MSM
MSC Industrial Direct·NYSE
--
--(--)
Market Open: --
--
--(--)
Pre-Market: --
MSM fundamentals
MSC Industrial Direct (MSM) released its earnings on Oct 23, 2025: revenue was 978.20M (YoY +2.72%), beat estimates; EPS was 1.09 (YoY +5.83%), beat estimates.
Revenue / YoY
978.20M
+2.72%
EPS / YoY
1.09
+5.83%
Report date
Oct 23, 2025
MSM Earnings Call Summary for Q4,2025
- Revenue Recovery: Core customer daily sales growth turned positive in Q4, driven by website upgrades and seller effectiveness. Q1 2026 growth expected at 3.5%-4.5% YoY.
- Gross Margin Challenges: Q4 gross margin declined 60 bps YoY due to tariffs, but Q1 2026 improvement expected with pricing actions.
- Leadership Transition: Martina McIsaac succeeding Erik Gershwind, focusing on operational efficiency and customer experience.
- Public Sector Risk: Government shutdown in Q1 2026 caused public sector sales decline, but expected recovery post-shutdown.
- Incremental Margins: Q1 2026 incremental margins ~20%, with focus on digital investments and productivity programs.
EPS
Revenue
Revenue & Expenses
MSM has released its 2025 Q4 earnings report, with revenue of 978.17M, reflecting a YoY change of 2.72%, and net profit of 56.13M, showing a YoY change of 4.04%. 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.
Trend
Breakdown
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.
Trend
Breakdown
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.
Trend
Breakdown
Where does MSC Industrial Direct (MSM) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:
Track MSC Industrial Direct (MSM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What guidance did MSC Industrial Direct's management provide for the next earnings period?What is MSC Industrial Direct's gross profit margin?Did MSC Industrial Direct beat or miss consensus estimates last quarter?What does MSC Industrial Direct do and what are its main business segments?What were the key takeaways from MSC Industrial Direct’s earnings call?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 is the revenue and EPS growth rate for MSC Industrial Direct year over year?
