Fastenal Co (Nasdaq: FAST) shares ended lower on Jan. 20, 2026, after the industrial and construction supplies distributor reported its fourth-quarter results. The stock closed at $42.62, down about 1.8% on the day.
Market Capitalization
At the latest market close, Fastenal’s market capitalization stood at approximately $50.2 billion.
Latest Quarterly Results
For the quarter ended Dec. 31, 2025, Fastenal reported consolidated net sales of $2.03 billion, compared with $1.83 billion in the same period a year earlier, representing an 11.1% year-on-year increase. Net income rose to $294.1 million from $262.0 million a year earlier, up 12.2% year-on-year.
Digital sales through eBusiness platforms and Fastenal Managed Inventory continued to account for more than 60% of total sales during the quarter.
Financial Trends
Full-Year Results Context
For the full year 2025, Fastenal reported net sales of $7.56 billion, compared with $6.98 billion in 2024, reflecting year-on-year growth. Full-year net earnings rose to $1.05 billion from $0.97 billion in the prior year. Revenue and profit trends for the year showed growth compared with 2024.
Business & Operations Update
During the quarter, Fastenal continued expanding its onsite and digital inventory solutions across large customer locations. The company reported an increase in active onsite locations and vending installations. Manufacturing end markets remained the primary contributor to sales, while non-residential construction showed comparatively moderate activity.
M&A or Strategic Moves
Fastenal did not announce any mergers, acquisitions, or divestments alongside its fourth-quarter earnings release.
Equity Analyst Commentary
Analysts tracking the company focused on daily sales growth trends, margin movement, and the pace of expansion in onsite locations following the results. Institutional commentary also noted the impact of tariffs and input costs on operating margins.
