M

    MSC Industrial Direct Company Inc (MSM)

    Official site

    INDUSTRIALS • INDUSTRIAL DISTRIBUTION • NYSE

    $118.89
    -0.31 (-0.26%)

    Market Cap: $6.66B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

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

    Upcoming Estimates

    Aug 31, 2026
    EPS Consensus$1.56
    Range$1.25 - $1.64
    10 analysts
    Revenue Consensus
    $1.1B
    Range$975M - $1.1B
    10 analysts
    Nov 30, 2026
    EPS Consensus$1.21
    Range$1.14 - $1.28
    7 analysts
    EPS Revisions
    5
    0
    7d
    4
    1
    30d
    EPS Estimate Drift
    90d ago$1.11-8.0%
    60d ago$1.12-7.2%
    30d ago$1.12-7.5%
    7d ago$1.21+0.0%
    Current$1.21
    Revenue Consensus
    $1.0B
    Range$1.0B - $1.0B
    7 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Nov 26EST
    		-$1.21---
    Aug 26EST
    		-$1.56---
    May 26
    		$1.43$1.28+11.72%Beat+32.4%
    Feb 26
    		$0.82$0.84-2.38%Miss+13.9%
    Nov 25
    		$0.99$0.95+4.21%Beat+15.1%
    Aug 25
    		$1.09$1.01+7.92%Beat+5.8%
    May 25
    		$1.08$1.03+4.85%Beat-18.8%
    Feb 25
    		$0.72$0.72+0.00%Beat-39.0%
    Nov 24
    		$0.86$0.73+17.81%Beat-31.2%
    Aug 24
    		$1.03$1.08-4.63%Miss-37.2%
    May 24
    		$1.33$1.33+0.00%Beat-23.6%
    Feb 24
    		$1.18$1.16+1.72%Beat-18.6%
    Nov 23
    		$1.25$1.30-3.85%Miss-15.5%
    Aug 23
    		$1.64$1.62+1.23%Beat-8.4%
    May 23
    		$1.74$1.74+0.00%Beat-4.4%
    Feb 23
    		$1.45$1.36+6.62%Beat+12.4%
    Nov 22
    		$1.48$1.47+0.68%Beat+18.4%
    Aug 22
    		$1.79$1.75+2.29%Beat+42.1%
    May 22
    		$1.82$1.74+4.60%Beat+28.2%
    Feb 22
    		$1.29$1.23+4.88%Beat+25.2%
    Nov 21
    		$1.25$1.20+4.17%Beat+13.6%
    Aug 21
    		$1.26$1.26+0.00%Beat+15.6%
    May 21
    		$1.42$1.39+2.16%Beat+1.4%
    Feb 21
    		$1.03$1.02+0.98%Beat+3.0%
    Nov 20
    		$1.10$1.09+0.92%Beat-9.1%
    Aug 20
    		$1.09$0.94+15.96%Beat-16.2%
    May 20
    		$1.40$1.25+12.00%Beat-3.4%
    Feb 20
    		$1.00$1.00+0.00%Beat-19.4%
    Nov 19
    		$1.21$1.17+3.42%Beat-9.0%
    Aug 19
    		$1.30$1.23+5.69%Beat-1.5%
    May 19
    		$1.45$1.49-2.68%Miss+4.3%
    Feb 19
    		$1.24$1.26-1.59%Miss-7.5%
    Nov 18
    		$1.33$1.32+0.76%Beat+26.7%
    Aug 18
    		$1.32$1.29+2.33%Beat+23.4%
    May 18
    		$1.39$1.39+0.00%Beat+27.5%
    Feb 18
    		$1.34$1.31+2.29%Beat+44.1%
    Nov 17
    		$1.05$1.06-0.94%Miss+10.5%
    Aug 17
    		$1.07$0.99+8.08%Beat-
    May 17
    		$1.09$1.09+0.00%Beat-
    Feb 17
    		$0.93$0.90+3.33%Beat-
    Nov 16
    		$0.95$0.93+2.15%Beat-

    Dividends

    Dividend Metrics

    Yield2.93%
    Annual/Share$3.48
    Payout Ratio63.55%
    Frequency4
    Pay MonthsJan, Apr, Jul, Nov

    Growth

    3Y CAGR+4.00%
    5Y CAGR+8.73%
    View MSM's full dividend history

    Key Metrics

    Valuation
    P/E Ratio27.46EV/EBITDA17.11x
    Price/FCF30.18xFCF Yield3.31%
    Profitability
    Profit Margin5.92%Operating Margin10.20%
    ROE16.30%ROIC12.68%
    Financial Health
    Debt/Equity0.36xInterest Coverage14.71x
    Current Ratio1.55xQuick Ratio0.72x
    Trading Statistics
    Beta0.83Avg Volume592.05K
    52-Week High$130.4652-Week Low$76.68

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$120.06
    SMA 20$121.59
    SMA 50$121.79
    SMA 200$100.28
    EMA 10$120.36
    EMA 20$121.09
    EMA 50$119.71
    EMA 200$104.98

    MACD

    Line: -0.66Signal: -0.35Hist: -0.31

    ADX

    ADX: 13.5+DI: 19.8-DI: 26.1

    Aroon & PSAR

    Aroon Up28.0
    Aroon Down72.0
    PSAR$123.87

    Bollinger Bands

    Upper Band$126.69
    Lower Band$116.50
    %B Position838%(Upper)
    Band Width0.23

    RSI (14-Day)

    Neutral
    44.5

    Momentum Oscillators

    Stoch %K34.0
    Stoch %D42.0
    Williams %R-79.3
    ROC (10d)-4.6%
    Momentum-5.71
    CCI (20d)-89.8
    MFI (14d)54.6

    Volatility Measures

    ATR (14d)$3.10(2.6%)
    StdDev (20d)2.55
    Hist Vol25.7%(Moderate)

    Volume Flow

    VWAP$119.04
    OBV6.1M
    AD Line-280.5M
    CMF (20d)-0.047

    Volume Metrics

    Avg Vol (20d)588.6K
    Vol Ratio1.1x
    VWMA (20d)$121.66

    Pivot Points

    R3$125.55
    R2$124.13
    R1$121.67
    Pivot Point$120.25
    S1$117.78
    S2$116.36
    S3$113.89

    Advanced Oscillators

    TSI-5.93
    Ultimate Osc49.9
    KST-23.01

    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

    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 stagnant sales, weaker EPS, and reduced returns on capital, prompting scrutiny of the company's governance and its ability to address these financial pressures. While recent Q3 2026 results showed increased net income, the article highlights ongoing questions about volume trends and pricing power as more critical to the stock's future than the board succession.

    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 disagreement with the company. This announcement follows strong performance from MSC Industrial Direct, with shares up nearly 50% year-to-date and positive fiscal third-quarter results that exceeded analyst expectations.

    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, indicating the stock is currently overvalued compared to its last close of $120.06. The article suggests investors examine key drivers like revenue growth and margins, and consider diversifying their portfolio with other investment ideas.

    Sahm•8/13/26•
    Somewhat-Bearish

    Grainger Beats Q2 Earnings Estimates on Margin Gains, Raises Outlook

    GWW tops Q2 earnings estimates as stronger sales and margin expansion fuel the results, leading it to raise the 2026 sales, earnings and margin outlook.

    Zacks Commentary•8/4/26•
    Neutral

    Rising Analyst Optimism And Falling Short Interest Could Be A Game Changer For MSC Industrial Direct (MSM)

    MSC Industrial Direct (MSM) is experiencing increased attention from Wall Street analysts, with several upgrading their views and short interest declining. This shift reflects growing confidence in the company's ability to convert stable demand into earnings and dividends, despite mixed industrial conditions. While this improved sentiment is positive, investors should still be aware of risks such as softer industrial demand and rising costs.

    Sahm•8/3/26•
    Bullish

    Frequently Asked Questions About MSM

    What is MSM's current dividend yield?
    MSC Industrial Direct Company Inc (MSM) has a current dividend yield of 2.93%.
    Does MSM pay dividends?
    Yes, MSC Industrial Direct Company Inc pays dividends with a current yield of 2.93%.
    What is MSM's P/E ratio?
    MSC Industrial Direct Company Inc has a price-to-earnings (P/E) ratio of 27.46.
    What is MSM's market cap?
    MSC Industrial Direct Company Inc (MSM) has a market capitalization of $6.66B with a current stock price of $118.89.

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