secwatch.observer — SEC 8-K summary
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Issuer:     MSC INDUSTRIAL DIRECT CO INC (MSM)
CIK:        0001003078
Form:       8-K
Filed at:   2026-04-01T23:59:59+00:00
Accession:  0001003078-26-000059
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1003078/000100307826000059/0001003078-26-000059-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1003078/000100307826000059/msm-20260401.htm
  HTML page:      https://secwatch.observer/filing/0001003078-26-000059

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