FAST at a glance
Fastenal (FAST, SEC CIK 815556) filed its latest 10-K annual report on February 5, 2026, a 10-Q quarterly report on July 16, 2026, an 8-K current report on July 16, 2026 and Form 4 insider filings as recently as August 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Fastenal (FAST) reported revenue of $8.2 billion (up 8.7% from FY2024) and net income of $1.3 billion. Diluted EPS was $1.09.
- As of June 30, 2026, 50 institutional investment managers tracked by SignalX reported holding Fastenal (FAST) shares worth $23.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Papenfuss Donnalee Kathleen on August 13, 2026 of 7,894 shares at $51.38 per share.
- In the last 90 days, FAST insiders reported 0 open-market purchases ($0) and 6 open-market sales ($2.5M) on Form 4, a net sale of $2.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $8.2B
- +8.7% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$2.5M
- 13F holders
- 50 funds
- $23.6B · +4 vs prior quarter
- Latest 8-K
- Jul 16, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Industrial and construction supplies distribution, focusing on fasteners and related products
- No new products, services, or segments introduced or highlighted in this filing year
- Continued emphasis on corporate governance, with updates to compensation and security ownership disclosures by reference to Proxy Statement
- Latest filing includes restated corporate governance documents dated 2024 and 2025, reflecting updated company policies and charters
- Noteworthy fact: Dual independent auditor reports included from PricewaterhouseCoopers LLP and KPMG LLP for fiscal year-end 2025 consolidated financial statements
Risk Factors
- Tariff risk from U.S. administration on imports from Asia, with potential impact growing as low-tariff inventory depletes in subsequent quarters
- Significant exposure to foreign currency fluctuations in Canadian dollar and Mexican peso against USD; impact immaterial in 2025 despite USD strengthening
- Supply chain vulnerability due to lengthy import routes and shipping cost fluctuations affecting product gross profit
- Commodity steel price increases in 2025, exposure delayed due to long supply chain but affects steel fasteners market segment
- Floating interest rate exposure on Credit Facility debt; 1% rate hike would increase interest expense by $0.4 million
Management Discussion & Analysis
- Revenue $8,200.5M, up 8.7% YoY; daily sales $32.3M up 9.1% driven by share gains and key account growth
- Operating margin 20.2% vs 20.0%; gross margin 45.0% vs 45.1%; SG&A expense margin improved to 24.8% from 25.1%
- Best performing segment: Direct materials up 10.6%, 38.7% of sales; worst performing: Non-manufacturing customers 5.2% growth vs manufacturing 10.4%
- Operating cash flow $1,083.8M (104.8% of net income); capex $230.6M (2.8% of sales), dividends paid $1,004.2M (79.8% of net income), no share buybacks
- 2026 capex guidance $310M-$330M to upgrade hub facilities, increase trucking and IT spend; risks include tariff volatility, inflation, and macroeconomic uncertainty
AI summary of the FAST 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $2,386.9M, up 14.7% YoY from $2,080.3M
- Gross margin 44.6% vs 45.3%; operating margin 21.0% vs 21.0%
- Best end market heavy manufacturing, DSR up 18.1%; worst other manufacturing, DSR up 10.8%
- Operating cash flow $265.7M vs $278.6M; capital expenditures $60.5M vs $64.3M
- 2026 capital expenditure outlook $310.0M-$330.0M; tariff scope and duration remain uncertain
Risk Factors
- No material changes to the 10-K risk factors reported for the quarter ended June 30, 2026
- Financial risk: $11,325,000 shares remaining under the July 12, 2022 repurchase authorization
- Capital-markets risk: $650,000 shares repurchased at $45.72 average price during April 2026
- Regulatory compliance: no director or officer adopted, modified, or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the FAST 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- President and CEO Jeff Watts appointed director, succeeding Daniel L. Florness effective CEO Transition Date
- CEO compensation includes $650,000 annual base salary, prorated through 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results announced through attached Exhibit 99.1 press release
- Investor focus: quarterly financial performance, operating trends, and management commentary in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net sales rose 14.7% to $2,386.9 million, led by contract customers, pricing actions, and broad-based end-market demand
- Net income increased 15.9% to $382.8 million, with diluted EPS rising to $0.33 from $0.29
Item 1.01: Entry into a Material Definitive Agreement
- Revolving credit renewed at $835 million, with accordion capacity increased to $500 million
- Potential total revolving commitment of $1.335 billion, enhancing acquisition and liquidity flexibility
AI summaries of FAST 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FAST
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Papenfuss Donnalee Kathleen | M | Aug 13, 2026 | 7,894 | - |
| Papenfuss Donnalee Kathleen | M | Aug 13, 2026 | 7,894 | $19.00 |
| Papenfuss Donnalee Kathleen | Sell | Aug 13, 2026 | 7,894 | $51.38 |
| Papenfuss Donnalee Kathleen | M | Aug 13, 2026 | 1,364 | - |
| Ancius Michael J | G | Aug 13, 2026 | 400 | - |
| Papenfuss Donnalee Kathleen | Sell | Aug 13, 2026 | 1,364 | $51.42 |
| Papenfuss Donnalee Kathleen | M | Aug 13, 2026 | 1,364 | $13.75 |
| Ancius Michael J | M | Aug 10, 2026 | 3,000 | $13.75 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.5B | $8.2B |
| Gross Profit | - | $3.4B | $3.7B |
| Operating Income | - | $1.5B | $1.7B |
| Net Income | - | $1.2B | $1.3B |
| Gross Margin | - | 45.1% | 45.0% |
| Op. Margin | - | 20.0% | 20.2% |
| Net Margin | - | 15.2% | 15.3% |
| Balance Sheet | |||
| Total Assets | $4.5B | $4.7B | $5.1B |
| Equity | $3.3B | $3.6B | $3.9B |
| ROE | - | 31.8% | 31.9% |
| Per Share | |||
| EPS | - | $2.00 | $1.09 |
| Cash Flow | |||
| Operating CF | - | $1.2B | $1.3B |
| CapEx | - | $226.5M | $245.3M |
Source: XBRL data in Fastenal (FAST)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FAST share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 50 | $23.62B |
| Q1 2026 | 46 | $22.56B |
| Q4 2025 | 46 | $19.88B |
| Q3 2025 | 47 | $24.47B |
| Q2 2025 | 45 | $20.18B |
| Q1 2025 | 41 | $14.34B |
| Q4 2024 | 39 | $11.24B |
| Q3 2024 | 34 | $5.93B |
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- Principal Financial Group−1.50M (-17%)
- Franklin Resources−1.10M (-18%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 348 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FAST filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 10-Q | Jul 16, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 27, 2026 | - | - | - |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 10-Q | Apr 16, 2026 | Mar 31, 2026 | - | |
| 8-K | Apr 13, 2026 | - | Analysis | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Feb 10, 2026 | - | - | |
| 10-K | Feb 5, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Jan 27, 2026 | - | - | |
| 4 | Jan 27, 2026 | - | - | |
| 4 | Jan 27, 2026 | - | - | |
| 8-K | Jan 20, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - |
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FAST SEC filings: frequently asked questions
Are FAST insiders buying or selling?
In the last 90 days, Fastenal (FAST) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $2.5 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FAST stock?
As of June 30, 2026, the largest Fastenal (FAST) holders among the 13F filers tracked by SignalX were BlackRock ($5.1 billion), Vanguard Capital Management LLC ($3.6 billion), Vanguard Portfolio Management LLC ($3.1 billion), State Street Corp ($2.7 billion), Invesco Ltd ($1.9 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FAST's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Fastenal (FAST) reported revenue of $8.2 billion (up 8.7% from FY2024) and net income of $1.3 billion. Diluted EPS was $1.09. The figures come from the XBRL data in the 10-K.
What are the main risks in FAST's latest 10-K?
In the 10-K filed February 5, 2026, Fastenal (FAST) flagged: Tariff risk from U.S. administration on imports from Asia, with potential impact growing as low-tariff inventory depletes in subsequent quarters. Significant exposure to foreign currency fluctuations in Canadian dollar and Mexican peso against USD; impact immaterial in 2025 despite USD strengthening. (AI summary of the Risk Factors section.)
What did FAST report in its latest 8-K?
Fastenal (FAST) filed an 8-K on July 16, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). President and CEO Jeff Watts appointed director, succeeding Daniel L. Florness effective CEO Transition Date.
What are the latest FAST SEC filings?
Fastenal (FAST) filed its latest 10-K annual report on February 5, 2026, a 10-Q quarterly report on July 16, 2026, an 8-K current report on July 16, 2026 and a Form 4 insider filing on August 17, 2026.
What is FAST's SEC CIK number?
Fastenal (FAST)'s SEC Central Index Key (CIK) is 815556. EDGAR lists every FAST filing under that number.
Ask anything about FAST
The research agent reads FAST's filings, financials, insider trades and 13F holders, then answers with sources.