Fastenal CompanyNASDAQ: FAST

February 2026 Sales Information

· Issued by Fastenal Company


FEBRUARY 2026 INFORMATION WEB RELEASE

Release date: 3/5/26

Fastenal Company and Subsidiaries

(Dollar amounts in thousands)

2026

2025

Change

Net sales

$710,560

$627,119

13.3%

Daily sales - Net sales divided by the number of business

days in the US.

Business days

20

20

0.0%

Daily sales

$35,528

$31,356

13.3%

Impact of currency fluctuations

0.6%

(0.5%)

Daily sales last month $33,194 29,647 Historical figures are an average from 2021 - 2025.

Change in daily sales since last month 7.0% 5.8% 2.2%

Current Month

Daily sales growth by geography

% of Sales

United States

12.7%

4.5%

82.8%

Calculated using US days and US dollars.

Canada/Mexico

14.4%

7.4%

13.8%

Rest of World

25.5%

9.2%

3.4%

Total Company

13.3%

5.0%

Historical

Current Month

Daily sales growth by end market

% of Sales

Heavy Manufacturing

14.9%

4.8%

44.1%

Other Manufacturing

10.2%

10.4%

32.3%

Non-residential Construction

19.9%

(6.7%)

8.1%

Other End Markets

12.2%

2.0%

15.5%

Current Month

Daily sales growth by customer usage

% of Sales

Direct fasteners/hardware

13.5%

3.3%

20.8%

Direct cutting tools and abrasives

13.0%

4.1%

5.2%

Direct non-fasteners/hardware

13.4%

10.2%

13.0%

Total direct materials (production related)

13.4%

5.6%

39.0%

Indirect fasteners/hardware

20.6%

(1.7%)

10.0%

Indirect safety

13.0%

9.1%

20.9%

Indirect non-fasteners/hardware and non-safety

11.9%

4.5%

30.1%

Total indirect materials (MRO related)

13.6%

5.0%

61.0%

Growth metrics by customer/channel type

% of Top 100 national accounts growing

67.0%

59.0%

Daily sales growth rates are rounded to whole percentage

rates.

% of in-market locations growing

66.2%

52.0%

Daily sales growth - contract customers

15.0%

9.0%

Contract sales include sales realized under national

Daily sales growth - non-contract customers

8.0%

(5.0%)

account, government, and local contracts.

Daily sales growth - eBusiness

8.0%

13.0%

Daily sales growth - FMI

17.0%

9.0%

FMI - Fastenal Managed Inventory

Employee headcount at month end

Feb-26

Feb-25

Change

Jan-26 Change

Selling personnel - FTE*

15,452

15,171

1.9%

15,409

0.3%

Distribution/Transportation personnel - FTE

3,095

3,084

0.4%

3,133

(1.2%)

Manufacturing personnel - FTE

985

950

3.7%

982

0.3%

Organizational support personnel - FTE*

2,186

2,040

7.2%

2,197

(0.5%)

Total personnel - FTE

21,718

21,245

2.2%

21,721

0.0%

Total personnel - absolute

24,649

24,013

2.6%

24,525

0.5%

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: Monday, April 13, 2026 at 6:00 AM (central time)

Next earnings release date: Monday, April 13, 2026 at 6:00 AM (central time)

Contact Information:

Fastenal Investor Relations

investorrelations@fastenal.com

507-453-8775