Every material Form 8-K MSC Industrial Direct has filed with the SEC since July 01, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
MSC Industrial reported fiscal 2026 fourth-quarter net sales of $1,079.2 million, up 10.3% from a year earlier, while GAAP diluted EPS fell to $0.85 from $1.01 after a $41.8 million asset impairment charge. For the full year, net sales rose 6.4% to $4,009.7 million and GAAP diluted EPS rose 11.5% to $3.98, and the company issued first-quarter fiscal 2027 sales growth and adjusted operating margin guidance.
Q4 adjusted diluted EPS was $1.45, up 33.0% from $1.09; GAAP diluted EPS was $0.85, down 15.8% from $1.01
Q4 income from operations was $72.8 million, down 13.6%, including $41.8 million in asset impairment and related charges
Full-year fiscal 2026 adjusted diluted EPS was $4.69, up 24.7% from $3.76
First-quarter fiscal 2027 guidance: average daily sales growth of 9.5% to 10.5% and adjusted operating margin of 9.5% to 10.1%
MSC Industrial Direct named Robert Kuhns, former CFO of TopBuild Corp., as executive vice president and chief financial officer effective September 14, 2026. Greg Clark, interim CFO since August 2025, resigned from that role on the same date and will remain vice president of finance and corporate controller. The filing does not include financial results or guidance.
Robert Kuhns, age 52, was CFO of TopBuild Corp. from March 2022 until its acquisition by QXO, Inc. in July 2026.
Offer letter provides a $650,000 annual base salary, a fiscal 2027 target bonus of 85% of base salary, and an equity award with a $1,500,000 grant date value.
Sign-on grant of restricted stock units with a $1,500,000 grant date fair value vests in equal amounts over four years.
Greg Clark resigned as interim CFO effective September 14, 2026 and continues as vice president of finance and corporate controller.
MSC Industrial Direct disclosed that board member Louise Goeser notified the company on August 13, 2026, that she will not stand for re-election at the 2027 annual meeting of shareholders. The company said the decision is part of her retirement planning and not the result of any disagreement over operations, policies or practices.
Louise Goeser notified the company on August 13, 2026 of her decision.
She will not stand for re-election at the 2027 Annual Meeting of Shareholders.
The company states the decision is part of retirement planning, with no disagreements over operations, policies or practices.
Filing signed August 19, 2026 by Greg Clark, Vice President and Interim Chief Financial Officer.
MSC Industrial reported fiscal 2026 third-quarter results for the period ended May 30, 2026. Net sales rose 7.8% to $1,047.1 million, and GAAP diluted EPS was $1.44, up from $1.02 a year earlier. The company also gave a fourth-quarter outlook of 6.5% to 8.5% average daily sales growth and an adjusted operating margin of 10.0% to 10.8%.
Net sales of $1,047.1 million, up 7.8% from $971.1 million in the prior-year quarter.
Income from operations of $106.7 million vs. $82.7 million; diluted EPS of $1.44 vs. $1.02.
Adjusted diluted EPS (non-GAAP) of $1.43 vs. $1.08 a year earlier.
Q4 fiscal 2026 outlook: average daily sales growth of 6.5% to 8.5% and adjusted operating margin of 10.0% to 10.8%.
MSC Industrial Direct said its Senior Vice President, General Counsel and Corporate Secretary, Neal Dongre, has voluntarily resigned. He will remain in his role until a successor joins and will stay on as an employee through the end of fiscal 2026. The company said the resignation is not due to any disagreement over its operations, policies or practices.
Neal Dongre notified the company of his resignation on April 10, 2026.
He will continue as General Counsel and Corporate Secretary until a successor joins.
He will remain an employee through the remainder of fiscal year 2026.
The company states the departure does not stem from any disagreement over operations, policies or practices.
MSC Industrial reported fiscal 2026 second-quarter results for the period ended February 28, 2026, with net sales up 2.9% to $917.8 million and diluted EPS of $0.76 versus $0.70 a year earlier. The company set third-quarter outlook for average daily sales growth of 5.0% to 7.0% and adjusted operating margin of 9.7% to 10.3%, and it maintained its full-year fiscal 2026 outlook for certain metrics.
Net sales of $917.8 million rose 2.9% from $891.7 million in the prior-year quarter.
Diluted EPS was $0.76 versus $0.70; adjusted diluted EPS was $0.82 versus $0.72.
Third-quarter fiscal 2026 outlook: average daily sales growth of 5.0% to 7.0% and adjusted operating margin of 9.7% to 10.3%.
The third-quarter results are scheduled to be reported on July 1, 2026.
MSC Industrial Direct elected Reuben Slone, a former supply chain executive at Advance Auto Parts and Walgreens Boots Alliance, as a non-executive independent director effective March 2, 2026, increasing the board from ten to eleven members. He will also serve on the Audit Committee. The filing describes a routine board addition with standard director pay and no financial results, so it does not change the company's reported performance.
Reuben Slone elected to the Board effective March 2, 2026; board size increased from ten to eleven
Slone to serve on the Audit Committee as an independent director
Director pay: $100,000 annual retainer and restricted stock units with a $137,500 grant-date value, vesting after one year
Slone previously served from 2018 to 2023 as EVP, Supply Chain at Advance Auto Parts
At its 2026 Annual Meeting on January 21, 2026, MSC Industrial shareholders re-elected all 10 director nominees and approved an amendment adding 300,000 Class A shares to the Associate Stock Purchase Plan and extending the plan through October 31, 2035. Shareholders also ratified Ernst & Young LLP as auditor for fiscal 2026 and approved the advisory say-on-pay vote.
Election of directors: each of the 10 nominees received at least 98.30% of votes cast for, per the filing's percentages, with Robert Aarnes at 99.92%
Associate Stock Purchase Plan amendment approved with 99.87% of votes cast for; adds 300,000 shares and extends term five years
Ernst & Young LLP ratified as independent registered public accounting firm for fiscal year 2026 with 98.01% of votes cast for
Advisory vote on named executive officer compensation approved with 98.62% of votes cast for
MSC Industrial reported fiscal 2026 first-quarter results for the quarter ended November 29, 2025, with net sales up 4.0% to $965.7 million and income from operations up 5.5% to $76.2 million. Diluted EPS rose to $0.93 from $0.83, and adjusted diluted EPS rose to $0.99 from $0.86, so the headline profit and earnings measures improved for shareholders. The company gave a second-quarter outlook for average daily sales growth and adjusted operating margin, and its CEO said a soft start to the quarter, tied to holiday timing, is affecting that sales outlook.
Net sales of $965.7 million, up 4.0% from $928.5 million in the prior-year quarter
Diluted EPS of $0.93 vs. $0.83; adjusted diluted EPS of $0.99 vs. $0.86
Q2 outlook: average daily sales growth of 3.5% to 5.5% and adjusted operating margin of 7.3% to 7.9%
Full-year fiscal 2026 outlook for certain metrics was maintained; CEO cited a soft start to fiscal Q2 from holiday timing
MSC Industrial Direct Co. said its previously announced CEO, Martina McIsaac, took office on January 1, 2026, and was also elected to the Board of Directors effective the same day, increasing the Board from nine to ten members. The company also named former CEO Erik Gershwind as non-executive Vice Chair of the Board, effective the same date. The filing describes a leadership transition and board change but gives no financial results or guidance.
Martina McIsaac's appointment as President and CEO became effective January 1, 2026
Board elected McIsaac as a director on December 31, 2025, effective January 1, 2026, expanding the Board from nine to ten members
Erik Gershwind, a director and former CEO, was appointed non-executive Vice Chair of the Board effective January 1, 2026
MSC Industrial Direct amended its receivables purchase agreement on December 10, 2025, extending the scheduled termination date to December 8, 2028. The amendment also adds a joining purchaser that raises the maximum aggregate commitment by $50 million to $350 million and removes the credit spread adjustment on interest rates. The changes extend the company's receivables financing capacity and term, which may give shareholders more flexibility in funding.
Scheduled termination date extended to December 8, 2028
Maximum aggregate commitment increased by $50 million to $350 million via a joining purchaser
Credit spread adjustment removed from interest rate on amounts outstanding
Consolidated net leverage ratio definition updated to reflect changes in the revolving credit agreement
MSC Industrial reported fiscal 2025 results, with full-year net income attributable to the company down 22.9% to $199.3 million and diluted EPS of $3.57 versus $4.58, while fourth-quarter net sales rose 2.7% to $978.2 million. The company also said CEO Erik Gershwind will resign effective December 31, 2025, and President and Chief Operating Officer Martina McIsaac will become CEO effective January 1, 2026, a change shareholders should note alongside the weaker full-year profit.
Fiscal 2025 net sales $3,769.5 million, down 1.3%; full-year diluted EPS $3.57 vs. $4.58 a year earlier
Fourth-quarter diluted EPS $1.01 vs. $0.99; fourth-quarter net sales $978.2 million, up 2.7%
Gershwind stays on the Board and becomes Non-Executive Vice Chair; McIsaac's base salary rises to $850,000 with a target bonus of 125% of salary
First-quarter fiscal 2026 outlook: average daily sales growth of 3.5% to 4.5% and adjusted operating margin of 8.0% to 8.6%
MSC Industrial Direct announced leadership changes on September 5, 2025, as part of a reorganization of certain sales and corporate functions aimed at aligning the organization with its business objectives. The filing names new and changed roles, including a new Senior Vice President of Sales and a new Chief People Officer, but gives no financial figures.
Kim Shacklett becomes Senior Vice President, Customer Experience, effective September 29, 2025, from Senior Vice President, Sales & Customer Success
Jahida Nadi joins as Senior Vice President, Sales, effective September 30, 2025
Julie Rockett became Vice President, Chief People Officer, effective September 5, 2025
MSC Industrial said CFO Kristen Actis-Grande will step down effective August 8, 2025, to become CFO of another publicly traded company, and Greg Clark, the company's Vice President of Finance and Corporate Controller, will serve as interim CFO. The company said it will search for a permanent CFO. In the same July 28 release, management said fiscal fourth-quarter results are trending toward the upper half of its prior guidance ranges.
Kristen Actis-Grande resigns as EVP and CFO effective August 8, 2025; the filing says the decision is not due to any disagreement with the company.
Greg Clark, 57, is appointed interim CFO effective August 8, 2025, and has been VP of Finance and Corporate Controller since April 2018.
June average daily sales rose 2.5% year-over-year; fiscal Q4 is trending toward the upper half of guidance of (0.5)% to 1.5% ADS growth and 8.5% to 9.0% adjusted operating margin.
MSC Industrial Direct amended its credit agreement on July 16, 2025, extending the maturity of its $600 million unsecured revolving credit facility to July 16, 2030. The amendment also changes pricing and financial covenants, removes the credit spread adjustment, and adds a $50 million swingline sub-facility. The filing does not disclose any drawn balance or change in the facility size.
Maturity of the $600 million unsecured revolving credit facility extended to July 16, 2030
Amendment adds a $50 million swingline loan sub-facility
Credit spread adjustment removed; pricing grid and financial covenants updated based on consolidated net leverage ratio
Company may request up to two one-year maturity extensions, subject to lender approval
MSC Industrial reported fiscal 2025 third-quarter results for the period ended May 31, 2025, with net sales of $971.1 million, down 0.8% year over year, and GAAP diluted EPS of $1.02 versus $1.27 a year earlier. Operating income fell 22.5% to $82.7 million, so shareholders saw lower sales and lower profit in the quarter. The company gave a fourth-quarter average daily sales growth outlook of (0.5)% to 1.5% and an adjusted operating margin outlook of 8.5% to 9.0%, and it maintained its full-year fiscal 2025 outlook for certain metrics.
Net sales were $971.1 million, down 0.8% from $979.4 million; operating income was $82.7 million, down 22.5%
GAAP diluted EPS was $1.02 versus $1.27; adjusted diluted EPS was $1.08 versus $1.33
Fourth-quarter outlook: average daily sales growth of (0.5)% to 1.5%; adjusted operating margin of 8.5% to 9.0%
Approximately $56 million returned to shareholders in the quarter through dividends and share repurchases, and about $181 million fiscal year to date
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