Fastenal reports Q3 2026 revenue growth and margin expansion

Fastenal Co. posted third‑quarter 2026 net sales of roughly $2.5 billion, up about 15.5% year‑over‑year, and diluted EPS of $0.35, a 20% increase. Operating income rose 20.2% to $530.8 million, lifting the operating margin to 21.5%. Digital channels contributed just over 61% of revenue and contract customers accounted for roughly 76% of sales. The company generated free cash flow of $868.7 million and returned $929.9 million to shareholders through dividends and share repurchases.

The strong top‑line growth and higher operating margin suggest continued cash generation, supporting the firm’s dividend and buyback program. Investors may view the results as a positive catalyst for the stock.

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