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FINWIRES

Fastenal 日誌線上第一季業績

-- Fastenal (FAST) 週一公佈的第一季業績符合市場預期，主要得益於客戶合約簽約量和工業生產的成長。 這家工業和建築材料分銷商的淨利潤從去年同期的每股 0.26 美元增至 3 月份當季的每股 0.30 美元，淨銷售額增長 12% 至 22 億美元，兩項數據均與 FactSet 的普遍預期相符。 該公司在一份聲明中表示，銷售額的成長歸功於自 2024 年第一季以來客戶合約簽約量的增加，以及今年第一季工業生產的「小幅改善」。 Fastenal 表示，本季產品定價對淨銷售額的影響比去年同期增加了約 350 個基點，而去年同期的影響「微乎其微」。 根據FactSet發布的財報電話會議記錄顯示，總裁兼首席銷售官傑夫·沃茨（Jeff Watts）週一在財報電話會議上表示：“工業經濟依然面臨一定挑戰，美國製造業（採購經理人指數）平均約為52.6%，雖然有所改善，但總體而言仍處於溫和水平。我們並未看到明顯的利好因素。” 該公司股價在午後交易下跌7.4%，年初至今累計漲幅約14%。 Fastenal的合約銷售額（包括全國性多站點、地方和區域性客戶以及政府客戶）佔總收入的四分之三，並因新客戶簽約帶來的增量銷售而持續表現優異。 財務長馬克斯·圖尼克利夫（Max Tunnicliff）在電話會議上表示：“在定價方面，我們實現了約3.5%的同比增長，而第四季度為3.3%，這不足以抵消通貨膨脹的影響。” “儘管本季度我們的定價執行有所進展，但速度仍然不夠快，這主要是由於關稅和其他一些因素造成的。” 本季度，該公司共簽約6,950台加權FASTBin和FASTVend設備，並重申了其2026年簽約28,000至30,000台機器當量單元的預期。 FASTBin允許客戶以數位方式查看庫存，而FASTVend指的是自動販賣機。

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

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