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FINWIRES

Fastenal 日志在线第一季度业绩

-- Fastenal (FAST) 周一公布的第一季度业绩符合市场预期，主要得益于客户合同签约量和工业生产的增长。 这家工业和建筑材料分销商的净利润从去年同期的每股 0.26 美元增至 3 月份当季的每股 0.30 美元，净销售额增长 12% 至 22 亿美元，两项数据均与 FactSet 的普遍预期相符。 该公司在一份声明中表示，销售额的增长归功于自 2024 年第一季度以来客户合同签约量的增加，以及今年第一季度工业生产的“小幅改善”。 Fastenal 表示，本季度产品定价对净销售额的影响比去年同期增加了约 350 个基点，而去年同期的影响“微乎其微”。 据FactSet发布的财报电话会议记录显示，总裁兼首席销售官杰夫·沃茨（Jeff Watts）周一在财报电话会议上表示：“工业经济依然面临一定挑战，美国制造业（采购经理人指数）平均约为52.6%，虽然有所改善，但总体而言仍处于温和水平。我们并未看到明显的利好因素。” 该公司股价在午后交易中下跌7.4%，年初至今累计涨幅约为14%。 Fastenal的合同销售额（包括全国性多站点、地方和区域性客户以及政府客户）占总收入的四分之三，并因新客户签约带来的增量销售而持续表现优异。 首席财务官马克斯·图尼克利夫（Max Tunnicliff）在电话会议上表示：“在定价方面，我们实现了约3.5%的同比增长，而第四季度为3.3%，这不足以抵消通货膨胀的影响。” “尽管本季度我们的定价执行有所进展，但速度仍然不够快，这主要是由于关税和其他一些因素造成的。” 本季度，公司共签约6,950台加权FASTBin和FASTVend设备，并重申了其2026年签约28,000至30,000台机器当量单元的预期。 FASTBin允许客户以数字方式查看库存，而FASTVend指的是自动售货机。

Price: $45.54, Change: $-3.63, Percent Change: -7.38%

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$^TASI$SASE:2380$SASE:4012
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