MSC Industrial Direct

MSC Industrial Direct Co., Inc. engages in the distribution of metalworking and maintenance, repair, and operations products and services. Its products include cutting tools, measuring instruments, tooling components, metalworking, fasteners, flat stock, raw materials, abrasives, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components, and electrical supplies. The company was founded by Sidney Jacobson in 1941 and is headquartered in Melville, NY.

Earnings data Q2 2021

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Earnings data Q4 2023

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Earnings data Q1 2025

MSC Industrial Direct reports robust Q1 performance and reaffirms guidance

MSC Industrial Direct's Q1 performance showcases revenue growth and margin improvements, with a focus on productivity goals and market share capture. The company remains confident in achieving its fiscal year-end goals and emphasizes customer-centric strategies amidst supply chain challenges.

MSC Industrial Direct reports strong Q2 performance amidst inflation challenges

MSC Industrial Direct's Q2 2023 earnings call highlighted strong financial performance, focus on gross margin improvement, and growth opportunities driven by strategic initiatives. Challenges include inflation pressures and pricing strategies impacting gross margins. The company remains optimistic for the future despite caution in demand outlook.

MSC Industrial Direct posts robust Q3 results, eyes growth opportunities

MSC Industrial Direct's Q3 earnings call highlighted strong performance, growth initiatives, and positive market conditions in sectors like automotive and aerospace. The company aims to enhance shareholder value through eliminating high voting Class B shares and focusing on high-value customer propositions. Challenges lie in managing price-cost dynamics impacting margins and navigating market conditions in industries like oil and gas.

MSC Industrial Direct achieves record sales in fiscal 2023, eyes growth and efficiency in 2024

MSC Industrial Direct's fiscal 2023 performance was strong, with a focus on mission-critical initiatives and future growth strategies. While facing challenges like lower volumes and margin pressures, the company is well-positioned to capitalize on opportunities for growth and efficiency improvements in fiscal 2024.

MSC Industrial Direct (MSM) reports Q1 challenges but remains optimistic for 2024

MSC Industrial Direct (MSM) navigated challenges in Q1 2024 with a focus on sustainability, growth initiatives, and profitability improvements. Despite softening demand and margin pressures, the company maintained a strong balance sheet and generated healthy free cash flow. Looking ahead, MSC is optimistic about the outlook for 2024 and the progress of its pricing realignment initiatives.

MSC Industrial Direct reports mixed Q2 performance, eyes growth opportunities

MSC Industrial Direct's Q2 performance was a mix of strengths and challenges, with a focus on future growth.
Acquisitions and high-touch programs show promise for enhancing offerings and customer engagement.
Operational improvements and macroeconomic factors are expected to drive growth in the second half.
The company remains confident in its prospects despite current revenue challenges and supply chain disruptions.

MSC Industrial Faces Setbacks, Lowers FY Outlook

MSC Industrial Direct's Q3 2024 earnings reflect a challenging quarter with setbacks in digital initiatives and pricing strategies, leading to revised downward forecasts for the year. However, the company maintains strong segments and a clear focus on long-term financial goals, alongside strategic leadership changes to bolster its digital and information capabilities.

MSC Industrial Direct faces challenges in soft markets, eyes growth

MSC Industrial Direct's fiscal 2024 performance was impacted by market challenges, but the company made progress in key strategic areas.
Fiscal 2025 presents both challenges and opportunities for MSC Industrial Direct as they navigate through soft market conditions.
The company's focus on cost optimization, growth restoration, and margin expansion underscores its long-term strategic priorities.
MSC Industrial Direct remains cautious about cost management while pursuing growth opportunities and enhancing digital capabilities.

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MSC Industrial Direct Co., Inc. engages in the distribution of metalworking and maintenance, repair, and operations products and services. Its products include cutting tools, measuring instruments, tooling components, metalworking products, fasteners, flat stock, raw materials, abrasives, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components and electrical supplies. The company was founded by Sidney Jacobson in 1941 and is headquartered in Melville, NY.

MSC Industrial's (MSM) Q2 results are likely to benefit from the mission-critical initiative, as well as its pricing actions.

MSC Industrial (MSM) to Report Q2 Earnings: What's in Store?

MSC Industrial (MSM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why MSC Industrial (MSM) Could Beat Earnings Estimates Again

MSC INDUSTRIAL CONFIRMS RECEIPT OF PROPOSAL FROM CONTROLLING SHAREHOLDERS TO EXCHANGE HIGH-VOTE STOCK AND ELIMINATE DUAL-CLASS SHARE STRUCTURE

The company's revenue should benefit from the healthy demand in aerospace, Oil & Gas end markets, pricing actions, market share gains, and M&As. The margins should benefit from the pricing actions, reduction in freight costs, and cost reduction initiatives.

MSC Industrial: Good Growth Prospects At An Attractive Valuation

Purchase of Ohio-based Companies Supports the Growth of MSC's Met alworking Leadership Position MELVILLE, N.Y. and DAVIDSON, N.C.

MSC INDUSTRIAL SUPPLY CO. ACQUIRES BUCKEYE INDUSTRIAL SUPPLY CO.

MSC's fiscal first quarter results were more or less on target, with a small revenue beat and a small EPS beat, but a miss at the operating margin line. Contraction in the manufacturing PMI and weaker short-cycle industrial demand are risks to the story, but large metalworking markets like aerospace, auto, and energy should be relatively healthy.

MSC Industrial Lagging Despite On-Target Performance

MSC Industrial's (MSM) fiscal Q1 results reflect double-digit average daily sales growth and productivity gains from its Mission Critical growth initiatives.

MSC Industrial (MSM) Earnings Top Estimates in Q1, Up Y/Y

MSC Industrial Direct Co., Inc. (NYSE:MSM ) Q1 2023 Earnings Conference Call January 5, 2023 8:30 AM ET Company Participants John Chironna - Vice President of Investor Relations and Treasurer Erik Gershwind - Chief Executive Officer Kristen Actis-Grande - Chief Financial Officer Conference Call Participants Tommy Moll - Stephens Steve Volkmann - Jefferies David Manthey - Baird Patrick Baumann - J.P. Morgan Ken Newman - KeyBanc Capital Markets Operator Good day, and welcome to the MSC Industrial Supply's Fiscal 2023 First Quarter Conference Call.

MSC Industrial Direct Co., Inc. (MSM) Q1 2023 Earnings Call Transcript

MSC Industrial (MSM) delivered earnings and revenue surprises of 1.37% and 1.01%, respectively, for the quarter ended November 2022. Do the numbers hold clues to what lies ahead for the stock?

MSC Industrial (MSM) Tops Q1 Earnings and Revenue Estimates

FISCAL 2023 Q1 HIGHLIGHTS Net sales of $957.7 million, an increase of 12.9% YoY Average daily sales ("ADS") growth of roughly 9 percentage points above the Industrial Production (IP) Index Operating income of $116.0 million, or $118.3 million adjusted to exclude acquisition-related costs and restructuring and other costs1 Operating margin of 12.1%, or 12.3% excluding the adjustments described above1 Diluted EPS of $1.45 vs. $1.18 in the prior fiscal year quarter Adjusted diluted EPS of $1.48 vs.

MSC INDUSTRIAL SUPPLY CO. REPORTS FISCAL 2023 FIRST QUARTER RESULTS

MSC Industrial's (MSM) Q1 results are likely to reflect the recent contraction in the manufacturing sector. However, benefits of the mission-critical initiative, as well as its pricing actions, are likely to have negated this impact.

MSC Industrial (MSM) to Report Q1 Earnings: What's in Store?

MSC Industrial (MSM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

MSC Industrial (MSM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

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MSC INDUSTRIAL SUPPLY CO. TO WEBCAST REVIEW OF FISCAL 2023 FIRST QUARTER RESULTS

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RAHQUEL PURCELL ELECTED TO MSC INDUSTRIAL SUPPLY CO.'S BOARD OF DIRECTORS

Can MSC Industrial (MSM) Keep the Earnings Surprise Streak Alive?

MSC Industrial Direct is seeing strong demand and its revenue growth is outperforming the Industrial Production index. To offset the inflationary headwinds, the company is implementing pricing increases.

MSC Industrial Direct: Company-Specific Initiatives Can Help It Weather Macro Headwinds

MSC Industrial has executed well, with the company's Mission Critical program outperforming my skeptical assumptions. Manufacturing sales were up more than 20% in the last quarter, and the company is making good progress with its vending and on-premise inventory management initiatives.

MSC Industrial Executing Better, And The Street Has Noticed

MSC Industrial Direct Co., Inc. (NYSE:MSM ) Q4 2022 Earnings Conference Call October 20, 2022 8:30 AM ET Company Participants John Chironna - VP of IR and Treasurer Erik Gershwind - CEO Kristen Actis-Grande - CFO Conference Call Participants Ryan Merkel - William Blair Stephen Volkmann - Jefferies David Manthey - Baird Ken Newman - KeyBanc Operator Good morning, and welcome to the MSC Industrial Supply Fiscal 2022 Fourth Quarter and Full Year Conference Call. [Operator Instructions] Please note, this event is being recorded.

MSC Industrial Direct Co., Inc. (MSM) Q4 2022 Earnings Call Transcript

MSC Industrial (MSM) delivered earnings and revenue surprises of 1.13% and 2.12%, respectively, for the quarter ended August 2022. Do the numbers hold clues to what lies ahead for the stock?

MSC Industrial (MSM) Tops Q4 Earnings and Revenue Estimates

FISCAL 2022 Q4 HIGHLIGHTS Net sales of $1.0 billion, an increase of 23% YoY (14.0% increase YoY on an average daily sales basis) Average daily sales growth of roughly 10 percentage points above the Industrial Production ("IP") index Operating income of $144.0 million, or $138.6 million adjusted to exclude a gain on sale of property, acquisition-related costs, and restructuring and other charges4 Operating margin of 14.1%, or 13.6% excluding the adjustments described above4 Diluted EPS of $1.86 vs. $1.18 in the prior year quarter Adjusted diluted EPS of $1.79 vs.

MSC INDUSTRIAL SUPPLY CO. REPORTS FISCAL 2022 FOURTH QUARTER AND FULL YEAR RESULTS

MSC Industrial Direct continues to generate attractive performance on both its top and bottom lines. Although shares are pricey compared to similar firms, they are cheap on an absolute basis.

MSC Industrial Direct Still Offers Upside From Here

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