MSM
MSC Industrial Direct·NYSE
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MSM fundamentals
MSC Industrial Direct (MSM) released its earnings on Jan 7, 2026: revenue was 965.68M (YoY +4.01%), beat estimates; EPS was 0.99 (YoY +15.12%), beat estimates.
Revenue / YoY
965.68M
+4.01%
EPS / YoY
0.99
+15.12%
Report date
Jan 7, 2026
MSM Earnings Call Summary for Q1,2026
- Revenue Resilience: 4% Q1 growth despite 30 bps volume decline, driven by 4.2% price and 6% core customer expansion.
- Profitability Breakthrough: 8.4% adjusted operating margin (vs. 8% prior year), with 20% incremental margins under mid-single-digit growth.
- Strategic Execution:
- 1,400 field sales realigned with 1,000+ suppliers at growth forum
- 19% of sales via vending/implants
- $8M YoY productivity savings
- 2026 Outlook: 20%+ incremental margins enabled by:
- 5%+ price
- 6% core customer growth
- $100M+ productivity
- Risk Management: 50 bps public sector recovery offset 100 bps federal shutdown impact.
EPS
Revenue
Revenue & Expenses
MSM has released its 2026 Q1 earnings report, with revenue of 965.68M, reflecting a YoY change of 4.01%, and net profit of 51.11M, showing a YoY change of 11.85%. The Sankey diagram below clearly presents MSM's revenue sources and cost distribution.
Key Indicators
MSC Industrial Direct (MSM) key financial stats and ratios, covering profitability, financial health, and leverage.
MSC Industrial Direct (MSM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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MSC Industrial Direct (MSM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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MSC Industrial Direct (MSM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does MSC Industrial Direct (MSM) generate its revenue? Explore its key revenue streams and top earning regions.
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Track MSC Industrial Direct (MSM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is MSC Industrial Direct's latest dividend and current dividend yield?What is MSC Industrial Direct's gross profit margin?Did MSC Industrial Direct beat or miss consensus estimates last quarter?What is the market's earnings forecast for MSC Industrial Direct next quarter?What guidance did MSC Industrial Direct's management provide for the next earnings period?What were the key takeaways from MSC Industrial Direct’s earnings call?What factors drove the changes in MSC Industrial Direct's revenue and profit?What were the key takeaways from MSC Industrial Direct's earnings call?
