MSC Industrial Direct Company,
84.21-0.10 (-0.12%)
Oct 29, 4:00:02 PM EDT · NYSE · MSM · USD
Key Stats
Market Cap
4.70BP/E (TTM)
23.59Basic EPS (TTM)
3.57Dividend Yield
0.04%Recent Filings
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
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.
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.
8-K
CFO resigns; interim appointed
MSC Industrial Direct's CFO Kristen Actis-Grande resigned effective August 8, 2025, to join another public company, with no disagreements cited. Greg Clark, a 20-year veteran and prior interim CFO, steps in temporarily while a search for a permanent replacement launches. June average daily sales rose 2.5% year-over-year, and Q4 performance trends toward the upper half of guidance: ADS growth (0.5)%-1.5%, adjusted operating margin 8.5%-9.0%. Leadership transition tests continuity amid positive sales momentum.
IPO
Website
Employees
Sector
Industry
DSGR
Distribution Solutions Group, I
29.75-0.32
DXPE
DXP Enterprises, Inc.
122.46+0.25
FAST
Fastenal Company
41.09-0.54
GIC
Global Industrial Company
28.75-6.36
GWW
W.W. Grainger, Inc.
958.97-4.51
MAS
Masco Corporation
65.22-3.21
MSA
MSA Safety Incorporated
169.44+6.73
TTC
Toro Company (The)
75.18+0.41
WCC
WESCO International, Inc.
228.29+7.52
WSO
Watsco, Inc.
368.29+9.90