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Siegel Walter reported acquisition or exercise transactions in this Form 4 filing.
MSC Industrial Direct granted 2,013 Restricted Stock Units (RSUs) to senior vice president and general counsel Walter Siegel on July 20, 2026. Each RSU represents a right to receive one share of Class A common stock. The award vests in tranches of 503 RSUs on July 20 of 2027, 2028 and 2029, and 504 RSUs on July 20, 2030, in each case contingent on his continued employment, with shares delivered upon vesting. Following this grant, Siegel holds 2,013 RSUs directly.
MSC Industrial Direct Co. Inc. executive Walter Siegel, SVP, General Counsel & Corporate Secretary, filed an initial statement of beneficial ownership for Class A Common Stock. The report shows a direct holding of 0.0000 shares, indicating he currently reports no beneficial ownership of this class of stock.
MSC Industrial Direct Co., Inc. filed an amendment describing a Transition Agreement for Senior Vice President, General Counsel and Corporate Secretary Neal Dongre. Sid Tool Co., Inc., a wholly owned subsidiary, and Mr. Dongre entered into the agreement on July 14, 2026.
Mr. Dongre will move to the role of Special Advisor effective July 20, 2026 and remain employed to assist with transition duties until August 31, 2026. In return for his continued service and a comprehensive release of claims, he will continue to receive his current salary, remain eligible for health benefits, and maintain applicable vesting of outstanding equity awards while employed. If he assists with the transition to his successor and remains through the Separation Date, he will be eligible for his fiscal 2026 annual cash performance bonus and accelerated vesting of certain equity awards as detailed in the Transition Agreement.
MSC Industrial Direct reported stronger results for the quarter ended May 30, 2026. Net sales rose to $1,047.1 million from $971.1 million, driven mainly by favorable pricing and modest volume growth. Gross margin edged up to 41.1%, and operating expenses grew more slowly than sales.
Operating income increased to $106.7 million (10.2% margin) from $82.7 million (8.5% margin). Net income attributable to MSC Industrial reached $80.4 million, up from $56.8 million, with diluted EPS of $1.44 versus $1.02. For the thirty‑nine weeks, sales were $2,930.5 million and diluted EPS rose to $3.12 from $2.55.
The company generated $225.5 million of operating cash flow year‑to‑date, increased inventories to support growth and tariffs, and ended the period with $74.1 million in cash and $506.8 million of total debt. It paid $145.8 million in dividends, repurchased 162 thousand shares, incurred $7.3 million in restructuring costs, and recognized $5.1 million of Employee Retention Credit income.
MSC Industrial Direct reported strong fiscal 2026 third quarter results. Net sales were $1,047.1 million, up 7.8% year over year, with income from operations of $106.7 million and an operating margin of 10.2%. Adjusted income from operations was $111.2 million, for an adjusted operating margin of 10.6%.
Net income attributable to MSC was $80.4 million, and diluted EPS rose to $1.44 versus $1.02 a year ago, a 41.2% increase. Adjusted diluted EPS was $1.43 versus $1.08, up 32.4%. Management highlighted stronger performance from Core Customers and improving National Accounts, along with 170 basis points of operating margin expansion and a 32% incremental operating margin.
For fiscal 2026 Q4, the company expects year-over-year average daily sales growth of 6.5%–8.5% and an adjusted operating margin of 10.0%–10.8%. Full‑year outlook items are maintained, including depreciation and amortization of about $100 million, capital expenditures of about $90 million, free cash flow conversion of about 95%, and a tax rate of 24.5%–25.5%.
MSC Industrial Direct Co., Inc. announced that its Board of Directors has declared a regular cash dividend of $0.87 per share on its common stock. The dividend will be paid on July 22, 2026 to shareholders of record as of July 8, 2026.
The disclosure is furnished under Regulation FD, meaning it is provided for information purposes and is not deemed filed under securities laws. The accompanying press release also includes the company’s standard cautionary language regarding forward-looking statements and risk factors.
American Century Investment Management, Inc., American Century Companies, Inc. and Stowers Institute for Medical Research filed an amendment to a Schedule 13G/A reporting beneficial ownership of 2,612,963 shares of MSC Industrial Direct Co., Inc. common stock, representing 4.7% of the class as shown on the cover page.
The filing lists 2,517,478 shares as sole voting power and identifies CUSIP 553530106; signatories include John Pak and Joselyn Verschelden.
MSC Industrial Direct Co., Inc. reported that Neal Dongre has decided to voluntarily resign from his role as Senior Vice President, General Counsel and Corporate Secretary. He informed the company of his decision on April 10, 2026.
Dongre will remain in his current position until a successor joins and will continue as an employee through the remainder of the company’s fiscal year 2026, supporting an orderly transition. The company stated that his decision to resign is not due to any disagreement with its operations, policies or practices.
MSC Industrial Direct director and ten percent owner Mitchell Jacobson reported an indirect bona fide gift of 14,972 shares of Class A common stock on April 7, 2026. The gift was reported at a price of $0.00 per share, consistent with non-market transfers.
The gifted shares are held through trusts associated with Jacobson, including Grantor Retained Annuity Trusts and other trusts where he has certain powers. After the gift, one related indirect holding is shown at 2,878,615 shares, with additional lines showing indirect holdings of 2,882,913 shares and direct holdings of 2,328,192 shares. These figures indicate Jacobson continues to have substantial direct and indirect positions while reallocating a relatively small portion via gift.
MSC Industrial Direct delivered modest growth for the quarter and first half of fiscal 2026. Quarterly net sales rose to $917.8 million, with net income attributable to MSC increasing to $42.5 million, or $0.76 per diluted share. For the first twenty‑six weeks, net sales reached $1.88 billion and net income attributable to MSC was $94.3 million, or $1.69 per diluted share.
Gross margin edged up as pricing initiatives offset higher costs, while operating margin improved slightly to 7.1% for the quarter and 7.5% year‑to‑date. Cash from operations declined to $123.8 million due mainly to working capital movements, and total debt increased to $511.8 million as the company used credit facilities and an expanded receivables program. MSC returned cash to shareholders through $97.2 million of regular dividends and $13.7 million of share repurchases, and incurred $7.3 million of restructuring and other costs tied to headcount reductions and optimization initiatives.