Seeking Alpha·Sep 9, 2026
MSC Industrial Direct Co., Inc. (MSM) Presents at Jefferies Global Industrials Conference 2026 TranscriptMSC Industrial Direct Co., Inc. (MSM) Presents at Jefferies Global Industrials Conference 2026 Transcript
MSC Industrial Direct's investment case hinges on its ability to navigate a prolonged manufacturing downturn while defending margins. The company has maintained gross margins near 41% despite five consecutive quarters of revenue decline, but operating leverage...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue declined 1.3% year-over-year in 2026Q3, yet gross margin held at 41.1%, though operating margin compressed to 10.2% from an 11.4% peak in 2024Q3 due to SG&A growth outpacing sales.
MSM's trailing and forward P/E ratios indicate a reasonable valuation, with trailing P/E at 22.75 and forward P/E at 19.42, suggesting potential upside.
Multiple bullish theses from reputable sources like Quality Value Investing and FluentInQuality highlight investor confidence in MSM's growth prospects.
MSC provides robust processes for transporting hazardous goods and offers an online tracking system, enhancing operational efficiency and customer satisfaction.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 1, 2026 | $1.43+11.7% vs $1.28 | $1.0B+1.4% vs $1.0B |
Q2 2026 Apr 1, 2026 | $0.82-2.0% vs $0.84 | $918M-1.5% vs $932M |
Q1 2026 Jan 7, 2026 | $0.99+4.2% vs $0.95 | $966M+0.3% vs $963M |
Q4 2025 Oct 23, 2025 | $1.09+6.9% vs $1.02 | $978M+1.4% vs $964M |
MSC Industrial Direct Co., Inc. (MSM) Presents at Jefferies Global Industrials Conference 2026 Transcript
MELVILLE, NY AND DAVIDSON, NC / ACCESS Newswire / September 8, 2026 / MSC INDUSTRIAL SUPPLY CO. (NYSE:MSM) ("MSC," "MSC Industrial," the "Company," "we," "us," or "our"), a leading North American distributor of a broad range of metalworking and maintenance, repair and operations (MRO) products and services, today announced that it has named Rob Kuhns to the role of Executive Vice President and Chief Financial Officer.
Despite a weak near-term outlook for the Zacks Industrial Services industry, GWW, FAST, MSM, GIC and BOOM are navigating the challenges effectively.
MELVILLE, NY AND DAVIDSON, NC / ACCESS Newswire / September 3, 2026 / MSC INDUSTRIAL SUPPLY CO. (NYSE:MSM), a leading North American distributor of a broad range of metalworking and maintenance, repair and operations (MRO) products and services, announced today that they will attend the 2026 Jefferies Global Industrials Conference in New York City.
Benchmark MSM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for MSC Industrial Direct Co., Inc. (MSM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $121.37 | $6.78B | 34.00 | -1.35% | 5.29% | 14.25% | 2.8% | |
| $1268.62 | $59.9B | 35.84 | 4.51% | 9.92% | 44.11% | — | |
| $50.08 | $57.47B | 45.95 | 8.67% | 15.46% | 34.03% | — | |
| $94.39 | $4.18B | 28.01 | 3.62% | 3.41% | 9.66% | — | |
| $325.58 | $13.41B | 26.58 | -4.98% | 6.53% | 14.4% | — | |
| $15.56 | $2.84B | -20.75 | 18.84% | -4.58% | -9.75% | — |
MSC Industrial Direct Co., Inc. (MSM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
MSC Industrial Direct Co., Inc. (MSM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 1, 2026·SEC
Jun 16, 2026·SEC
Apr 15, 2026·SEC
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MSC Industrial Direct Co., Inc. (MSM) stock FAQ — growth, dividends, profitability & financials explained
MSC Industrial Direct Co., Inc. (MSM) reported $3.91B in revenue for fiscal year 2025. This represents a 1180% increase from $305.3M in 1996.
MSC Industrial Direct Co., Inc. (MSM) saw revenue decline by 1.3% over the past year.
Yes, MSC Industrial Direct Co., Inc. (MSM) is profitable, generating $230.5M in net income for fiscal year 2025 (5.3% net margin).
Yes, MSC Industrial Direct Co., Inc. (MSM) pays a dividend with a yield of 2.80%. This makes it attractive for income-focused investors.
MSC Industrial Direct Co., Inc. (MSM) has a return on equity (ROE) of 14.2%. This is reasonable for most industries.
MSC Industrial Direct Co., Inc. (MSM) generated $219.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
