MSC Industrial Direct Co. (MSM) earnings

MSC INDUSTRIAL DIRECT CO INC· Industrials

Results to: May 2026
Latest analysed call: May 2026 (Q3 FY26)
Balance sheet to: Aug 2025

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MSC Industrial Direct Co. earnings: last reported Wed, 1 Jul 2026, for the quarter ended May 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

Metric	Value	Change	Basis	Period	Note
Revenue	1,047 $ million	+7.8% YoY	Quarterly, as filed	Quarter to May 2026	Revenue from operations as filed.
Operating margin	10.2 %	+1.7 pts YoY	Operating profit / revenue	Quarter to May 2026	For the quarter; a change is in percentage points.
Net profit	80.4 $ million	+41.4% YoY	Quarterly, as filed	Quarter to May 2026	Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to May 2026

Price

$128.25 −1.63% · −$2.13

Last close Oct 19, 2026 · US · USD

Performance +49.3% 1Y

1Y: $85.9 on 17 Oct 2025 → $128.25. High $132.58 (14 Oct 2026), low $81.08 (7 Jan 2026).

Previous close: $130.38
52-week range: $81.08 – $132.58
One year: +47.53%

Overview

Symbol: MSM
Sector: Industrials
Exchange: US
Currency: USD

Financials

What the filings say

Net profit, year on year: +41% (quarter to may 2026 against may 2025).

In $ million. Oldest period first.

Line item	Aug 2024	Nov 2024	Mar 2025	May 2025	Aug 2025	Nov 2025	Feb 2026	May 2026
Sales	952	928	892	971	978	966	918	1,047
Operating profit	91	72	62	83	84	76	65	107
Operating margin	9.5%	7.8%	7.0%	8.5%	8.6%	7.9%	7.1%	10.2%
Other income	-15	-12	-11	-8	-8	-9	-9	-3
Interest	7	6	6	6	6	5	6	5
Profit before tax	76	61	52	75	76	68	56	104
Tax rate	29.1%	24.6%	24.3%	24.3%	26.3%	24.3%	24.7%	24.5%
Net profit	56	47	39	57	57	52	42	80
EPS ($ per share)	—	0.83	0.70	1.02	—	0.93	0.76	1.44

Source: Inve data · income statement, quarterly · to May 2026

In $ million. Oldest period first.

Line item	Sep 2018	Aug 2019	Aug 2020	Aug 2021	Sep 2022	Sep 2023	Aug 2024	Aug 2025
Equity capital	—	—	—	—	—	—	0	0
Reserves	1,326	947	750	532	681	755	457	433
Total liabilities	901	827	1,062	1,300	1,367	1,052	1,061	1,066
Fixed assets	312	311	302	298	287	320	360	347
Total assets	2,289	2,311	2,382	2,462	2,729	2,544	2,462	2,462

Source: Inve data · balance sheet · to Aug 2025

In $ million. Oldest period first.

Line item	Sep 2018	Aug 2019	Aug 2020	Aug 2021	Sep 2022	Sep 2023	Aug 2024	Aug 2025
Cash from operations	340	328	397	224	246	700	411	334
Cash from investing	-132	-36	-49	-76	-94	-113	-123	-63
Cash from financing	-178	-306	-255	-234	-148	-580	-307	-244
Net cash flow	30	-14	93	-85	3	7	-20	27
Capital expenditure	-45	-52	-47	-54	-61	-92	-99	-93
Free cash flow	295	277	350	171	185	607	311	241

Source: Inve data · cash flow · to Aug 2025

MSM operating KPIs by quarter

MSM operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Feb 2026 Q2 FY26	May 2026 Q3 FY26	Change vs prior quarter
Vending machines	~30.4K In vending, the number of machines installed at quarter end increased 8% year-over-year to approximately 30,400 machines. Source: earnings call transcript	~30.8K In vending, the number of machines installed at quarter end increased 7% year-over-year to approximately 30,800 machines. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Insider filings

113 filings between Oct 24, 2025 and Oct 3, 2026.

Open market

decisions to buy or sell

Purchases

$17.95M

6 purchases by 2 insiders

Sales

$156.3K

1 sale by 1 insider

Compensation

not trading decisions

68: Option exercise — converted options into shares
25: Tax withheld — shares kept back by the company to cover tax

Also filed: 7 other filings, 6 gifts.

Who traded

open market only

Insider	Bought	Sold	Last filing
JACOBSON MITCHELL	$17.35M	—	Nov 18, 2025
PELLER PHILIP	$600.9K	—	Nov 13, 2025
Seseri Rudina	—	$156.3K	Feb 2, 2026

Latest filings (50)

Date	Insider	What	Shares	Value
Oct 3, 2026	McIsaac Martina President & CEO	Option exercise	188	$0
Oct 3, 2026	McIsaac Martina President & CEO	Tax withheld	481	$62.6K
Oct 3, 2026	McIsaac Martina President & CEO	Option exercise	1,173	$0
Apr 7, 2026	JACOBSON MITCHELL Director	Gift	14,972	$0
Feb 5, 2026	PALADINO STEVEN Director	Gift	13,960	$0
Feb 5, 2026	PALADINO STEVEN Director	Gift	13,960	$0
Feb 2, 2026	Seseri Rudina Director	Sale	1,800	$156.3K
Jan 27, 2026	GERSHWIND ERIK Director	Other	12,020	$0
Jan 27, 2026	GERSHWIND ERIK Director	Other	69,452	$0
Jan 27, 2026	GERSHWIND ERIK Director	Other	69,452	$0
Jan 27, 2026	GERSHWIND ERIK Director	Other	69,452	$0
Jan 27, 2026	GERSHWIND ERIK Director	Gift	69,452	$0
Jan 27, 2026	GERSHWIND ERIK Director	Other	69,452	$0
Jan 27, 2026	GERSHWIND ERIK Director	Other	12,647	$0
Jan 27, 2026	GERSHWIND ERIK Director	Other	69,452	$0
Jan 24, 2026	PALADINO STEVEN Director	Option exercise	50	$0
Jan 24, 2026	PALADINO STEVEN Director	Option exercise	695	$0
Jan 24, 2026	Purcell Rahquel Director	Option exercise	695	$0
Jan 24, 2026	Seseri Rudina Director	Option exercise	50	$0
Jan 24, 2026	Seseri Rudina Director	Option exercise	695	$0
Jan 24, 2026	Kaufmann Michael C Director	Option exercise	50	$0
Jan 24, 2026	Kaufmann Michael C Director	Option exercise	695	$0
Jan 24, 2026	Purcell Rahquel Director	Option exercise	50	$0
Jan 22, 2026	Purcell Rahquel Director	Option exercise	799	$0
Jan 22, 2026	Aarnes Robert B Director	Option exercise	24	$0
Jan 22, 2026	Aarnes Robert B Director	Option exercise	799	$0
Jan 22, 2026	PALADINO STEVEN Director	Option exercise	24	$0
Jan 22, 2026	Purcell Rahquel Director	Option exercise	24	$0
Jan 22, 2026	PALADINO STEVEN Director	Option exercise	799	$0
Jan 22, 2026	Kaufmann Michael C Director	Option exercise	24	$0
Jan 22, 2026	Kaufmann Michael C Director	Option exercise	799	$0
Jan 22, 2026	Seseri Rudina Director	Option exercise	24	$0
Jan 22, 2026	Seseri Rudina Director	Option exercise	799	$0
Jan 21, 2026	JACOBSON MITCHELL Director	Gift	2,913	$0
Dec 17, 2025	Rockett Julie Valsa VP, Chief People Officer	Tax withheld	7	$589
Dec 17, 2025	Rockett Julie Valsa VP, Chief People Officer	Option exercise	20	$0
Dec 17, 2025	Rockett Julie Valsa VP, Chief People Officer	Option exercise	1	$0
Nov 18, 2025	JACOBSON MITCHELL Director	Purchase	22,870	$1.94M
Nov 13, 2025	PELLER PHILIP Director	Purchase	6,666	$600.9K
Nov 5, 2025	Clark Gregory Haefele VP & Interim CFO	Option exercise	36	$0
Nov 5, 2025	Clark Gregory Haefele VP & Interim CFO	Option exercise	221	$0
Nov 5, 2025	Dongre Neal SVP, Gen Counsel & Corp Sec	Tax withheld	50	$4.3K
Nov 5, 2025	Dongre Neal SVP, Gen Counsel & Corp Sec	Option exercise	24	$0
Nov 5, 2025	Dongre Neal SVP, Gen Counsel & Corp Sec	Option exercise	147	$0
Nov 5, 2025	GERSHWIND ERIK Chief Executive Officer	Tax withheld	2,835	$245.7K
Nov 5, 2025	GERSHWIND ERIK Chief Executive Officer	Option exercise	771	$0
Nov 5, 2025	GERSHWIND ERIK Chief Executive Officer	Option exercise	4,782	$0
Nov 5, 2025	Rockett Julie Valsa VP, Chief People Officer	Tax withheld	35	$3.0K
Nov 5, 2025	Rockett Julie Valsa VP, Chief People Officer	Option exercise	17	$0
Nov 5, 2025	Rockett Julie Valsa VP, Chief People Officer	Option exercise	103	$0

Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.

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MSC Industrial Direct Co. (MSM) earnings

The figures, each with its period

Performance +49.3% 1Y

May 2026 (Q3 FY26) — Jul 1, 2026

Feb 2026 (Q2 FY26) — Apr 1, 2026

MSC Industrial Direct Co. earnings calls (MSM)

What the filings say

MSM operating KPIs by quarter

Insider filings

Open market

Compensation

Who traded

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