MSM

Oct 22, 11:39 AMMSC Industrial Direct delivers record Q4 sales with margin beat, EPS $1.45 on $1.1B revenue, guides strong Q1 ADS growth

Peers: FAST GWW AIT GIC DSGR DXPE WCC XMTR KMT HLMN

| Held by: IJH SCHD VTI AIRR DVY VB VBR VXF DFAS SMIG

Scroll to Statements

Index	-
Market Cap	6.42B
Enterprise Value	6.89B
Income	222.59M
Sales	4.01B
Book/sh	25.42
Cash/sh	1.16
Dividend Est.	3.57 (3.10%)
Dividend TTM	3.48 (3.03%)
Dividend Ex-Date	Nov 10, 2026
Dividend Gr. 3/5Y	3.27% 3.01%
Payout	87.54%
Employees	7028
IPO	Dec 15, 1995

P/E	28.96
Forward P/E	17.78
PEG	1.38
P/S	1.60
P/B	4.52
P/C	98.76
P/FCF	28.52
EV/EBITDA	14.58
EV/Sales	1.72
Quick Ratio	0.85
Current Ratio	1.78
Debt/Eq	0.37
LT Debt/Eq	0.13
Option/Short	Yes / Yes

EPS (ttm)	3.97
EPS next Y	6.47
EPS next Q	1.27
EPS this Y	19.33%
EPS next Y	15.56%
EPS next 5Y	12.88%
EPS past 3/5Y	-13.33% 0.56%
Sales past 3/5Y	0.00% 4.33%
EPS Y/Y TTM	11.56%
Sales Y/Y TTM	6.37%
EPS Q/Q	-15.53%
Sales Q/Q	10.32%
Earnings	Oct 22 BMO
EPS/Sales Surpr.	2.50% 0.63%

Insider Own	18.32%
Insider Trans	0.00%
Inst Own	84.16%
Inst Trans	-2.56%
ROA	8.96%
ROE	15.82%
ROIC	13.80%
Gross Margin	42.77%
Oper. Margin	9.25%
Profit Margin	5.55%
SMA20	-9.83%
SMA50	-6.75%
SMA200	6.00%
Trades

Shs Outstand	55.86M
Shs Float	45.62M
Short Float	5.38%
Short Ratio	3.40
Short Interest	2.45M
52W High	133.95 -14.15%
52W Low	78.80 45.94%
Volatility	4.81% 3.03%
ATR (14)	4.41
RSI (14)	35.60
Beta	0.82
Rel Volume	0.08
Avg Volume	721.43K
Volume	2,951

Perf Week	-11.80%
Perf Month	-4.75%
Perf Quarter	-9.16%
Perf Half Y	17.55%
Perf YTD	36.74%
Perf Year	28.16%
Perf 3Y	20.62%
Perf 5Y	40.33%
Perf 10Y	79.31%
Recom	2.50
Target Price	140.33
Prev Close	112.43
Price	115.00
Change %	2.29%

Date	Action	Analyst	Rating Change	Price Target Change
Today	Upgrade	Stephens	Equal-Weight → Overweight	$135
Today	Upgrade	Jefferies	Hold → Buy	$135
Oct-13-26	Initiated	Barclays	Overweight	$152
Sep-15-26	Resumed	Wolfe Research	Peer Perform
Jul-13-26	Initiated	Rothschild & Co Redburn	Buy	$155
Jun-16-26	Initiated	DA Davidson	Buy	$145
Feb-06-26	Downgrade	JP Morgan	Overweight → Neutral	$95
Oct-08-25	Downgrade	Wolfe Research	Outperform → Peer Perform
May-27-25	Upgrade	JP Morgan	Neutral → Overweight	$89
Jan-16-25	Initiated	Wolfe Research	Outperform	$95
Dec-04-24	Downgrade	Stephens	Overweight → Equal-Weight	$85
Jun-17-24	Downgrade	Loop Capital	Buy → Hold	$80
Jun-17-24	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
May-29-24	Downgrade	Robert W. Baird	Outperform → Neutral	$112 → $95
Oct-09-23	Upgrade	Loop Capital	Hold → Buy	$96 → $124
Oct-17-22	Resumed	Jefferies	Hold	$84
Jun-30-22	Downgrade	William Blair	Outperform → Mkt Perform	$67
Aug-03-21	Initiated	Loop Capital	Hold	$92
Jul-08-21	Upgrade	Stephens	Equal-Weight → Overweight
Apr-08-21	Upgrade	William Blair	Mkt Perform → Outperform

Show Previous Ratings

Oct-22-26 04:04PM	MSC Industrial Beats And Guides Growth To ~10%, But Price-Led Sales And Margin Pressure Test A Stock Trading Near Its Highs (Earnings Whispers) -15.35%
06:51AM	MSC Industrial: Fiscal Q4 Earnings Snapshot (Associated Press)
06:30AM	MSC Industrial Supply Co. Reports Fiscal 2026 Fourth Quarter and Full Year Results (ACCESSWIRE)
Oct-14-26 05:00PM	MSC Industrial Supply Co. Declares Increase in Regular Quarterly Dividend (ACCESSWIRE)
Oct-01-26 06:58AM	The Royalty Giants Pay for Optionality. Tungsten Just Showed What It Is Worth (FinanceWire)
04:30PM	Loading…
Sep-17-26 04:30PM	MSC Industrial Supply Co. To Webcast Review of Fiscal 2026 Fourth Quarter and Full Year Results (ACCESSWIRE)
Sep-08-26 08:30AM	MSC Industrial Supply Co. Has Named Rob Kuhns Chief Financial Officer (ACCESSWIRE)
Sep-03-26 04:30PM	MSC Industrial Supply Co. to Attend Jefferies Global Industrials Conference (ACCESSWIRE)
Aug-24-26 04:30PM	MSC Industrial Supply Co. Earns Great Place to Work Certification(TM) for Third Consecutive Year (ACCESSWIRE)
Jul-17-26 08:07AM	What Wall Street Pushed FAST To Explain (Trefis)
Jul-15-26 08:30AM	Get Paid 8.3% To Let Someone Else Chase FAST Stock Higher (Trefis)
Jul-01-26 05:00PM	MSC Industrial Direct Co Inc (MSM) Q3 2026 Earnings Call Highlights: Strong Sales Growth and ... (GuruFocus.com)
09:52AM	MSC Industrial shares jump after third-quarter earnings top expectations (MSM) (InvestorsHub)
06:41AM	MSC Industrial: Fiscal Q3 Earnings Snapshot (Associated Press)
06:30AM	MSC Industrial Supply Co. Reports Fiscal 2026 Third Quarter Results (ACCESSWIRE)
04:32AM	Loading…
04:32AM	General Mills earnings on tap after a poor period for the company's stock (MarketWatch)
03:32AM	Stock Market Today: Dow, S&P 500 and Nasdaq set to edge lower to start third quarter with Warsh comments, ADP and ISM data on tap (MarketWatch)
Jun-16-26 05:00PM	MSC Industrial Supply Co. Declares Regular Quarterly Dividend (ACCESSWIRE)
Jun-11-26 04:30PM	MSC Industrial Supply Co. to Webcast Review of Fiscal 2026 Third Quarter Results (ACCESSWIRE)
Apr-27-26 09:51AM	Snap upgraded, Pinterest downgrade: Wall Street's top analyst calls (The Fly) +6.48%
Apr-14-26 06:00AM	RETRANSMISSION: Metalsource Mining Intersects 48.04 g/t AuEq over 12.62m, Including 210.72 g/t AuEq over 2.74m, Extends Mineralization down Dip 195m, Continues to Expand Gold, Silver and Base Metal Mineralization (TMX Newsfile)
Apr-13-26 07:14PM	Metalsource Mining Intersects 48.04 g/t AuEq over 12.62m, Including 210.72 g/t AuEq over 2.74m, Extends Mineralization down Dip 195m, Continues to Expand Gold, Silver and Base Metal Mineralization (TMX Newsfile)
Apr-01-26 05:41PM	Metalsource Mining Engages Investing News Network (TMX Newsfile)
06:39AM	MSC Industrial: Fiscal Q2 Earnings Snapshot (Associated Press)
06:30AM	MSC Industrial Supply Co. Reports Fiscal 2026 Second Quarter Results (ACCESSWIRE)
04:35AM	Wednesday's Earnings Slate (MarketWatch)
03:25AM	Stock Market Today: Dow, S&P 500 and Nasdaq set to extend gains after 1,125-point blue-chip surge; Brent trades below $100; Trump to address nation (MarketWatch)
Mar-19-26 05:15PM	MSC Industrial Supply Co. Declares Regular Quarterly Dividend (ACCESSWIRE)
Mar-12-26 04:30PM	MSC Industrial Supply Co. to Webcast Review of Fiscal 2026 Second Quarter Results (ACCESSWIRE)
Mar-05-26 08:40AM	Distribution Solutions Group (DSGR) Lags Q4 Earnings and Revenue Estimates (Zacks)
04:15PM	Loading…
Mar-02-26 04:15PM	MSC Industrial Supply Co. Elects Reuben Slone to Board of Directors as an Independent Member (ACCESSWIRE)
Feb-17-26 08:22AM	JP Morgan Downgrades MSC Industrial Direct (MSM), Cuts Price Target (Insider Monkey)
Feb-05-26 12:57PM	MSC Industrial Direct Stock Shows Improved Technical Strength (Investor's Business Daily)
Feb-04-26 08:32PM	Analyst Report: MSC Industrial Direct Co., Inc. (Morningstar Research)
Feb-03-26 11:58AM	Grainger Earnings Beat Estimates in Q4, Sales Increase Y/Y (Zacks)
Feb-02-26 08:58PM	MSC Industrial Direct Co., Inc. (MSM): A Bull Case Theory (Insider Monkey)
Jan-18-26 11:38PM	3 Cash-Producing Stocks We Approach with Caution (StockStory)
Jan-14-26 12:32AM	5 Insightful Analyst Questions From MSC Industrial's Q4 Earnings Call (StockStory)
Jan-12-26 11:32PM	3 Small-Cap Stocks That Fall Short (StockStory)
Jan-08-26 11:50AM	Analyst Report: MSC Industrial Direct Co., Inc. (Morningstar Research)
Jan-07-26 04:30PM	MSC Industrial (MSM) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
04:00PM	MSC Industrial Direct Co Inc (MSM) Q1 2026 Earnings Call Highlights: Strong Sales Growth Amid ... (GuruFocus.com)
02:38PM	Analyst Report: MSC Industrial Direct Co., Inc. (Morningstar Research)
12:00PM	MSC Industrial (MSM) Moves to Buy: Rationale Behind the Upgrade (Zacks)
10:35AM	MSC Industrial Direct Q1 Earnings Call Highlights (MarketBeat)
06:54AM	MSC Industrial's (NYSE:MSM) Q4 CY2025 Earnings Results: Revenue In Line With Expectations (StockStory)
06:47AM	MSC Industrial: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:30AM	MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results (ACCESSWIRE)
05:53AM	Constellation Brands and Applied Digital among companies reporting results (MarketWatch)
04:04AM	Stock Market Today: Dow eyes new record as S&P 500 and Nasdaq called a rad lower ahead of run of jobs data; metal prices retreat; oil dips. (MarketWatch)
Jan-05-26 10:02PM	MSC Industrial (MSM) Reports Q4: Everything You Need To Know Ahead Of Earnings (StockStory)
Jan-04-26 07:45AM	December jobs numbers get data back on track during first full week of trading in 2026: What to watch (Yahoo Finance)
Jan-01-26 09:15AM	Ahead of MSC Industrial (MSM) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
Dec-30-25 05:57AM	Zacks Industry Outlook Highlights Kion Group, Andritz, SiteOne Landscape and MSC Industrial Direct (Zacks)
Dec-29-25 12:52PM	4 Industrial Services Stocks to Watch Amid Industry Challenges (Zacks)
Dec-18-25 05:15PM	MSC Industrial Supply Co. Declares Regular Quarterly Dividend (ACCESSWIRE)
Dec-17-25 05:40PM	Enerpac (EPAC) Q1 Earnings and Revenues Miss Estimates (Zacks)
Dec-15-25 11:04PM	3 Reasons MSM is Risky and 1 Stock to Buy Instead (StockStory)
Dec-11-25 04:30PM	MSC Industrial Supply Co. To Webcast Review of Fiscal 2026 First Quarter Results (ACCESSWIRE)
Dec-10-25 11:31PM	1 Volatile Stock with Solid Fundamentals and 2 Facing Challenges (StockStory)
Dec-03-25 03:26PM	Why MSC Industrial (MSM) Stock Is Trading Lower Today (StockStory)
Dec-02-25 10:33PM	Unpacking Q3 Earnings: MSC Industrial (NYSE:MSM) In The Context Of Other Maintenance and Repair Distributors Stocks (StockStory)
Nov-17-25 08:58AM	ClearSign Technologies Q3 Earnings Beat Estimates, Revenues Dip Y/Y (Zacks)
Nov-06-25 05:00PM	MSC Industrial Supply Co. to Participate at Upcoming Investor Conferences (ACCESSWIRE)
Nov-05-25 12:00PM	MSC Industrial (MSM) Upgraded to Strong Buy: Here's Why (Zacks)
Oct-31-25 12:53PM	Grainger Q3 Earnings & Revenues Surpass Estimates, Increase Y/Y (Zacks)
09:40AM	Has Kaiser Aluminum (KALU) Outpaced Other Industrial Products Stocks This Year? (Zacks)
Oct-30-25 01:42AM	5 Must-Read Analyst Questions From MSC Industrial's Q3 Earnings Call (StockStory)
12:37AM	1 Unpopular Stock That Should Get More Attention and 2 We Question (StockStory)
Oct-24-25 01:31AM	MSM Q3 Deep Dive: Core Customer Growth and Tariff Pressures Shape Results (StockStory)
Oct-23-25 03:22PM	Analyst Report: MSC Industrial Direct Co., Inc. (Morningstar Research)
03:08PM	MSC Industrial Direct Co Inc (MSM) Q4 2025 Earnings Call Highlights: Navigating Growth Amidst ... (GuruFocus.com)
08:16AM	MSC Industrial (NYSE:MSM) Beats Q3 Sales Expectations (StockStory)
07:50AM	MSC Industrial (MSM) Q4 Earnings and Revenues Top Estimates (Zacks)
06:47AM	MSC Industrial: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:30AM	MSC Industrial Supply Co. Reports Fiscal 2025 Fourth Quarter and Full Year Results (ACCESSWIRE)
06:30AM	MSC Industrial Supply Co. Announces Planned CEO Transition (ACCESSWIRE)
Oct-22-25 09:26AM	What To Expect From MSC Industrial Direct Co Inc (MSM) Q4 2025 Earnings (GuruFocus.com)
Oct-21-25 11:05PM	MSC Industrial Earnings: What To Look For From MSM (StockStory)
Oct-16-25 10:00AM	Analysts Estimate MSC Industrial (MSM) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-10-25 07:25PM	Analyst Report: MSC Industrial Direct Co., Inc. (Morningstar Research)
Oct-09-25 09:40AM	Are Industrial Products Stocks Lagging MSC (MSM) This Year? (Zacks)
Oct-07-25 05:00PM	MSC Industrial Supply Co. Declares Increase in Regular Quarterly Dividend (ACCESSWIRE)
Oct-06-25 09:27AM	Zacks Industry Outlook Highlights Fastenal, MSC Industrial Direct and ScanSource (Zacks)
Oct-03-25 08:22AM	3 Industrial Services Stocks to Buy as Industry Prospects Improve (Zacks)
Oct-01-25 10:19AM	SITE Strengthens Its Michigan Presence With Autumn Ridge Acquisition (Zacks)
Sep-30-25 12:34PM	CLIR Secures Major Petrochemical Customer for Burner Testing (Zacks)
Sep-23-25 12:10PM	Will MSC Industrial (MSM) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Sep-22-25 05:30PM	MSC Industrial Supply Co. to Webcast Review of Fiscal 2025 Fourth Quarter and Full Year Results (ACCESSWIRE)
Sep-16-25 11:33PM	Q2 Rundown: MSC Industrial (NYSE:MSM) Vs Other Maintenance and Repair Distributors Stocks (StockStory)
Sep-02-25 09:40AM	Is Ashtead Group (ASHTY) Outperforming Other Industrial Products Stocks This Year? (Zacks)
Aug-27-25 07:39PM	Analyst Report: MSC Industrial Direct Co., Inc. (Morningstar Research)
05:00PM	MSC Industrial Supply Co. To Attend Jefferies Industrial Conference (ACCESSWIRE)
12:00PM	MSC Industrial (MSM) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
Aug-25-25 11:25AM	ScanSource Q4 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
Aug-22-25 09:40AM	Is MSC (MSM) Stock Undervalued Right Now? (Zacks)
Aug-13-25 12:19AM	MSC Industrial (MSM): Buy, Sell, or Hold Post Q2 Earnings? (StockStory)
Aug-04-25 04:36PM	Sealed Air Names Kristen Actis-Grande Chief Financial Officer (PR Newswire)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
McIsaac Martina	President & CEO	Oct 03 '26	Option Exercise	0.00	1,361	0	9,632	Oct 06 03:07 PM
RUDINA SESERI	Director	Feb 02 '26	Proposed Sale	86.83	1,800	156,294		Feb 02 04:12 PM
Seseri Rudina	Director	Feb 02 '26	Sale	86.83	1,800	156,294	6,090	Feb 02 04:05 PM
PALADINO STEVEN	Director	Jan 24 '26	Option Exercise	0.00	745	0	15,528	Jan 27 04:12 PM
Purcell Rahquel	Director	Jan 24 '26	Option Exercise	0.00	745	0	3,912	Jan 26 07:11 PM
Seseri Rudina	Director	Jan 24 '26	Option Exercise	0.00	745	0	7,890	Jan 26 05:43 PM
Kaufmann Michael C	Director	Jan 24 '26	Option Exercise	0.00	745	0	15,551	Jan 26 05:24 PM
Aarnes Robert B	Director	Jan 22 '26	Option Exercise	0.00	823	0	823	Jan 26 04:17 PM
PALADINO STEVEN	Director	Jan 22 '26	Option Exercise	0.00	823	0	14,783	Jan 26 12:21 PM
Purcell Rahquel	Director	Jan 22 '26	Option Exercise	0.00	823	0	3,167	Jan 26 12:14 PM
Kaufmann Michael C	Director	Jan 22 '26	Option Exercise	0.00	823	0	14,806	Jan 23 04:49 PM
Seseri Rudina	Director	Jan 22 '26	Option Exercise	0.00	823	0	7,145	Jan 23 04:36 PM
Rockett Julie Valsa	VP, Chief People Officer	Dec 17 '25	Option Exercise	0.00	21	0	1,471	Dec 18 04:11 PM
JACOBSON MITCHELL	Director	Nov 18 '25	Buy	84.96	22,870	1,943,037	2,328,192	Nov 20 07:02 PM
PELLER PHILIP	Director	Nov 13 '25	Buy	90.14	6,666	600,873	9,537	Nov 17 10:00 AM
Clark Gregory Haefele	VP & Interim CFO	Nov 05 '25	Option Exercise	0.00	257	0	705	Nov 07 05:02 PM
Dongre Neal	SVP, Gen Counsel & Corp Sec	Nov 05 '25	Option Exercise	0.00	171	0	4,430	Nov 07 11:25 AM
GERSHWIND ERIK	Chief Executive Officer	Nov 05 '25	Option Exercise	0.00	5,553	0	1,572,742	Nov 07 11:21 AM
Rockett Julie Valsa	VP, Chief People Officer	Nov 05 '25	Option Exercise	0.00	120	0	1,485	Nov 07 11:15 AM
Shacklett Kimberly	SVP, Customer Experience	Nov 05 '25	Option Exercise	0.00	228	0	16,072	Nov 07 11:13 AM
Clark Gregory Haefele	VP & Interim CFO	Nov 04 '25	Option Exercise	0.00	496	0	536	Nov 06 06:16 PM
Rockett Julie Valsa	VP, Chief People Officer	Nov 04 '25	Option Exercise	0.00	231	0	1,398	Nov 06 04:52 PM
Dongre Neal	SVP, Gen Counsel & Corp Sec	Nov 04 '25	Option Exercise	0.00	1,150	0	4,468	Nov 06 09:36 AM
Shacklett Kimberly	SVP, Customer Experience	Nov 04 '25	Option Exercise	0.00	1,112	0	16,029	Nov 06 09:31 AM
GERSHWIND ERIK	Chief Executive Officer	Nov 04 '25	Option Exercise	0.00	11,249	0	1,570,121	Nov 05 06:55 PM
McIsaac Martina	President & COO	Nov 04 '25	Option Exercise	0.00	2,726	0	8,626	Nov 05 06:52 PM
McIsaac Martina	President & COO	Nov 03 '25	Option Exercise	0.00	1,036	0	6,463	Nov 05 04:35 PM
GERSHWIND ERIK	Chief Executive Officer	Nov 03 '25	Option Exercise	0.00	4,901	0	1,564,187	Nov 05 12:43 PM
Clark Gregory Haefele	VP & Interim CFO	Nov 03 '25	Option Exercise	0.00	207	0	207	Nov 05 08:45 AM
Shacklett Kimberly	SVP, Customer Experience	Nov 03 '25	Option Exercise	0.00	552	0	15,209	Nov 04 06:11 PM
Rockett Julie Valsa	VP, Chief People Officer	Nov 03 '25	Option Exercise	0.00	96	0	1,229	Nov 04 06:08 PM
Dongre Neal	SVP, Gen Counsel & Corp Sec	Nov 03 '25	Option Exercise	0.00	483	0	3,579	Nov 04 06:01 PM
JACOBSON MITCHELL	Director	Oct 30 '25	Buy	84.92	95,779	8,133,974	2,219,295	Nov 03 07:24 PM
JACOBSON MITCHELL	Director	Nov 03 '25	Buy	84.43	51,954	4,386,290	2,305,322	Nov 03 07:24 PM
JACOBSON MITCHELL	Director	Oct 31 '25	Buy	84.76	34,073	2,888,167	2,253,368	Nov 03 07:24 PM

MSC Industrial Direct Co., Inc. engages in the distribution of metalworking and maintenance, repair, and operations products and services. Its products include cutting tools, measuring instruments, tooling components, metalworking products, fasteners, flat stock, raw materials, abrasives, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components and electrical supplies. The company was founded by Sidney Jacobson in 1941 and is headquartered in Melville, NY.

PresidentMs. Martina McIsaac

Senior Vice President of Customer ExperienceMs. Kimberly Shacklett

VP of Finance & Corporate ControllerMr. Gregory Haefele Clark

Executive VP & CFOMr. Robert M. Kuhns CPA

Senior VP & Chief Information OfficerMr. John Reichelt

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

MSC Industrial Direct Co Inc

Upgrade your Finviz experience