MSM is the ticker symbol for MSC INDUSTRIAL DIRECT CO INC, a publicly traded Consumer Discretionary sector company listed on NYSE. 13F Pro tracks MSM with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is MSM a good stock to buy?

13F Pro's AI ranking engine scores MSM at 51.6/100, ranked #1,540 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for MSM is available at https://13fpro.ai/company/MSM. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source MSM data?

All MSC INDUSTRIAL DIRECT CO INC fundamentals and ownership data come directly from SEC EDGAR. MSC INDUSTRIAL DIRECT CO INC files with the SEC under CIK 1003078. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

MSC INDUSTRIAL DIRECT CO INC MSM

NYSEMid CapConsumer Discretionary

13F Pro quality score

Rank #1,540 of 2,925

Why it scores 52 Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$1.08B

Quarter to Aug 29

Net income

$47.94M

Quarter to Aug 29

Free cash flow

$63.75M

Quarter to Aug 29

Operating margin

6.8%

Quarter to Aug 29

Top Institutional Holders

as of Q2 2026

$5.52B total

BlackRock, Inc.

$661.42M+2.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

$254.45M+0.3%

VANGUARD CAPITAL MANAGEMENT LLC

$241.04M+1.2%

FULLER & THALER ASSET MANAGEMENT, INC.

$224.51M+5.7%

AMERICAN CENTURY COMPANIES INC

$207.44M-33.3%

Boston Partners

$203.95M+3.2%

FIRST TRUST ADVISORS LP

$199.46M-5.4%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$182.07M+9.9%

STATE STREET CORP

$174.10M+3.7%

DIMENSIONAL FUND ADVISORS LP

$148.45M-8.1%

GEODE CAPITAL MANAGEMENT, LLC

$139.01M+5.5%

Epoch Investment Partners, Inc.

$110.25M-5.1%

MORGAN STANLEY

$93.21M+27.2%

VICTORY CAPITAL MANAGEMENT INC

$89.40M-19.4%

Quantinno Capital Management LP

$77.74M+41.5%

CITADEL ADVISORS LLC

$73.69M+55.5%

Alberta Investment Management Corp

$67.80M-5.3%

DEPRINCE RACE & ZOLLO INC

$64.29M-23.4%

NEW SOUTH CAPITAL MANAGEMENT INC

$64.12M-6.9%

Bank of New York Mellon Corp

$56.01M-3.3%

AQR CAPITAL MANAGEMENT LLC

$53.59M+52.5%

Allianz Asset Management GmbH

$52.90M-5.8%

NORTHERN TRUST CORP

$51.77M+1.2%

Alyeska Investment Group, L.P.

$49.94MNew

Boston Trust Walden Corp

$49.42M-14.6%

See all 481 institutional holders →

What's Driving MSM's Business? Latest 10-K Breakdown

19/19 datapoints verified

AI-extracted from the 10-K filed 2026-10-22 — FY2026 (year ended August 29, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

MSC Industrial grew FY2026 net sales 6.4% to $4.01B with gross margin up to 40.9%, while absorbing $43.7M of asset impairments tied to its digital core implementation.

Biggest Revenue Drivers

Manufacturing customers67% of net salesADS +5.5% YoY

Heavy manufacturing showed signs of expansion; several IP subindexes improved during the year

Non-manufacturing customers33% of net salesADS +6.8% YoY

Public sector end-market recovered from lower sales during federal government shutdowns earlier in the year

Biggest Revenue Drivers

Total revenue: $4.01B+6.4% YoY

Manufacturing customers67% of net salesADS +5.5% YoY

Heavy manufacturing showed signs of expansion; several IP subindexes improved during the year

Within Manufacturing customers

National account customers36% of net salesADS +4.8% YoY

Sales to national account customers increased by $72.3M during the year

Non-manufacturing customers33% of net salesADS +6.8% YoY

Public sector end-market recovered from lower sales during federal government shutdowns earlier in the year

Within Non-manufacturing customers

Public sector customers9% of net salesADS +0.3% YoY

Sales to public sector customers increased by $2.5M; federal shutdowns weighed on sales

Largest Expense Items

Operating expenses$1,266.3M+3.5% YoY

Driven by higher depreciation and amortization, advertising expense and stock-based compensation; 31.6% of net sales vs 32.5% prior year

Asset impairment and related charges$43.7MN/A

Primarily attributable to the Company's digital core implementation, including $23.4M of capitalized implementation costs impaired and $18.4M net present value of future contractual obligations

Restructuring and other costs$8.7M-21.1% YoY

Decrease primarily due to lower consulting-related costs compared to prior fiscal year

Margins: Gross profit margin rose to 40.9% from 40.8%, driven by favorable pricing actions. Operating margin was flat at 8.0% as higher operating expenses and asset impairments offset sales growth.

Watch Items from the Filing

Asset impairments of $43.7M tied to digital core implementation; company expects to settle remaining contractual obligations over the next four fiscal years.
Macomb Litigation alleges breach of fiduciary duties related to the Reclassification; company cannot reasonably estimate the ultimate cost or range of costs.
Public sector represents about 9% of revenue and federal government shutdowns disrupted sales; public sector contracts carry less protective indemnification terms.
Operating cash flow fell to $306.5M from $333.7M, driven by inventory build tied to tariff countermeasures and higher accounts receivable.
Jacobson/Gershwind Family Shareholders own 20.8% of Class A Common Stock and hold director nomination rights, giving significant continued influence.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →

Key Metrics

Revenue

Q4 2026

EDGAR

Net Income

Q4 2026

EDGAR

EPS (Diluted)

Q4 2026

EDGAR

Operating Margin

Q4 2026

EDGAR

ROIC

Q4 2026

EDGAR

Free Cash Flow

Q4 2026

EDGAR

Debt/Equity

Q4 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/MSM

Earnings Per Share

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MSC INDUSTRIAL DIRECT CO INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2026	10-K	$4.0B	$222.6M	8.0%
FY 2025	10-K	$3.8B	$199.3M	8.0%
FY 2024	10-K	$3.8B	$258.6M	10.2%
FY 2023	10-K	$4.0B	$343.2M	12.1%
FY 2022	10-K	$3.7B	$339.8M	12.7%
FY 2021	10-K	$3.2B	$216.9M	9.3%

About MSC INDUSTRIAL DIRECT CO INC (MSM): stock profile, AI score and financials

MSC INDUSTRIAL DIRECT CO INC (MSM) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores MSM at 51.6/100 on a composite quality score built from its SEC filings, placing it at rank #1,540 of 2,925 stocks — the bottom half of the AI-ranked universe. MSM scores in the top quartile across balance sheet strength (83.3). Areas of concern include institutional flow (29.9) and revenue growth (32.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q4 2026), MSC INDUSTRIAL DIRECT CO INC reports quarterly revenue of $1.1B, net income of $47.9M, an operating margin of 6.8%. Top institutional holders of MSM by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. MSM trades on the NYSE exchange and files with the SEC under CIK 1003078. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MSM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MSC INDUSTRIAL DIRECT CO INC directly from SEC EDGAR.

Financials through the period ended Aug 29, 2026SEC EDGAR: CIK 1003078 →

MSC INDUSTRIAL DIRECT CO INC MSM

Top Institutional Holders

What's Driving MSM's Business? Latest 10-K Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

MSM key financials by period

MSM insiders

About MSC INDUSTRIAL DIRECT CO INC (MSM): stock profile, AI score and financials

MSC INDUSTRIAL DIRECT CO INC MSM

Top Institutional Holders

What's Driving MSM's Business? Latest 10-K Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

MSM key financials by period

Companies similar to MSM

MSM insiders

About MSC INDUSTRIAL DIRECT CO INC (MSM): stock profile, AI score and financials