Fastenal(US:FAST)2025-10-13 14:00Financial Performance - 3Q25 net sales increased by 117% due to market share gains from key account strategy and new contract signings[6] - Earnings per share (EPS) in 3Q25 improved 123% to $029 from $026 in 3Q24[13] - The company declared a $022 dividend payable in 4Q25 and expects to return over $1 billion in dividends to shareholders in 2025[15] - 3Q25 operating cash flow (OCF) was $3869 million, representing 1153% of net income[34] Sales and Customer Metrics - Daily Sales Rate (DSR) growth for 3Q25 was 117%[6] - Customer sites with sales over $10K/month accounted for 821% of sales in 3Q25, up from 794% in 3Q24[6] - The number of customer sites with sales over $50K/month grew by 154%[6] Technology and Digital Footprint - The installed base of weighted FMI (Fastenal Managed Inventory) devices increased by 87% from 3Q24, reaching 133910 devices[20] - Activity through the FMI technology platform represented 453% of sales in 3Q25, compared to 430% in 3Q24[20] - Sales through the Digital Footprint (FMI technology plus non-FMI-related eBusiness) accounted for 613% of total sales in 3Q25[21] Margins and Expenses - Gross profit margin increased to 453% in 3Q25 from 449% in 3Q24[31] - Operating margin improved to 207% in 3Q25 from 203% in 3Q24, resulting in an incremental margin of 239%[15] - Employee-related expenses increased by 129% in 3Q25 compared to 3Q24[15]