Fastenal GAAP EPS of $0.29 misses by $0.01, revenue of $2.13B in-line

* Fastenal press release [https://seekingalpha.com/pr/20262937-fastenal-company-reports-2025-third-quarter-earnings] (NASDAQ:FAST [https://seekingalpha.com/symbol/FAST]): Q3 GAAP EPS of $0.29 misses by $0.01.
* Revenue of $2.13B (+11.5% Y/Y) in-line.
* Both periods had the same number of selling days. Even though industrial production was still sluggish in the third quarter of 2025, the performance reflects the contribution from improved customer contract signings since the first quarter of 2024.
* We experienced an increase in unit sales in the third quarter of 2025. This was due to growth in the number of customer sites spending $10k or more per month with Fastenal and, to a lesser degree, growth in average monthly sales per customer site across all customer spend categories. The impact of product pricing on net sales in the third quarter of 2025 was an increase of 240 to 270 basis points, in contrast to the third quarter of 2024, when the impact of product pricing was not material.

MORE ON FASTENAL

* Fastenal: Great Business, But Expensive Stock [https://seekingalpha.com/article/4825424-fastenal-great-business-but-expensive-stock]
* Embedded, Efficient, And Expensive: Fastenal's Growth Story With A Premium Tag [https://seekingalpha.com/article/4801966-embedded-efficient-expensive-fastenal-growth-story-premium-tag]
* Fastenal Company: Premium Valuation Means No Room For Error [https://seekingalpha.com/article/4801389-fastenal-company-premium-valuation-means-no-room-for-error]
* Fastenal Q3 2025 Earnings Preview [https://seekingalpha.com/news/4503340-fastenal-q3-2025-earnings-preview]
* Earnings week ahead: JPM, C, WFC, GS, MS, WFC, TSM, JNJ, SLB, and more [https://seekingalpha.com/news/4503333-earnings-week-ahead-jpm-c-wfc-gs-ms-wfc-tsm-jnj-slb-and-more]