earnings
confidence high
sentiment negative
materiality 0.75
MSC Industrial Q3 EPS $1.02, adj EPS $1.08; net sales down 0.8% YoY; Q4 outlook mixed
MSC INDUSTRIAL DIRECT CO INC
2025-Q3 EPS reported
$2.55
revenue$2,791,346,000
- 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%.