MSC Industrial Direct Co., Inc. Class A (MSM)

Over the past six months, MSC Industrial Direct's stock has been influenced by several events. The stock has seen a 16.41% change over the past year. JPMorgan downgraded MSC Industrial to Neutral from Overweight in early February 2026. On January 7, 2026, MSC Industrial Direct reported its fiscal first-quarter 2026 earnings, which surpassed analyst expectations for both EPS and revenue. For the fiscal year ended August 30, 2025, MSC Industrial Direct reported net sales of approximately $3.77 billion, a slight 1.3% year-over-year decrease.

MSC Industrial Direct experiences some demand seasonality, including weaker-than-normal December sales due to holidays and planned customer shutdown activities. The timing of a supplier conference can lead to revenue shifts between quarters. Average daily sales have declined sequentially, underperforming historical averages due to moderating conditions in manufacturing end markets.

MSC Industrial Direct Co., Inc. is a North American distributor of metalworking and MRO products and services, operating in the Industrial Equipment Wholesale industry. They offer over 2 million products and value-added services, serving a diverse customer base.

MSC Industrial Direct's operational footprint spans North America, including the United States, Canada, and Mexico. The company maintains co-headquarters in Melville, New York, and Davidson, North Carolina, with a distribution network that includes five regional Customer Fulfillment Centers and 12 branch offices.

MSC Industrial Direct has a long-standing reputation for its commitment to serving industrial customers. The company is recognized as a leading North American distributor of metalworking and MRO products and services. Its responsibility reports have an aggregate usefulness score of 4.8 out of 5.0 based on 54 reviews.

The ownership of MSC Industrial Direct Co., Inc. is primarily held by institutional investors, public shareholders, and the founding Jacobson/Gershwind family. Institutional ownership accounts for approximately 64.46% of the company, while individuals hold about 18.36%. Mitchell Jacobson holds a significant individual stake of 14.53%, and Erik Gershwind holds 3.657%.