Fastenal Company (NASDAQ:FAST) stock fell Tuesday after the industrial and construction supplies distributor reported mixed fourth-quarter results: earnings improved, but revenue came in slightly below expectations.
For the quarter ended Dec. 31, 2025, Fastenal posted double-digit sales growth and operating-level margin expansion. The company said momentum from customer contract signings continued, even as the broader industrial production environment remained sluggish.
Quarterly and Full-Year Revenue Performance
Net sales rose 11.1% year over year to $2.03 billion. That missed the $2.044 billion analyst estimate. For the full year, net sales increased 8.7% to $8.20 billion.
Fourth-quarter net income climbed 12.2% to $294.1 million, …