earnings
confidence high
sentiment negative
materiality 0.75
MSC Industrial Q2 net sales down 4.7% to $891.7M; adjusted EPS $0.72 vs $1.18 YoY
MSC INDUSTRIAL DIRECT CO INC
2025-Q2 EPS
reported $1.54
vs consensus $1.04
▲ beat
(+48.2%)
- 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.