8-K ·Filed Apr 1, 2026
earnings-rerun-backfill
Actionable Insight ◆ Mixed
Monitor next quarter for execution on raised guidance; the significant EPS miss may pressure stock despite optimistic outlook.
Final — all horizons settled through T+60d
MSM ▲ +28.67% at T+60d
NEUTRAL call ✓ call won +28.67% · α vs SPY +15.29% · entry $90.67 → $116.67
T+1d
-1.34%
call -1.34% · α -1.42%
$89.45
settled 6mo ago
T+5d
+6.02%
call +6.02% · α +2.25%
$96.13
settled 6mo ago
T+20d
+11.11%
call +11.11% · α +1.39%
$100.75
settled 5mo ago
T+60d
+28.67%
call +28.67% · α +15.29%
$116.67
settled 3mo ago
Price Chart
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Executive Summary
MSC Industrial reported Q2 FY2026 adjusted EPS of $0.82, missing consensus of $1.26 by 35%, on net sales of $917.8 million, up 2.9% YoY. Guidance for Q3 was raised to 5.0-7.0% average daily sales growth and 9.7-10.3% adjusted operating margin, signaling improved momentum.
Key Financial Metrics
EPS
$0.82
est $1.26 · -34.9%
Revenue
$917.8M
est $1.0B · -10.9% · +2.9% YoY
Rating
strong miss
Free Cash Flow
$81.3M
Gross Margin
41.1%
Key Facts
- Adjusted EPS of $0.82 missed consensus of $1.26 by 35%
- Net sales of $917.8 million increased 2.9% YoY
- Q3 guidance raised to 5.0-7.0% average daily sales growth and 9.7-10.3% adjusted operating margin
- Operating margin expanded 10 basis points YoY to 7.1% (40 bps on adjusted basis to 7.5%)
Financial Impact
EPS miss of $0.44 vs consensus, revenue $112.2 million below $1.03B estimate
epsrevenueoperating_margin
Risk Factors
- EPS miss of 35% raises concerns about profitability and cost structure
- Sales fell short of expectations despite YoY growth
Market Snapshot
Exchange
NYSE
Sector
Wholesale-Industrial Machinery & Equipment
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001003078-26-000059 |
| Document: msm-20260401.htm | 0001003078-26-000059 |
| Document: 0001003078-26-000059-index-headers.html | 0001003078-26-000059 |
| Document: 0001003078-26-000059-index.html | 0001003078-26-000059 |
| Document: 0001003078-26-000059.txt | 0001003078-26-000059 |
| 8-K Data (Synthetic) | 0001003078-26-000059 |
4 reports for MSM
Track record builds as more directional reports settle.
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 1, 2026 13w ago | 8-K | $123.34 $120.73 | ▼ −2.12% | ▼ −5.07% | $130.12 (+5.50%) |
Jun 16, 2026 15w ago | 8-K | $115.18 $120.51 | ▲ +4.63% | ▲ +1.48% | $130.12 (+12.97%) |
Apr 15, 2026 24w ago | 8-K | $94.17 $123.99 | ▲ +31.67% | ▲ +24.62% | $130.12 (+38.18%) |
Apr 1, 2026 26w ago | 8-K | $90.67 $116.67 | ▲ +28.67% | ▲ +15.29% | $130.12 (+43.51%) |
Showing 4 of 4
US Market Status
Market Closed — Opens Mon (64h 35m)
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