AI brief of an SEC Form 8-K · MSC Industrial Direct (MSM)

MSC Industrial Q4 sales rise 10.3%, but GAAP EPS falls 15.8% on $41.8M impairment

Mixed Impact 3 of 5 earnings

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.

Key points

  • 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%

The filing

CompanyMSC Industrial Direct (MSM)
Form8-K, current report
Filed with the SECOct 22, 2026, 7:13 AM ET
Accession number0001003078-26-000108

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.