Fastenal Q4 Earnings Call Highlights

3 days ago 4

MarketBeat

Tue, January 20, 2026 astatine 11:03 AM CST 8 min read

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Fastenal said it delivered a betterment twelvemonth with Q4 regular income up conscionable implicit 11% and full-year grounds income of $8.2 cardinal (net income $1.26 billion), and absorption expects double-digit nett income growth successful 2026 portion naming Jeff Watts arsenic the adjacent CEO effectual successful July.
Digital channels and Fastenal Managed Inventory (FMI) are cardinal to the business, with FMI + e‑business representing 62.1% of Q4 sales and an installed FMI basal of astir 136,600 devices (up 7.6% YoY) aft signing astir 25,900 devices successful 2025.
Gross borderline saw a 50 bp Q4 diminution owed to timing effects portion pricing was astir neutral for the year, and the institution plans to rise 2026 superior spending to ~3.5% of income to money hub capacity, FMI devices and IT portion returning conscionable implicit $1 cardinal successful dividends and remaining opportunistic connected buybacks.
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Fastenal (NASDAQ:FAST) utilized its fourth-quarter and full-year 2025 net telephone to item a instrumentality to double-digit growth, ongoing marketplace stock gains, and the expanding relation of its Fastenal Managed Inventory (FMI) exertion and integer tools successful lawsuit relationships. Executives besides discussed borderline drivers, pricing dynamics tied to tariffs and supplier actions, and superior concern plans for 2026.

President and Chief Sales Officer Jeff Watts said Fastenal “delivered a beardown 4th quarter,” with regular income up conscionable implicit 11% and nett income rising 11% twelvemonth implicit twelvemonth to $2.03 billion. Fourth-quarter nett income accrued 12.2% to $294.1 million, with net per stock of $0.26.

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For the afloat year, Fastenal reported grounds income of $8.2 billion, up adjacent to 9% versus 2024, and nett income of $1.26 billion, up 9.4%. Watts said the institution generated “robust currency flow” and improved its operating borderline somewhat successful 2025 portion continuing to put successful maturation and technology.

Watts besides noted that pricing contributed astir 310 to 340 ground points of fourth-quarter income growth, describing Fastenal arsenic “essentially neutral connected price-cost for the year,” portion inactive utilizing pricing to offset inflationary pressures.

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Watts emphasized a strategy focused connected cardinal accounts, nationalist and planetary contracts, and deeper relationships with ample customers. He said the company’s full declaration lawsuit number grew by 241 successful 2025, oregon conscionable implicit 7%, reflecting caller signings and expansions.