View Future GrowthFastenal 過去の業績過去 基準チェック /66Fastenalは、平均年間6.9%の収益成長を遂げていますが、 Trade Distributors業界の収益は、年間 成長しています。収益は、平均年間7.3% 7.1%収益成長率で 成長しています。 Fastenalの自己資本利益率は32.6%であり、純利益率は15.4%です。主要情報6.94%収益成長率6.99%EPS成長率Trade Distributors 業界の成長23.44%収益成長率7.11%株主資本利益率32.57%ネット・マージン15.39%次回の業績アップデート13 Jul 2026最近の業績更新Reported Earnings • Apr 14First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: US$0.30 (up from US$0.26 in 1Q 2025). Revenue: US$2.20b (up 12% from 1Q 2025). Net income: US$339.8m (up 14% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 13Fastenal Company to Report Q1, 2027 Results on Apr 12, 2027Fastenal Company announced that they will report Q1, 2027 results at 7:00 AM, US Eastern Standard Time on Apr 12, 2027お知らせ • Jan 21Fastenal Company to Report Q4, 2026 Results on Jan 19, 2027Fastenal Company announced that they will report Q4, 2026 results at 6:00 AM, Central Standard Time on Jan 19, 2027Reported Earnings • Jan 21Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$1.10 (up from US$1.01 in FY 2024). Revenue: US$8.20b (up 8.7% from FY 2024). Net income: US$1.26b (up 9.4% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 14Fastenal Company to Report Q3, 2026 Results on Oct 14, 2026Fastenal Company announced that they will report Q3, 2026 results at 6:00 AM, Central Standard Time on Oct 14, 2026Reported Earnings • Oct 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.29 (up from US$0.26 in 3Q 2024). Revenue: US$2.13b (up 12% from 3Q 2024). Net income: US$335.5m (up 13% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesライブニュース • May 07Fastenal Grows Sales and Income While Flagging Tariff Pressures and Expanding in SoutheastFastenal reported Q1 FY2026 net sales growth of 12.4% and net income growth of 13.8%, in line with analyst expectations. The company flagged tariff-related cost pressures, particularly on petroleum-based products, which could affect profit margins. Fastenal broke ground on a new Southeast regional logistics center in Carrollton, Georgia, aligned with its expectations for sustained industrial demand. For you as an investor, the Q1 FY2026 numbers indicate that Fastenal is currently growing both its top and bottom line while meeting what analysts had been looking for. At the same time, management is signaling that tariffs and higher input costs on petroleum-based products may squeeze margins. This is an area to watch in future quarters, particularly if pricing or product mix does not fully offset these pressures. The new logistics center in Georgia signals continued investment in Fastenal’s distribution network and reflects its view that industrial activity in the region will support that additional capacity. When evaluating the stock, it can be helpful to monitor how efficiently this added infrastructure is utilized over time and whether margin trends remain aligned with the company’s cost structure and expansion plans.ナラティブの更新 • May 06FAST: Future Returns Will Hinge On Execution Resilience And Carrollton ExpansionAnalysts have adjusted Fastenal's price target modestly higher to $46.49. This reflects updated discount rate and P/E assumptions alongside recent mixed target changes from Barclays, Bernstein, Baird, and BofA.ナラティブの更新 • Apr 21FAST: Future Returns Will Depend On Execution Resilience And Distribution ExpansionFastenal's updated analyst price target edges higher to about $46.49 from $45.24, with analysts pointing to refreshed models that incorporate Street research adjustments to revenue growth, profit margins, and long term P/E assumptions. Analyst Commentary Recent Street research on Fastenal reflects a mix of optimism and caution, with several firms revisiting their models and making targeted changes to price targets and assumptions.Seeking Alpha • Apr 20Fastenal Company: Tariff Concerns On Top Of An Expensive ValuationSummary Fastenal Company remains a hold as strong demand and broad-based revenue growth are offset by persistent pricing and margin pressures. Q1 2026 saw 12.4% y/y revenue growth and double-digit EPS gains, but gross margin declined 47 bps due to unfavorable price/cost dynamics and transportation headwinds. Section 232 tariff changes increase cost pressure risk, likely prolonging margin challenges and complicating price realization efforts. Valuation remains elevated at ~36x forward PE, well above historical averages and peers, limiting upside despite improved demand signals. Read the full article on Seeking AlphaDeclared Dividend • Apr 15First quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 28th April 2026 Payment date: 26th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 14First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: US$0.30 (up from US$0.26 in 1Q 2025). Revenue: US$2.20b (up 12% from 1Q 2025). Net income: US$339.8m (up 14% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 13Fastenal Company to Report Q1, 2027 Results on Apr 12, 2027Fastenal Company announced that they will report Q1, 2027 results at 7:00 AM, US Eastern Standard Time on Apr 12, 2027お知らせ • Apr 11Fastenal Company Declares Cash Dividend for the Second Quarter of 2026, Payable on May 26, 2026Fastenal Company declared cash dividend of $0.24 per share for the second quarter of 2026, to be paid on May 26, 2026 to shareholders of record at the close of business on April 28, 2026. First Quarter 2026: $0.240 per share.ナラティブの更新 • Apr 07FAST: Future Returns Will Rely On Sales Resilience And Execution ConsistencyFastenal's analyst price targets have edged higher, with recent moves such as Baird lifting its target to $52 from $51 and Barclays moving to $44 from $43, as analysts update their models following stronger than expected February average daily sales. Analyst Commentary Recent research updates offer a mixed picture, with some analysts highlighting support from stronger than expected February average daily sales and others taking a more measured stance on how much upside is already reflected in the shares.ナラティブの更新 • Mar 24FAST: Modest February Sales Strength Will Still Drive Further Multiple CompressionAnalysts have nudged Street price targets on Fastenal modestly higher, with moves such as Baird's lift to $52 and Barclays' to $44. These changes reflect updated models that factor in recent data points like stronger than expected February average daily sales.ナラティブの更新 • Mar 10FAST: Future Returns Will Depend On Margin Resilience And Execution ConsistencyWe are nudging our Fastenal fair value estimate up to $44.92 from $43.46, reflecting analysts' slightly higher price targets and updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Fastenal reflects a mix of optimism and caution, with several price target revisions feeding into our refreshed fair value estimate.お知らせ • Feb 26Fastenal Company, Annual General Meeting, Apr 23, 2026Fastenal Company, Annual General Meeting, Apr 23, 2026. Location: 3560 service drive winona, minnesota 55987, minnesota United Statesナラティブの更新 • Feb 24FAST: Tighter Margin Outlook Will Drive Further Multiple CompressionNarrative Update The analyst price target for Fastenal has been adjusted by a net $1, as some analysts lifted their targets by $2 while others reduced theirs by $1, reflecting updated views on revenue, margins, and P/E expectations. Analyst Commentary Recent research on Fastenal reflects a mix of optimism and caution, with some analysts lifting price targets and others trimming them.ナラティブの更新 • Feb 09FAST: Decelerating Sales And Inflation Pressures Will Drive Further Multiple CompressionNarrative Update on Fastenal The updated analyst price target for Fastenal reflects a mixed set of recent Street views, with small model adjustments around revenue growth, profit margins, and long-term P/E assumptions as analysts factor in both higher and lower target revisions following recent research updates. Analyst Commentary Recent Street commentary around Fastenal has tilted more cautious, with several bearish analysts trimming price targets or ratings as they reassess the balance between growth, margins, and valuation.ナラティブの更新 • Jan 25FAST: Decelerating Sales And Inflationary Pressures Will Drive Further Multiple CompressionNarrative update on Fastenal Analysts have reset their price expectations for Fastenal, with our fair value estimate moving from US$33.39 to US$38.00 as they factor in slower revenue growth, slightly softer profit margins, and a higher assumed future P/E multiple, in line with new Underperform ratings and lower price targets from recent research updates. Analyst Commentary Recent research has tilted more cautious on Fastenal, with a series of Underperform ratings and trimmed price targets pointing to concerns around growth, margins, and valuation.分析記事 • Jan 22Analyst Estimates: Here's What Brokers Think Of Fastenal Company (NASDAQ:FAST) After Its Annual ReportIt's been a good week for Fastenal Company ( NASDAQ:FAST ) shareholders, because the company has just released its...Declared Dividend • Jan 21Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 29th January 2026 Payment date: 26th February 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 21Fastenal Company to Report Q4, 2026 Results on Jan 19, 2027Fastenal Company announced that they will report Q4, 2026 results at 6:00 AM, Central Standard Time on Jan 19, 2027Reported Earnings • Jan 21Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$1.10 (up from US$1.01 in FY 2024). Revenue: US$8.20b (up 8.7% from FY 2024). Net income: US$1.26b (up 9.4% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 17Fastenal Company Announces Cash Dividend, Payable on February 26, 2026Fastenal Company reported its board of directors declared a dividend of $0.24 per share to be paid in cash on February 26, 2026 to shareholders of record at the close of business on January 29, 2026.ナラティブの更新 • Jan 11FAST: Slowing Sales And Inflationary Margin Pressure Will Drive Further Multiple CompressionAnalysts have trimmed their Fastenal price targets by a few dollars to the low to mid US$40s, citing slowing sales trends, pressure on gross margins, and the view that the current valuation and P/E multiple leave room for further compression. Analyst Commentary Recent research updates on Fastenal have leaned cautious, with several bearish analysts trimming price targets and rethinking their stance after the latest Q3 results and sales trends.分析記事 • Jan 06Pinning Down Fastenal Company's (NASDAQ:FAST) P/E Is Difficult Right NowFastenal Company's ( NASDAQ:FAST ) price-to-earnings (or "P/E") ratio of 38.5x might make it look like a strong sell...ナラティブの更新 • Dec 26FAST: Inflation And Slowing Sales Will Pressure Margins And Share PerformanceAnalysts modestly raised their fair value estimate for Fastenal by about $1.22 to approximately $33.39 per share. This reflects slightly stronger long term revenue growth expectations despite mounting concerns over decelerating sales, margin pressure from inflation, and the potential for further valuation multiple compression highlighted in recent target cuts and Underperform ratings.お知らせ • Dec 24+ 1 more updateFastenal Company Announces Management ChangesFastenal Company announced that Daniel L. Florness intends to resign from Fastenal's Board of Directors on the same day he steps out of the CEO role, July 16, 2026. The Board intends to appoint Jeffery M. Watts as a director to fill the vacancy on the Board left by Mr. Florness. Mr. Florness expects to continue to serve Fastenal as a Strategic Advisor to the new Chief Executive Officer until early 2028. This role is designed to ensure a smooth transition of duties and an effective transfer of knowledge. This transition represents the next step in an orderly succession plan that began in August 2024, when Jeff Watts stepped into the role of President of Fastenal. Since then, Jeff has demonstrated an outstanding ability to align our sales teams around the common goal of delivering industry-leading value and service to Fastenal's customers.ナラティブの更新 • Dec 11FAST: Future Returns Will Hinge On Margin Resilience Amid Slowing SalesThe analyst price target for Fastenal has been nudged lower by $0.04 to $43.46, as analysts factor in decelerating sales, emerging inflationary pressure on gross margins, and the risk of further multiple compression, even as long term growth prospects remain solid. Analyst Commentary Recent research updates reflect a more cautious stance on Fastenal, with multiple price target reductions and a tilt toward Underperform ratings as analysts reassess the balance between the company’s structural strengths and near term execution risks.ナラティブの更新 • Nov 27FAST: Future Returns Will Depend On Margin Defense Amid Inflationary PressuresAnalysts have slightly reduced their fair value estimate for Fastenal to approximately $43.46 per share from $43.58. They cite pressures on revenue growth and profit margins, as recent research highlights slowing sales, margin headwinds, and a more challenging valuation environment.ナラティブの更新 • Nov 13FAST: Future Performance Will Rely On Overcoming Margin Pressures And Execution RisksFastenal's analyst price target has edged down from $44.35 to $43.58, as analysts cite increased caution around future growth, margin pressures, and lower revised earnings estimates following recent coverage and earnings misses. Analyst Commentary Recent research coverage on Fastenal reflects a diverse range of perspectives regarding the company's outlook and valuation.お知らせ • Nov 04+ 1 more updateFastenal Company Announces Chief Financial Officer Changes, Effective November 10, 2025Fastenal Company has appointed Max Tunnicliff to the position of Chief Financial Officer, effective November 10, 2025. As Chief Financial Officer, Mr. Tunnicliff's responsibilities include establishing priorities, setting goals, and providing guidance and oversight for the Company's finance, accounting, audit, and general counsel functions. Mr. Tunnicliff brings a tremendous amount of experience, insights, and perspective to Fastenal, having most recently served as chief financial officer of Beko Europe, a leading home appliance business in Europe. Previously, he served in a variety of senior finance leadership roles with Whirlpool Corporation including head of internal audit and VP of strategy, and chief financial officer of the Asia Pacific region. While at Whirlpool, he also previously led teams responsible for financial reporting, category profitability, supply chain finance, and commercial planning. Mr. Tunnicliff, 47, previously served since January 2024 as the chief financial officer of Beko Europe, a leading home appliance business in Europe that was formed in 2024 under agreement between Arcelik and Whirlpool Corporation ('Whirlpool'). Prior to this role, he served as head of internal audit and VP of strategy of Whirlpool from November 2021 to December 2023. He also served as the chief financial officer of the Asia Pacific Region of Whirlpool from August 2019 to October 2021. Earlier in his career, Mr. Tunnicliff held a variety of senior finance leadership roles at Whirlpool across North America and global operations, where he led teams responsible for financial reporting, category profitability, supply chain finance, and commercial planning. Before joining Whirlpool, he spent seven years with Deloitte in audit and advisory services, where he supported large multinational clients across several industries. On October 30, 2025, the Board also discontinued the appointment of Sheryl A. Lisowski as Interim Chief Financial Officer of the Company (a position she has held since April 17, 2025) and she will continue to serve in the positions of Executive Vice President, Chief Accounting Officer, and Treasurer of the Company. The position change will become effective on November 10, 2025.Upcoming Dividend • Oct 22Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 28 October 2025. Payment date: 25 November 2025. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.4%).Declared Dividend • Oct 15Third quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 28th October 2025 Payment date: 25th November 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 14Fastenal Company to Report Q3, 2026 Results on Oct 14, 2026Fastenal Company announced that they will report Q3, 2026 results at 6:00 AM, Central Standard Time on Oct 14, 2026Reported Earnings • Oct 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.29 (up from US$0.26 in 3Q 2024). Revenue: US$2.13b (up 12% from 3Q 2024). Net income: US$335.5m (up 13% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 12Fastenal Company Announces Cash Dividend, Payable on November 25, 2025Fastenal Company reported its board of directors declared a dividend of $0.22 per share to be paid in cash on November 25, 2025 to shareholders of record at the close of business on October 28, 2025.ナラティブの更新 • Aug 27Managed Inventory Expansion And Digital Footprint Will Transform Supply ChainsFastenal’s consensus price target was raised to $44.05 on the back of strong Q2 results, improving sales trends, and continued margin outperformance, with analysts expecting double-digit sales growth and justifying a premium valuation despite an already elevated multiple. Analyst Commentary Strong Q2 performance, with Fastenal beating consensus on sales, gross margin, and operating margin.Price Target Changed • Jul 27Price target increased by 7.1% to US$43.25Up from US$40.37, the current price target is an average from 10 analysts. New target price is 9.4% below last closing price of US$47.75. Stock is up 36% over the past year. The company is forecast to post earnings per share of US$1.10 for next year compared to US$1.00 last year.Declared Dividend • Jul 16Second quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 29th July 2025 Payment date: 26th August 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 15Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$0.29 (up from US$0.26 in 2Q 2024). Revenue: US$2.08b (up 8.6% from 2Q 2024). Net income: US$330.3m (up 13% from 2Q 2024). Profit margin: 16% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jul 15Price target increased by 7.1% to US$41.10Up from US$38.37, the current price target is an average from 11 analysts. New target price is 8.9% below last closing price of US$45.13. Stock is up 31% over the past year. The company is forecast to post earnings per share of US$1.10 for next year compared to US$1.00 last year.お知らせ • Jul 15Fastenal Company to Report Q2, 2026 Results on Jul 13, 2026Fastenal Company announced that they will report Q2, 2026 results at 6:00 AM, Central Standard Time on Jul 13, 2026Price Target Changed • Jul 14Price target increased by 11% to US$42.37Up from US$38.10, the current price target is an average from 11 analysts. New target price is 6.0% below last closing price of US$45.07. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$1.09 for next year compared to US$1.00 last year.お知らせ • Jul 12Fastenal Company Announces Cash Dividend, Payable on August 26, 2025Fastenal Company reported its board of directors declared a dividend of $0.22 per share to be paid in cash on August 26, 2025 to shareholders of record at the close of business on July 29, 2025. Except for share and per share information, dollar amounts are stated in millions. Share and per share information in this release has been adjusted to reflect a previously announced two-for-one stock split which took effect at the close of business on May 21, 2025.分析記事 • May 25Is Now The Time To Look At Buying Fastenal Company (NASDAQ:FAST)?Let's talk about the popular Fastenal Company ( NASDAQ:FAST ). The company's shares saw a decent share price growth of...Recent Insider Transactions Derivative • May 19Insider notifies of intention to sell stockJohn Soderberg intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$82.45, it would amount to US$1.3m. Since December 2024, John has owned 14.94k shares directly. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • May 18Insider notifies of intention to sell stockJohn Soderberg intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$82.45, it would amount to US$1.3m. Since December 2024, John has owned 14.94k shares directly. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Apr 25CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of April. If the sale is conducted around the recent share price of US$82.12, it would amount to US$4.1m. For the year to December 2018, Daniel's total compensation was 41% salary and 59% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Daniel's direct individual holding has decreased from 307.24k shares to 303.82k. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Apr 19Fastenal: Expensive But Strong Growth ProspectsSummary Fastenal's shift from branch closures to expansion, creates strong growth outlook. Investments in FASTCrib and digital services enhance customer retention, increase margins, and expand Fastenal's TAM. Secular tailwinds from end markets and increasing customer bases create a GDP+ growth. Despite the current high valuation, entry exists ~5-6% below current share price. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Apr 17Executive Vice President of Sales notifies of intention to sell stockWilliam Drazkowski intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$81.31, it would amount to US$1.2m. Since December 2024, William's direct individual holding has increased from 11.21k shares to 11.27k. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Apr 13First quarter dividend of US$0.44 announcedShareholders will receive a dividend of US$0.44. Ex-date: 25th April 2025 Payment date: 23rd May 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Seeking Alpha • Apr 12Fastenal: Set To Gain Market Share In Tough Times, But There's A CaveatSummary Fastenal's Q1-2025 results met expectations, with net sales up 3.4% YoY and EPS flat at $0.52, driving the stock up 6.4%. The company is highly profitable, with strong free cash flow and steady growth, but the current valuation is too high to recommend a Buy. Fastenal is well-positioned to handle tariffs through price hikes and diversified sourcing, potentially gaining market share during economic disruptions. Despite solid fundamentals and market outperformance, the stock's high valuation near decade highs justifies a Hold rating. Read the full article on Seeking Alphaお知らせ • Apr 11+ 1 more updateFastenal Company Appoints Sheryl A. Lisowski as Interim Chief Financial Officer, Effective April 17, 2025On April 10, 2025, the Board of Directors of Fastenal Company appointed Sheryl A. Lisowski, the Company's Executive Vice President – Chief Accounting Officer and Treasurer, to serve in the additional role of interim Chief Financial Officer of the Company, effective April 17, 2025, until such time as a permanent Chief Financial Officer is appointed. Ms. Lisowski, age 57, has been the Company's Executive Vice President – Chief Accounting Officer and Treasurer since December 2020. From August 2016 to November 2020, Ms. Lisowski was Controller, Chief Accounting Officer, and Treasurer. Ms. Lisowski was the Company's Controller and Chief Accounting Officer from October 2013 to August 2016, and also served as interim Chief Financial Officer from January 2016 to August 2016. Ms. Lisowski joined Fastenal in 1994 and, prior to August 2016, served in various roles of increasing responsibility within finance and accounting team.Recent Insider Transactions Derivative • Mar 16Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 69k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of March. If the sale is conducted around the recent share price of US$74.97, it would amount to US$5.1m. Since December 2024, Holden has owned 10.10k shares directly. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 08Fastenal Company to Report Fiscal Year 2025 Results on Jan 19, 2026Fastenal Company announced that they will report fiscal year 2025 results at 6:00 AM, Central Standard Time on Jan 19, 2026Buy Or Sell Opportunity • Mar 07Now 20% overvaluedOver the last 90 days, the stock has fallen 1.3% to US$80.00. The fair value is estimated to be US$66.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.お知らせ • Feb 27Fastenal Company, Annual General Meeting, Apr 24, 2025Fastenal Company, Annual General Meeting, Apr 24, 2025. Location: 3560 service drive, minnesota 55987, winona United StatesDeclared Dividend • Jan 21Fourth quarter dividend increased to US$0.43Dividend of US$0.43 is 10% higher than last year. Ex-date: 31st January 2025 Payment date: 28th February 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 18Fastenal Company Announces Director ChangesOn January 16, 2025, Nicholas J. Lundquist, a director of the Board of Directors of Fastenal Company, informed the Company that he will not stand for re-election as a director of the Company and tendered his notification of ineligibility, effective as of January 16, 2025. Mr. Lundquist's not standing for re-election was not the result of any disagreements with the Company on matters related to its operations, policies, or practices, but based on his ineligibility to continue to serve on the Board pursuant to the Company's Corporate Governance Guidelines, which impose a five-year term limit for former employees of the Company. Mr. Lundquist has served on the Board since October 2019. Mr. Lundquist began his career with the Company in March 1979 serving in various distribution and sales leadership roles of increasing responsibility, including Executive Vice President, Chief Operating Officer, and Senior Executive Vice President. Mr. Lundquist spent his career with Fastenal, successfully working with, managing, and providing leadership to many of the departments and disciplines integral to the Company's growth and financial success. His career path epitomizes the Company's 'promote from within' philosophy which is a cornerstone of Fastenal's culture. The Board thanks Mr. Lundquist for his 46 years of dedicated service as an employee and as a director of the Company, and wishes him all the best in his future endeavors. Also on January 16, 2025, the Board elected as a director of the Company, Mr. Brady D. Ericson, effective as of the same date, keeping the number of directors on the Board at eleven. Mr. Ericson was elected to serve as an independent director for a term expiring at the Company's next annual meeting of shareholders and until his successor is duly elected and qualified. The Board also appointed Mr. Ericson to serve on the Audit Committee of the Company, effective as of the same date. Mr. Ericson has served as the President and Chief Executive Officer of PHINIA Inc., located in Auburn Hills, Michigan, since July 2023. PHINIA is a publicly-traded, global, market-leading provider of premium solutions and components across commercial vehicles, industrial applications, and the automobile industry. From March 2022 to July 2023, Mr. Ericson served as President and General Manager of the Fuel Systems and Aftermarket segment of BorgWarner that principally became PHINIA following its spin-off. From June 2019 to March 2022, Mr. Ericson served as the President and General Manager of the Morse Systems segment at BorgWarner. From 1998 through 2019, he served in various positions of increasing leadership at BorgWarner.Reported Earnings • Jan 17Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$2.01 (down from US$2.02 in FY 2023). Revenue: US$7.55b (up 2.7% from FY 2023). Net income: US$1.15b (flat on FY 2023). Profit margin: 15% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.お知らせ • Jan 17Fastenal Company Announces Cash Dividend, Payable on February 28, 2025Fastenal Company reported its board of directors declared a dividend of $0.43 per share to be paid in cash on February 28, 2025 to shareholders of record at the close of business on January 31, 2025.お知らせ • Dec 28Fastenal Company Announces Resignation of Holden Lewis as Chief Financial Officer, Effective April 16, 2025On December 23, 2024, Holden Lewis, Chief Financial Officer of Fastenal Company (the 'Company'), provided written notice to the Company of his resignation, effective on April 16, 2025 (the 'Effective Date'). Mr. Lewis' resignation was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices, including with respect to any matters relating to the Company's accounting practices or financial reporting. Mr. Lewis intends to remain an employee of the Company and continue to serve as the Senior Executive Vice President and Chief Financial Officer of the Company until the Effective Date and he has informed the Company he will assist with the efficient transition of his responsibilities to a replacement.お知らせ • Dec 27Fastenal Company Announces Resignation of Holden Lewis as Senior Executive Vice President, Effective April 16, 2025On December 23, 2024, Holden Lewis, Senior Executive Vice President of Fastenal Company (the 'Company'), provided written notice to the Company of his resignation, effective on April 16, 2025 (the 'Effective Date'). Mr. Lewis' resignation was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices, including with respect to any matters relating to the Company's accounting practices or financial reporting. Mr. Lewis intends to remain an employee of the Company and continue to serve as the Senior Executive Vice President and Chief Financial Officer of the Company until the Effective Date and he has informed the Company he will assist with the efficient transition of his responsibilities to a replacement.Seeking Alpha • Dec 27Fastenal: High Quality, But Valuation Concerns Apparent Amid Manufacturing UncertaintySummary The Materials Select Sector SPDR Fund (XLB) is the only S&P 500 sector ETF in negative territory year to date, with resource stocks under pressure. Fastenal (FAST) trades at a premium multiple despite modest earnings growth expectations, supported by strong fundamentals and market share gains. Key risks include manufacturing weakness, a strong US dollar, and heightened competition, but FAST's low debt and healthy FCF yield are positives. With a long-term uptrend but shares 10% overvalued, I maintain a hold rating on FAST, seeking double-digit EPS growth for a higher valuation. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Dec 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.2% to US$74.82. The fair value is estimated to be US$62.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.お知らせ • Dec 10+ 2 more updatesFastenal Company to Report Q2, 2025 Results on Jul 14, 2025Fastenal Company announced that they will report Q2, 2025 results at 6:00 AM, Central Standard Time on Jul 14, 2025Recent Insider Transactions Derivative • Nov 24Insider notifies of intention to sell stockJames Jansen intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of November. If the sale is conducted around the recent share price of US$83.08, it would amount to US$1.6m. Since December 2023, James' direct individual holding has increased from 45.65k shares to 45.98k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Nov 08Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of November. If the sale is conducted around the recent share price of US$83.12, it would amount to US$3.4m. Since December 2023, Holden has owned 9.88k shares directly. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Oct 18Fastenal Company Announces the Promotion of Donnalee K. Papenfuss as Executive Vice President of Strategy and Communications, Effective November 1, 2024Fastenal Company has promoted Donnalee K. Papenfuss to the position of Executive Vice President of Strategy and Communications effective November 1, 2024. In this newly created role, Ms. Papenfuss will lead marketing and drive strategic initiatives in the areas of technology, sales, and environmental, social, and governance (ESG). Additionally, she will enhance communication efforts to support these initiatives and ensure alignment with overall business objectives. Ms. Papenfuss has served as Fastenal's Vice President of Contract Development and Support from February 2014 to October 2024. In this role, she has led teams responsible for various sales enablement, sales development, and sales support functions – from providing tools and resources to help sellers in the field succeed in their roles to developing proposals and facilitating workflows for contract negotiations. In recent years, her role has expanded to include oversight of Blue (Fastenal's internal chatbot and digital assistant) as well as leadership of Fastenal's ESG Community of Practice. In the past year, Ms. Papenfuss has also facilitated the corporate strategic planning process with company executives. From July 2006 to February 2014, Ms. Papenfuss was its Director of Government and Diversity Affairs. Ms. Papenfuss joined Fastenal in 1999 and, prior to July 2006, served in various roles of increasing responsibility.Recent Insider Transactions Derivative • Oct 17Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of October. If the sale is conducted around the recent share price of US$76.52, it would amount to US$2.3m. Since December 2023, Holden has owned 9.88k shares directly. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Oct 14Dividend of US$0.39 announcedShareholders will receive a dividend of US$0.39. Ex-date: 25th October 2024 Payment date: 1st January 1970 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Seeking Alpha • Oct 14High-Quality Dividend Stock Universe: Fastenal Company - In Need Of A Moderate PullbackSummary Fastenal reported better than expected Q3 earnings, resulting in a 10% jump in stock price. Fastenal has returned more than 51,000% since inception, equating to a CAGR of almost 20%. Earlier this year, the company achieved dividend champion status, but the rising payout ratio is something investors should monitor. Read the full article on Seeking AlphaPrice Target Changed • Oct 13Price target increased by 8.6% to US$70.53Up from US$64.95, the current price target is an average from 12 analysts. New target price is 8.2% below last closing price of US$76.82. Stock is up 28% over the past year. The company is forecast to post earnings per share of US$2.03 for next year compared to US$2.02 last year.Reported Earnings • Oct 11Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.52 (up from US$0.52 in 3Q 2023). Revenue: US$1.91b (up 3.5% from 3Q 2023). Net income: US$298.1m (flat on 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.お知らせ • Oct 11Fastenal Company Announces Cash Dividend, Payable on November 22, 2024Fastenal Company reported its board of directors declared a dividend of $0.39 per share to be paid in cash on November 22, 2024 to shareholders of record at the close of business on October 25, 2024.Buy Or Sell Opportunity • Oct 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$70.61. The fair value is estimated to be US$58.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.Seeking Alpha • Oct 06Fastenal: Resilience Is Overshadowed By Steep ValuationSummary Fastenal's growth has temporarily slowed down due to weak industrial activity, and a weak PMI still looks to pressure growth in Q3. Despite the weaker growth, Fastenal's margins have remained resilient, and the company looks poised to return to greater growth with an eventual improvement in manufacturing with Onsite and eBusiness growth. The FAST stock's valuation still stands too steep, likely making the stock's return weak. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Sep 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to US$71.38. The fair value is estimated to be US$58.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.Recent Insider Transactions Derivative • Sep 15CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$69.68, it would amount to US$3.5m. For the year to December 2017, Daniel's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Daniel's direct individual holding has increased from 306.86k shares to 307.18k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Sep 12Fastenal: Shifting From Branch To Onsite; Initiate With 'Sell' Due To High ValuationSummary Fastenal's shift from branch to onsite locations has improved customer experience and market share, but I believe the stock is overvalued, warranting a 'Sell' rating with a $50 target price. The company's digital distribution network, including Fastenal Management Inventory, enhances its competitive advantage and supports solid revenue growth. Recent financial results show moderate revenue growth but declining operating income, impacted by weak industrial production and pricing pressures. Despite strong cash flow and potential upside risks, near-term challenges are not fully reflected in the current stock price, justifying the 'Sell' rating. Read the full article on Seeking AlphaBoard Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director Irene Quarshie was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions Derivative • Aug 23CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 46k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of August. If the sale is conducted around the recent share price of US$68.14, it would amount to US$3.1m. For the year to December 2017, Daniel's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Daniel's direct individual holding has increased from 306.86k shares to 307.04k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.収支内訳Fastenal の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:FAST 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 268,4431,3002,081031 Dec 258,2011,2582,036030 Sep 257,9981,2271,995030 Jun 257,7741,1891,941031 Mar 257,6101,1521,911031 Dec 247,5461,1511,892030 Sep 247,4801,1551,864030 Jun 247,4161,1521,854031 Mar 247,3831,1581,840031 Dec 237,3471,1551,826030 Sep 237,2841,1341,816030 Jun 237,2401,1231,802031 Mar 237,1361,1121,784031 Dec 226,9811,0871,762030 Sep 226,8171,0731,739030 Jun 226,5691,0311,693031 Mar 226,2989841,632031 Dec 216,0119251,560030 Sep 215,8378901,502030 Jun 215,6968681,451031 Mar 215,6978671,424031 Dec 205,6478591,426030 Sep 205,5668421,432030 Jun 205,5328341,450031 Mar 205,3917991,461031 Dec 195,3347911,458030 Sep 195,2887811,454030 Jun 195,1897651,439031 Mar 195,0897721,421031 Dec 184,9657521,400030 Sep 184,8227361,374030 Jun 184,6756811,347031 Mar 184,5296191,320031 Dec 174,3915791,283030 Sep 174,2505411,245030 Jun 174,1305251,214031 Mar 174,0235071,185031 Dec 163,9624991,170030 Sep 163,9374971,162030 Jun 163,9195061,147031 Mar 163,9035151,131031 Dec 153,8695161,122030 Sep 153,8735231,118030 Jun 153,8585201,1220質の高い収益: FASTは 高品質の収益 を持っています。利益率の向上: FASTの現在の純利益率 (15.4%)は、昨年(15.1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: FASTの収益は過去 5 年間で年間6.9%増加しました。成長の加速: FASTの過去 1 年間の収益成長率 ( 12.8% ) は、5 年間の平均 ( 年間6.9%を上回っています。収益対業界: FASTの過去 1 年間の収益成長率 ( 12.8% ) はTrade Distributors業界3.9%を上回りました。株主資本利益率高いROE: FASTの 自己資本利益率 ( 32.6% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 06:12終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Fastenal Company 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34 アナリスト機関John EadeArgus Research CompanyDavid MantheyBairdGuy HardwickBarclays31 その他のアナリストを表示
Reported Earnings • Apr 14First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: US$0.30 (up from US$0.26 in 1Q 2025). Revenue: US$2.20b (up 12% from 1Q 2025). Net income: US$339.8m (up 14% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 13Fastenal Company to Report Q1, 2027 Results on Apr 12, 2027Fastenal Company announced that they will report Q1, 2027 results at 7:00 AM, US Eastern Standard Time on Apr 12, 2027
お知らせ • Jan 21Fastenal Company to Report Q4, 2026 Results on Jan 19, 2027Fastenal Company announced that they will report Q4, 2026 results at 6:00 AM, Central Standard Time on Jan 19, 2027
Reported Earnings • Jan 21Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$1.10 (up from US$1.01 in FY 2024). Revenue: US$8.20b (up 8.7% from FY 2024). Net income: US$1.26b (up 9.4% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 14Fastenal Company to Report Q3, 2026 Results on Oct 14, 2026Fastenal Company announced that they will report Q3, 2026 results at 6:00 AM, Central Standard Time on Oct 14, 2026
Reported Earnings • Oct 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.29 (up from US$0.26 in 3Q 2024). Revenue: US$2.13b (up 12% from 3Q 2024). Net income: US$335.5m (up 13% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
ライブニュース • May 07Fastenal Grows Sales and Income While Flagging Tariff Pressures and Expanding in SoutheastFastenal reported Q1 FY2026 net sales growth of 12.4% and net income growth of 13.8%, in line with analyst expectations. The company flagged tariff-related cost pressures, particularly on petroleum-based products, which could affect profit margins. Fastenal broke ground on a new Southeast regional logistics center in Carrollton, Georgia, aligned with its expectations for sustained industrial demand. For you as an investor, the Q1 FY2026 numbers indicate that Fastenal is currently growing both its top and bottom line while meeting what analysts had been looking for. At the same time, management is signaling that tariffs and higher input costs on petroleum-based products may squeeze margins. This is an area to watch in future quarters, particularly if pricing or product mix does not fully offset these pressures. The new logistics center in Georgia signals continued investment in Fastenal’s distribution network and reflects its view that industrial activity in the region will support that additional capacity. When evaluating the stock, it can be helpful to monitor how efficiently this added infrastructure is utilized over time and whether margin trends remain aligned with the company’s cost structure and expansion plans.
ナラティブの更新 • May 06FAST: Future Returns Will Hinge On Execution Resilience And Carrollton ExpansionAnalysts have adjusted Fastenal's price target modestly higher to $46.49. This reflects updated discount rate and P/E assumptions alongside recent mixed target changes from Barclays, Bernstein, Baird, and BofA.
ナラティブの更新 • Apr 21FAST: Future Returns Will Depend On Execution Resilience And Distribution ExpansionFastenal's updated analyst price target edges higher to about $46.49 from $45.24, with analysts pointing to refreshed models that incorporate Street research adjustments to revenue growth, profit margins, and long term P/E assumptions. Analyst Commentary Recent Street research on Fastenal reflects a mix of optimism and caution, with several firms revisiting their models and making targeted changes to price targets and assumptions.
Seeking Alpha • Apr 20Fastenal Company: Tariff Concerns On Top Of An Expensive ValuationSummary Fastenal Company remains a hold as strong demand and broad-based revenue growth are offset by persistent pricing and margin pressures. Q1 2026 saw 12.4% y/y revenue growth and double-digit EPS gains, but gross margin declined 47 bps due to unfavorable price/cost dynamics and transportation headwinds. Section 232 tariff changes increase cost pressure risk, likely prolonging margin challenges and complicating price realization efforts. Valuation remains elevated at ~36x forward PE, well above historical averages and peers, limiting upside despite improved demand signals. Read the full article on Seeking Alpha
Declared Dividend • Apr 15First quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 28th April 2026 Payment date: 26th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 14First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: US$0.30 (up from US$0.26 in 1Q 2025). Revenue: US$2.20b (up 12% from 1Q 2025). Net income: US$339.8m (up 14% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 13Fastenal Company to Report Q1, 2027 Results on Apr 12, 2027Fastenal Company announced that they will report Q1, 2027 results at 7:00 AM, US Eastern Standard Time on Apr 12, 2027
お知らせ • Apr 11Fastenal Company Declares Cash Dividend for the Second Quarter of 2026, Payable on May 26, 2026Fastenal Company declared cash dividend of $0.24 per share for the second quarter of 2026, to be paid on May 26, 2026 to shareholders of record at the close of business on April 28, 2026. First Quarter 2026: $0.240 per share.
ナラティブの更新 • Apr 07FAST: Future Returns Will Rely On Sales Resilience And Execution ConsistencyFastenal's analyst price targets have edged higher, with recent moves such as Baird lifting its target to $52 from $51 and Barclays moving to $44 from $43, as analysts update their models following stronger than expected February average daily sales. Analyst Commentary Recent research updates offer a mixed picture, with some analysts highlighting support from stronger than expected February average daily sales and others taking a more measured stance on how much upside is already reflected in the shares.
ナラティブの更新 • Mar 24FAST: Modest February Sales Strength Will Still Drive Further Multiple CompressionAnalysts have nudged Street price targets on Fastenal modestly higher, with moves such as Baird's lift to $52 and Barclays' to $44. These changes reflect updated models that factor in recent data points like stronger than expected February average daily sales.
ナラティブの更新 • Mar 10FAST: Future Returns Will Depend On Margin Resilience And Execution ConsistencyWe are nudging our Fastenal fair value estimate up to $44.92 from $43.46, reflecting analysts' slightly higher price targets and updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Fastenal reflects a mix of optimism and caution, with several price target revisions feeding into our refreshed fair value estimate.
お知らせ • Feb 26Fastenal Company, Annual General Meeting, Apr 23, 2026Fastenal Company, Annual General Meeting, Apr 23, 2026. Location: 3560 service drive winona, minnesota 55987, minnesota United States
ナラティブの更新 • Feb 24FAST: Tighter Margin Outlook Will Drive Further Multiple CompressionNarrative Update The analyst price target for Fastenal has been adjusted by a net $1, as some analysts lifted their targets by $2 while others reduced theirs by $1, reflecting updated views on revenue, margins, and P/E expectations. Analyst Commentary Recent research on Fastenal reflects a mix of optimism and caution, with some analysts lifting price targets and others trimming them.
ナラティブの更新 • Feb 09FAST: Decelerating Sales And Inflation Pressures Will Drive Further Multiple CompressionNarrative Update on Fastenal The updated analyst price target for Fastenal reflects a mixed set of recent Street views, with small model adjustments around revenue growth, profit margins, and long-term P/E assumptions as analysts factor in both higher and lower target revisions following recent research updates. Analyst Commentary Recent Street commentary around Fastenal has tilted more cautious, with several bearish analysts trimming price targets or ratings as they reassess the balance between growth, margins, and valuation.
ナラティブの更新 • Jan 25FAST: Decelerating Sales And Inflationary Pressures Will Drive Further Multiple CompressionNarrative update on Fastenal Analysts have reset their price expectations for Fastenal, with our fair value estimate moving from US$33.39 to US$38.00 as they factor in slower revenue growth, slightly softer profit margins, and a higher assumed future P/E multiple, in line with new Underperform ratings and lower price targets from recent research updates. Analyst Commentary Recent research has tilted more cautious on Fastenal, with a series of Underperform ratings and trimmed price targets pointing to concerns around growth, margins, and valuation.
分析記事 • Jan 22Analyst Estimates: Here's What Brokers Think Of Fastenal Company (NASDAQ:FAST) After Its Annual ReportIt's been a good week for Fastenal Company ( NASDAQ:FAST ) shareholders, because the company has just released its...
Declared Dividend • Jan 21Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 29th January 2026 Payment date: 26th February 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 21Fastenal Company to Report Q4, 2026 Results on Jan 19, 2027Fastenal Company announced that they will report Q4, 2026 results at 6:00 AM, Central Standard Time on Jan 19, 2027
Reported Earnings • Jan 21Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$1.10 (up from US$1.01 in FY 2024). Revenue: US$8.20b (up 8.7% from FY 2024). Net income: US$1.26b (up 9.4% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 17Fastenal Company Announces Cash Dividend, Payable on February 26, 2026Fastenal Company reported its board of directors declared a dividend of $0.24 per share to be paid in cash on February 26, 2026 to shareholders of record at the close of business on January 29, 2026.
ナラティブの更新 • Jan 11FAST: Slowing Sales And Inflationary Margin Pressure Will Drive Further Multiple CompressionAnalysts have trimmed their Fastenal price targets by a few dollars to the low to mid US$40s, citing slowing sales trends, pressure on gross margins, and the view that the current valuation and P/E multiple leave room for further compression. Analyst Commentary Recent research updates on Fastenal have leaned cautious, with several bearish analysts trimming price targets and rethinking their stance after the latest Q3 results and sales trends.
分析記事 • Jan 06Pinning Down Fastenal Company's (NASDAQ:FAST) P/E Is Difficult Right NowFastenal Company's ( NASDAQ:FAST ) price-to-earnings (or "P/E") ratio of 38.5x might make it look like a strong sell...
ナラティブの更新 • Dec 26FAST: Inflation And Slowing Sales Will Pressure Margins And Share PerformanceAnalysts modestly raised their fair value estimate for Fastenal by about $1.22 to approximately $33.39 per share. This reflects slightly stronger long term revenue growth expectations despite mounting concerns over decelerating sales, margin pressure from inflation, and the potential for further valuation multiple compression highlighted in recent target cuts and Underperform ratings.
お知らせ • Dec 24+ 1 more updateFastenal Company Announces Management ChangesFastenal Company announced that Daniel L. Florness intends to resign from Fastenal's Board of Directors on the same day he steps out of the CEO role, July 16, 2026. The Board intends to appoint Jeffery M. Watts as a director to fill the vacancy on the Board left by Mr. Florness. Mr. Florness expects to continue to serve Fastenal as a Strategic Advisor to the new Chief Executive Officer until early 2028. This role is designed to ensure a smooth transition of duties and an effective transfer of knowledge. This transition represents the next step in an orderly succession plan that began in August 2024, when Jeff Watts stepped into the role of President of Fastenal. Since then, Jeff has demonstrated an outstanding ability to align our sales teams around the common goal of delivering industry-leading value and service to Fastenal's customers.
ナラティブの更新 • Dec 11FAST: Future Returns Will Hinge On Margin Resilience Amid Slowing SalesThe analyst price target for Fastenal has been nudged lower by $0.04 to $43.46, as analysts factor in decelerating sales, emerging inflationary pressure on gross margins, and the risk of further multiple compression, even as long term growth prospects remain solid. Analyst Commentary Recent research updates reflect a more cautious stance on Fastenal, with multiple price target reductions and a tilt toward Underperform ratings as analysts reassess the balance between the company’s structural strengths and near term execution risks.
ナラティブの更新 • Nov 27FAST: Future Returns Will Depend On Margin Defense Amid Inflationary PressuresAnalysts have slightly reduced their fair value estimate for Fastenal to approximately $43.46 per share from $43.58. They cite pressures on revenue growth and profit margins, as recent research highlights slowing sales, margin headwinds, and a more challenging valuation environment.
ナラティブの更新 • Nov 13FAST: Future Performance Will Rely On Overcoming Margin Pressures And Execution RisksFastenal's analyst price target has edged down from $44.35 to $43.58, as analysts cite increased caution around future growth, margin pressures, and lower revised earnings estimates following recent coverage and earnings misses. Analyst Commentary Recent research coverage on Fastenal reflects a diverse range of perspectives regarding the company's outlook and valuation.
お知らせ • Nov 04+ 1 more updateFastenal Company Announces Chief Financial Officer Changes, Effective November 10, 2025Fastenal Company has appointed Max Tunnicliff to the position of Chief Financial Officer, effective November 10, 2025. As Chief Financial Officer, Mr. Tunnicliff's responsibilities include establishing priorities, setting goals, and providing guidance and oversight for the Company's finance, accounting, audit, and general counsel functions. Mr. Tunnicliff brings a tremendous amount of experience, insights, and perspective to Fastenal, having most recently served as chief financial officer of Beko Europe, a leading home appliance business in Europe. Previously, he served in a variety of senior finance leadership roles with Whirlpool Corporation including head of internal audit and VP of strategy, and chief financial officer of the Asia Pacific region. While at Whirlpool, he also previously led teams responsible for financial reporting, category profitability, supply chain finance, and commercial planning. Mr. Tunnicliff, 47, previously served since January 2024 as the chief financial officer of Beko Europe, a leading home appliance business in Europe that was formed in 2024 under agreement between Arcelik and Whirlpool Corporation ('Whirlpool'). Prior to this role, he served as head of internal audit and VP of strategy of Whirlpool from November 2021 to December 2023. He also served as the chief financial officer of the Asia Pacific Region of Whirlpool from August 2019 to October 2021. Earlier in his career, Mr. Tunnicliff held a variety of senior finance leadership roles at Whirlpool across North America and global operations, where he led teams responsible for financial reporting, category profitability, supply chain finance, and commercial planning. Before joining Whirlpool, he spent seven years with Deloitte in audit and advisory services, where he supported large multinational clients across several industries. On October 30, 2025, the Board also discontinued the appointment of Sheryl A. Lisowski as Interim Chief Financial Officer of the Company (a position she has held since April 17, 2025) and she will continue to serve in the positions of Executive Vice President, Chief Accounting Officer, and Treasurer of the Company. The position change will become effective on November 10, 2025.
Upcoming Dividend • Oct 22Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 28 October 2025. Payment date: 25 November 2025. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.4%).
Declared Dividend • Oct 15Third quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 28th October 2025 Payment date: 25th November 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 14Fastenal Company to Report Q3, 2026 Results on Oct 14, 2026Fastenal Company announced that they will report Q3, 2026 results at 6:00 AM, Central Standard Time on Oct 14, 2026
Reported Earnings • Oct 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.29 (up from US$0.26 in 3Q 2024). Revenue: US$2.13b (up 12% from 3Q 2024). Net income: US$335.5m (up 13% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 12Fastenal Company Announces Cash Dividend, Payable on November 25, 2025Fastenal Company reported its board of directors declared a dividend of $0.22 per share to be paid in cash on November 25, 2025 to shareholders of record at the close of business on October 28, 2025.
ナラティブの更新 • Aug 27Managed Inventory Expansion And Digital Footprint Will Transform Supply ChainsFastenal’s consensus price target was raised to $44.05 on the back of strong Q2 results, improving sales trends, and continued margin outperformance, with analysts expecting double-digit sales growth and justifying a premium valuation despite an already elevated multiple. Analyst Commentary Strong Q2 performance, with Fastenal beating consensus on sales, gross margin, and operating margin.
Price Target Changed • Jul 27Price target increased by 7.1% to US$43.25Up from US$40.37, the current price target is an average from 10 analysts. New target price is 9.4% below last closing price of US$47.75. Stock is up 36% over the past year. The company is forecast to post earnings per share of US$1.10 for next year compared to US$1.00 last year.
Declared Dividend • Jul 16Second quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 29th July 2025 Payment date: 26th August 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 15Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$0.29 (up from US$0.26 in 2Q 2024). Revenue: US$2.08b (up 8.6% from 2Q 2024). Net income: US$330.3m (up 13% from 2Q 2024). Profit margin: 16% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jul 15Price target increased by 7.1% to US$41.10Up from US$38.37, the current price target is an average from 11 analysts. New target price is 8.9% below last closing price of US$45.13. Stock is up 31% over the past year. The company is forecast to post earnings per share of US$1.10 for next year compared to US$1.00 last year.
お知らせ • Jul 15Fastenal Company to Report Q2, 2026 Results on Jul 13, 2026Fastenal Company announced that they will report Q2, 2026 results at 6:00 AM, Central Standard Time on Jul 13, 2026
Price Target Changed • Jul 14Price target increased by 11% to US$42.37Up from US$38.10, the current price target is an average from 11 analysts. New target price is 6.0% below last closing price of US$45.07. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$1.09 for next year compared to US$1.00 last year.
お知らせ • Jul 12Fastenal Company Announces Cash Dividend, Payable on August 26, 2025Fastenal Company reported its board of directors declared a dividend of $0.22 per share to be paid in cash on August 26, 2025 to shareholders of record at the close of business on July 29, 2025. Except for share and per share information, dollar amounts are stated in millions. Share and per share information in this release has been adjusted to reflect a previously announced two-for-one stock split which took effect at the close of business on May 21, 2025.
分析記事 • May 25Is Now The Time To Look At Buying Fastenal Company (NASDAQ:FAST)?Let's talk about the popular Fastenal Company ( NASDAQ:FAST ). The company's shares saw a decent share price growth of...
Recent Insider Transactions Derivative • May 19Insider notifies of intention to sell stockJohn Soderberg intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$82.45, it would amount to US$1.3m. Since December 2024, John has owned 14.94k shares directly. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • May 18Insider notifies of intention to sell stockJohn Soderberg intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$82.45, it would amount to US$1.3m. Since December 2024, John has owned 14.94k shares directly. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Apr 25CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of April. If the sale is conducted around the recent share price of US$82.12, it would amount to US$4.1m. For the year to December 2018, Daniel's total compensation was 41% salary and 59% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Daniel's direct individual holding has decreased from 307.24k shares to 303.82k. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Apr 19Fastenal: Expensive But Strong Growth ProspectsSummary Fastenal's shift from branch closures to expansion, creates strong growth outlook. Investments in FASTCrib and digital services enhance customer retention, increase margins, and expand Fastenal's TAM. Secular tailwinds from end markets and increasing customer bases create a GDP+ growth. Despite the current high valuation, entry exists ~5-6% below current share price. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Apr 17Executive Vice President of Sales notifies of intention to sell stockWilliam Drazkowski intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$81.31, it would amount to US$1.2m. Since December 2024, William's direct individual holding has increased from 11.21k shares to 11.27k. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Apr 13First quarter dividend of US$0.44 announcedShareholders will receive a dividend of US$0.44. Ex-date: 25th April 2025 Payment date: 23rd May 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Seeking Alpha • Apr 12Fastenal: Set To Gain Market Share In Tough Times, But There's A CaveatSummary Fastenal's Q1-2025 results met expectations, with net sales up 3.4% YoY and EPS flat at $0.52, driving the stock up 6.4%. The company is highly profitable, with strong free cash flow and steady growth, but the current valuation is too high to recommend a Buy. Fastenal is well-positioned to handle tariffs through price hikes and diversified sourcing, potentially gaining market share during economic disruptions. Despite solid fundamentals and market outperformance, the stock's high valuation near decade highs justifies a Hold rating. Read the full article on Seeking Alpha
お知らせ • Apr 11+ 1 more updateFastenal Company Appoints Sheryl A. Lisowski as Interim Chief Financial Officer, Effective April 17, 2025On April 10, 2025, the Board of Directors of Fastenal Company appointed Sheryl A. Lisowski, the Company's Executive Vice President – Chief Accounting Officer and Treasurer, to serve in the additional role of interim Chief Financial Officer of the Company, effective April 17, 2025, until such time as a permanent Chief Financial Officer is appointed. Ms. Lisowski, age 57, has been the Company's Executive Vice President – Chief Accounting Officer and Treasurer since December 2020. From August 2016 to November 2020, Ms. Lisowski was Controller, Chief Accounting Officer, and Treasurer. Ms. Lisowski was the Company's Controller and Chief Accounting Officer from October 2013 to August 2016, and also served as interim Chief Financial Officer from January 2016 to August 2016. Ms. Lisowski joined Fastenal in 1994 and, prior to August 2016, served in various roles of increasing responsibility within finance and accounting team.
Recent Insider Transactions Derivative • Mar 16Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 69k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of March. If the sale is conducted around the recent share price of US$74.97, it would amount to US$5.1m. Since December 2024, Holden has owned 10.10k shares directly. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 08Fastenal Company to Report Fiscal Year 2025 Results on Jan 19, 2026Fastenal Company announced that they will report fiscal year 2025 results at 6:00 AM, Central Standard Time on Jan 19, 2026
Buy Or Sell Opportunity • Mar 07Now 20% overvaluedOver the last 90 days, the stock has fallen 1.3% to US$80.00. The fair value is estimated to be US$66.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
お知らせ • Feb 27Fastenal Company, Annual General Meeting, Apr 24, 2025Fastenal Company, Annual General Meeting, Apr 24, 2025. Location: 3560 service drive, minnesota 55987, winona United States
Declared Dividend • Jan 21Fourth quarter dividend increased to US$0.43Dividend of US$0.43 is 10% higher than last year. Ex-date: 31st January 2025 Payment date: 28th February 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 18Fastenal Company Announces Director ChangesOn January 16, 2025, Nicholas J. Lundquist, a director of the Board of Directors of Fastenal Company, informed the Company that he will not stand for re-election as a director of the Company and tendered his notification of ineligibility, effective as of January 16, 2025. Mr. Lundquist's not standing for re-election was not the result of any disagreements with the Company on matters related to its operations, policies, or practices, but based on his ineligibility to continue to serve on the Board pursuant to the Company's Corporate Governance Guidelines, which impose a five-year term limit for former employees of the Company. Mr. Lundquist has served on the Board since October 2019. Mr. Lundquist began his career with the Company in March 1979 serving in various distribution and sales leadership roles of increasing responsibility, including Executive Vice President, Chief Operating Officer, and Senior Executive Vice President. Mr. Lundquist spent his career with Fastenal, successfully working with, managing, and providing leadership to many of the departments and disciplines integral to the Company's growth and financial success. His career path epitomizes the Company's 'promote from within' philosophy which is a cornerstone of Fastenal's culture. The Board thanks Mr. Lundquist for his 46 years of dedicated service as an employee and as a director of the Company, and wishes him all the best in his future endeavors. Also on January 16, 2025, the Board elected as a director of the Company, Mr. Brady D. Ericson, effective as of the same date, keeping the number of directors on the Board at eleven. Mr. Ericson was elected to serve as an independent director for a term expiring at the Company's next annual meeting of shareholders and until his successor is duly elected and qualified. The Board also appointed Mr. Ericson to serve on the Audit Committee of the Company, effective as of the same date. Mr. Ericson has served as the President and Chief Executive Officer of PHINIA Inc., located in Auburn Hills, Michigan, since July 2023. PHINIA is a publicly-traded, global, market-leading provider of premium solutions and components across commercial vehicles, industrial applications, and the automobile industry. From March 2022 to July 2023, Mr. Ericson served as President and General Manager of the Fuel Systems and Aftermarket segment of BorgWarner that principally became PHINIA following its spin-off. From June 2019 to March 2022, Mr. Ericson served as the President and General Manager of the Morse Systems segment at BorgWarner. From 1998 through 2019, he served in various positions of increasing leadership at BorgWarner.
Reported Earnings • Jan 17Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$2.01 (down from US$2.02 in FY 2023). Revenue: US$7.55b (up 2.7% from FY 2023). Net income: US$1.15b (flat on FY 2023). Profit margin: 15% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Jan 17Fastenal Company Announces Cash Dividend, Payable on February 28, 2025Fastenal Company reported its board of directors declared a dividend of $0.43 per share to be paid in cash on February 28, 2025 to shareholders of record at the close of business on January 31, 2025.
お知らせ • Dec 28Fastenal Company Announces Resignation of Holden Lewis as Chief Financial Officer, Effective April 16, 2025On December 23, 2024, Holden Lewis, Chief Financial Officer of Fastenal Company (the 'Company'), provided written notice to the Company of his resignation, effective on April 16, 2025 (the 'Effective Date'). Mr. Lewis' resignation was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices, including with respect to any matters relating to the Company's accounting practices or financial reporting. Mr. Lewis intends to remain an employee of the Company and continue to serve as the Senior Executive Vice President and Chief Financial Officer of the Company until the Effective Date and he has informed the Company he will assist with the efficient transition of his responsibilities to a replacement.
お知らせ • Dec 27Fastenal Company Announces Resignation of Holden Lewis as Senior Executive Vice President, Effective April 16, 2025On December 23, 2024, Holden Lewis, Senior Executive Vice President of Fastenal Company (the 'Company'), provided written notice to the Company of his resignation, effective on April 16, 2025 (the 'Effective Date'). Mr. Lewis' resignation was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices, including with respect to any matters relating to the Company's accounting practices or financial reporting. Mr. Lewis intends to remain an employee of the Company and continue to serve as the Senior Executive Vice President and Chief Financial Officer of the Company until the Effective Date and he has informed the Company he will assist with the efficient transition of his responsibilities to a replacement.
Seeking Alpha • Dec 27Fastenal: High Quality, But Valuation Concerns Apparent Amid Manufacturing UncertaintySummary The Materials Select Sector SPDR Fund (XLB) is the only S&P 500 sector ETF in negative territory year to date, with resource stocks under pressure. Fastenal (FAST) trades at a premium multiple despite modest earnings growth expectations, supported by strong fundamentals and market share gains. Key risks include manufacturing weakness, a strong US dollar, and heightened competition, but FAST's low debt and healthy FCF yield are positives. With a long-term uptrend but shares 10% overvalued, I maintain a hold rating on FAST, seeking double-digit EPS growth for a higher valuation. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Dec 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.2% to US$74.82. The fair value is estimated to be US$62.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.
お知らせ • Dec 10+ 2 more updatesFastenal Company to Report Q2, 2025 Results on Jul 14, 2025Fastenal Company announced that they will report Q2, 2025 results at 6:00 AM, Central Standard Time on Jul 14, 2025
Recent Insider Transactions Derivative • Nov 24Insider notifies of intention to sell stockJames Jansen intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of November. If the sale is conducted around the recent share price of US$83.08, it would amount to US$1.6m. Since December 2023, James' direct individual holding has increased from 45.65k shares to 45.98k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Nov 08Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of November. If the sale is conducted around the recent share price of US$83.12, it would amount to US$3.4m. Since December 2023, Holden has owned 9.88k shares directly. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Oct 18Fastenal Company Announces the Promotion of Donnalee K. Papenfuss as Executive Vice President of Strategy and Communications, Effective November 1, 2024Fastenal Company has promoted Donnalee K. Papenfuss to the position of Executive Vice President of Strategy and Communications effective November 1, 2024. In this newly created role, Ms. Papenfuss will lead marketing and drive strategic initiatives in the areas of technology, sales, and environmental, social, and governance (ESG). Additionally, she will enhance communication efforts to support these initiatives and ensure alignment with overall business objectives. Ms. Papenfuss has served as Fastenal's Vice President of Contract Development and Support from February 2014 to October 2024. In this role, she has led teams responsible for various sales enablement, sales development, and sales support functions – from providing tools and resources to help sellers in the field succeed in their roles to developing proposals and facilitating workflows for contract negotiations. In recent years, her role has expanded to include oversight of Blue (Fastenal's internal chatbot and digital assistant) as well as leadership of Fastenal's ESG Community of Practice. In the past year, Ms. Papenfuss has also facilitated the corporate strategic planning process with company executives. From July 2006 to February 2014, Ms. Papenfuss was its Director of Government and Diversity Affairs. Ms. Papenfuss joined Fastenal in 1999 and, prior to July 2006, served in various roles of increasing responsibility.
Recent Insider Transactions Derivative • Oct 17Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of October. If the sale is conducted around the recent share price of US$76.52, it would amount to US$2.3m. Since December 2023, Holden has owned 9.88k shares directly. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Oct 14Dividend of US$0.39 announcedShareholders will receive a dividend of US$0.39. Ex-date: 25th October 2024 Payment date: 1st January 1970 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Seeking Alpha • Oct 14High-Quality Dividend Stock Universe: Fastenal Company - In Need Of A Moderate PullbackSummary Fastenal reported better than expected Q3 earnings, resulting in a 10% jump in stock price. Fastenal has returned more than 51,000% since inception, equating to a CAGR of almost 20%. Earlier this year, the company achieved dividend champion status, but the rising payout ratio is something investors should monitor. Read the full article on Seeking Alpha
Price Target Changed • Oct 13Price target increased by 8.6% to US$70.53Up from US$64.95, the current price target is an average from 12 analysts. New target price is 8.2% below last closing price of US$76.82. Stock is up 28% over the past year. The company is forecast to post earnings per share of US$2.03 for next year compared to US$2.02 last year.
Reported Earnings • Oct 11Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.52 (up from US$0.52 in 3Q 2023). Revenue: US$1.91b (up 3.5% from 3Q 2023). Net income: US$298.1m (flat on 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Oct 11Fastenal Company Announces Cash Dividend, Payable on November 22, 2024Fastenal Company reported its board of directors declared a dividend of $0.39 per share to be paid in cash on November 22, 2024 to shareholders of record at the close of business on October 25, 2024.
Buy Or Sell Opportunity • Oct 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$70.61. The fair value is estimated to be US$58.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.
Seeking Alpha • Oct 06Fastenal: Resilience Is Overshadowed By Steep ValuationSummary Fastenal's growth has temporarily slowed down due to weak industrial activity, and a weak PMI still looks to pressure growth in Q3. Despite the weaker growth, Fastenal's margins have remained resilient, and the company looks poised to return to greater growth with an eventual improvement in manufacturing with Onsite and eBusiness growth. The FAST stock's valuation still stands too steep, likely making the stock's return weak. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Sep 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to US$71.38. The fair value is estimated to be US$58.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
Recent Insider Transactions Derivative • Sep 15CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$69.68, it would amount to US$3.5m. For the year to December 2017, Daniel's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Daniel's direct individual holding has increased from 306.86k shares to 307.18k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Sep 12Fastenal: Shifting From Branch To Onsite; Initiate With 'Sell' Due To High ValuationSummary Fastenal's shift from branch to onsite locations has improved customer experience and market share, but I believe the stock is overvalued, warranting a 'Sell' rating with a $50 target price. The company's digital distribution network, including Fastenal Management Inventory, enhances its competitive advantage and supports solid revenue growth. Recent financial results show moderate revenue growth but declining operating income, impacted by weak industrial production and pricing pressures. Despite strong cash flow and potential upside risks, near-term challenges are not fully reflected in the current stock price, justifying the 'Sell' rating. Read the full article on Seeking Alpha
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director Irene Quarshie was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • Aug 23CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 46k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of August. If the sale is conducted around the recent share price of US$68.14, it would amount to US$3.1m. For the year to December 2017, Daniel's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Daniel's direct individual holding has increased from 306.86k shares to 307.04k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
