MSC Industrial Direct Co., Inc.

NYSE:MSM Stock Report

Market Cap: US$4.9b

MSC Industrial Direct Past Earnings Performance

Past criteria checks 2/6

MSC Industrial Direct has been growing earnings at an average annual rate of 0.7%, while the Trade Distributors industry saw earnings growing at 15.9% annually. Revenues have been growing at an average rate of 4.5% per year. MSC Industrial Direct's return on equity is 14.2%, and it has net margins of 5.3%.

Key information

0.68%

Earnings growth rate

0.51%

EPS growth rate

Trade Distributors Industry Growth23.44%
Revenue growth rate4.53%
Return on equity14.17%
Net Margin5.29%
Last Earnings Update30 Aug 2025

Recent past performance updates

Recent updates

MSC Industrial's Fundamentals Are Weak, But Investors See Several Positives

Oct 14

MSC Industrial Direct (NYSE:MSM) Has Announced That It Will Be Increasing Its Dividend To $0.87

Oct 11
MSC Industrial Direct (NYSE:MSM) Has Announced That It Will Be Increasing Its Dividend To $0.87

MSC Industrial Direct (NYSE:MSM) Hasn't Managed To Accelerate Its Returns

Aug 27
MSC Industrial Direct (NYSE:MSM) Hasn't Managed To Accelerate Its Returns

Shareholders Should Be Pleased With MSC Industrial Direct Co., Inc.'s (NYSE:MSM) Price

Aug 14
Shareholders Should Be Pleased With MSC Industrial Direct Co., Inc.'s (NYSE:MSM) Price

Here's Why MSC Industrial Direct (NYSE:MSM) Can Manage Its Debt Responsibly

Jul 14
Here's Why MSC Industrial Direct (NYSE:MSM) Can Manage Its Debt Responsibly

Is Now The Time To Look At Buying MSC Industrial Direct Co., Inc. (NYSE:MSM)?

May 29
Is Now The Time To Look At Buying MSC Industrial Direct Co., Inc. (NYSE:MSM)?

Capital Allocation Trends At MSC Industrial Direct (NYSE:MSM) Aren't Ideal

May 12
Capital Allocation Trends At MSC Industrial Direct (NYSE:MSM) Aren't Ideal

Are Investors Undervaluing MSC Industrial Direct Co., Inc. (NYSE:MSM) By 36%?

Apr 28
Are Investors Undervaluing MSC Industrial Direct Co., Inc. (NYSE:MSM) By 36%?

Does MSC Industrial Direct (NYSE:MSM) Have A Healthy Balance Sheet?

Feb 20
Does MSC Industrial Direct (NYSE:MSM) Have A Healthy Balance Sheet?

MSC Industrial Direct Co., Inc.'s (NYSE:MSM) Shareholders Might Be Looking For Exit

Feb 07
MSC Industrial Direct Co., Inc.'s (NYSE:MSM) Shareholders Might Be Looking For Exit

MSC Industrial Hit Hard By Operating Deleverage During This Downturn

Jan 03

Returns On Capital At MSC Industrial Direct (NYSE:MSM) Have Hit The Brakes

Dec 25
Returns On Capital At MSC Industrial Direct (NYSE:MSM) Have Hit The Brakes

What Is MSC Industrial Direct Co., Inc.'s (NYSE:MSM) Share Price Doing?

Dec 02
What Is MSC Industrial Direct Co., Inc.'s (NYSE:MSM) Share Price Doing?

MSC Industrial Direct's (NYSE:MSM) Dividend Will Be Increased To $0.85

Oct 28
MSC Industrial Direct's (NYSE:MSM) Dividend Will Be Increased To $0.85
User avatar

High-Touch Solutions And E-Commerce Transformations Set The Stage For Future Growth

High-touch solutions and digital enhancements are growth drivers, potentially boosting revenue and net margins through improved customer experience and national account sales.

MSC Industrial: Adjusting To A New Market Reality

Oct 06

Weakening Manufacturing Activity Is Hitting MSC Industrial Hard

Jul 16

MSC Industrial Direct: A Mediocre MRO Play

Jun 14

MSC Industrial: Muted Revenue With No Significant Growth Potential

Jan 12

Revenue & Expenses Breakdown

How MSC Industrial Direct makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:MSM Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Aug 253,7701991,2210
31 May 253,7441981,2120
01 Mar 253,7522131,1900
30 Nov 243,7952361,1800
31 Aug 243,8212591,1660
01 Jun 243,9042911,1700
02 Mar 243,9793141,1730
02 Dec 234,0063311,1620
02 Sep 234,0093431,1500
03 Jun 233,9963601,1420
04 Mar 233,9003641,1220
03 Dec 223,8013551,1070
03 Sep 223,6923401,0840
28 May 223,5013021,0470
26 Feb 223,4082961,0330
27 Nov 213,3202451,0120
28 Aug 213,2432179940
29 May 213,1602039680
27 Feb 213,1291879540
28 Nov 203,1412249600
29 Aug 203,1922519760
30 May 203,2872659150
29 Feb 203,3192679310
30 Nov 193,3562809350
31 Aug 193,3642891,0250
01 Jun 193,3592959930
02 Mar 193,3212959780
01 Dec 183,2673449610
01 Sep 183,2043299650
02 Jun 183,1203169520
03 Mar 183,0353009360
02 Dec 172,9702369250
02 Sep 172,8882319070
03 Jun 172,8792329090
04 Mar 172,8632349020
03 Dec 162,8432309020
03 Sep 162,8642309130
28 May 162,8462289050
27 Feb 162,8642269180
28 Nov 152,8862299280
29 Aug 152,9102309330
30 May 152,9102339330
28 Feb 152,8852349250
29 Nov 142,8402329010

Quality Earnings: MSM has high quality earnings.

Growing Profit Margin: MSM's current net profit margins (5.3%) are lower than last year (6.8%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: MSM's earnings have grown by 0.7% per year over the past 5 years.

Accelerating Growth: MSM's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: MSM had negative earnings growth (-23%) over the past year, making it difficult to compare to the Trade Distributors industry average (-4.9%).

Return on Equity

High ROE: MSM's Return on Equity (14.2%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/27 09:43
End of Day Share Price 2025/10/24 00:00
Earnings2025/08/30
Annual Earnings2025/08/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

MSC Industrial Direct Co., Inc. is covered by 29 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David MantheyBaird
Scott DavisBarclays
Scott GrahamBMO Capital Markets Equity Research