MSC Industrial said adjusted EPS grew 25% for the past fiscal year, while adjusted operating margin increased 110 basis points; the company targets a mid-teens operating margin through AI-first productivity initiatives.
MSM · Msc Industrial Direct Co Inc
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MSC Industrial Supply reported sales of approximately $1.1 billion, up 8.6% on an ADS basis, and adjusted operating margin of 10.9 percent. First-quarter guidance calls for 9.5 to 10.5 percent ADS growth and adjusted operating margin of 9.5 to 10.1%.
MSC Industrial reported fiscal year 2026 net sales of $4,009,703 thousand, up 6.4%, net income attributable to MSC Industrial of $222,589 thousand, up 11.7%, and operating cash flow of $306.5 million, down from $333.7 million.
MSC Industrial Direct Co., Inc. reported fiscal 2026 net sales of $4,009.7 million, adjusted diluted EPS of $4.69 and free cash flow conversion of 102%; first-quarter fiscal 2027 ADS growth is expected at 9.5% to 10.5%.
MSC Industrial Supply Co. declared a $0.89 per share cash dividend, up approximately 2.3% from $0.87, payable November 25, 2026 to shareholders of record November 11, 2026.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
Equibles Rating
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Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
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Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Core and Other Customers ADS Percent Change | 8.1% | thirteen weeks ended May 30, 2026 filing | — |
| Dividends declared per Class A Common Share | $0.87 | the thirteen weeks ended May 30, 2026 filing | — |
| Manufacturing Customers ADS Percent Change | 6.8% | thirteen weeks ended May 30, 2026 filing | — |
| National Account Customers ADS Percent Change | 7.2% | thirteen weeks ended May 30, 2026 filing | — |
| Non-Manufacturing Customers ADS Percent Change | 9.8% | thirteen weeks ended May 30, 2026 filing | — |
| Public Sector Customers ADS Percent Change | 8.4% | thirteen weeks ended May 30, 2026 filing | — |
| Total Company ADS | $16.4M | thirteen weeks ended May 30, 2026 filing | — |
| Total Company ADS Percent Change | 7.8% | thirteen weeks ended May 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Industrial Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MSM
this stock
Msc Industrial Direct Co Inc
|
$6.62B | +40.9% | +5.0% | 29.8 | 3.5% |
|
GWW
W.W. Grainger, Inc.
|
$69.72B | +47.6% | +4.5% | 32.7 | 2.6% |
|
FAST
Fastenal Co
|
$63.32B | +37.5% | +8.7% | 44.9 | 3.3% |
|
FERG
Ferguson Enterprises Inc.
|
$49.61B | +15.2% | +0.3% | — | 3.2% |
|
WCC
Wesco International Inc
|
$15.66B | +31.5% | +2.2% | 20.0 | 2.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 12, 2026
- This year
- 21
MSC Industrial said adjusted EPS grew 25% for the past fiscal year, while adjusted operating margin increased 110 basis points; the company targets a mid-teens operating margin through AI-first productivity initiatives.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MSM | +4.6% | -9.1% | +8.9% | -2.1% | +40.9% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +2.0% | -8.0% | +8.4% | -1.9% | +30.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.