earnings
confidence high
sentiment negative
materiality 0.75
MSC Industrial Q1 FY2025 revenue $928.5M (-2.7% YoY); adjusted EPS $0.86 vs $1.25
MSC INDUSTRIAL DIRECT CO INC
2025-Q1 EPS reported
$0.83
revenue$928,484,000
- 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.