{"filings":[{"id":2356477,"accession_number":"0001003078-26-000091","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2026-08-19T20:42:55+00:00","items":["5.02"],"status":"ready","headline":"MSC Industrial director Louise Goeser to retire, not stand for re-election at 2027 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Louise Goeser, MSC Industrial Direct board member, notified company on August 13, 2026 of decision not to stand for re-election.","Decision part of her retirement planning; no disagreement with company operations, policies, or practices.","Departure effective at 2027 Annual Shareholders Meeting; no replacement announced in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1702436,"accession_number":"0001003078-26-000083","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K/A","filed_at":"2026-07-17T13:15:12+00:00","items":["5.02","9.01"],"status":"ready","headline":"MSC Industrial SVP, General Counsel Neal Dongre resigns; to serve as Special Advisor through Aug 31, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Neal Dongre voluntarily resigned as SVP, General Counsel and Corporate Secretary; transition to Special Advisor effective July 20, 2026.","Dongre will remain employed as Special Advisor through August 31, 2026, assisting with transition of duties.","He will continue to receive current salary ($18,421.16 bi-weekly) and benefits during transition period.","He is eligible for FY2026 annual cash performance bonus and accelerated vesting of certain equity awards.","Dongre signed a release of claims and remains bound by confidentiality, non-solicitation, and non-competition agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1369556,"accession_number":"0001003078-26-000078","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2026-07-01T10:41:32+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q3 net sales $1.05B (+7.8% YoY); adjusted EPS $1.43 vs $1.08; guides Q4 ADS growth 6.5-8.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1,047.1M, up 7.8% YoY; operating income $106.7M (GAAP) vs $82.7M prior year.","Diluted EPS $1.44 (GAAP) vs $1.02; adjusted diluted EPS $1.43 vs $1.08, both up >30%.","Q4 outlook: ADS growth 6.5%-8.5%, adjusted operating margin 10.0%-10.8%.","Full-year FY2026 outlook maintained: D&A ~$100M, capex ~$90M, free cash flow conversion ~95%.","CEO cites strength in Core Customer and National Accounts improvement; volume returned to growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1086037,"accession_number":"0001003078-26-000071","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2026-06-16T21:05:47+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial declares $0.87/share quarterly dividend payable July 22, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declared a regular quarterly cash dividend of $0.87 per share.","Dividend payable on July 22, 2026 to holders of record at close of business on July 8, 2026.","The dividend is consistent with prior quarters; no change in rate announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90519,"accession_number":"0001003078-26-000064","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"MSC Industrial's General Counsel Neal Dongre resigns; will stay until successor found","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Neal Dongre voluntarily resigned as SVP, General Counsel and Corporate Secretary effective upon successor joining.","Dongre will remain an employee through the remainder of fiscal year 2026.","Resignation is not due to any disagreement with the company's operations, policies, or practices.","Search for a successor is underway; Dongre continues in role until then."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90518,"accession_number":"0001003078-26-000059","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2026-04-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q2 EPS $0.76 GAAP ($0.82 adj.), revenue $917.8M up 2.9% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $917.8M (+2.9% YoY); diluted EPS $0.76 vs $0.70; adjusted EPS $0.82 vs $0.72.","Adjusted operating margin 7.5%, up 40 bps YoY; incremental adjusted margins of 21%.","Q3 FY26 outlook: ADS growth 5-7%, adjusted operating margin 9.7-10.3%.","Full-year guidance reaffirmed: capex $100-110M, FCF conversion ~90%, D&A ~$95-100M.","CEO McIsaac says Core Customer daily sales outperformed total company for third consecutive quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":1.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":1883458000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100088,"accession_number":"0001003078-26-000055","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial declares $0.87/share quarterly dividend payable April 22, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Cash dividend of $0.87 per share declared by Board of Directors.","Dividend payable on April 22, 2026 to shareholders of record on April 8, 2026.","Regular quarterly dividend; amount unchanged from prior quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100087,"accession_number":"0001003078-26-000050","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"MSC Industrial elects Reuben Slone to board as independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Reuben Slone elected to MSC Industrial's Board of Directors effective March 2, 2026, increasing board size from 10 to 11.","Slone receives $100,000 annual retainer and $137,500 in restricted stock units vesting over one year.","Slone brings supply chain expertise; formerly EVP Supply Chain at Advance Auto Parts and SVP at Walgreens Boots Alliance.","He will serve on the Audit Committee as an independent director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100086,"accession_number":"0001003078-26-000017","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2026-01-21T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"MSC Industrial shareholders approve stock plan amendment and elect directors at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders approved Amendment No. 1 increasing ASPP shares by 300,000 and extending term to October 31, 2035.","All 10 director nominees elected with 98.3% to 99.9% of votes cast; no dissident or close votes.","Ratification of Ernst & Young as FY2026 auditor approved with 98.0% of votes cast.","Advisory say-on-pay proposal approved with 98.6% of votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100085,"accession_number":"0001003078-26-000010","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q1 EPS $0.93 (+12% YoY); sales $965.7M (+4%); guides Q2 ADS growth 3.5-5.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $965.7M, up 4.0% YoY; operating income $76.2M (adj. $81.2M), operating margin 7.9% (adj. 8.4%).","Diluted EPS $0.93 (adj. $0.99), up 12.0% vs $0.83 prior year; net income $51.8M (+11.1%).","Q2 outlook: ADS growth 3.5%-5.5%; adjusted operating margin 7.3%-7.9%.","Full-year FY26 outlook maintained: capex ~$100-110M, free cash flow conversion ~90%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":965684000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100084,"accession_number":"0001003078-26-000006","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2026-01-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"MSC Industrial appoints Martina McIsaac CEO & director; Gershwind named Vice Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["McIsaac became President and CEO effective Jan 1, 2026; also elected to board (size increased to 10).","Erik Gershwind, former CEO, appointed Non-Executive Vice Chair of the Board effective same date.","No arrangement or transaction between McIsaac and company requiring disclosure under Item 404.","Previously announced CEO succession now effective; board composition updated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100083,"accession_number":"0001003078-26-000004","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K/A","filed_at":"2026-01-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"MSC Industrial discloses CEO Erik Gershwind's separation terms; special bonus payment of 33.33% of FY2026 bonus","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Erik Gershwind resigned effective Dec 31, 2025; remains on board as Vice Chair.","Separation agreement provides special payment equal to 33.33% of FY2026 cash performance bonus.","Payment made in lump sum on earlier of bonus payment date or Dec 31, 2026.","Mutual non-disparagement; Gershwind subject to confidentiality, non-solicitation, and non-competition.","Indemnification and D&O insurance rights preserved; no admission of liability."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116434,"accession_number":"0001003078-25-000187","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial Direct declares $0.87/share quarterly dividend, payable Jan 28, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declared a cash dividend of $0.87 per share (unchanged from prior quarter).","Record date: January 14, 2026.","Payment date: January 28, 2026.","Dividend is a regular quarterly distribution to common shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116433,"accession_number":"0001003078-25-000181","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"MSC Industrial extends receivables facility to $350M and extends maturity to Dec 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Facility limit increased by $50M to $350M; PNC Bank joins as a purchaser.","Scheduled Termination Date extended to December 8, 2028.","Credit spread adjustment on interest rate removed; net leverage ratio definition updated.","Financial covenant: Consolidated Net Leverage Ratio set at 3.50x, with step-up to 4.00x post-acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116432,"accession_number":"0001003078-25-000121","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"MSC Industrial reports Q4 sales up 2.7% YoY, CEO Erik Gershwind to retire effective Jan 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Q4 net sales $978.2M, up 2.7% YoY; adjusted diluted EPS $1.09 vs $1.03 prior year.","Full year net sales $3,769.5M, down 1.3% YoY; adjusted diluted EPS $3.76 vs $4.81 prior year.","CEO Erik Gershwind to retire as CEO effective Dec 31, 2025; will become Non-Executive Vice Chair of Board.","President & COO Martina McIsaac appointed as President & CEO effective Jan 1, 2026; to join Board.","Q1 FY2026 guidance: ADS growth 3.5-4.5%, adjusted operating margin 8.0-8.6%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116431,"accession_number":"0001003078-25-000115","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-10-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial raises quarterly dividend to $0.87/share, up 2.4%","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend increased to $0.87 per share from $0.85, a 2.4% rise.","Payable on November 26, 2025 to shareholders of record on November 12, 2025.","Declared by Board of Directors on October 7, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132882,"accession_number":"0001003078-25-000102","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"MSC Industrial announces sales and corporate reorganization, appoints new SVP Sales and VP People Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kim Shacklett transitions to SVP, Customer Experience effective Sept 29, 2025.","Jahida Nadi joins as SVP, Sales effective Sept 30, 2025.","Julie Rockett appointed VP, Chief People Officer effective Sept 5, 2025.","Changes align sales and corporate functions with business objectives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132878,"accession_number":"0001003078-25-000099","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K/A","filed_at":"2025-08-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"MSC Industrial discloses interim CFO Greg Clark's compensation: $110K stipend, 50% bonus target","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Interim CFO Greg Clark to receive an annual salary stipend of $110,000, prorated for partial periods, effective August 10, 2025.","Fiscal 2026 annual bonus target set at 50% of cumulative base salary plus stipend.","Compensation approved by Compensation Committee on August 19, 2025.","Amendment follows the earlier resignation of CFO Kristen Actis-Grande and appointment of Clark as interim CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132881,"accession_number":"0001003078-25-000093","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"MSC Industrial CFO resigns effective Aug 8; Q4 trending upper half of guidance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CFO Kristen Actis-Grande resigns to become CFO at another public company; effective Aug 8, 2025.","Greg Clark (VP Finance & Corporate Controller) appointed interim CFO, effective Aug 8.","June ADS up 2.5% YoY, July ADS positive; Q4 trending upper half of guidance range.","Q4 guidance: ADS growth (0.5)% to 1.5% YoY, adjusted operating margin 8.5%-9.0%.","Comprehensive search for permanent CFO underway; Clark served as interim CFO in 2020."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132880,"accession_number":"0001003078-25-000089","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"MSC Industrial extends $600M credit facility maturity to 2030, adds $50M swingline","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity extended to July 16, 2030; facility remains $600M unsecured revolver.","Added a $50M swingline loan sub-facility.","Removed credit spread adjustment; updated pricing grid tied to consolidated net leverage ratio.","Replaced certain lenders; option to request up to two one-year extensions, subject to lender approval.","JPMorgan Chase Bank remains administrative agent; Bank of America, Wells Fargo, U.S. Bank as lenders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132879,"accession_number":"0001003078-25-000072","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q3 EPS $1.02, adj EPS $1.08; net sales down 0.8% YoY; Q4 outlook mixed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $971.1M, down 0.8% YoY; diluted EPS $1.02 vs $1.27 prior year.","Adjusted diluted EPS $1.08 vs $1.33; adjusted operating margin 9.0% vs 11.4%.","Q4 FY2025 guidance: ADS growth -0.5% to +1.5% YoY; adjusted op margin 8.5%-9.0%.","Returned ~$56M to shareholders in Q3 via dividends and buybacks; YTD ~$181M.","Full-year FY2025 outlook maintained: capex $100M-$110M, FCF conversion ~120%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":2791346000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149432,"accession_number":"0001003078-25-000066","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-06-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial declares regular quarterly dividend of $0.85/share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.85 per share declared by Board of Directors.","Payable on July 23, 2025 to shareholders of record on July 9, 2025.","Dividend amount unchanged from prior quarter; no change in rate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149431,"accession_number":"0001003078-25-000053","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-04-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"MSC Industrial SVP & Chief People Officer Elizabeth Bledsoe resigns; last day May 7, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Elizabeth Bledsoe voluntarily resigns as Senior Vice President & Chief People Officer.","Her last day with MSC Industrial will be on or around May 7, 2025.","No replacement has been announced; transition underway.","Resignation is voluntary; no reason or dispute cited in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149430,"accession_number":"0001003078-25-000044","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q2 net sales down 4.7% to $891.7M; adjusted EPS $0.72 vs $1.18 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales of $891.7M, down 4.7% YoY; operating margin 7.0% (adjusted 7.1%).","Diluted EPS $0.70 (adjusted $0.72) vs prior year $1.10 ($1.18 adjusted), declines of ~36-39%.","Q3 FY25 guidance: ADS growth (2.0%) to 0%; adjusted op margin 8.7%-9.3%.","Full-year outlook maintained: capex $100M-$110M, FCF conversion ~100%, tax rate ~24.5%-25%.","Returned ~$60M to shareholders via dividends and share repurchases in Q2."],"consensus_eps_estimate":1.0391,"consensus_eps_actual":1.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":1820201000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168504,"accession_number":"0001003078-25-000040","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-03-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial (MSM) declares $0.85 quarterly dividend, payable Apr 23","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Cash dividend of $0.85 per share declared by Board of Directors.","Payable April 23, 2025 to shareholders of record at close on April 9, 2025.","Dividend is a regular quarterly distribution, consistent with prior quarters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168503,"accession_number":"0001003078-25-000010","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-01-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"MSC Industrial 2025 annual meeting: all director nominees and proposals approved by large margins","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Electoral results: each director nominee received at least 87.97% of votes cast; Philip Peller (87.97%) lowest.","Ratification of Ernst & Young as auditor for FY2025 approved: 97.51% of votes cast in favor.","Advisory vote on named executive officer compensation approved: 98.59% of votes cast in favor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168502,"accession_number":"0001003078-25-000004","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2025-01-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q1 FY2025 revenue $928.5M (-2.7% YoY); adjusted EPS $0.86 vs $1.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $928.5M, down 2.7% YoY; GAAP diluted EPS $0.83 vs $1.22, adjusted $0.86 vs $1.25.","GAAP operating income $72.3M (7.8% margin) vs $101.6M (10.6%) in prior year.","Q2 FY2025 guidance: ADS growth (5)%-(3)%, adjusted operating margin 6.5%-7.5%.","Full-year FY2025 outlook maintained: D&A ~$90M-$95M, capex ~$100M-$110M, FCF conversion ~100%.","CEO cites soft macro conditions; December growth weighed by holiday and fiscal calendar timing."],"consensus_eps_estimate":null,"consensus_eps_actual":0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":928484000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185629,"accession_number":"0001003078-24-000174","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-12-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial declares $0.85 quarterly dividend, payable Jan 29, 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Cash dividend of $0.85 per share on common stock.","Payable on January 29, 2025 to shareholders of record January 15, 2025.","Dividend amount unchanged; marks a regular quarterly payout."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185628,"accession_number":"0001003078-24-000103","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q4 net sales $952.3M (-8% YoY), adj EPS $1.03; provides weak Q1 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $952.3M (-8.0% YoY); diluted EPS $0.99 vs $1.56 prior year.","FY24 net sales $3,821M (-4.7% YoY); diluted EPS $4.58 vs $6.11 prior year.","Adjusted Q4 operating margin 9.9% vs 12.6% a year ago; FY24 adjusted op margin 10.7%.","Q1 FY2025 guidance: ADS growth (5.5)% to (4.5)%, adjusted operating margin 7.0%-7.5%.","Full-year FY2025 outlook: capex $100-110M, free cash flow conversion ~100%."],"consensus_eps_estimate":null,"consensus_eps_actual":4.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":3820951000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185627,"accession_number":"0001003078-24-000097","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-10-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial Direct raises quarterly dividend to $0.85 from $0.83","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declared $0.85/share cash dividend, payable Nov 27, 2024 to holders of record Nov 13, 2024.","Dividend increased from $0.83/share, up $0.02 or ~2.4% sequentially.","This is the regular quarterly dividend; no other changes announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202200,"accession_number":"0001003078-24-000091","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-09-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"MSC promotes Martina McIsaac to President and COO; Gershwind remains CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Martina McIsaac promoted to President and COO effective Sep 23, 2024; previously EVP and COO.","Erik Gershwind voluntarily resigned as President but remains CEO to focus on strategy and growth.","McIsaac's base salary increased to $630,000; target bonus 80% of salary; annual equity grant $900,000.","McIsaac will lead day-to-day operations: Sales, Marketing, Supply Chain, Category Management, IT, etc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202199,"accession_number":"0001003078-24-000083","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-08-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"MSC Industrial adds Rob Aarnes, President of ADI ($4.6B), to board as independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expands from eight to nine members; Robert Aarnes elected as independent director effective Aug 27, 2024.","Mr. Aarnes serves on Compensation Committee; receives $97,500 annual retainer and $132,500 in RSUs (50% vest year 1, 50% year 2).","Aarnes is President of ADI, $4.6B global wholesale distributor (part of Resideo Technologies, NYSE: REZI).","Chairman cites strengthened governance, fresh perspective from distribution experience similar to MSC.","Aarnes holds US Naval Academy degree, MBA from San Diego State; served as Supply Officer in US Navy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202198,"accession_number":"0001003078-24-000073","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-07-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q3 EPS $1.27 GAAP, $1.33 adj; cuts FY2024 guidance sharply","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $979.4M, down 7.1% YoY; operating margin 10.9% GAAP, 11.4% adj.","Adjusted diluted EPS $1.33 vs $1.74 YoY; net income $71.7M, down 24.7%.","Revised FY2024 outlook: ADS growth (4.7)% to (4.3)% (prior 0%-5%); adj. operating margin 10.5%-10.7% (prior 12.0%-12.8%).","CEO cites unexpected gross margin pressure and slower recovery in Core customer base.","Non-repeating prior-year Public Sector orders and manufacturing softness weighed on sales."],"consensus_eps_estimate":null,"consensus_eps_actual":3.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":2868667000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218271,"accession_number":"0001003078-24-000065","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-06-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial declares $0.83 quarterly dividend, payable July 23","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.83 per share declared by Board of Directors.","Payable on July 23, 2024 to shareholders of record July 9, 2024.","Ex-dividend date is July 9, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218270,"accession_number":"0001003078-24-000061","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial prelim Q3 net sales ~$979M, GAAP EPS $1.27; slashes FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q3 net sales ~$978-980M (down 7.1-7.3% YoY); GAAP EPS $1.26-1.28, adjusted $1.32-1.34.","Full-year FY2024 guidance cut: ADS growth now (4.7)%-(4.3)% (prior 0%-5%); adjusted op margin 10.5%-10.7% (prior 12.0-12.8%).","Gross margins ~60bps below expectations from product/customer mix and unexpected web price realignment dilution.","CEO cites heavy manufacturing softness and slower Core Customer ramp; corrective actions on web pricing underway.","Final Q3 results and conference call scheduled for July 2, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":3.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":2868667000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218269,"accession_number":"0001003078-24-000058","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-06-12T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SVP & Chief Digital Information Officer John Hill resigns, receives $550K severance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Hill resigns as SVP & Chief Digital Information Officer, effective June 12, 2024.","Separation agreement includes $550,000 cash severance paid bi-weekly over 12 months.","Accelerated vesting of certain outstanding RSU awards under company's incentive plans.","Additional $24,345.88 lump sum for healthcare subsidy and outplacement services provided.","Hill must comply with confidentiality, non-disparagement, and cooperation; forfeiture clause applies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238217,"accession_number":"0001003078-24-000046","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-03-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q2 net sales down 2.7% YoY to $935.3M; diluted EPS $1.10 vs $1.41","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $935.3M, down 2.7% YoY; operating income $91.2M (20.2% decrease).","Adjusted diluted EPS $1.18 vs $1.45 prior year; adjusted operating margin 10.5% vs 12.2%.","Full-year outlook: ADS growth 0-5%, adjusted op margin 12.0-12.8%; likely at lower end per CFO.","Strong cash conversion supported by inventory reductions; share repurchases completed.","CEO cites soft macro environment but confident in back-half improvement from Mission Critical initiatives."],"consensus_eps_estimate":null,"consensus_eps_actual":2.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":1889317000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238216,"accession_number":"0001003078-24-000043","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-03-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial declares $0.83 quarterly dividend payable April 23, 2024","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Cash dividend of $0.83 per share declared by Board of Directors.","Payable on April 23, 2024 to shareholders of record at close of business on April 9, 2024.","Ex-dividend date set for April 8, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238215,"accession_number":"0001003078-24-000015","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-01-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"MSC Industrial shareholders elect all nine directors, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All director nominees elected with over 93% of votes cast; Erik Gershwind got 98.42%.","Ernst & Young ratified as auditor for FY2024 with 97.27% support.","Advisory vote on executive compensation approved with 98.69% of votes cast.","Shareholders selected annual frequency for future say-on-pay votes (97.70% for 1-year).","Company will hold annual say-on-pay votes until at least the 2030 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238214,"accession_number":"0001003078-24-000005","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2024-01-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q1 FY2024 EPS $1.22 vs $1.45 YoY; sales down 0.4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $954.0M, down 0.4% YoY; GAAP diluted EPS $1.22 vs $1.45; adjusted EPS $1.25 vs $1.48.","Operating margin 10.6% (GAAP), adjusted 10.9%, down from 12.3% a year ago.","FY2024 guidance maintained: ADS growth 0%-5%, adjusted operating margin 12.0%-12.8%.","Completed repurchase of share reclassification dilution; In-Plant programs grew 35% YoY.","Management cites UAW strike headwind; expects alleviation in early fiscal Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":1.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":953969000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255697,"accession_number":"0001003078-23-000148","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2023-12-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial declares $0.83 regular quarterly dividend, payable Jan 23, 2024","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declared a cash dividend of $0.83 per share on common stock.","Dividend payable on January 23, 2024 to shareholders of record January 9, 2024.","Ex-dividend date is January 8, 2024.","No change from prior quarter's dividend rate indicated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255696,"accession_number":"0001003078-23-000099","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q4 net sales up 1.3%; full-year sales exceed $4B; dividend raised 5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $1,035.4M, up 1.3% YoY; diluted EPS $1.56 (GAAP), $1.64 adjusted.","Full-year net sales $4,009.3M, up 8.6% YoY; diluted EPS $6.11 GAAP, adjusted $6.29.","Operating cash flow $699.6M (204% of net income); increased quarterly dividend by 5%.","Initial FY2024 outlook: ADS growth 0%-5%, adjusted operating margin 12.0%-12.8%.","Shareholders approved elimination of dual class share structure in October."],"consensus_eps_estimate":null,"consensus_eps_actual":6.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":4009282000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255695,"accession_number":"0001003078-23-000085","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2023-10-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial raises quarterly dividend 5% to $0.83 per share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend raised to $0.83 from $0.79, a 5% increase.","Dividend payable November 28, 2023; record date November 14, 2023.","Ex-dividend date set for November 13, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255694,"accession_number":"0001104659-23-107006","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2023-10-05T23:59:59+00:00","items":["1.01","3.03","5.03","5.07","7.01","8.01","9.01"],"status":"ready","headline":"Shareholders approve elimination of dual-class structure; Class B converts to Class A at 1.225:1","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Over 85% of unaffiliated Class A shares voted in favor; approval rate ~99% among those voting.","Each Class B share (10 votes) exchanged for 1.225 Class A shares (1 vote), effective Oct 5, 2023.","Jacobson/Gershwind family to own ~21% of Class A stock but voting capped at 15% of outstanding shares.","Family retains right to nominate 2 directors if ownership ≥10%, 1 director if ≥5% but <10%.","New governance: majority shares-outstanding standard for fundamental transactions; majority votes-cast for board elections."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289991,"accession_number":"0001003078-23-000070","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2023-06-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Q3 sales $1.0545B up 10%; EPS $1.69 ($1.74 adj); raises FY2023 sales guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales of $1,054.5M, up 10.0% YoY (11.7% on avg daily sales); outperformed IP index by ~11pp.","Diluted EPS $1.69 vs $1.78; adjusted EPS $1.74 vs $1.82; operating margin 12.8% (adj 13.1%).","Raises FY2023 sales guidance: ADS growth 10-11%; adjusted operating margin ~12.7%; gross margins 100-120bps contraction.","Solutions net sales (vending, In-Plant) grew 10-13% YoY; e-commerce up 8% representing 60% of total sales.","Public Sector contract win contributed 80% net sales growth in that segment, impacting mix."],"consensus_eps_estimate":null,"consensus_eps_actual":4.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":2973841000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289990,"accession_number":"0001104659-23-073176","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2023-06-21T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"MSC Industrial to eliminate dual-class stock; Class B shares for 1.225 Class A shares, family voting capped at 15%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Each outstanding Class B share (10 votes) exchanged for 1.225 Class A shares (1 vote); eliminates dual-class structure.","Jacobson/Gershwind family to limit voting to 15% of shares outstanding; excess voted pro rata with unaffiliated Class A holders.","Family will remain largest shareholder owning ~21% of Class A shares post-reclassification; subject to lock-up and standstill.","Board to add new independent director; will explore share repurchase to offset dilution from the transaction.","Reclassification requires approval by majority of unaffiliated Class A shareholders; special meeting after SEC registration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289989,"accession_number":"0001003078-23-000063","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2023-06-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial declares $0.79 quarterly dividend; record July 11, payable July 25","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declares $0.79 per share cash dividend (unchanged from prior quarter).","Payable July 25, 2023 to shareholders of record at close of business July 11, 2023.","Ex-dividend date is July 10, 2023.","This is a regular quarterly dividend; no change in dividend rate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289988,"accession_number":"0001003078-23-000048","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2023-04-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MSC Industrial Direct Q2 net sales up 11.5% to $961.6M, adjusted EPS $1.45 vs $1.29","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $961.6M (+11.5% YoY); adjusted diluted EPS $1.45 (+12.4% YoY).","Operating income $114.3M; adjusted operating margin 12.2% vs 11.6% prior year.","Repurchased 150k shares at avg $81.76; share buybacks on hold pending share reclassification.","FY2023 guidance: adjusted op margin 12.7%-13.3%; ADS growth 5%-9%; gross margins contract 40-70 bps YoY.","Mission Critical: vending net sales +mid-teens, In-Plant +nearly 20%, Solutions >56% of total."],"consensus_eps_estimate":null,"consensus_eps_actual":2.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":1919377000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310943,"accession_number":"0001003078-23-000042","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2023-03-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"MSC Industrial declares $0.79/share regular quarterly dividend","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Cash dividend of $0.79 per share declared by Board of Directors.","Payable April 25, 2023 to shareholders of record April 11, 2023.","Ex-dividend date set for April 10, 2023.","Dividend continues at the same quarterly rate; no change announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310942,"accession_number":"0001104659-23-010923","cik":1003078,"company_name":"MSC INDUSTRIAL DIRECT CO INC","ticker":"MSM","form_type":"8-K","filed_at":"2023-02-06T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Controlling shareholders propose to exchange Class B shares and eliminate MSC dual-class structure at 1.35 ratio","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Jacobson/Gershwind family proposes exchanging each Class B share (10 votes) for 1.35 Class A shares (1 vote), ending dual-class.","Special Committee of independent directors formed; Kirkland & Ellis retained as legal advisor.","Any definitive agreement requires approval by Special Committee, Board, and majority of Class A holders without Class B shares.","Family expects to remain MSC's largest shareholder regardless of outcome."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6001630294.222722,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-02-06T23:59:59+00:00|310942"}