A Look At MSC Industrial Direct (MSM) Valuation After Earnings Beat And Stock Purchase Plan Extension
MSC Industrial Direct (MSM) recently reported strong Q1 fiscal 2026 earnings, surpassing analyst expectations, and approved an extension of its Associate Stock Purchase Plan. Despite these positive developments and the stock reaching a new 52-week high of US$95.56, Simply Wall St assesses the company as 11.1% overvalued compared to its fair value estimate of $86, noting potential risks from soft demand and tariffs. The analysis suggests the current price might be premature in fully pricing in future growth from network optimization and seller effectiveness initiatives.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. (NYSE: MSM) announced its fiscal 2026 first-quarter results, highlighting a 4.0% year-over-year increase in net sales to $965.7 million and a diluted EPS of $0.93, or $0.99 adjusted. The company attributed its success to growth initiatives and cost optimization, leading to profitable growth and operating margin expansion despite external headwinds. MSC also provided its Q2 and full-year fiscal 2026 outlook, maintaining certain financial metrics while anticipating a soft start to Q2 due to holiday timing.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. reported strong fiscal 2026 first-quarter results, with net sales increasing 4.0% year-over-year to $965.7 million and diluted EPS reaching $0.93. The company achieved profitable growth due to the continued momentum from growth initiatives and optimized costs, leading to an operating margin of 7.9%. Despite holiday timing affecting the second-quarter outlook for average daily sales, MSC Industrial remains confident in sustained profitable growth through fiscal 2026 and beyond.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. announced its fiscal 2026 first-quarter results, reporting a 4.0% year-over-year increase in net sales to $965.7 million and a diluted EPS of $0.93. The company highlighted a return to profitable growth, with operating margin expansion and double-digit improvement in earnings per share. Despite a soft start to the second quarter due to holidays, MSC Industrial Supply Co. remains confident in continued profitable growth throughout fiscal 2026 and beyond.
Is MSC Industrial Direct (MSM) Fairly Priced After Recent Share Price Softness?
This article analyzes whether MSC Industrial Direct (MSM) is fairly valued after recent share price declines. Using Discounted Cash Flow (DCF) analysis, the stock appears about right, suggesting a fair value of $76.62 against a current price of $83.59, making it 9.1% overvalued. However, comparing its P/E ratio of 22.81x to Simply Wall St's proprietary Fair Ratio of 20.68x indicates the shares are overvalued, highlighting different valuation perspectives.
MSC Industrial Direct Co., Inc. (NYSE:MSM) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?
MSC Industrial Direct's (NYSE:MSM) stock has seen a recent decline, but its underlying fundamentals appear sound. The company's Return on Equity (ROE) is 15%, comparable to the industry average, yet its net income growth has been flat over the past five years, possibly due to a high payout ratio of 64%. Despite this, analysts anticipate future earnings growth, even as the payout ratio is expected to remain stable at 70%.
MSC Industrial Direct shareholders approve stock plan amendment and elect directors
Shareholders of MSC Industrial Direct Co., Inc. (NYSE:MSM) approved an amendment to the company’s Associate Stock Purchase Plan, increasing shares available by 300,000 and extending its term. They also elected all nominated directors for one-year terms and ratified Ernst & Young LLP as the independent registered public accounting firm for fiscal year 2026. This news follows a strong Q1 fiscal 2026 earnings report, though analysts maintain a cautious outlook.
MSC Industrial Direct shareholders approve stock plan amendment and elect directors By Investing.com
At MSC Industrial Direct Co., Inc.'s 2026 Annual Meeting, shareholders approved an amendment to the company's Associate Stock Purchase Plan, increasing shares by 300,000 and extending its term. All director nominees were elected, and Ernst & Young LLP was ratified as the independent auditor. Separately, MSC Industrial Direct exceeded Q1 fiscal 2026 earnings expectations, though analysts like Jefferies and KeyBanc maintain cautious outlooks, citing market uncertainties.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. reported strong fiscal 2026 first quarter results, with net sales increasing 4.0% year-over-year to $965.7 million and diluted EPS rising to $0.93. The company demonstrated profitable growth, achieving operating margin expansion and delivering double-digit improvement in earnings per share. Leadership expressed confidence in continued profitable growth throughout fiscal 2026 and beyond, despite a soft start to the second quarter due to holiday timing.
MSC Industrial Direct shareholders approve stock plan amendment and elect directors
Shareholders of MSC Industrial Direct Co., Inc. (NYSE:MSM) approved an amendment to the company's Associate Stock Purchase Plan, increasing shares by 300,000 and extending its term by five years. All nominated directors were elected for one-year terms, and Ernst & Young LLP was ratified as the independent public accounting firm. Separately, MSC Industrial exceeded Q1 FY2026 earnings forecasts, though analysts from Jefferies and KeyBanc expressed caution on the stock due to market uncertainties.
A Look At MSC Industrial Direct (MSM) Valuation After Stronger Q1 Sales And Earnings Results
MSC Industrial Direct (MSM) reported strong Q1 sales and earnings, with sales reaching US$965.68 million and net income at US$51.8 million. Despite this, its share price softened slightly in the short term, though it shows positive longer-term momentum. Analysts currently view the stock as only 1% undervalued against a narrative fair value of US$86.
MSC Industrial Direct Co., Inc. (NYSE:MSM) Q1 2026 Earnings Call Transcript
MSC Industrial Direct Co., Inc. (NYSE:MSM) reported its fiscal Q1 2026 earnings, beating EPS expectations with $0.99. CEO Martina McIsaac, in her first week, discussed strategic priorities including sales organization optimization, strengthening supplier relationships, and leveraging technology, while Interim CFO Gregory Clark detailed financial results and Q2 outlook. The company expects continued growth from core customers, sustained benefits from pricing actions, and productivity improvements despite a challenging December and limited Q2 visibility, aiming for approximately 20% adjusted incremental operating margins for the full fiscal year.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. reported strong fiscal 2026 first-quarter results, with net sales increasing 4.0% year-over-year to $965.7 million and diluted EPS rising 12.0% to $0.93. The company achieved profitable growth due to solid execution of growth initiatives and cost optimization, despite some economic headwinds. Looking ahead, MSC Industrial Supply Co. anticipates continued profitable growth throughout fiscal 2026, driven by further advancements in growth initiatives and cost-to-serve optimization.
Will Pricing-Led Gains and Vending Expansion Change MSC Industrial Direct's (MSM) Narrative?
MSC Industrial Direct recently reported strong Q1 2026 results, driven by pricing actions and expanded vending and in-plant solutions. The company's strategy focuses on these higher-value services to support earnings amidst fluctuating demand and cost pressures. While forecasts project significant revenue and earnings growth by 2028, investor opinions on its fair value still vary, highlighting the need for diverse perspectives.
MSC Industrial Q4 2025 Earnings Report: Revenue $965.7M, EPS $0.99 - News and Statistics
MSC Industrial Supply Co. reported its Q4 2025 financial results, with revenue of $965.7 million meeting analyst estimates and adjusted EPS of $0.99 beating expectations. Despite the positive earnings, shares declined after the release. Management attributed performance to core customer momentum and effective sales, while acknowledging challenges from public sector sales and macro uncertainty.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. reported strong fiscal 2026 first-quarter results, with net sales increasing by 4.0% year-over-year to $965.7 million and diluted EPS rising to $0.93. The company achieved profitable growth and operating margin expansion, driven by growth initiatives and cost optimization. Despite anticipating a soft start to the second quarter due to holidays, MSC Industrial remains confident in continued profitable growth throughout fiscal 2026.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. (NYSE:MSM) reported strong financial results for its fiscal 2026 first quarter, with net sales increasing 4.0% year-over-year to $965.7 million and diluted EPS of $0.93. The company achieved profitable growth and operating margin expansion, driven by growth initiatives and cost optimization. They maintained their full-year fiscal 2026 outlook for various financial metrics and provided a positive outlook for the second quarter despite holiday-related softness.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. announced its fiscal 2026 first quarter results, reporting net sales of $965.7 million, a 4.0% increase year-over-year. The company achieved diluted EPS of $0.93 and adjusted diluted EPS of $0.99, reflecting strong execution of growth initiatives and optimized costs. MSC also provided a financial outlook for Q2 fiscal 2026 and maintained its full-year guidance for several key metrics.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. reported its fiscal 2026 first-quarter results, showing a 4.0% year-over-year increase in net sales to $965.7 million and a diluted EPS of $0.93, up 12.0% from the prior year. The company executives highlighted solid execution on growth initiatives, leading to profitable growth and improved operating margins despite some headwinds. MSC Industrial also provided its second-quarter fiscal 2026 outlook.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. reported strong fiscal 2026 first quarter results, with net sales increasing 4.0% year-over-year to $965.7 million and diluted EPS rising to $0.93. The company, a leading North American distributor of MRO products, credited continued momentum from growth initiatives and cost optimization for its return to profitable growth. MSC Industrial also provided a positive outlook for the second quarter and maintained its full-year fiscal 2026 financial metrics.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. (NYSE: MSM) reported its fiscal 2026 first-quarter results, with net sales increasing 4.0% year-over-year to $965.7 million and diluted EPS reaching $0.93, or $0.99 on an adjusted basis. The company achieved profitable growth due to the momentum from recent initiatives and cost optimization, exceeding industrial production index growth. Looking ahead, MSC Industrial provides a financial outlook for the second quarter and maintains its full-year fiscal 2026 guidance, expecting continued profitable growth.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. has announced its fiscal first-quarter 2026 results, reporting a 4.0% year-over-year increase in net sales to $965.7 million and a substantial 12.0% rise in diluted EPS to $0.93. The company attributes this performance to successful execution of growth initiatives and cost optimization, despite some market headwinds. Looking ahead, MSC forecasts continued profitable growth, maintaining its full-year fiscal 2026 outlook.
A Look At MSC Industrial Direct (MSM) Valuation After Recent Share Price Weakness
This article analyzes MSC Industrial Direct (MSM) following recent share price declines, noting a 7.3% undervaluation based on intrinsic value but a premium P/E ratio compared to peers. It discusses analyst price targets ranging from $81.0 to $105.0 and highlights the conflicting signals between fair value estimates and market ratio indicators. The article suggests evaluating the current P/E premium to determine if it reflects justified confidence or a thinner valuation cushion.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. (NYSE:MSM) reported its fiscal Q1 2026 results, with net sales increasing 4.0% year-over-year to $965.7 million and diluted EPS reaching $0.93. The company highlighted profitable growth driven by recent initiatives and cost optimization, exceeding industrial production index growth despite a government shutdown impact. MSC Industrial expects continued profitable growth throughout fiscal 2026 and provided an outlook for Q2 2026.
MSC Industrial Direct Q1 2026 earnings preview
This article provides an earnings preview for MSC Industrial Direct's Q1 2026 results. It focuses on setting expectations for the upcoming financial release.
MSC's New Leadership Could Breathe Life Into the Struggling Industrial Distributor
MSC Industrial Direct, a major industrial distributor, is undergoing a CEO transition following a decent quarter. While the underlying business is considered moat-worthy, the company has experienced sluggish growth. New leadership is expected to revitalize the struggling company, building on its conservative capitalization and strategic acquisitions in the metalworking industry.
MSC Industrial Direct Q4 2025 Results: Revenue Meets Forecasts, EPS Beats Estimates
MSC Industrial Direct Co., Inc. reported Q4 2025 financial results, with sales of $965.7 million meeting expectations and showing a 4% year-over-year increase. The company's non-GAAP earnings per share of $0.99 surpassed analyst estimates by 4.8%, and adjusted EBITDA also exceeded forecasts. Despite beating EPS estimates, the company's revenue growth over the past five years has been sluggish, and its free cash flow margin declined significantly compared to the prior year.
MSC Industrial Direct appoints Martina McIsaac as CEO and board director
MSC Industrial Direct Co., Inc. announced the appointment of Martina McIsaac as its new President and Chief Executive Officer, effective January 1. She has also been elected to the company's board of directors, expanding it to ten members. Erik Gershwind, the former CEO, has been appointed Non-Executive Vice Chair.
MSC Industrial Direct appoints Martina McIsaac as CEO and board director By Investing.com
MSC Industrial Direct has appointed Martina McIsaac as its new President and Chief Executive Officer, effective January 1, also electing her to the board of directors. The former CEO, Erik Gershwind, has transitioned to Non-Executive Vice Chair. The company, known for its dividend payments and moderate debt, recently surpassed Q4 2025 earnings expectations.
MSC Industrial Direct appoints Martina McIsaac as CEO and board director
MSC Industrial Direct has named Martina McIsaac as its new President and Chief Executive Officer, effective January 1, also appointing her to the board of directors. Erik Gershwind, the prior CEO, has transitioned to Non-Executive Vice Chair. The company, known for distributing industrial equipment and machinery, has consistently paid dividends for 24 years and recently surpassed Q4 2025 earnings and revenue expectations.
MSC Industrial Direct appoints Martina McIsaac as CEO and board director
MSC Industrial Direct announced Martina McIsaac's appointment as President and CEO, effective January 1, and her election to the board, expanding it to ten members. Erik Gershwind, former CEO, was appointed Non-Executive Vice Chair. The company, a distributor of industrial equipment, maintains dividend payments and a moderate debt level, with recent positive earnings and revenue surprises.
MSC Industrial Direct appoints Martina McIsaac as CEO and board director
MSC Industrial Direct Co., Inc. (NYSE: MSM) announced that Martina McIsaac's appointment as President and Chief Executive Officer became effective on January 1, also electing her as a director, expanding the board to ten members. Erik Gershwind, the former CEO, was appointed Non-Executive Vice Chair. The company, a distributor of industrial equipment, boasts 24 consecutive years of dividend payments with a 4.05% yield and operates with a moderate debt level.
MSC Industrial Direct Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
MSC Industrial Direct Co., Inc. (NYSE: MSM) is set to release its Q1 earnings on January 7, 2026, with analysts expecting 95 cents per share on $963.07 million in revenue. The company recently declared an 87 cent per share cash dividend. Several top analysts have reiterated ratings and adjusted price targets for MSM shares, which recently traded at $84.59.
Is MSC Industrial Direct Still Attractive After Its Steady 2025 Share Price Climb?
MSC Industrial Direct (MSM) has seen a steady 15.7% year-to-date increase in its share price, reflecting investor optimism due to its role in manufacturing distribution, driven by trends like reshoring and automation. However, Simply Wall St's valuation checks, including Discounted Cash Flow and Price-to-Earnings ratios, suggest the stock is currently overvalued by approximately 44.2% and trades at a premium compared to industry peers. The article encourages investors to develop their own "Narratives" to assess the company's true value based on individual assumptions about its future performance.
Does MSC Industrial’s Steady 2025 Share Price Momentum Match Its Fundamentals?
MSC Industrial Direct (MSM) has seen steady share price gains but current valuation checks suggest the stock is overvalued. A Discounted Cash Flow analysis indicates a 42.8% overvaluation, while its Price-to-Earnings ratio of 24.10x is higher than industry averages and its proprietary "Fair Ratio" of 20.73x. Investors are encouraged to use the "Narratives" tool to create personalized valuations based on future expectations.
Assessing MSC Industrial Direct’s Valuation After Its Recent Share Price Pullback (MSM)
MSC Industrial Direct (MSM) has seen a recent share price pullback after a period of sustained growth. While analysts view the company as modestly undervalued with a consensus price target of $90.286, its current P/E ratio of 24x is higher than the industry average, suggesting it might be rich rather than cheap. The article prompts investors to consider whether the premium is a safety signal or a downside risk.
MSC INDUSTRIAL DIRECT CO INC ($MSM) CEO 2025 Pay Revealed | MSM Stock News
MSC INDUSTRIAL DIRECT CO INC CEO Erik Gershwind's estimated compensation for 2025 reached $5,873,837, marking a 24.45% increase from 2024, based on a recent SEC filing. Insider trading activity for MSM stock in the past six months shows more purchases than sales, with significant institutional investor interest as well. Analysts have also issued several price targets for MSM, with a median target of $92.5.
Why MSC Industrial Direct (MSM) Is Down 6.8% After Slower Growth Raises Margin Concerns - And What's Next
MSC Industrial Direct (MSM) recently reported Q3 revenue that topped expectations but showed slower growth than competitors, leading to concerns about profit margins due to softer demand and intense competition. The company's continued dividend commitment signals confidence despite these pressures, though investors weigh income potential against the risk of reduced profitability. Two fair value estimates from the Simply Wall St Community span a wide range, from about US$60 to US$88 per share, underscoring how differently investors can view the same business.
MSC Industrial Direct (MSM): Valuation Check After Earnings Beat but Slower Growth Raises Margin Concerns
MSC Industrial Direct (MSM) experienced a share price dip despite beating revenue expectations, due to slower growth compared to competitors, raising concerns about its profit margins. The company is considered modestly undervalued by analysts with a fair value of $87.50, but it trades at a P/E premium compared to the industry average, suggesting potential overvaluation for its stability or fair pricing for execution risk. Investors are rethinking their positions amidst the mixed signals of a recent pullback, long-term gains, and analyst disagreements on future price targets.
MSC Industrial Supply Co. to Participate at Upcoming Investor Conferences
MSC Industrial Supply Co. (NYSE:MSM) has announced its participation in two upcoming investor conferences: the Baird 2025 Global Industrial Conference on November 11, 2025, and the Stephens Annual Investment Conference on November 18, 2025. CEO Erik Gershwind and Head of Investor Relations Ryan Mills will attend both events, which will include fireside chats accessible via webcast on the company's Investor Relations website.
MSC Industrial Stock Drops on Slow Growth, Margin Pressure - News and Statistics
Shares of MSC Industrial Direct (NYSE:MSM) fell 3.3% on December 3, 2025, due to investor concerns about its slower revenue growth compared to competitors and potential profit margin pressure from soft demand and fierce competition. Despite beating analyst expectations with $978.2 million in revenues (a 2.7% year-on-year increase), the company's growth rate was the slowest among its peers. The stock has gained 10.6% year-to-date but remains 10.4% below its 52-week high.
Looking Into MSC Industrial Direct Co Inc's Recent Short Interest
The short interest in MSC Industrial Direct Co Inc (NYSE: MSM) has increased by 9.39% since its last report, with 3.43 million shares currently sold short, representing 8.62% of its float. This rise indicates a more bearish sentiment among investors compared to its peers, whose average short interest is 5.49%. The article notes that while increased short interest doesn't guarantee a stock price drop, it's an important indicator for traders.
A Look at MSC Industrial Direct's Valuation Following Strong Q4 Earnings and Insider Buying
MSC Industrial Direct (MSM) has seen its share price jump after surpassing Q4 earnings forecasts and experiencing significant insider buying. While the stock has delivered a 5.6% one-year total shareholder return, its current valuation of $88.10 closely aligns with the fair value of $87.50, suggesting it is fairly valued. The company's expansion plans and digital enhancements are expected to drive future revenue growth despite near-term market headwinds.
Jacobson buys MSC Industrial (MSM) shares worth $1.94 million By Investing.com
Mitchell Jacobson, a director and 10% owner of MSC Industrial Direct Co. Inc (NYSE: MSM), acquired 22,870 shares worth $1.94 million. The purchase price was close to the stock's current trading level and InvestingPro's Fair Value estimate, suggesting Jacobson views the company as appropriately valued. This insider transaction follows MSC Industrial Direct's strong Q4 2025 earnings report, which exceeded Wall Street expectations.
Is MSC Industrial Direct Still Attractive After 6.9% Weekly Share Price Drop?
MSC Industrial Direct (MSM) recently experienced a 6.9% weekly share price drop, prompting an analysis of its valuation. Despite this dip, the stock is still up 11.0% year-to-date. Valuation checks using Discounted Cash Flow and Price-to-Earnings ratios suggest the stock is currently overvalued.
Jacobson buys MSC Industrial (MSM) shares worth $1.94 million By Investing.com
Mitchell Jacobson, a director and 10% owner of MSC Industrial Direct Co. Inc (NYSE: MSM), purchased 22,870 Class A Common Stock shares for $1.94 million on November 18, 2025. This transaction indicates Jacobson views the company as appropriately valued, given the purchase price is near the stock's current trading level and InvestingPro’s Fair Value estimate. MSC Industrial has a moderate debt level, healthy liquidity, and offers a substantial 4.17% dividend yield, having maintained payments for 23 consecutive years.
Jacobson buys MSC Industrial (MSM) shares worth $1.94 million By Investing.com
Mitchell Jacobson, a director and 10% owner of MSC Industrial Direct Co. Inc (MSM), recently acquired 22,870 shares for $1.94 million. This purchase, near the stock's current trading level and InvestingPro's Fair Value estimate, indicates Jacobson sees MSC Industrial as appropriately valued. The company also reported strong Q4 2025 earnings, surpassing Wall Street expectations for both EPS and revenue.
MSM Director Buys 6,666 Shares. Is That a Good Sign for Manufacturing?
Philip Peller, a director at MSC Industrial Direct Co. Inc. (NYSE:MSM), recently acquired 6,666 Class A shares, representing a 232% increase in his direct holdings. This significant purchase, valued at over $600,000, occurred while MSM shares were already up 18% year-to-date, indicating Peller's strong confidence in the company's prospects. Given MSM's role in the industrial supply chain, this insider activity could be seen as an encouraging sign for the broader North American manufacturing sector.
Jacobson buys MSC Industrial (MSM) shares worth $1.94 million
Mitchell Jacobson, a director and 10% owner of MSC Industrial Direct Co. Inc (MSM), recently acquired 22,870 shares for $1.94 million. This purchase, at a price close to its current trading level and InvestingPro’s Fair Value estimate, suggests he views the company as appropriately valued. Following this transaction, Jacobson significantly increased his direct and indirect holdings in the $4.65 billion market cap company, which boasts a 4.17% dividend yield and consistent dividend payments for 23 years.
Peller buys $600k in Msc Industrial Direct (MSM) stock
Director Philip Peller of MSC Industrial Direct Co (NYSE:MSM) acquired 6,666 shares of the company's Class A Common Stock for approximately $600,873. This purchase comes as MSM trades near its InvestingPro Fair Value, boasts a 4% dividend yield, and has seen 23 consecutive years of dividend payments. The company also recently reported Q4 2025 earnings that surpassed Wall Street expectations.
