earnings
confidence high
sentiment positive
materiality 0.75
MSC Industrial Q3 net sales $1.05B (+7.8% YoY); adjusted EPS $1.43 vs $1.08; guides Q4 ADS growth 6.5-8.5%
MSC INDUSTRIAL DIRECT CO INC
- Net sales $1,047.1M, up 7.8% YoY; operating income $106.7M (GAAP) vs $82.7M prior year.
- Diluted EPS $1.44 (GAAP) vs $1.02; adjusted diluted EPS $1.43 vs $1.08, both up >30%.
- Q4 outlook: ADS growth 6.5%-8.5%, adjusted operating margin 10.0%-10.8%.
- Full-year FY2026 outlook maintained: D&A ~$100M, capex ~$90M, free cash flow conversion ~95%.
- CEO cites strength in Core Customer and National Accounts improvement; volume returned to growth.