MSC Industrial Direct : Investor Presentation (MSC General Investor Presentation Fiscal 2026)

About this update from Msc Industrial Direct Company, Inc.

MSC INDUSTRIAL SUPPLY CO. INVESTOR PRESENTATION FISCAL 2026 MSC INDUSTRIAL DIRECT: COMPANY OVERVIEW $3.8B Total Revenues 1 6% 20-Yr Sales CAGR 2 $1,440M+ Operating Cash Flows (over the last 3 years) 8.4%* 4% >$875M Adjusted Operating Margin 1 20-Year EPS CAGR 2 Returned to Shareholders 3 (over the last 3 years) MSC is a leading value-add industrial distributor offering products, services and solutions that enable its customers to achieve higher levels of growth, productivity, and profitability ✓ ✓ ✓ ✓ Founded in 1941 and listed on NYSE (MSM) since 1995 Leader in highly fragmented industrial distribution market ✓ ✓ >7,000 associates 37 warehouses, 9 regional inventory centers, 5 distribution centers and 5 manufacturing locations Broad offering: 2.5 million SKUs from 3,000+ suppli Value-add solutions: metalworking expertise, supply chain management, e-commerce, productivity improvement and training ers 1 Year Ended August 30, 2025 2 20-Year CAGR calculated through August 30, 2025 3 Over the last three fiscal years ended August 30, 2025 *See appendix for non-GAAP reconciliations investor.mscdirect.com 3 1 Leader in the highly fragmented North American industrial distribution market with significant opportunities for organic and acquisitive growth 2 Value-added solutions approach focuses on addressing customer total cost of ownership with highly technical expertise and broad portfolio of products and services 3 Industry-leading customer satisfaction ratings driven by customer-centric culture and obsession with delivering solutions that enable customer success KEY MSC INVESTMENT HIGHLIGHTS 5 The next chapter of Mission Critical is expected to generate results across the business over the cycle and has begun resulting in core customer growth 4 Growth and returns above original Mission Critical targets driven by successful execution 6 Eliminated dual class share structure in October 2023; completed repurchase of related share dilution investor.mscdirect.com 4 HIGHLY FRAGMENTED INDUSTRIAL DISTRIBUTION MARKET The North American industrial distribution market is very large and highly fragmented both across the addressable market and the customer landscape Total Addressable Market The top 50 distributors represent ~33% of the market ~ $215B IN SALES MSC Highly fragmented with ~145K distributors in the US 1 ~$215B of the MRO market in N. America directly addressable by MSC 2 Industrial Distribution Customer Landscape Company Size (# employees) Customer Count Revenue Potential Large (>250) 39% Complex Solutions 1% Medium (50-249) 2% 26% Small (10-49) 11% 20% Very Small (1-9) 86% 16% Simple Transactions 1 MDM Analytics (figures are approximate) 2 Calculation performed by MSC (figures are approximate) investor.mscdirect.com 5 Attention : This is an excerpt of the original content. To continue reading it, access the original document here .

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