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MSC Industrial Direct reported fiscal 2026 second-quarter results with modest growth and improving profitability. Net sales rose 2.9% year over year to $917.8 million, while income from operations increased to $64.8 million and operating margin edged up to 7.1%, or 7.5% on an adjusted basis.
Net income attributable to MSC reached $42.5 million, and diluted EPS improved to $0.76 from $0.70. Adjusted diluted EPS grew faster to $0.82 from $0.72. Management noted that sales volumes remain pressured but highlighted cost actions and gross margin gains that drove higher incremental margins.
For the fiscal third quarter, MSC expects year-over-year average daily sales growth of 5–7% and an adjusted operating margin between 9.7% and 10.3%. Full-year guidance for depreciation and amortization, interest and other expense, capital expenditures, free cash flow conversion of about 90%, and a tax rate of roughly 24.5–25.5% was maintained.
MSC Industrial Direct Co Inc: an amendment to a Schedule 13G/A filed by The Vanguard Group, Inc. states that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries will report disaggregated holdings. The filing reports 0 shares beneficially owned and 0% of the Common Stock as of the amendment.
The filing explains the disaggregation is made in reliance on SEC Release No. 34-39538 and that Vanguard no longer is deemed to beneficially own the securities held by those subsidiaries.
MSC Industrial Direct Co., Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.87 per share on its common stock. The dividend is payable on April 22, 2026 to shareholders of record at the close of business on April 8, 2026. The company describes itself as a leading North American distributor of metalworking and MRO products and services, emphasizing its long operating history and broad product offering.
MSC Industrial Direct Co. Inc. director Reuben E. Slone filed an initial ownership report on Form 3. The filing shows he directly holds 0 shares of Class A common stock as of the reported date, and it does not disclose any buy or sell transactions.
MSC Industrial Direct Co., Inc. expanded its Board of Directors from ten to eleven members and elected Reuben Slone as a non-executive, independent director, effective immediately. He will also serve on the Board’s Audit Committee.
Under the company’s standard non-executive director compensation policy, starting with his first full-year term, Mr. Slone is eligible for an annual cash retainer of $100,000 for Board service and an annual grant of restricted stock units in Class A common stock with a grant-date fair market value of $137,500, vesting on the first anniversary of grant. The retainer is paid quarterly in arrears and pro-rated for partial quarters, and the company reimburses reasonable meeting and approved education expenses. MSC will also enter into its standard director indemnification agreement with him.
In a related press release, MSC highlighted Mr. Slone’s extensive supply chain leadership experience at large public companies and described him as a globally recognized supply chain expert expected to bring valuable operational insight to the Board.
American Century Investment Management, American Century Companies, and the Stowers Institute for Medical Research report beneficial ownership of 2,837,642 shares of MSC Industrial Direct Co., Inc. common stock, representing 5.1% of the class as of 12/31/2025.
The group reports sole voting power over 2,731,346 shares and sole dispositive power over 2,837,642 shares, with no shared voting or dispositive power. They state the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of MSC Industrial Direct.
MSC Industrial Direct director Steven Paladino reported a reclassification of his MSC shares between direct and indirect ownership. On February 5, 2026, 13,960 shares of Class A common stock were transferred at a reported price of $0 per share. After this transfer, he held 1,568 shares directly and 13,960 shares indirectly.
The filing explains that the indirect holdings represent shares held in an LLC jointly owned by Paladino and his spouse, meaning the 13,960 shares are now attributed to that jointly owned LLC rather than to him individually as a direct holder.
MSM has filed a notice of proposed sale of 1,800 shares of its common stock under Rule 144. The planned sale through Morgan Stanley Smith Barney LLC has an aggregate market value of 156,294.18 and is scheduled on or about 02/02/2026 on the NYSE.
The filing notes that 55,803,307 shares of common stock are outstanding. The shares to be sold were originally acquired as restricted stock from the issuer in several grants between 2021 and 2023, with individual acquisitions ranging from 233 to 774 shares.
MSC Industrial Direct director Rudina Seseri reported selling 1,800 shares of Class A common stock on February 2, 2026. The shares were sold at a price of $86.8301 per share. After this transaction, Seseri directly owned 6,090 shares of MSC Industrial Direct common stock.
MSC Industrial Direct Co., Inc. reported that director and 10% owner Mitchell Jacobson received an equity award of restricted stock units. On January 23, 2026, he was granted 1,603 RSUs, each representing a contingent right to receive one share of Class A common stock.
The RSUs vest on January 23, 2027, provided Jacobson continues to serve as a non-executive director through that date. Upon vesting, the underlying shares will be delivered to him. Following this grant, he beneficially owns 1,603 derivative securities directly.