Company facts
- Headquarters
- Winona, Minnesota
- Most recent report
- 10-Q, filed Oct 19, 2026
- Incorporated
- Minnesota
- Filings on record
- 1,001+ filings
- On EDGAR
- CIK 815556
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 59
News 8 of 159
Prospectuses and Registrations 2
Proxies 8 of 19
- DEF 14A Proxy statement for a shareholder vote Feb 25, 2026
- DEF 14A Proxy statement for a shareholder vote Feb 26, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 6, 2024
- PRE 14A Preliminary proxy statement Feb 16, 2024
- DEF 14A Proxy statement for a shareholder vote Feb 24, 2023
- DEF 14A Proxy statement for a shareholder vote Feb 25, 2022
- DEF 14A Proxy statement for a shareholder vote Feb 26, 2021
- DEFA14A Extra proxy material Mar 30, 2020
Ownership 8 of 719
- 4 Insider reported a trade Aug 17, 2026
- 4 Insider reported a trade Aug 17, 2026
- 144 Notice of a proposed sale of restricted stock Aug 13, 2026
- 4 Insider reported a trade Aug 11, 2026
- 144 Notice of a proposed sale of restricted stock Aug 10, 2026
- 4 Insider reported a trade Aug 6, 2026
- 144 Notice of a proposed sale of restricted stock Aug 5, 2026
- 4 Insider reported a trade Jul 29, 2026
Other 8 of 43
- 11-K Employee stock plan report Jun 4, 2026
- SD Conflict minerals disclosure May 19, 2026
- ARS Annual report sent to shareholders Feb 5, 2026
- 11-K Employee stock plan report Jun 5, 2025
- SD Conflict minerals disclosure May 15, 2025
- ARS Annual report sent to shareholders Feb 6, 2025
- 11-K Employee stock plan report Jun 6, 2024
- SD Conflict minerals disclosure May 16, 2024
What to read: Sep 2026 10-Q
SECSift found 2 of 11 sections worth reading, with 1 positive, 6 notable, and 0 negative flags.
Financial Statements (Item 1)
Key balance-sheet swings, new buyback, covenant changes, lease guarantee.Management's Discussion (Item 2)
Key results, margin trends, tariffs, and CapEx plans all material, specific to Fastenal.PositiveNotable- Supreme Court invalidated IEEPA tariffs; Fastenal's direct exposure limited, but new tariffs under other laws create uncertainty.
- Gross margin fell 40 bps to 44.8% in Q3 2026, mostly from shift to large customers with lower gross but higher operating margins.
- SG&A leverage: expenses at 23.3% of sales vs 24.6% in Q3 2025 (130 bps improvement), mainly from better labor and occupancy leverage.
- Full-year net CapEx expected $310-330M (up from $230.6M in 2025) for hub replacement, IT, and trucking investments.
What changed: Sep 2026 vs. Jun 2026
About 2% of FAST's Sep 2026 10-Q is new information. 4 paragraphs were added, 117 changed, and 10 removed. Below are the most important lines SECSift identified.
Changed
- Branch network shrank from 'approximately 1,600' in prior filing to 'more than 1,500' now, a drop of up to 100 locations. Item 2
- Last-twelve-month FTE headcount rose by 181 (down from +423 in prior), and selling FTE fell by 82 (was +136). Item 2
- Remaining share repurchase authorization fell to 10,675,000 from 11,325,000. Item 2
- Replaced the Second Amended and Restated Credit Agreement (June 2026) with the Employee Restricted Stock Unit Plan. Item 6
- Replaced the Withdrawal of Investor Group Representative amendment (June 2026) with the Non-Employee and Director Stock Plan. Item 6
- Share repurchase authorization fell from 11,325,000 shares in prior filing to 10,675,000 shares now, reflecting 650,000 shares bought in Q3. Item 2
- dollar weakened in first nine months after strengthening in first six months, still immaterial. Item 3
Everything here comes from Fastenal Co's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 19, 2026, from the 10-Q for Sep 2026.