{"schema_version":"secwatch.filing_event.v1","accession":"0001003078-23-000048","form_type":"8-K","ticker":"MSM","cik":"0001003078","company_name":"MSC INDUSTRIAL DIRECT CO INC","filed_at":"2023-04-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:37.532103+00:00","generated_at":"2026-06-17T06:12:28.751867+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"MSC Industrial Direct Q2 net sales up 11.5% to $961.6M, adjusted EPS $1.45 vs $1.29","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001003078-23-000048","json":"https://secwatch.observer/filing/0001003078-23-000048.json","markdown":"https://secwatch.observer/filing/0001003078-23-000048.md","text":"https://secwatch.observer/filing/0001003078-23-000048.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1003078/000100307823000048/0001003078-23-000048-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1003078/000100307823000048/msm-20230404.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-17T06:12:28.751867+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"a772ae60d9130af521c77599c1bc23999bf3228a","claim":"MSC INDUSTRIAL DIRECT CO INC reported fiscal 2023 second quarter ended March 4, 2023 results: revenue $961.6 million, net income $79.1 million, EPS $1.41 per diluted share. Guidance reaffirmed.","evidence_excerpt":"reference in any such filing. --- EX-99.1 (EX-99.1) --- NEWS MSC INDUSTRIAL SUPPLY CO. REPORTS FISCAL 2023 SECOND QUARTER RESULTS FISCAL 2023 Q2 HIGHLIGHTS • Net sales of $961.6 million increased 11.5% YoY, 11 perc entage points above the Industrial Production (IP) Index • Operating income of $114.3 million, or $117.2 million adjusted to exclude","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1003078/000100307823000048/0001003078-23-000048-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2023 second quarter ended March 4, 2023"},{"label":"Revenue","value":"$961.6 million"},{"label":"Net income","value":"$79.1 million"},{"label":"EPS","value":"$1.41 per diluted share"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}