Fastenal公司（納斯達克代碼：FAST）股價下跌，此前公司公佈了第四季度財報結果。 Fastenal報告的銷售額同比增長3.7%，達到18.25億美元，但低於市場預期的18.44億美元。 2024年第四季度相較去年同期多了一個銷售日，考慮到這一點，公司日均銷售額增長了2.1%。由於製造業持續低迷，再加上主要客戶年末的大幅減產，增長保持緩慢。 外匯波動使本季度銷售減少了20個基點。由於過去兩年新開設的Onsite地點的增長以及未通過Onsite服務的大型客戶，單位銷售額在本季度有所增加。 加權FASTBin/FASTVend簽訂量同比增長24.3%，達到6,790臺；加權FASTBin/FASTVend安裝量同比增長12.2%。 第四季度，Fastenal的數字化服務佔銷售額的62.2%，較去年同期的58.1%有所增加。 毛利率從去年同期的45.5%縮小至44.8%，主要由於不利的客戶和產品結構組合、緊固件和安全產品利潤率受到的壓力以及更高的進口關稅。 運營收入爲3.448億美元，同比下降2.6%，運營利潤率從2023年同期的20.1%下降至18.9%。 公司第四季度每股收益（EPS）爲46美分，未達到市場預期的48美分。 Fastenal的全年經營現金流爲11.73億美元，同比減少18.1%。截至12月底，公司持有現金及等價物2.558億美元。2024年和2023年，公司均未回購普通股。 總債務減少至2億美元，佔總資本的5.2%，而2023年底爲7.2%。 公司在第四季度簽訂了56個新的Onsite地點，2024年全年簽訂數達到358個。活躍Onsite地點同比增長11.5%，達到2,031個。 展望2025年，公司計劃目標爲加權FASTBin和FASTVend設備簽訂量在28,000至30,000臺之間；預計數字化服務佔銷售額比重在66%到68%之間；2025年在房地產和設備方面的淨投資預計爲2.65億至2.85億美元，高於2024年的2.141億美元。 截至上週五，公司股價下跌1.7%，報73.50美元。 閱讀更多：美國股市可能在特朗普就職前高開，分析師表示所有11個板塊將在2025年實現利潤增長。

以上內容來自Benzinga Earnings專欄，原文如下：

Fastenal Company (NASDAQ:FAST) shares are trading lower after the company reported fourth-quarter results.

Fastenal reported sales growth of 3.7% year-over-year to $1.825 billion, missing the consensus of $1.844 billion.

There was one more selling day in the fourth quarter of 2024 relative to the prior year period, and considering this, the company’s net daily sales increased by 2.1%. Growth remained slow due to a persistently weak manufacturing environment, further impacted by sharp year-end production cuts from major customers.

Foreign exchange fluctuations reduced sales by 20 bps in the quarter. Unit sales increased in the quarter due to growth at Onsite locations opened in the last two years along with larger customers not serviced through an Onsite. 

Weighted FASTBin/FASTVend signings (MEUs) rose 24.3% Y/Y to 6,790; Weighted FASTBin/FASTVend installations rose 12.2% Y/Y.

In the fourth quarter, FAST’s Digital Footprint represented 62.2% of sales, an increase from 58.1% a year ago.

The gross margin contracted to 44.8% from 45.5% a year ago quarter, primarily due to unfavorable customer and product mix, pressured fastener and safety product margins and higher import duty fees.

Operating income was $344.8 million (-2.6% Y/Y), and the margin was 18.9%, a decline from 20.1% in the same quarter of 2023.

The company’s fourth-quarter EPS was 46 cents, missing the estimate of 48 cents.

Fastenal’s operating cash flow for the year was $1.173 billion, a decrease of 18.1% year over year. The company held cash and equivalents of $255.8 million as of December end. The company did not repurchase any common stock in 2024 or 2023.

Total debt decreased to $200 million (5.2% of total capital) at the end of the quarter. This compares to 7.2% of total capital at the end of 2023.

The company signed 56 new Onsite locations in the fourth quarter, resulting in 358 signings in 2024. Active Onsite locations rose 11.5% to 2,031.

Outlook: For 2025, the company targets weighted FASTBin and FASTVend device signings between 28,000 and 30,000 MEUs.

The company expects 66% – 68% of the sales volume to account for the Digital Footprint during 2025.

In 2025, net investment in property and equipment is expected to be within the $265.0 million – $285.0 million range, up from $214.1 million in 2024.

Price Action: FAST shares are down 1.7% at $73.50 at the last check Friday.

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