Fastenal Company's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-14. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $2,463 million (+15.5% vs a year earlier) |
| Diluted EPS (GAAP) | $0.35 |
| Full-year guidance | Reaffirmed |
Guidance
Still expects 2026 net capex of $310–$330 million; cut 2026 FASTBin/FASTVend signings goal to 27,000–29,000 MEUs. No sales or EPS guidance.
Why this label: No sales/EPS guide; 'continue to expect' 2026 net capex $310-330M. Device-signings goal cut is an operating metric, so 'mixed' (core items) unsupported.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| net investment in property and equipment (net capex) | FY2026 | $310.0–$330.0 million | $310.0–$330.0 million |
| weighted FASTBin/FASTVend device signings goal | FY2026 | 27,000–29,000 MEUs | 28,000–30,000 MEUs |
From the release
Revenue: "Net sales · $ · 7,051.9 · 6,173.1 · 14.2 · % · $ · 2,463.3 · 2,133.3 · 15.5 · %"
Earnings per share: "Diluted net income per share was $0.35 compared to $0.29 in the third quarter of 2025."
net investment in property and equipment (net capex): "For 2026, we continue to expect our investment in property and equipment, net of proceeds from sales, to be between $310.0 and $330.0, an increase from $230.6 in 2025."
weighted FASTBin/FASTVend device signings goal: "Our goal for weighted FASTBin and FASTVend device signings in 2026 is between 27,000 and 29,000 MEUs (our previous goal was between 28,000 and 30,000 MEUs)."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 daily sales rose 15.5% and operating margin improved 90 bps to 21.5%.
Source
Fastenal Company earnings release (SEC filing), accession 0000815556-26-000046, filed 2026-10-14.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.