# MSC Industrial Direct Co Inc: overview

MSM · NYSE · CIK 1003078 · [Consumer discretionary](/sectors/consumer-discretionary.md) · fiscal year ends Aug 29

Pages: [Overview](/companies/msm.md) · [Financials](/companies/msm/financials.md) · [Filings](/companies/msm/filings.md) · [Insiders](/companies/msm/insiders.md)

Latest reported revenue: [$1.08bn](/filings/0001003078-26-000110.md) for Q4 FY2026, three months to 2026-08-29, from the 10-K filed Oct 22, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001003078-26-000110).

## Last eight quarters

| Line item | Unit | Q1 FY2025 (2024-11-30) | Q2 FY2025 (2025-03-01) | Q3 FY2025 (2025-05-31) | Q4 FY2025 (2025-08-30) | Q1 FY2026 (2025-11-29) | Q2 FY2026 (2026-02-28) | Q3 FY2026 (2026-05-30) | Q4 FY2026 (2026-08-29) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [928](/filings/0001003078-26-000012.md) | [892](/filings/0001003078-26-000061.md) | [971](/filings/0001003078-26-000080.md) | [978 d](/filings/0001003078-26-000110.md) | [966](/filings/0001003078-26-000012.md) | [918](/filings/0001003078-26-000061.md) | [1,047](/filings/0001003078-26-000080.md) | [1,079 d](/filings/0001003078-26-000110.md) |
| Gross margin | % | [40.7%](/filings/0001003078-26-000012.md) | [41.0%](/filings/0001003078-26-000061.md) | [41.0%](/filings/0001003078-26-000080.md) | [40.4% d](/filings/0001003078-26-000110.md) | [40.7%](/filings/0001003078-26-000012.md) | [41.1%](/filings/0001003078-26-000061.md) | [41.1%](/filings/0001003078-26-000080.md) | [40.6% d](/filings/0001003078-26-000110.md) |
| Operating margin | % | [7.8%](/filings/0001003078-26-000012.md) | [7.0%](/filings/0001003078-26-000061.md) | [8.5%](/filings/0001003078-26-000080.md) | [8.6% d](/filings/0001003078-26-000110.md) | [7.9%](/filings/0001003078-26-000012.md) | [7.1%](/filings/0001003078-26-000061.md) | [10.2%](/filings/0001003078-26-000080.md) | [6.7% d](/filings/0001003078-26-000110.md) |
| Net margin | % | [5.0%](/filings/0001003078-26-000012.md) | [4.4%](/filings/0001003078-26-000061.md) | [5.9%](/filings/0001003078-26-000080.md) | [5.8% d](/filings/0001003078-26-000110.md) | [5.4%](/filings/0001003078-26-000012.md) | [4.6%](/filings/0001003078-26-000061.md) | [7.7%](/filings/0001003078-26-000080.md) | [4.4% d](/filings/0001003078-26-000110.md) |
| Diluted EPS | $ per share | [0.83](/filings/0001003078-26-000012.md) | [0.70](/filings/0001003078-26-000061.md) | [1.02](/filings/0001003078-26-000080.md) | not reported | [0.93](/filings/0001003078-26-000012.md) | [0.76](/filings/0001003078-26-000061.md) | [1.44](/filings/0001003078-26-000080.md) | not reported |
| Free cash flow | $m | [81.7](/filings/0001003078-26-000012.md) | [24.7 d](/filings/0001003078-26-000061.md) | [76.0 d](/filings/0001003078-26-000080.md) | [58.5 d](/filings/0001003078-26-000110.md) | [7.4](/filings/0001003078-26-000012.md) | [73.1 d](/filings/0001003078-26-000061.md) | [80.9 d](/filings/0001003078-26-000080.md) | [63.8 d](/filings/0001003078-26-000110.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-09-03) | FY2023 (2023-09-02) | FY2024 (2024-08-31) | FY2025 (2025-08-30) | FY2026 (2026-08-29) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [3,692](/filings/0001003078-24-000107.md) | [4,009](/filings/0001003078-25-000123.md) | [3,821](/filings/0001003078-26-000110.md) | [3,770](/filings/0001003078-26-000110.md) | [4,010](/filings/0001003078-26-000110.md) |
| Gross margin | % | [42.2%](/filings/0001003078-24-000107.md) | [41.0%](/filings/0001003078-25-000123.md) | [41.2%](/filings/0001003078-26-000110.md) | [40.8%](/filings/0001003078-26-000110.md) | [40.9%](/filings/0001003078-26-000110.md) |
| Operating margin | % | [12.7%](/filings/0001003078-24-000107.md) | [12.1%](/filings/0001003078-25-000123.md) | [10.2%](/filings/0001003078-26-000110.md) | [8.0%](/filings/0001003078-26-000110.md) | [8.0%](/filings/0001003078-26-000110.md) |
| Net margin | % | [9.2%](/filings/0001003078-24-000107.md) | [8.6%](/filings/0001003078-25-000123.md) | [6.8%](/filings/0001003078-26-000110.md) | [5.3%](/filings/0001003078-26-000110.md) | [5.6%](/filings/0001003078-26-000110.md) |
| Diluted EPS | $ per share | [6.06](/filings/0001003078-24-000107.md) | [6.11](/filings/0001003078-25-000123.md) | [4.58](/filings/0001003078-26-000110.md) | [3.57](/filings/0001003078-26-000110.md) | [3.98](/filings/0001003078-26-000110.md) |
| Free cash flow | $m | [185](/filings/0001003078-24-000107.md) | [607](/filings/0001003078-25-000123.md) | [311](/filings/0001003078-26-000110.md) | [241](/filings/0001003078-26-000110.md) | [225](/filings/0001003078-26-000110.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/msm/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-23 | [Jacobson Mitchell](/insiders/1008015.md) | Director, 10% owner | Purchase (P) | 54,387 | $116.7194 | $6.3m | [Form 4](/filings/0000950142-26-002870.md) |
| 2026-10-23 | [Jacobson Mitchell](/insiders/1008015.md) | Director, 10% owner | Purchase (P) | 134,662 | $115.995 | $15.6m | [Form 4](/filings/0000950142-26-002870.md) |
| 2026-10-23 | [Jacobson Mitchell](/insiders/1008015.md) | Director, 10% owner | Purchase (P) | 60,951 | $115.1094 | $7.0m | [Form 4](/filings/0000950142-26-002870.md) |
| 2026-10-23 | [Slone Reuben E](/insiders/1518692.md) | Director | Purchase (P) | 63 | $116.5161 | $7.3k | [Form 4](/filings/0001003078-26-000112.md) |
| 2026-10-23 | [Slone Reuben E](/insiders/1518692.md) | Director | Purchase (P) | 370 | $115.645 | $42.8k | [Form 4](/filings/0001003078-26-000112.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $661.4m | 5,560,498 |  | Added +127,854 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $254.5m | 2,139,176 |  | Added +6,319 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $241.0m | 2,026,407 |  | Added +24,462 |
| [FULLER & THALER ASSET MANAGEMENT, INC.](/funds/1082327.md) | 2026-06-30 | $224.5m | 1,887,419 |  | Added +101,823 |
| [AMERICAN CENTURY COMPANIES INC](/funds/748054.md) | 2026-06-30 | $207.4m | 1,743,956 |  | Reduced −869,007 |
| [Boston Partners](/funds/1386060.md) | 2026-06-30 | $204.0m | 1,714,389 |  | Added +53,888 |
| [FIRST TRUST ADVISORS LP](/funds/1125816.md) | 2026-06-30 | $199.5m | 1,676,859 |  | Reduced −96,274 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](/funds/884546.md) | 2026-06-30 | $182.1m | 1,530,616 |  | Added +137,554 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $174.1m | 1,463,620 |  | Added +52,860 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $148.5m | 1,248,087 |  | Reduced −109,332 |

## Recent filings

[All 2,098 filings](/companies/msm/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-22 | 14:35 ET | [10-K](/filings/0001003078-26-000110.md) | Annual report, period 2026-08-29 | 0001003078-26-000110 |
| 2026-10-22 | 07:13 ET | [8-K](/filings/0001003078-26-000108.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001003078-26-000108 |
| 2026-10-14 | 17:08 ET | [8-K](/filings/0001003078-26-000104.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001003078-26-000104 |
| 2026-09-08 | 08:39 ET | [8-K](/filings/0001003078-26-000094.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001003078-26-000094 |
| 2026-08-19 | 16:42 ET | [8-K](/filings/0001003078-26-000091.md) | 5.02 Departure or appointment of officers or directors | 0001003078-26-000091 |
| 2026-07-17 | 09:15 ET | [8-K/A](/filings/0001003078-26-000083.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001003078-26-000083 |
| 2026-07-01 | 14:29 ET | [10-Q](/filings/0001003078-26-000080.md) | Quarterly report, period 2026-05-30 | 0001003078-26-000080 |
| 2026-07-01 | 06:41 ET | [8-K](/filings/0001003078-26-000078.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001003078-26-000078 |
| 2026-06-16 | 17:05 ET | [8-K](/filings/0001003078-26-000071.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001003078-26-000071 |
| 2026-04-15 | 17:09 ET | [8-K](/filings/0001003078-26-000064.md) | 5.02 Departure or appointment of officers or directors | 0001003078-26-000064 |

## Latest annual report

[Form 10-K for the fiscal year ended Aug 29, 2026](/filings/0001003078-26-000110.md), filed Oct 22, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1003078
- Tickers: MSM
- Exchange: NYSE
- SIC code: 5084 Wholesale-Industrial Machinery & Equipment
- State of incorporation: NY
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 27, 2026, 17:22 ET. No prices; not investment advice.