{"schema_version":"secwatch.filing_event.v1","accession":"0001003078-23-000070","form_type":"8-K","ticker":"MSM","cik":"0001003078","company_name":"MSC INDUSTRIAL DIRECT CO INC","filed_at":"2023-06-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:37.533077+00:00","generated_at":"2026-06-13T14:34:32.891117+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"MSC Industrial Q3 sales $1.0545B up 10%; EPS $1.69 ($1.74 adj); raises FY2023 sales guidance","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001003078-23-000070","json":"https://secwatch.observer/filing/0001003078-23-000070.json","markdown":"https://secwatch.observer/filing/0001003078-23-000070.md","text":"https://secwatch.observer/filing/0001003078-23-000070.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1003078/000100307823000070/0001003078-23-000070-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1003078/000100307823000070/msm-20230629.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T14:34:32.891117+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":"96f9cae05e2281d4dbdbf1900f9da65e878ad4ae","claim":"MSC INDUSTRIAL DIRECT CO INC reported fiscal 2023 third quarter ended June 3, 2023 results: revenue $1,054.5 million, net income $95.2 million, EPS $1.69. Guidance raised.","evidence_excerpt":"reference in any such filing. --- EX-99.1 (EX-99.1) --- NEWS MSC INDUSTRIAL SUPPLY CO. REPORTS FISCAL 2023 THIRD QUARTER RESULTS FISCAL 2023 Q3 HIGHLIGHTS • Net sales of $1,054.5 million increased 10.0% YoY (11.7% on an average daily sales basis ), approximately 11 perc entage points above the Industrial Production (IP) index • Operating income of $135.4 million,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1003078/000100307823000070/0001003078-23-000070-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2023 third quarter ended June 3, 2023"},{"label":"Revenue","value":"$1,054.5 million"},{"label":"Net income","value":"$95.2 million"},{"label":"EPS","value":"$1.69"},{"label":"Guidance","value":"raised"},{"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"}