MSC INDUSTRIAL SUPPLY CO. INVESTOR PRESENTATION
FISCAL 2026
MSC INDUSTRIAL DIRECT: COMPANY OVERVIEW$3.8B Total Revenues1 | 6% 20-Yr Sales CAGR2 | $1,440M+ Operating Cash Flows (over the last 3 years) |
8.4%* | 4% | >$875M |
Adjusted Operating Margin1 | 20-Year EPS CAGR2 | Returned to Shareholders3 (over the last 3 years) |
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Founded in 1941 and listed on NYSE (MSM) since 1995
Leader in highly fragmented industrial distribution market
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>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
1Year Ended August 30, 2025
220-Year CAGR calculated through August 30, 2025
3Over 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 landscapeTotal Addressable Market
The top 50 distributors represent ~33%
of the market
~$215B
IN SALES
MSC
Highly fragmented with ~145K distributors in the US1
~$215B of the MRO market in N. America directly addressable by MSC2
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
1MDM Analytics (figures are approximate)
2Calculation performed by MSC (figures are approximate)
investor.mscdirect.com 5
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