Overview
Fastenal Q3 2025 net sales grew 11.7%, in-line with analyst expectations
Gross profit margin improved due to supplier initiatives and product availability
Outlook
Company did not provide specific guidance for future quarters or full year in its press release
Result Drivers
CUSTOMER CONTRACTS - Improved customer contract signings since Q1 2024 contributed to sales growth in Q3 2025
FASTENER PERFORMANCE - Fastener product line outperformed due to better product availability and pricing actions
CUSTOMER SITE GROWTH - Increase in customer sites spending $10k+ per month drove unit sales growth
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Meet
$2.13 bln
$2.12 bln (12 Analysts)
Q3 EPS
$0.29
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 11 "hold" and 3 "sell" or "strong sell"
The average consensus recommendation for the industrial machinery & equipment peer group is "buy."
Wall Street's median 12-month price target for Fastenal Co is $45.00, about 1.7% below its October 10 closing price of $45.78
The stock recently traded at 38 times the next 12-month earnings vs. a P/E of 37 three months ago
Press Release: ID:nBw61jbFXa
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
