MSC INDUSTRIAL DIRECT CO INC — Form 8-K
Filed October 22, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
MSC Industrial (NYSE: MSM) reported fiscal 2026 full-year net sales of $4,009.7M (+6.4% YoY), with operating income of $320.6M ($379.3M adjusted). Adjusted diluted EPS of $4.69 vs. $3.76 prior year (+24.7%), with adjusted operating margin of 9.5% vs. 8.4% prior year. Q4 FY2026 saw net sales of $1,079.2M (+10.3% YoY) and adjusted Q4 EPS of $1.45 vs. $1.09 (+33.0%). Company recorded $43.7M in asset impairment charges in FY2026. Generated 102% free cash flow conversion and 139% operating cash flow conversion. FY2027 guidance: Q1 average daily sales growth 9.5%–10.5%, adjusted operating margin 9.5%–10.1%.
Why this rating
Strong full-year and Q4 beat with margin expansion; solid FY2027 guidance. Asset impairments ($43.7M, ~1.2% of mkt cap) modest. Sales growth and cash flow solid for $3.7B company—meaningful but not transformational.
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