{"schema_version":"secwatch.filing_event.v1","accession":"0001003078-26-000059","form_type":"8-K","ticker":"MSM","cik":"0001003078","company_name":"MSC INDUSTRIAL DIRECT CO INC","filed_at":"2026-04-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.772913+00:00","generated_at":"2026-05-15T07:55:26.417433+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 Q2 EPS $0.76 GAAP ($0.82 adj.), revenue $917.8M up 2.9% YoY","bullets":["Net sales $917.8M (+2.9% YoY); diluted EPS $0.76 vs $0.70; adjusted EPS $0.82 vs $0.72.","Adjusted operating margin 7.5%, up 40 bps YoY; incremental adjusted margins of 21%.","Q3 FY26 outlook: ADS growth 5-7%, adjusted operating margin 9.7-10.3%.","Full-year guidance reaffirmed: capex $100-110M, FCF conversion ~90%, D&A ~$95-100M.","CEO McIsaac says Core Customer daily sales outperformed total company for third consecutive quarter."],"urls":{"canonical":"https://secwatch.observer/filing/0001003078-26-000059","json":"https://secwatch.observer/filing/0001003078-26-000059.json","markdown":"https://secwatch.observer/filing/0001003078-26-000059.md","text":"https://secwatch.observer/filing/0001003078-26-000059.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1003078/000100307826000059/0001003078-26-000059-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1003078/000100307826000059/msm-20260401.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T07:55:26.417433+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":"e123971d0124088c8e6a65ac00171d210f69c486","claim":"MSC INDUSTRIAL DIRECT CO INC reported fiscal 2026 second quarter ended February 28, 2026 results: revenue 917.8 million, net income 42.5 million, EPS 0.76.","evidence_excerpt":"Net sales of $917.8 million increased 2.9% YoY","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1003078/000100307826000059/0001003078-26-000059-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2026 second quarter ended February 28, 2026"},{"label":"Revenue","value":"917.8 million"},{"label":"Net income","value":"42.5 million"},{"label":"EPS","value":"0.76"},{"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"}