Fastenal reports 14.7% Q2 sales growth, 21% operating margin, returns $305M to shareholders

Filed July 14, 2026 · Period ending July 14, 2026 · ~1 min read

Key Changes

• high

  Q2 2026 daily sales grew 14.7% year-over-year to $37.3M, driven by share gains with larger customers and ~290 basis points from pricing; net income rose 15.9% to $382.8M ($0.33 EPS vs. $0.29 prior year).

  Exhibit 99.1 view on EDGAR →
• high

  Operating margin held at 21.0% as 80 basis points of SG&A leverage offset 75 basis points of gross margin pressure (44.6% vs. 45.3% prior year) from unfavorable net price/cost and customer mix shifts.

  Exhibit 99.1 view on EDGAR →
• medium

  Returned $305.1M (79.7% of net income) to shareholders via $275.4M dividends and $29.7M buybacks, up from $252.5M (76.4%) in Q2 2025; total debt fell to 2.9% of capital from 5.7% a year earlier.

  Exhibit 99.1 view on EDGAR →