快扣 2025年二季度报告

Site Search [] News Details Investor OverviewoNews ReleasesoEvents & PresentationsoStock InfoStock QuoteStock ChartHistorical Stock QuoteInvestment CalculatorDividend HistoryAnalyst CoverageTax Reporting InfooFinancial ResultsQuarterly ResultsAnnual ReportsSEC FilingsoGovernanceGovernance DocumentsManagementBoard of DirectorsCommittee CompositionoESGoInvestor ResourcesAnnual Report - Proxy MaterialsInvestor FAQsInvestor Email AlertsContact IR RSS FeedsConflict Minerals Report []View All News Fastenal Company Reports 2025 Third Quarter Earnings October 13, 2025 Download (opens in new window) WINONA, Minn.--(BUSINESS WIRE)-- Fastenal Company (Nasdaq:FAST) ('Fastenal,' 'we,''our,' or 'us'), a leader in the wholesale distribution of industrial and construction supplies, todayannounced its financial results for the quarter ended September 30, 2025. Except for share andper share information, or as otherwise noted below, dollar amounts are stated in millions. Allhistorical common stock share and per share information and stockholders' equity balances forall periods presented in this release, including the financial statements attached to this release,have been retroactively adjusted to reflect a two-for-one stock split effective at the close ofbusiness on May 21, 2025.Percentage and dollar calculations, which are based on non-roundeddollar values, may not be able to be recalculated using the dollar values included in thisdocument due to the rounding of those dollar values. References to daily sales rate (DSR) changemay reflect either growth (positive) or contraction (negative) for the applicable period. PERFORMANCE SUMMARY business days (in the U.S.) in the period. QUARTERLY RESULTS OF OPERATIONS Sales Net sales increased $223.2, or 11.7%, in the third quarter of 2025 when compared to the thirdquarter of 2024. Both periods had the same number of selling days. Even though industrialproduction was still sluggish in the third quarter of 2025, the performance reflects thecontribution from improved customer contract signings since the first quarter of 2024. Changesin foreign exchange rates positively affected sales in the third quarter of 2025 by approximately10 basis points and negatively affected sales in the third quarter of 2024 by approximately 10basis points. We experienced an increase in unit sales in the third quarter of 2025. This was due to growth inthe number of customer sites spending $10k or more per month with Fastenal and, to a lesserdegree, growth in average monthly sales per customer site across all customer spend categories.The impact of product pricing on net sales in the third quarter of 2025 was an increase of 240 to270 basis points, in contrast to the third quarter of 2024, when the impact of product pricing wasnot material. From a product standpoint, we have three categories: fasteners, including fasteners used inoriginal equipment manufacturing (OEM) and maintenance, repair, and operations (MRO),safety supplies, and other product lines, the latter of which includes eight smaller productcategories, such as tools, janitorial supplies, and cutting tools. Industrial production was stillsluggish in the third quarter of 2025; however, the performance of our fastener product lineoutperformed our non-fastener product lines. The fastener category experienced improvedgrowth in the third quarter of 2025, as compared to the third quarter of 2024, driven by easiercomparisons, increased contribution from large customer signings, better product availability inour distribution centers, and pricing actions implemented in the second and third quarters of2025. We achieved growth in our safety category reflecting the lower volatility of PPE demand,which tends to be utilized in more MRO than OEM applications, growth of our vending installedbase, and success with data center customers. Other product lines experienced higher growthfrom MRO-oriented lines, such as janitorial, and from OEM-oriented lines, such aswelding/abrasives, despite continued soft manufacturing demand. The DSR change whencompared to the same period in the prior year and the percent of sales in the period were asfollows: In November 2025, we intend to update the presentation of our product sales disaggregation toprovide better analytics and visibility into customer data. Insights into the reasons for this changeand a sample of the new reporting format is included in our third quarter of 2025 investorpresentation. From an end market standpoint, we have four categories: heavy manufacturing, othermanufacturing, non-residential construction, and other, the latter of which includes reseller,government/education, transportation, warehousing and storage, and data centers. Ourmanufacturing end markets outperformed primarily due to the relative strength we areexperiencing with key account customers with significant managed spend where our servicemodel and technology are particularly impactful. This disproportionatel