secwatch.observer — SEC 8-K summary
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Issuer:     MSC INDUSTRIAL DIRECT CO INC (MSM)
CIK:        0001003078
Form:       8-K
Filed at:   2026-07-01T10:41:32+00:00
Accession:  0001003078-26-000078
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1003078/000100307826000078/0001003078-26-000078-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1003078/000100307826000078/msm-20260701.htm
  HTML page:      https://secwatch.observer/filing/0001003078-26-000078

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