earnings
confidence high
sentiment positive
materiality 0.80
MSC Industrial Q1 EPS $0.93 (+12% YoY); sales $965.7M (+4%); guides Q2 ADS growth 3.5-5.5%
MSC INDUSTRIAL DIRECT CO INC
2026-Q1 EPS reported
$0.93
revenue$965,684,000
- Net sales $965.7M, up 4.0% YoY; operating income $76.2M (adj. $81.2M), operating margin 7.9% (adj. 8.4%).
- Diluted EPS $0.93 (adj. $0.99), up 12.0% vs $0.83 prior year; net income $51.8M (+11.1%).
- Q2 outlook: ADS growth 3.5%-5.5%; adjusted operating margin 7.3%-7.9%.
- Full-year FY26 outlook maintained: capex ~$100-110M, free cash flow conversion ~90%.