Company Dossier · Industrials
MSC Industrial Direct
- Russell 1000
- MidCap 400
What MSC Industrial Direct is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to May 30, 2026: $3.91 billion, up 4.5% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to May 30, 2026: $0.22 billion, down 15% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to May 30, 2026: $0.09 billion, down 10% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to August 30, 2025: $0.04 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 1, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Latest annual report (filed October 23, 2025): 1 risk factor added, 2 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $0.2 million on the open market.SEC Form 4
- 478 institutional managers reported a position at June 30, 2026 (+61 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for MSC Industrial Direct yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name MSC Industrial Direct, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralMSC Industrial Direct - Why The Upside Is Insufficient Given The Price (NYSE:MSM)
seekingalpha.com · via Marketaux · Oct 2, 2026
- NeutralMSC Industrial Direct Co Inc (MSM) Stock Up 3.9% but GF Value Says Overvalued -- GF Score: 80/100
gurufocus.com · via Marketaux · Oct 1, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 8, 20268-KDirector or officer changeItem 5.02
- Aug 19, 20268-KDirector or officer changeItem 5.02
- Jul 17, 20268-KDirector or officer changeItem 5.02
- Apr 15, 20268-KDirector or officer changeItem 5.02
- Mar 2, 20268-KDirector or officer changeItem 5.02
- Jan 21, 20268-KDirector or officer changeItem 5.02
- Jan 21, 20268-KShareholder vote resultsItem 5.07
- Jan 5, 20268-KDirector or officer changeItem 5.02
- Jan 5, 20268-KDirector or officer changeItem 5.02
- Dec 12, 20258-KMaterial agreement signedItem 1.01
- Oct 23, 20258-KDirector or officer changeItem 5.02
- Oct 23, 202510-KAnnual report (10-K)1 risk factors added, 2 removed
- Sep 11, 20258-KDirector or officer changeItem 5.02
- Aug 25, 20258-KDirector or officer changeItem 5.02
- Jul 28, 20258-KDirector or officer changeItem 5.02
- Jul 22, 20258-KMaterial agreement signedItem 1.01
- Apr 21, 20258-KDirector or officer changeItem 5.02
- Jan 22, 20258-KShareholder vote resultsItem 5.07
- Oct 24, 202410-KAnnual report (10-K)4 risk factors added, 3 removed
- Oct 25, 202310-KAnnual report (10-K)3 risk factors added, 2 removed
- Aug 1, 2023Patent
- Apr 18, 2023PatentPatent granted: Robotic Pack StationUS 11628572
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| United Rentals URI | $3.7B | — | Mar 31, 2026 |
| Applied Industrial Technologies AIT | $5.0B | $0.5B | Jun 30, 2026 |
| Watsco WSO | $7.3B | $0.7B | Jun 30, 2026 |
| Core & Main CNM | $7.7B | $0.6B | Aug 2, 2026 |
| Fastenal FAST | $9.1B | $1.2B | Sep 30, 2026 |
| Ferguson Enterprises FERG | $31.2B | — | Oct 31, 2025 |
| FTI Consulting FCN | $3.9B | $0.4B | Jun 30, 2026 |
| Rollins, Inc. ROL | $3.9B | $0.6B | Jun 30, 2026 |