FASTENAL CO — Form 8-K

Fastenal reported Q3 2026 net sales of $2,463.3M (up 15.5% YoY), with daily sales growth driven by larger customer wins, pricing (~240 bps), and broad industrial demand. Operating margin improved 90 bps to 21.5%, and net income rose 19.7% to $401.6M ($0.35 diluted EPS). The company returned $328.4M to shareholders (82% of net income): $298.2M dividends, $30.2M buybacks; contract customer sales grew 18.8% vs. non-contract at 7.8%. Digital Footprint (FMI + eBusiness) represented 61.4% of sales; 7,484 weighted FASTBin/FASTVend devices signed (target: 27,000–29,000 for full year, down from prior 28,000–30,000). Total debt fell to $100M (2.4% of capital) from $195M year-ago.