Fastenal CompanyNASDAQ: FAST

January 2026 Sales Information

· Issued by Fastenal Company


JANUARY 2026 INFORMATION WEB RELEASE

Release date: 2/5/26

Fastenal Company and Subsidiaries

(Dollar amounts in thousands)

2026

2025

Change

Net sales

$697,077

$652,243

6.9%

Daily sales - Net sales divided by the number of business

days in the US.

Business days

21

22

(4.5%)

Daily sales

$33,194

$29,647

12.0%

Impact of currency fluctuations

0.7%

(0.7%)

Impact of weather (est.)

(2.2%) to (2.7%)

(1.6%) to (2.1%)

Daily sales in October $33,522 $30,121 Historical figures are an average from 2021 - 2025.

Change in daily sales since October (1.0%) (1.6%) (0.0%)

Current Month

Daily sales growth by geography

% of Sales

United States

10.8%

1.7%

82.1%

Calculated using US days and US dollars.

Canada/Mexico

13.2%

5.9%

14.2%

Rest of World

39.5%

(8.8%)

3.7%

Total Company

12.0%

1.9%

Historical

Current Month

Daily sales growth by end market

% of Sales

Heavy Manufacturing

13.2%

1.8%

43.6%

Other Manufacturing

10.5%

6.7%

32.7%

Non-residential Construction

16.2%

(3.6%)

8.1%

Other End Markets

9.0%

(3.7%)

15.6%

Current Month

Daily sales growth by customer usage

% of Sales

Direct fasteners/hardware

13.4%

0.5%

20.9%

Direct cutting tools and abrasives

10.2%

2.8%

5.1%

Direct non-fasteners/hardware

13.3%

5.5%

12.7%

Total direct materials (production related)

12.9%

2.4%

38.7%

Indirect fasteners/hardware

15.4%

(0.2%)

9.8%

Indirect safety

9.4%

4.5%

21.3%

Indirect non-fasteners/hardware and non-safety

11.5%

2.2%

30.2%

Total indirect materials (MRO related)

11.4%

2.6%

61.3%

Growth metrics by customer/channel type

% of Top 100 national accounts growing

74.0%

58.0%

Daily sales growth rates are rounded to whole percentage

rates.

% of in-market locations growing

63.7%

49.4%

Daily sales growth - contract customers

14.0%

5.0%

Contract sales include sales realized under national

Daily sales growth - non-contract customers

6.0%

(6.0%)

account, government, and local contracts.

Daily sales growth - eBusiness

7.0%

8.0%

Daily sales growth - FMI

16.0%

7.0%

FMI - Fastenal Managed Inventory

Employee headcount at month end

Jan-26

Jan-25

Change

Dec-25 Change

Selling personnel - FTE*

15,409

15,076

2.2%

15,439

(0.2%)

Distribution/Transportation personnel - FTE

3,133

3,080

1.7%

3,056

2.5%

Manufacturing personnel - FTE

982

940

4.5%

958

2.5%

Organizational support personnel - FTE*

2,197

2,035

8.0%

2,149

2.2%

Total personnel - FTE

21,721

21,131

2.8%

21,602

0.6%

Total personnel - absolute

24,525

23,798

3.1%

24,489

0.1%

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: Thursday, March 5, 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