MSM MSC INDUSTRIAL DIRECT CO INC
MIXED
Impact: 6/10
8-K
earnings-rerun-backfill
Latest settled — T+20d
MSM ▲ +11.11% at T+20d
NEUTRAL call ✓ call won +11.11% · α vs SPY +1.39% · entry $90.67 → $100.75
Last close $115.59 (close Jun 8) · +27.48% from $90.67 entry
T+1d
-1.34%
call -1.34% · α -1.42%
$89.45
settled 2mo ago
T+5d
+6.02%
call +6.02% · α +2.25%
$96.13
settled 2mo ago
T+20d
+11.11%
call +11.11% · α +1.39%
$100.75
settled 6w ago
T+60d
—
call — · α —
—
in 19d
Price Chart
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Executive Summary
MSC Industrial reported Q2 FY2026 adjusted EPS of $0.82, missing consensus of $1.26 by 35%, on net sales of $917.8 million, up 2.9% YoY. Guidance for Q3 was raised to 5.0-7.0% average daily sales growth and 9.7-10.3% adjusted operating margin, signaling improved momentum.
Key Financial Metrics
Free Cash Flow
$81.3M
Gross Margin
41.1%
Actionable Insight
Monitor next quarter for execution on raised guidance; the significant EPS miss may pressure stock despite optimistic outlook.
Key Facts
- Adjusted EPS of $0.82 missed consensus of $1.26 by 35%
- Net sales of $917.8 million increased 2.9% YoY
- Q3 guidance raised to 5.0-7.0% average daily sales growth and 9.7-10.3% adjusted operating margin
- Operating margin expanded 10 basis points YoY to 7.1% (40 bps on adjusted basis to 7.5%)
Financial Impact
EPS miss of $0.44 vs consensus, revenue $112.2 million below $1.03B estimate
epsrevenueoperating_margin
Risk Factors
- EPS miss of 35% raises concerns about profitability and cost structure
- Sales fell short of expectations despite YoY growth
Market Snapshot
Exchange
NYSE
Sector
Wholesale-Industrial Machinery & Equipment
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001003078-26-000059 |
| Document: msm-20260401.htm | 0001003078-26-000059 |
| Document: 0001003078-26-000059-index-headers.html | 0001003078-26-000059 |
| Document: 0001003078-26-000059-index.html | 0001003078-26-000059 |
| Document: 0001003078-26-000059.txt | 0001003078-26-000059 |
| 8-K Data (Synthetic) | 0001003078-26-000059 |
2 reports for MSM
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Apr 15, 2026
7w ago
|
8-K
| $94.17 $106.76 | ▲ +13.37% | ▲ +7.55% | $115.59 (+22.75%) |
|
Apr 1, 2026
9w ago
|
8-K
| $90.67 $100.75 | ▲ +11.11% | ▲ +1.39% | $115.59 (+27.48%) |
Showing 2 of 2
US Market Status
Market Closed — Opens in 6h 54m
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