MSM · Msc Industrial Direct Co Inc · Earnings Call Transcripts & Audio
$123.72
-0.83 (-0.67%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$6.77B
Shares
55.85M
Volume · Sep 30
546.34K
Avg daily vol (3M)
723.87K
Msc Industrial Direct Co Inc Earnings Call Transcripts
Quarterly earnings calls for Msc Industrial Direct Co Inc (MSM), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲12.9%
$957.75M
$81.31M
'23 Q1
23-01-05
▲11.5%
$961.63M
$79.14M
'23 Q2
23-04-04
▲10%
$1.05B
$95.18M
'23 Q3
23-06-29
▲1.3%
$1.04B
$87.60M
'23 Q4
23-10-25
▼0.4%
$953.97M
$69.35M
'24 Q1
24-01-09
▼2.7%
$935.35M
$61.85M
'24 Q2
24-03-28
▼7.1%
$979.35M
$71.70M
'24 Q3
24-07-02
▼8%
$952.28M
$55.69M
'24 Q4
24-10-24
▼2.7%
$928.48M
$46.62M
'25 Q1
25-01-08
▼4.7%
$891.72M
$39.31M
'25 Q2
25-04-03
▼0.8%
$971.14M
$56.84M
'25 Q3
25-07-01
▲2.7%
$978.17M
$56.55M
'25 Q4
25-10-23
▲4%
$965.68M
$51.80M
'26 Q1
26-01-07
▲2.9%
$917.77M
$42.48M
'26 Q2
26-04-01
LATEST
▲7.8%
$1.05B
$80.36M
'26 Q3
26-07-01
Earnings call
FY26 · Q4
2026-10-22
Msc Industrial Direct Co Inc (MSM) Q4 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-09-09
Msc Industrial Direct Co Inc (MSM) September 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-07-01
Msc Industrial Direct Co Inc (MSM) Q3 2026 Earnings Call Transcript
Positive tone
Average Daily Sales Growth
Operating Margin Recovery
Cost Structure and Productivity
Revenue
$1.05B
▲ 7.8% YoY Diluted EPS
$1.44
▲ 41.2% YoY Gross margin
41.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-04-01
Msc Industrial Direct Co Inc (MSM) Q2 2026 Earnings Call Transcript
Positive tone
Sales optimization and service organization restructuring
Pricing and gross margin
Fiscal third quarter outlook
Revenue
$917.77M
▲ 2.9% YoY Diluted EPS
$0.76
▲ 8.6% YoY Gross margin
41.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-01-07
Msc Industrial Direct Co Inc (MSM) Q1 2026 Earnings Call Transcript
Balanced tone
Pricing and volume dynamics
Federal government shutdown headwind
New CEO transition and priorities
Revenue
$965.68M
▲ 4% YoY Diluted EPS
$0.93
▲ 12% YoY Gross margin
40.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-10-23
Msc Industrial Direct Co Inc (MSM) Q4 2025 Earnings Call Transcript
Positive tone
Core customer reenergization and daily sales growth
Government shutdown and public sector
Gross margin pressure and recovery actions
Revenue
$978.17M*
▲ 2.7% YoY Gross margin
40.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-07-01
Msc Industrial Direct Co Inc (MSM) Q3 2025 Earnings Call Transcript
Balanced tone
Margin outlook and incremental margins
Macro/end market conditions
Core customer reenergization
Revenue
$971.14M
▼ 0.8% YoY Diluted EPS
$1.02
▼ 19.7% YoY Gross margin
41.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-04-03
Msc Industrial Direct Co Inc (MSM) Q2 2025 Earnings Call Transcript
Balanced tone
Tariffs
In-plant and vending programs
Demand environment
Revenue
$891.72M
▼ 4.7% YoY Diluted EPS
$0.70
▼ 36.4% YoY Gross margin
41.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-01-08
Msc Industrial Direct Co Inc (MSM) Q1 2025 Earnings Call Transcript
Balanced tone
Solutions growth (vending and implant)
Sales force optimization and territory redesign
Mission-critical program progress
Revenue
$928.48M
▼ 2.7% YoY Diluted EPS
$0.83
▼ 32% YoY Gross margin
40.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-10-24
Msc Industrial Direct Co Inc (MSM) Q4 2024 Earnings Call Transcript
Cautious tone
Fiscal 2025 guidance and quarterly cadence
Gross margin recovery and pricing realignment
Weak end-market environment and macro softness
Revenue
$952.28M*
▼ 8% YoY Gross margin
41.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-07-02
Msc Industrial Direct Co Inc (MSM) Q3 2024 Earnings Call Transcript
Cautious tone
Website/search enhancement delays
Web pricing realignment execution issues
Core customer growth shortfall
Revenue
$979.35M
▼ 7.1% YoY Diluted EPS
$1.27
▼ 24.9% YoY Gross margin
40.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-03-28
Msc Industrial Direct Co Inc (MSM) Q2 2024 Earnings Call Transcript
Balanced tone
High-touch solutions growth (vending, implant, VMI)
Core customer weakness and macro environment
Productivity and margin expansion initiatives
Revenue
$935.35M
▼ 2.7% YoY Diluted EPS
$1.10
▼ 22% YoY Gross margin
41.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-01-09
Msc Industrial Direct Co Inc (MSM) Q1 2024 Earnings Call Transcript
Balanced tone
Demand Environment
Productivity Initiatives
Web Pricing Realignment
Revenue
$953.97M
▼ 0.4% YoY Diluted EPS
$1.22
▼ 15.9% YoY Gross margin
41.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-10-25
Msc Industrial Direct Co Inc (MSM) Q4 2023 Earnings Call Transcript
Revenue
$1.04B*
▲ 1.3% YoY Gross margin
40.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-06-29
Msc Industrial Direct Co Inc (MSM) Q3 2023 Earnings Call Transcript
Revenue
$1.05B
▲ 10% YoY Diluted EPS
$1.69
▼ 5.1% YoY Gross margin
40.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-04-04
Msc Industrial Direct Co Inc (MSM) Q2 2023 Earnings Call Transcript
Revenue
$961.63M
▲ 11.5% YoY Diluted EPS
$1.41
▲ 12.8% YoY Gross margin
41.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-01-05
Msc Industrial Direct Co Inc (MSM) Q1 2023 Earnings Call Transcript
Revenue
$957.75M
▲ 12.9% YoY Diluted EPS
$1.45
▲ 22.9% YoY Gross margin
41.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-10-20
Msc Industrial Direct Co Inc (MSM) Q4 2022 Earnings Call Transcript
Revenue
$1.02B*
▲ 23% YoY Gross margin
41.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-06-29
Msc Industrial Direct Co Inc (MSM) Q3 2022 Earnings Call Transcript
Revenue
$958.58M
▲ 10.7% YoY Diluted EPS
$1.78
▲ 6% YoY Gross margin
42.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-03-30
Msc Industrial Direct Co Inc (MSM) Q2 2022 Earnings Call Transcript
Revenue
$862.52M
▲ 11.4% YoY Diluted EPS
$1.25
▲ 290.6% YoY Gross margin
42.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-12-22
Msc Industrial Direct Co Inc (MSM) Q1 2022 Earnings Call Transcript
Revenue
$848.55M
▲ 9.9% YoY Diluted EPS
$1.18
▲ 71% YoY Gross margin
41.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-10-20
Msc Industrial Direct Co Inc (MSM) Q4 2021 Earnings Call Transcript
Revenue
$831.03M*
▲ 11.1% YoY Gross margin
42.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-07-07
Msc Industrial Direct Co Inc (MSM) Q3 2021 Earnings Call Transcript
Revenue
$866.29M
▲ 3.8% YoY Diluted EPS
$1.68
▲ 20% YoY Gross margin
42.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-04-07
Msc Industrial Direct Co Inc (MSM) Q2 2021 Earnings Call Transcript
Revenue
$774.00M
▼ 1.5% YoY Diluted EPS
$0.32
▼ 68% YoY Gross margin
38.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-01-06
Msc Industrial Direct Co Inc (MSM) Q1 2021 Earnings Call Transcript
Revenue
$771.90M
▼ 6.3% YoY Diluted EPS
$0.69
▼ 41.5% YoY Gross margin
41.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-09-10
Msc Industrial Direct Co Inc (MSM) Q4 2020 Earnings Call Transcript
Revenue
$747.73M
▼ 11.3% YoY Diluted EPS
$0.94
▼ 21.7% YoY Gross margin
41.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-06-09
Msc Industrial Direct Co Inc (MSM) Q3 2020 Earnings Call Transcript
Revenue
$834.97M
▼ 3.6% YoY Diluted EPS
$1.40
▼ 2.8% YoY Gross margin
42.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-04-08
Msc Industrial Direct Co Inc (MSM) Q2 2020 Earnings Call Transcript
Revenue
$786.09M
▼ 4.5% YoY Diluted EPS
$1.00
▼ 19.4% YoY Gross margin
42.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-01-08
Msc Industrial Direct Co Inc (MSM) Q1 2020 Earnings Call Transcript
Revenue
$823.60M
▼ 1% YoY Diluted EPS
$1.18
▼ 11.3% YoY Gross margin
42.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–29 of 29 earnings calls
Key facts
CIK
1003078
CUSIP
553530106
13F (30d)
16 filings
13 filers
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