🏢 官网IRFASTQwen · 实盘不做把握 4/10不做原因:已被定价
北京时间·🕒 发布 18:50:00(美东 06:50)·⟳ 抓取 18:56:19回填·⚡ 决策 09-04 19:00:17·53.2 天前
Fastenal 8月月度销售同比增长16.6%，较Q2的14.7%继续加速
Fastenal月度销售报告为常规披露（每月固定发布），增长加速趋势（Q1 12.4%→Q2 14.7%→8月16.6%）已在7月14日Q2电话会中充分传达，市场对Q3加速已有预期。16.6%大概率处于共识预期区间上沿而非显著超预期。$56.5B市值、45x PE的大盘股，常规月度数据的边际信息量不足以支撑短线交易。建筑细分从~17%降至9.6%是报告内负面信号，可能限制正面反应。
📄 原文FAST↗ 原文
August 2026 Sales Information
AUGUST 2026 INFORMATION WEB RELEASE Release date: 9/4/26 Fastenal Company and Subsidiaries (Dollar amounts in thousands…
不做 Fastenal Company（FAST.US）
常规月度销售披露，增长加速趋势已在Q2电话会确立并被市场预期；16.6%大概率处于共识区间而非显著超预期；$56.5B市值/45x PE大盘股的月度数据边际信息量不足以产生可交易edge（预期反应<1%）；建筑细分减速（9.6% vs Q2 ~17%）构成报告内负面抵消，进一步限制正面反应空间
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
Fastenal 8月日销+16.6%延续加速趋势，但这是每月固定发布的常规披露，Q2电话会已确立加速路径（14.7%），市场对Q3继续加速有预期。报告内建筑细分从~17%降至9.6%构成部分抵消。$56.5B市值、45x PE的大盘股在常规月度数据上的边际反应通常<1%，扣除交易成本后无正期望。近期股价回调（-7%距60日高）可能反映估值/板块因素而非增长担忧，月度数据不足以逆转。
🔎 新鲜度:最早出现 2026-09-04 · 扩散 low · price-in 风险 medium ↗
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-09-04 · 影响 weakens
8月非住宅建筑增长仅9.6%，较Q2的~17%大幅减速，为报告内最大负面信号；Q2电话会曾特别提到建筑（电气、公用事业、数据中心）为最强需求领域之一
检索:Fastenal construction segment deceleration 2026 原文 ↗ - 做多前查反向 · 来源 kb_search · 日期 2026-07-14 · 影响 weakens
Q2电话会已明确传达加速趋势（14.7%），管理层对H2持乐观态度；市场对Q3加速已有预期，8月16.6%大概率在预期区间内
检索:Fastenal Q2 2026 earnings call guidance expectations Q3 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例缺失不影响AVOID结论——常规月度披露对大盘股的边际影响本身极小，无需先例确认
方向:无法从先例中获取有效参考
涨幅量级:先例不足，无法校准幅度
形态:无
工具执行结果 · 成功 6 · 降级 1 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 1,356 ms
{"result": "search_processed_events:agent query=`fast daily sales growth 16.6% | fastenal august 2026 monthly sales | fastenal 月度销售报告 2026年8月`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 72.0/72 小时、7356 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研判。"} - stock_quote 成功 stock_tools HTTP · 2,827 ms
{ - kb_search 降级 stock_tools HTTP · 15,082 ms
{ - fetch_decision_experience 成功 stock_tools HTTP · 470 ms
{ - kb_fetch_document 成功 stock_tools HTTP · 1,448 ms
{ - search_case_library 成功 stock_tools HTTP · 793 ms
{"result": "search_case_library「FAST.US」无历史决策命中(我们过去没在这些标的上决策过,或历史尚未回填)。\n◆ FAST.US：相关历史决策 7 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过"} - kb_search 成功 stock_tools HTTP · 4,009 ms
{
原文全文
展开原文 · 7,678 字
AUGUST 2026 INFORMATION WEB RELEASE
Release date: 9/4/26
Fastenal Company and Subsidiaries
(Dollar amounts in thousands) 2026 2025 Change
Daily sales - Net sales divided by the number of business
Net sales $812,063 $696,711 16.6%
days in the US.
Business days 21 21 0.0%
Daily sales $38,670 $33,177 16.6%
Impact of currency fluctuations 0.0% 0.0%
Historical
Historical figures are an average from 2021 - 2025.
Daily sales in January $33,194 29,647
Change in daily sales since January 16.5% 11.9% 6.4%
Daily sales last month $37,538 $32,499
Change in daily sales since last month 3.0% 2.1% 2.2%
Current Month
Daily sales growth by geography % of Sales
Calculated using US days and US dollars.
United States 15.5% 12.0% 83.1%
Canada/Mexico 20.7% 9.6% 13.6%
Rest of World 28.4% 17.6% 3.3%
Total Company 16.6% 11.8%
Current Month
Daily sales growth by end market % of Sales
Heavy Manufacturing 21.8% 11.7% 44.9%
Other Manufacturing 14.3% 12.5% 31.9%
Non-residential Construction 9.6% 11.5% 7.9%
Other End Markets 13.6% 10.3% 15.3%
Current Month
Daily sales growth by customer usage % of Sales
Direct fasteners/hardware 16.7% 13.2% 20.9%
Direct cutting tools and abrasives 21.7% 12.9% 5.6%
Direct non-fasteners/hardware 21.8% 13.6% 13.4%
Total direct materials (production related) 19.1% 13.3% 39.9%
Indirect fasteners/hardware 11.7% 16.6% 9.4%
Indirect safety 15.7% 10.5% 20.7%
Indirect non-fasteners/hardware and non-safety 16.8% 10.0% 30.0%
Total indirect materials (MRO related) 15.6% 11.2% 60.1%
Growth metrics by customer/channel type
Daily sales growth rates are rounded to whole percentage
% of Top 100 national accounts growing 70.0% 70.0% rates.
% of in-market locations growing 67.2% 62.5%
Daily sales growth - contract customers 19.0% 14.0% Contract sales include sales realized under national
Daily sales growth - non-contract customers 11.0% 6.0% account, government, and local contracts.
Daily sales growth - eBusiness 15.0% 9.0%
Daily sales growth - FMI 15.0% 17.0% FMI – Fastenal Managed Inventory
Employee headcount at month end Aug-26 Aug-25 Change Jul-26 Change
Selling personnel - FTE* 15,514 15,589 (0.5%) 15,718 (1.3%)
Distribution/Transportation personnel - FTE 3,179 3,178 0.0% 3,203 (0.7%)
Manufacturing personnel - FTE 1,023 978 4.6% 1,022 0.1%
Organizational support personnel - FTE* 2,273 2,119 7.3% 2,263 0.4%
Total personnel - FTE 21,989 21,864 0.6% 22,206 (1.0%)
Total personnel - absolute 24,608 24,283 1.3% 24,702 (0.4%)
FTE - Full-time equivalent headcount.
* Of our Selling personnel, 80%-85% are attached to a specific in-market location. Organizational support personnel consists of: (1) Sales Support personnel (37%-42% of
category), which includes sourcing, purchasing, supply chain, product development, etc.; (2) Information Technology personnel (34%-39% of category); and (3)
Administrative Support personnel (22%-27% of category), which includes human resources, Fastenal School of Business, accounting and finance, senior management, etc.
Next monthly sales release date: Wednesday, October 14, 2026 at 6:00 AM (central time)
Next earnings release date: Wednesday, October 14, 2026 at 6:00 AM (central time)
Contact Information:
Fastenal Investor Relations
investorrelations@fastenal.com
507-453-8775
Release date: 9/4/26
Fastenal Company and Subsidiaries
(Dollar amounts in thousands) 2026 2025 Change
Daily sales - Net sales divided by the number of business
Net sales $812,063 $696,711 16.6%
days in the US.
Business days 21 21 0.0%
Daily sales $38,670 $33,177 16.6%
Impact of currency fluctuations 0.0% 0.0%
Historical
Historical figures are an average from 2021 - 2025.
Daily sales in January $33,194 29,647
Change in daily sales since January 16.5% 11.9% 6.4%
Daily sales last month $37,538 $32,499
Change in daily sales since last month 3.0% 2.1% 2.2%
Current Month
Daily sales growth by geography % of Sales
Calculated using US days and US dollars.
United States 15.5% 12.0% 83.1%
Canada/Mexico 20.7% 9.6% 13.6%
Rest of World 28.4% 17.6% 3.3%
Total Company 16.6% 11.8%
Current Month
Daily sales growth by end market % of Sales
Heavy Manufacturing 21.8% 11.7% 44.9%
Other Manufacturing 14.3% 12.5% 31.9%
Non-residential Construction 9.6% 11.5% 7.9%
Other End Markets 13.6% 10.3% 15.3%
Current Month
Daily sales growth by customer usage % of Sales
Direct fasteners/hardware 16.7% 13.2% 20.9%
Direct cutting tools and abrasives 21.7% 12.9% 5.6%
Direct non-fasteners/hardware 21.8% 13.6% 13.4%
Total direct materials (production related) 19.1% 13.3% 39.9%
Indirect fasteners/hardware 11.7% 16.6% 9.4%
Indirect safety 15.7% 10.5% 20.7%
Indirect non-fasteners/hardware and non-safety 16.8% 10.0% 30.0%
Total indirect materials (MRO related) 15.6% 11.2% 60.1%
Growth metrics by customer/channel type
Daily sales growth rates are rounded to whole percentage
% of Top 100 national accounts growing 70.0% 70.0% rates.
% of in-market locations growing 67.2% 62.5%
Daily sales growth - contract customers 19.0% 14.0% Contract sales include sales realized under national
Daily sales growth - non-contract customers 11.0% 6.0% account, government, and local contracts.
Daily sales growth - eBusiness 15.0% 9.0%
Daily sales growth - FMI 15.0% 17.0% FMI – Fastenal Managed Inventory
Employee headcount at month end Aug-26 Aug-25 Change Jul-26 Change
Selling personnel - FTE* 15,514 15,589 (0.5%) 15,718 (1.3%)
Distribution/Transportation personnel - FTE 3,179 3,178 0.0% 3,203 (0.7%)
Manufacturing personnel - FTE 1,023 978 4.6% 1,022 0.1%
Organizational support personnel - FTE* 2,273 2,119 7.3% 2,263 0.4%
Total personnel - FTE 21,989 21,864 0.6% 22,206 (1.0%)
Total personnel - absolute 24,608 24,283 1.3% 24,702 (0.4%)
FTE - Full-time equivalent headcount.
* Of our Selling personnel, 80%-85% are attached to a specific in-market location. Organizational support personnel consists of: (1) Sales Support personnel (37%-42% of
category), which includes sourcing, purchasing, supply chain, product development, etc.; (2) Information Technology personnel (34%-39% of category); and (3)
Administrative Support personnel (22%-27% of category), which includes human resources, Fastenal School of Business, accounting and finance, senior management, etc.
Next monthly sales release date: Wednesday, October 14, 2026 at 6:00 AM (central time)
Next earnings release date: Wednesday, October 14, 2026 at 6:00 AM (central time)
Contact Information:
Fastenal Investor Relations
investorrelations@fastenal.com
507-453-8775
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