MSC Industrial Supply Co. Reports Fiscal 2026 Fourth Quarter and Full Year Results
MSC Industrial reported fiscal Q4 2026 results above expectations, with record quarterly net sales of $1.08 billion, up 10.3% year-over-year. Adjusted diluted EPS rose 33% to $1.45 and adjusted operating margin hit 10.9%, exceeding the high end of guidance, driven by ~10% core customer growth and 8.6% average daily sales growth. GAAP EPS fell 15.8% to $0.85 due to $41.8 million in asset impairment charges. Full-year FY26 revenue was $4.01 billion (+6.4%) with adjusted EPS of $4.69 (+24.7%).
Key figures
- Eps
- 0.85
- Revenue
- 1079162000
- Guidance
- Q1 FY27: average daily sales growth 9.5%-10.5% YoY, adjusted operating margin 9.5%-10.1%; FY27: D&A ~$100M-$105M, interest/other expense ~$40M-$45M, capex ~$90M-$100M, FCF conversion ~80%-90%, effective tax rate ~24.5%-25.5%; first-quarter sales trends showing low double-digit growth to date
- Revenue Yoy
- 10.3%
- Fy26 fcf
- 225156000
- Fy26 revenue
- 4009703000
- Adjusted eps q4
- 1.45
- Fy26 net income
- 222589000
- Fy26 diluted eps
- 3.98
- Fy26 revenue yoy
- 6.4%
- Fy26 adjusted eps
- 4.69
- Adjusted eps q4 yoy
- 33.0%
- Fy26 fcf conversion
- 102%
- Core customer growth
- approximately 10%
- Adjusted net income q4
- 81500000
- Adjusted operating income q4
- 117800000
- Adjusted operating margin q4
- 10.9%
- Asset impairment charges fy26
- 43664000
- Adjusted incremental operating margin q4
- 27.2%
AI analysis
Red flags2 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.