MSC Industrial Direct

MSM

Market cap $4.72B

MSC Industrial Direct (MSM) is rated a Buy, anticipating single-digit price growth and a modest upcycle in revenue and earnings. MSM's new CEO is driving productivity initiatives targeting core customers, supplier partnerships, and technology to improve margins and execution. Industry forecasts and analyst estimates support revenue growth of 4.85% and earnings growth of 14.24% for MSM in fiscal 2026.

The headline numbers for MSC Industrial (MSM) give insight into how the company performed in the quarter ended November 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

MSC Industrial (MSM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

MSC Industrial Direct Co., Inc. (MSM) Q1 2026 Earnings Call Transcript

FISCAL 2026Q1 HIGHLIGHTS Net sales of $965.7 million increased 4.0% YoY Operating income of $76.2 million, or $81.2 million on an adjusted basis1 Operating margin of 7.9%, or 8.4% on an adjusted basis1 Diluted EPS of $0.93 vs. $0.83 in the prior fiscal year quarter Adjusted diluted EPS of $0.99 vs.

Beyond analysts' top-and-bottom-line estimates for MSC Industrial (MSM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended November 2025.

MSC Industrial Direct Co., Inc. (NYSE: MSM) will release earnings results for its first quarter before the opening bell on Wednesday, Jan. 7, 2026.

Although a weak manufacturing sector clouds the Zacks Industrial Services industry's outlook, KIGRY, ADRZY, SITE and MSM are navigating the challenges effectively.

MELVILLE, NY AND DAVIDSON, NC / ACCESS Newswire / December 18, 2025 / MSC Industrial Supply Co. (NYSE:MSM), a premier distributor of Metalworking and Maintenance, Repair and Operations (MRO) products and services to industrial customers throughout North America, today announced that its Board of Directors has declared a cash dividend of $0.87 per share. The $0.87 dividend is payable on January 28, 2026 to shareholders of record at the close of business on January 14, 2026.

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.