Fastenal Earnings Drop Stock -3.3% as Margin Pressures Weigh
Will Fastenal's aggressive digital expansion be enough to offset the margin pressures that triggered today's sharp stock sell-off?
Fastenal Company, together with its subsidiaries, engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, and internationally. It offers fasteners, and related industrial and construction supplies under the Fastenal name. The company's fastener products include threaded fasteners, bolts, nuts, screws, studs, and related washers that are used in manufactured products and construction projects, as well as in the maintenance and repair of machines. It offers miscellaneous supplies and hardware, including pins, machinery keys, concrete anchors, metal framing systems, wire ropes, strut products, rivets,…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $2.20B | +12.4% | $339.8M | $0.30 | +15.4% | 44.6% | 20.3% |
| Q4 2025 Dec 2025 | $2.03B | — | $294.0M | $0.26 | — | 44.3% | 19.0% |
| Q3 2025 Sep 2025 | $2.13B | — | $335.5M | $0.29 | — | 45.3% | 20.7% |
| Q2 2025 Jun 2025 | $2.08B | — | $330.3M | $0.29 | — | 45.3% | 21.0% |
| Q1 2025 Mar 2025 | $1.96B | — | $298.7M | $0.26 | — | 45.1% | 20.1% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Will Fastenal's aggressive digital expansion be enough to offset the margin pressures that triggered today's sharp stock sell-off?