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    M

    MSC Industrial Direct Company Inc (MSM)

    Official site

    INDUSTRIALS • INDUSTRIAL DISTRIBUTION • NYSE

    $130.63
    -1.95 (-1.47%)

    Market Cap: $7.28B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    85%(33/39)
    Avg Surprise
    +2.99%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Aug 31, 2026
    EPS Consensus$1.57
    Range$1.25 - $1.65
    11 analysts
    Revenue Consensus
    $1.1B
    Range$976M - $1.1B
    10 analysts
    Period ending Nov 30, 2026
    EPS Consensus$1.24
    Range$1.14 - $1.34
    8 analysts
    EPS Revisions
    5
    0
    7d
    4
    1
    30d
    EPS Estimate DriftChange to current
    90d ago$1.21+2.4%
    60d ago$1.21+2.4%
    30d ago$1.21+2.4%
    7d ago$1.21+2.4%
    Current$1.24
    Revenue Consensus
    $1.0B
    Range$1.0B - $1.1B
    7 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Nov 26EST
    		-$1.24---
    Aug 26EST
    		-$1.57---
    May 26
    Reported Jul 1
    		$1.43$1.28+11.72%Beat+32.4%
    Feb 26
    Reported Apr 1
    		$0.82$0.84-2.38%Miss+13.9%
    Nov 25
    Reported Jan 7
    		$0.99$0.95+4.21%Beat+15.1%
    Aug 25
    Reported Oct 23
    		$1.09$1.01+7.92%Beat+5.8%
    May 25
    Reported Jul 1
    		$1.08$1.03+4.85%Beat-18.8%
    Feb 25
    Reported Apr 3
    		$0.72$0.72+0.00%Beat-39.0%
    Nov 24
    Reported Jan 8
    		$0.86$0.73+17.81%Beat-31.2%
    Aug 24
    Reported Oct 24
    		$1.03$1.08-4.63%Miss-37.2%
    May 24
    Reported Jul 2
    		$1.33$1.33+0.00%Beat-23.6%
    Feb 24
    Reported Mar 28
    		$1.18$1.16+1.72%Beat-18.6%
    Nov 23
    Reported Jan 9
    		$1.25$1.30-3.85%Miss-15.5%
    Aug 23
    Reported Oct 25
    		$1.64$1.62+1.23%Beat-8.4%
    May 23
    Reported Jun 29
    		$1.74$1.74+0.00%Beat-4.4%
    Feb 23
    Reported Apr 4
    		$1.45$1.36+6.62%Beat+12.4%
    Nov 22
    Reported Jan 5
    		$1.48$1.47+0.68%Beat+18.4%
    Aug 22
    Reported Oct 20
    		$1.79$1.75+2.29%Beat+42.1%
    May 22
    Reported Jun 29
    		$1.82$1.74+4.60%Beat+28.2%
    Feb 22
    Reported Mar 30
    		$1.29$1.23+4.88%Beat+25.2%
    Nov 21
    Reported Dec 22
    		$1.25$1.20+4.17%Beat+13.6%
    Aug 21
    Reported Oct 20
    		$1.26$1.26+0.00%Beat+15.6%
    May 21
    Reported Jul 7
    		$1.42$1.39+2.16%Beat+1.4%
    Feb 21
    Reported Apr 7
    		$1.03$1.02+0.98%Beat+3.0%
    Nov 20
    Reported Jan 6
    		$1.10$1.09+0.92%Beat-9.1%
    Aug 20
    Reported Oct 27
    		$1.09$0.94+15.96%Beat-16.2%
    May 20
    Reported Jul 8
    		$1.40$1.25+12.00%Beat-3.4%
    Feb 20
    Reported Apr 8
    		$1.00$1.00+0.00%Beat-19.4%
    Nov 19
    Reported Jan 8
    		$1.21$1.17+3.42%Beat-9.0%
    Aug 19
    Reported Oct 24
    		$1.30$1.23+5.69%Beat-1.5%
    May 19
    Reported Jul 10
    		$1.45$1.49-2.68%Miss+4.3%
    Feb 19
    Reported Apr 10
    		$1.24$1.26-1.59%Miss-7.5%
    Nov 18
    Reported Jan 9
    		$1.33$1.32+0.76%Beat+26.7%
    Aug 18
    Reported Oct 30
    		$1.32$1.29+2.33%Beat+23.4%
    May 18
    Reported Jul 11
    		$1.39$1.39+0.00%Beat+27.5%
    Feb 18
    Reported Apr 10
    		$1.34$1.31+2.29%Beat+44.1%
    Nov 17
    Reported Jan 10
    		$1.05$1.06-0.94%Miss+10.5%
    Aug 17
    Reported Oct 31
    		$1.07$0.99+8.08%Beat-
    May 17
    Reported Jul 12
    		$1.09$1.09+0.00%Beat-
    Feb 17
    Reported Apr 6
    		$0.93$0.90+3.33%Beat-
    Nov 16
    Reported Jan 11
    		$0.95$0.93+2.15%Beat-

    Dividends

    Dividend Metrics

    Forward Yield2.66%
    Forward Annual Dividend$3.48
    Payout Ratio63.55%
    FrequencyQuarterly
    Pay MonthsJan, Apr, Jul, Nov

    Growth

    3Y CAGR+4.00%
    5Y CAGR+8.73%
    MSM dividend history and ex-dividend datesRun MSM in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio30.17EV/EBITDA18.16x
    Price/FCF33.17xFCF Yield3.02%
    Profitability
    Profit Margin5.92%Operating Margin10.20%
    ROE16.30%ROIC12.67%
    Financial Health
    Debt/Equity0.36xInterest Coverage14.71x
    Current Ratio1.55xQuick Ratio0.72x
    Trading Statistics
    Beta0.81Avg Volume828.69K
    52-Week High$133.6552-Week Low$76.68

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$130.35
    SMA 20$126.68
    SMA 50$122.96
    SMA 200$106.62
    EMA 10$129.68
    EMA 20$127.48
    EMA 50$124.01
    EMA 200$110.30

    MACD

    Line: 2.66Signal: 2.28Hist: 0.38

    ADX

    ADX: 19.7+DI: 25.7-DI: 12.4

    Aroon & PSAR

    Aroon Up100.0
    Aroon DownN/A
    PSAR$127.07

    Bollinger Bands

    Upper Band$135.03
    Lower Band$118.33
    %B Position1318%(Upper)
    Band Width0.74

    RSI (14-Day)

    Neutral
    62.0

    Momentum Oscillators

    Stoch %K91.5
    Stoch %D87.7
    Williams %R-21.1
    ROC (10d)1.7%
    Momentum2.13
    CCI (20d)81.6
    MFI (14d)61.6

    Volatility Measures

    ATR (14d)$3.17(2.4%)
    StdDev (20d)4.18
    Hist Vol24.0%(Moderate)

    Volume Flow

    VWAP$131.24
    OBV13.7M
    AD Line-235.1M
    CMF (20d)0.127

    Volume Metrics

    Avg Vol (20d)842.0K
    Vol Ratio1.0x
    VWMA (20d)$126.67

    Pivot Points

    R3$136.44
    R2$134.61
    R1$133.59
    Pivot Point$131.76
    S1$130.74
    S2$128.91
    S3$127.89

    Advanced Oscillators

    TSI28.18
    Ultimate Osc58.1
    KST73.51

    Financial Data

    QuarterMay 2026Feb 2026Nov 2025Aug 2025May 2025Feb 2025Nov 2024Aug 2024May 2024Feb 2024Nov 2023Aug 2023
    Total Revenue$1.05B$917.77M$965.68M$978.17M$971.14M$891.72M$928.48M$952.28M$979.35M$935.35M$953.97M$1.04B
    Cost of Revenue$616.68M$540.19M$573.01M$583.20M$573.41M$526.49M$550.30M$561.68M$578.90M$546.74M$560.85M$615.91M
    Gross Profit$430.40M$377.59M$392.68M$394.98M$397.74M$365.23M$378.19M$390.61M$400.45M$388.61M$393.12M$419.53M
    Operating Expenses$323.66M$312.80M$316.44M$310.68M$315.00M$302.98M$305.91M$299.75M$293.68M$297.42M$291.55M$301.48M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$323.66M$0$311.57M$306.11M$312.32M$301.58M$303.56M$0$288.99M$291.24M$0$0
    Operating Income$106.75M$64.79M$76.24M$84.30M$82.73M$62.25M$72.28M$90.86M$106.77M$91.19M$101.57M$118.06M
    Interest Income$156,000$130,000$275,000$188,000$368,000$233,000$341,000$110,000$134,000$43,000$125,000$270,000
    Interest Expense$5.38M$5.59M$5.42M$5.73M$6.03M$6.23M$6.08M$6.62M$6.88M$6.95M$5.32M$4.63M
    Income Before Tax$104.24M$56.02M$67.51M$76.15M$75.11M$51.71M$60.60M$76.14M$95.34M$79.95M$91.32M$115.72M
    Income Tax Expense$25.54M$13.86M$16.41M$20.02M$18.25M$12.57M$14.91M$22.19M$24.02M$18.39M$22.19M$28.28M
    Net Income$78.70M$42.16M$51.11M$56.13M$56.86M$39.15M$45.69M$53.95M$71.31M$61.56M$69.13M$87.44M
    EBITDA$135.22M$87.11M$98.02M$105.17M$104.05M$81.19M$88.52M$103.79M$122.74M$107.75M$116.70M$139.50M
    EBIT$109.47M$61.48M$72.66M$81.69M$80.78M$57.71M$66.34M$82.64M$102.09M$86.86M$96.51M$120.08M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $100.54M
    Gov Obligations / Revenue
    2.6%
    Obligations YoY
    3.3%
    Active Awards
    42,353
    New Awards (TTM)
    42,224
    Avg Remaining Term
    2.2 mo

    Top agency: General Services Administration at 92.3% of trailing twelve month obligations across 3 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    FA822726F0007Department of DefenseDepartment of the Air Force$3.00MOct 30, 2025
    FA822726F0002Department of DefenseDepartment of the Air Force$2.25MOct 8, 2025
    FA822725F0037Department of DefenseDepartment of the Air Force$1.00MAug 26, 2025
    47QSCC26F4CCAGeneral Services AdministrationFederal Acquisition Service$960941May 14, 2026
    47QSCC25F8N24General Services AdministrationFederal Acquisition Service$680818Sep 5, 2025
    47QSCC26F5KBMGeneral Services AdministrationFederal Acquisition Service$635259Jul 20, 2026
    47QSCC26F4KYFGeneral Services AdministrationFederal Acquisition Service$587818May 27, 2026
    47QSCC25F8H9RGeneral Services AdministrationFederal Acquisition Service$471784Aug 29, 2025
    47QSCC26F4WYJGeneral Services AdministrationFederal Acquisition Service$379911Jun 12, 2026
    47QSCC26F2S4VGeneral Services AdministrationFederal Acquisition Service$334888Mar 13, 2026

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Vesting gives MSC Industrial (MSM) CEO 1,173 shares; she delivers 480.737 shares for tax withholding.

    MSC Industrial Direct Co. Inc. President & CEO Martina McIsaac acquired 1,173 Class A shares from vested RSUs and 187.737 Class A shares from vested dividend equivalent units on October 3...

    Stock Titan•10/6/26•Neutral

    MSC Industrial Supply Co. to Attend Jefferies Global Industrials Conference

    MSC Industrial Supply Co. (NYSE: MSM) announced its attendance at the 2026 Jefferies Global Industrials Conference in New York City. President & CEO Martina McIsaac and VP of Investor Relations & Business Development...

    www.marketscreener.com•9/3/26•Somewhat-Bullish

    Is Louise Goeser’s Planned Board Exit a Test of MSC Industrial’s (MSM) Governance Amid Weaker Returns?

    MSC Industrial Direct Co., Inc. announced that director Louise Goeser will not seek re-election in 2027, a decision attributed to retirement and not disagreements. This departure coincides with analyst concerns over...

    Sahm•8/23/26•Somewhat-Bearish

    MSC Industrial Direct board member Louise Goeser to retire after current term

    Louise Goeser, a board member of MSC Industrial Direct Co., Inc. (NYSE: MSM), will not seek re-election at the company's 2027 Annual Meeting of Shareholders due to retirement planning. Her decision is not a result of any...

    Investing.com•8/20/26•Somewhat-Bullish

    MSC Industrial Direct (MSM) Stock Dropped, What Is Drawing Attention Now?

    MSC Industrial Direct (MSM) stock has experienced a recent pullback despite a strong year-to-date performance, raising questions about its current valuation. Analysts have a consensus fair value of $103.14 per share...

    Sahm•8/12/26•Somewhat-Bearish

    MSM Valuation and Fair Value

    P/E
    30.2x
    Forward P/E
    23.5x
    EV/EBITDA
    18.2x
    P/FCF
    33.2x
    PEG
    2.5x
    P/B
    5.1x
    See GNG's fair value

    MSM Profitability: Margins, ROIC and FCF

    Gross margin
    40.8%
    Operating margin
    10.2%
    Net margin
    5.9%
    ROIC
    12.7%
    ROE
    16.3%
    FCF margin
    5.6%
    FCF yield
    3.0%

    MSM Competitors

    CompanyTicker
    Aecom Technology CorporationACM
    Kirby CorporationKEX
    Kratos Defense & Security SolutionsKTOS
    Armstrong World Industries IncAWI
    Dycom Industries IncDY
    StandardAero, Inc.SARO
    Core & Main IncCNM
    MSA SafetyMSA

    Sector: Industrials

    MSM Analyst Ratings

    Consensus
    Hold
    Analysts
    10
    Strong Buy
    0
    Buy
    3
    Hold
    6
    Sell
    1
    Strong Sell
    0

    MSM Earnings: Beat Rate and Next Report

    Beat rate
    5 of 8 quarters (62.5%)
    Average surprise
    4.9%
    EPS estimate (fiscal period ending Aug 31, 2026)
    $1.57

    MSM Dividend

    Forward yield
    2.7%
    Payout ratio
    63.5%
    3Y DPS growth
    4.0%
    5Y DPS growth
    8.7%
    Pay months
    Jan, Apr, Jul, Nov
    MSM dividend history

    Frequently Asked Questions About MSM

    What is MSM's current dividend yield?

    MSC Industrial Direct Company Inc (MSM) has a forward dividend yield of 2.66%.

    Does MSM pay dividends?

    Yes, MSC Industrial Direct Company Inc pays dividends with a forward dividend yield of 2.66%.

    What is MSM's P/E ratio?

    MSC Industrial Direct Company Inc has a price-to-earnings (P/E) ratio of 30.17.

    What is MSM's market cap?

    MSC Industrial Direct Company Inc (MSM) has a market capitalization of $7.28B with a current stock price of $130.63.

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