MSC Industrial Direct Co., Inc. filings document material events for a North American distributor of metalworking, maintenance, repair and operations products and services. Recent Form 8-K disclosures include quarterly results furnished under Item 2.02, Regulation FD dividend announcements, and governance events involving director elections, officer departures, board committee service, and executive compensation arrangements.
The filing record also covers annual meeting voting results, amendments to the Amended and Restated Associate Stock Purchase Plan, and matters tied to the company's Class A common stock. These disclosures record MSC Industrial's operating-performance releases, capital-return actions, shareholder approvals, board structure, and public-company governance practices.
Mitchell Jacobson, a director and 10% owner of MSC Industrial Direct Co Inc (MSM), reported a bona fide gift disposition of 72,386 Class A common shares on November 3, 2026. His reported direct holdings after the transaction were 3,619,930 shares. Separate indirect holding entries describe shares held by trusts; Jacobson disclaims beneficial ownership of the securities in those entries except to the extent of his pecuniary interest.
MSC Industrial Direct Co Inc director Erik Gershwind reported a gift disposition of 4,055 Class A common shares on October 30, 2026, at a reported price of $123.35 per share. His reported direct holdings afterward were 1,641,655 shares. Gershwind also stated that he had resigned as trustee of two trusts holding 16,242 shares as of February 28, 2026.
MSC Industrial Direct Co. (MSM) director and 10% owner Mitchell Jacobson reported directly purchasing 250,000 Class A common shares on October 23, 2026, in three transactions at weighted-average prices of $115.1094, $115.9950 and $116.7194 per share. He also reported an indirect gift disposition of 8,200 shares held by trusts; he is their settlor and can exercise remove-and-replace powers over the trustees. He disclaimed beneficial ownership except to the extent of his pecuniary interest.
MSC Industrial Direct Co Inc (MSM) director Reuben E. Slone reported two direct purchases of Class A common stock on October 23, 2026: 370 shares at $115.6450 per share and 63 shares at $116.5161 per share. The reported purchases total 433 shares; no Rule 10b5-1 plan is reported.
MSC Industrial Direct Co., Inc. reported fiscal 2026 net sales of $4,009.703 million, up 6.4% from fiscal 2025, and net income attributable to MSC Industrial of $222.589 million, up 11.7%. Gross profit was $1,639.3 million, with a 40.9% gross margin versus 40.8% a year earlier.
Net cash provided by operating activities was $306.5 million, compared with $333.7 million in fiscal 2025. MSC recorded $43.7 million in asset impairment and related charges, primarily attributable to its digital core implementation, and acquired the remaining noncontrolling interests in Wm. F. Hurst Co. LLC, MSC Industrial Supply, S. de R.L. de C.V., and MSC Import Export LLC. As of August 29, 2026, total borrowings outstanding were $476.9 million and cash was $65.0 million. A regular dividend of $0.89 per share was declared, payable November 25, 2026, to holders of record November 11, 2026; expected aggregate payments were $49.7 million.
MSC Industrial Direct Co., Inc. (MSM) reported fiscal 2026 fourth-quarter and full-year results for periods ended August 29, 2026. Fourth-quarter net sales rose 10.3% to $1,079.2 million, while GAAP operating income declined 13.6% to $72.8 million and diluted EPS fell 15.8% to $0.85. Adjusted operating income was $117.8 million, up 30.5%, and adjusted diluted EPS was $1.45, up 33.0%; the reconciliation excludes $41.8 million of asset impairment and related charges, among other adjustments.
For the full year, net sales increased 6.4% to $4,009.7 million, GAAP operating income rose 6.3% to $320.6 million, and diluted EPS grew 11.5% to $3.98. Net cash provided by operating activities was $306.5 million, compared with $333.7 million in fiscal 2025; operating cash flow conversion was 139%, and free cash flow conversion was 102%. MSC's fiscal 2027 first-quarter outlook is average daily sales growth of 9.5% to 10.5% and adjusted operating margin of 9.5% to 10.1%. Full-year outlook includes capital expenditures of approximately $90 million to $100 million and free cash flow conversion of approximately 80% to 90%.
MSC Industrial Direct Co., Inc. (MSM) announced that its Board of Directors declared a cash dividend of $0.89 per share. The regular quarterly dividend is an approximately 2.3% increase from the previously paid regular quarterly dividend of $0.87 per share and is payable November 25, 2026.
MSC Industrial Direct Co. Inc. President & CEO Martina McIsaac acquired 1,173 Class A shares when RSUs vested and 187.737 Class A shares when dividend equivalent units vested on October 3, 2026. She delivered 480.737 shares to the issuer for tax withholding, at a reported price of $130.12 per share. The report lists 0 RSUs and 1,477 dividend equivalent units following the transactions.
MSC INDUSTRIAL DIRECT CO INC (symbol: MSM) is the issuer of record for a Form 4 filing submitted to the SEC. Kuhns Robert M reported acquisition or exercise transactions in this Form 4 filing.
MSC INDUSTRIAL DIRECT CO INC (MSM) reported that its EVP and Chief Financial Officer, Robert M. Kuhns, received a grant of 12,575 Restricted Stock Units (RSUs) on September 14, 2026. Each RSU represents one share of Class A Common Stock and vests in four annual installments from 2027 to 2030, contingent on continued employment.
MSC INDUSTRIAL DIRECT CO INC (MSM) had its Executive Vice President and Chief Financial Officer, Robert M. Kuhns, file an initial statement of beneficial ownership of securities. The filing reports that, as of September 14, 2026, he held no shares of the company’s Class A common stock directly.