---
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"
generated_at: "2026-05-15T07:55:26.417433+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# MSC Industrial Q2 EPS $0.76 GAAP ($0.82 adj.), revenue $917.8M up 2.9% YoY

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001003078-26-000059
- JSON: https://secwatch.observer/filing/0001003078-26-000059.json
- Plain text: https://secwatch.observer/filing/0001003078-26-000059.txt

## Key facts
- Earnings Releases
  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.
  - Period: fiscal 2026 second quarter ended February 28, 2026
  - Revenue: 917.8 million
  - Net income: 42.5 million
  - EPS: 0.76
  - Result: reported results
  source text: Net sales of $917.8 million increased 2.9% YoY
  evidence_url: https://www.sec.gov/Archives/edgar/data/1003078/000100307826000059/0001003078-26-000059-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.