	$4.55B +5.8%	$4.30B +8.4%	$3.96B
Total Debt	$150.0M -45.5%	$275.0M -14.1%	$320.0M -57.7%	$756.8M +68.2%	$450.0M +1.1%	$445.0M
Operating Cash Flow	$1.30B +10.4%	$1.17B -18.1%	$1.43B +52.3%	$941.0M +22.2%	$770.1M -30.1%	$1.10B
Free Cash Flow	$1.05B +11.0%	$946.8M -24.9%	$1.26B +64.2%	$767.2M +25.1%	$613.5M -34.3%	$933.7M

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Available Research

13F Pro tracks comprehensive data for FASTENAL CO including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FAST

BlackRock, Inc.
$5.1B106,297,179 sh
VANGUARD CAPITAL MANAGEMENT LLC
$3.6B74,919,565 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$3.1B64,893,489 sh
STATE STREET CORP
$2.7B56,438,968 sh
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$2.1B42,893,434 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.9B39,479,611 sh
Invesco Ltd.
$1.9B39,561,324 sh
MORGAN STANLEY
$1.0B20,855,726 sh
Bank of New York Mellon Corp
$859.3M17,891,109 sh
BANK OF AMERICA CORP /DE/
$774.3M16,121,214 sh

Fund	Value	Shares
BlackRock, Inc.	$5.1B	106,297,179
VANGUARD CAPITAL MANAGEMENT LLC	$3.6B	74,919,565
VANGUARD PORTFOLIO MANAGEMENT LLC	$3.1B	64,893,489
STATE STREET CORP	$2.7B	56,438,968
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.1B	42,893,434
GEODE CAPITAL MANAGEMENT, LLC	$1.9B	39,479,611
Invesco Ltd.	$1.9B	39,561,324
MORGAN STANLEY	$1.0B	20,855,726
Bank of New York Mellon Corp	$859.3M	17,891,109
BANK OF AMERICA CORP /DE/	$774.3M	16,121,214

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Is FAST a good stock to buy?

13F Pro's AI-powered analysis of FASTENAL CO (FAST) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FAST are available on the FAST stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FAST is classified as a large company.

Which hedge funds own FAST?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FAST. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of FASTENAL CO's investment landscape.