MSM
MSC Industrial Direct Co., Inc.85.76
+0.02+0.02%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.78BP/E (TTM)
24.02Basic EPS (TTM)
3.57Dividend Yield
0.04%Recent Filings
8-K
8-K
CEO transition announced
MSC Industrial Direct announced Erik Gershwind's resignation as CEO effective December 31, 2025, transitioning to non-executive Vice Chair, with Martina McIsaac, current President and COO, succeeding him on January 1, 2026, as part of a planned succession. This shift coincides with fiscal 2025 results showing Q4 net sales up 2.7% to $978.2 million and adjusted EPS rising 5.8% to $1.09, yet full-year sales down 1.3% to $3,769.5 million and adjusted EPS off 21.8% to $3.76 amid restructuring costs. Leadership continuity bolsters execution of the Mission Critical strategy. Smooth handover expected.
10-K
FY2025 results
MSC Industrial Direct Co., Inc. reported FY2025 net sales of $3.77B, down 1.3% y/y from $3.82B, with Q4 ADS up 2.7% y/y to $15.5M, signaling quarterly momentum amid soft demand in heavy manufacturing (58% of revenue). Gross profit fell 2.3% to $1.54B at 40.8% margin, pressured by inventory costs and a higher mix of lower-margin public sector sales (10% of revenue, up 8.2% y/y), while operating expenses rose 4.8% to $1.22B due to payroll and digital investments. Income from operations dropped 22.8% to $302M (8.0% margin), but Q4 trends improved with IP Index expansion in machinery and aerospace. Cash from operations was $334M, supporting $190M in dividends and $39M in buybacks; total debt stood at $486M with $56M cash. No annual guidance disclosed. Supply chain disruptions from tariffs pose risks to quarterly momentum.
8-K
Dividend increased to $0.87
MSC Industrial Supply Co. boosted its regular quarterly dividend to $0.87 per share, up 2.4% from $0.85, signaling board confidence in steady cash flows amid economic pressures. Payable November 26, 2025, to shareholders of record November 12, the move underscores commitment to investors while navigating risks like inflation and supply disruptions. Dividend hikes reward patience.
8-K
Leadership reorganization announced
MSC Industrial Direct announced leadership changes on September 5, 2025, to reorganize sales and corporate functions for better alignment with business objectives. Effective September 29, Kim Shacklett shifts to Senior Vice President, Customer Experience, while Jahida Nadi joins as Senior Vice President, Sales on September 30. Julie Rockett assumed Vice President, Chief People Officer that day. These moves sharpen focus on customer success amid evolving operations.
IPO
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