MSM · Msc Industrial Direct Co Inc
$123.82
+2.53 (+2.09%)
At close · Aug 14
Market Cap
$6.91B
Shares
55.85M
Msc Industrial Direct Co Inc Earnings Call Transcripts
Every quarterly earnings call for Msc Industrial Direct Co Inc (MSM) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲23%
$1.02B
$104.13M
'22 Q4
22-10-20
▲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 · Q3
2026-07-01
Msc Industrial Direct Co Inc Q3 FY2026 Earnings Call
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 Q2 FY2026 Earnings Call
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 Q1 FY2026 Earnings Call
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 Q4 FY2025 Earnings Call
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 Q3 FY2025 Earnings Call
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 Q2 FY2025 Earnings Call
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 Q1 FY2025 Earnings Call
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 Q4 FY2024 Earnings Call
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 Q3 FY2024 Earnings Call
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 Q2 FY2024 Earnings Call
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 Q1 FY2024 Earnings Call
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 Q4 FY2023 Earnings Call
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 Q3 FY2023 Earnings Call
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 Q2 FY2023 Earnings Call
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 Q1 FY2023 Earnings Call
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 Q4 FY2022 Earnings Call
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 Q3 FY2022 Earnings Call
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 Q2 FY2022 Earnings Call
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 Q1 FY2022 Earnings Call
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 Q4 FY2021 Earnings Call
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 Q3 FY2021 Earnings Call
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 Q2 FY2021 Earnings Call
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 Q1 FY2021 Earnings Call
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 Q4 FY2020 Earnings Call
Revenue
$747.73M
▼ 11.3% YoY Diluted EPS
$0.94
Gross margin
41.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-06-09
Msc Industrial Direct Co Inc Q3 FY2020 Earnings Call
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 Q2 FY2020 Earnings Call
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 Q1 FY2020 Earnings Call
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 1–27 of 27 earnings calls
Key facts
CIK
1003078
CUSIP
553530106
13F (30d)
439 filings
437 filers
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