MSC Industrial Direct Co., Inc. (MSM)

MSC Industrial Direct beat expectations on both the top and bottom line in the third fiscal quarter of 2026, reported July 1, 2026, as revenue of $1.047 billion topped the $1.033 billion estimate (+1.4%) and EPS of $1.43 topped the $1.28 estimate (+11.7%). Revenue rose ~8% to about $1.0 billion from roughly $971 million a year ago, reflecting demand across its MRO and metalworking distribution offering, while profitability held with gross margin at ~41% and operating margin near 10%. On the bottom line, net income climbed ~41% to about $80 million from roughly $57 million a year ago, and EPS increased 32.4% from $1.08 a year earlier. Below operating profit, the company generated operating cash flow of roughly $101.7 million and paid about $48.6 million in dividends during the quarter. For the next period, consensus calls for EPS of $1.36 on revenue of $1.070 billion.