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.
- Last-twelve-month FTE headcount rose by 181 (down from +423 in prior), and selling FTE fell by 82 (was +136).
- Remaining share repurchase authorization fell to 10,675,000 from 11,325,000.
- Replaced the Second Amended and Restated Credit Agreement (June 2026) with the Employee Restricted Stock Unit Plan.
- Replaced the Withdrawal of Investor Group Representative amendment (June 2026) with the Non-Employee and Director Stock Plan.
- 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.
- dollar weakened in first nine months after strengthening in first six months, still immaterial.
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.