The strong beat and raised guidance (Q1 ADS growth 9.5%-10.5%) suggest accelerating momentum in core customer and National Accounts. Watch for continued margin expansion as the company laps price benefits; the next catalyst is the Q1 FY2027 report on January 6, 2027.
Price Chart
Executive Summary
MSC Industrial reported fiscal Q4 2026 adjusted diluted EPS of $1.45, beating consensus of $1.24 by 16.9%, on record net sales of $1.079B (+10.3% YoY). GAAP EPS was $0.85, down 15.8% YoY due to $41.8M in asset impairment charges. The company guided Q1 FY2027 ADS growth of 9.5%-10.5% and adjusted operating margin of 9.5%-10.1%, with management noting low double-digit sales trends to start the year.
Key Financial Metrics
Key Facts
- Adjusted diluted EPS of $1.45 beat consensus of $1.24 by 16.9%
- Net sales of $1.079B increased 10.3% YoY, a record quarterly level
- Adjusted operating margin of 10.9% exceeded the high end of guidance (10.8%)
- GAAP EPS of $0.85 declined 15.8% YoY due to $41.8M in asset impairment charges
- Q1 FY2027 guidance: ADS growth 9.5%-10.5%, adjusted operating margin 9.5%-10.1%
- Full-year FY2026 adjusted diluted EPS of $4.69 grew 24.7% YoY
- Free cash flow conversion of 102% of net income for FY2026
Financial Impact
Adjusted EPS beat consensus by 16.9% ($1.45 vs $1.24); revenue beat by ~3.8% ($1.079B vs $1.04B consensus)
Risk Factors
- GAAP EPS declined 15.8% YoY due to $41.8M in asset impairment charges
- Inflationary headwinds and tougher YoY comparisons in FY2027
- Adjusted operating margin guidance for Q1 (9.5%-10.1%) is below Q4's 10.9%
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001003078-26-000108 |
| Document: msm-20261022.htm | 0001003078-26-000108 |
| Document: 0001003078-26-000108-index-headers.html | 0001003078-26-000108 |
| Document: 0001003078-26-000108-index.html | 0001003078-26-000108 |
| Document: 0001003078-26-000108.txt | 0001003078-26-000108 |
| 8-K Data (Synthetic) | 0001003078-26-000108 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $113.86 $118.72 | ▲ +4.27% | ▲ +3.56% | $118.25 (+3.86%) |
Oct 22, 2026 5d ago | 8-K | $112.43 $113.86 | ▲ +1.27% | ▲ +1.79% | $118.25 (+5.18%) |
Oct 14, 2026 12d ago | 8-K | $130.70 $130.38 | ▼ −0.24% | ▲ +0.86% | $118.25 (−9.53%) |
Jul 1, 2026 16w ago | 8-K | $123.34 $122.78 | ▼ −0.45% | ▼ −0.32% | $118.25 (−4.13%) |
Jun 16, 2026 18w ago | 8-K | $115.18 $118.51 | ▲ +2.89% | ▲ +2.11% | $118.25 (+2.67%) |
Apr 15, 2026 27w ago | 8-K | $94.17 $97.52 | ▲ +3.56% | ▲ +2.34% | $118.25 (+25.57%) |
Apr 1, 2026 29w ago | 8-K | $90.67 $89.45 | ▼ −1.34% | ▼ −1.42% | $118.25 (+30.42%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers