1. Home
  2. News
  3. Msc Industrial Direct Company, Inc.
  4. MSC Industrial Direct : Quarterly Results (FY26 Q3 Operational Statistics)
Msc Industrial Direct Company, Inc. news

Investor announcements, newest first.

Close
Company news
Msc Industrial Direct Company, Inc.
Jul 1, 2026 at 10:49 AM UTC
Original
ELI5

MSC Industrial Direct: Quarterly Results (FY26 Q3 Operational Statistics)

MSC Industrial Direct Co., Inc. Operational Statistics - updated quarterly on earnings release date

The following represents historical unaudited financial and statistical information regarding MSC's operations. MSC does not undertake any obligation to update any of the information presented below to reflect future events or circumstances. This information should not be relied on as necessarily indicative of future trends or results.

During Q4 FY24, MSC acquired ApTex, Inc. ("ApTex") and Premier Tool Grinding, Inc. ("Premier"). During Q2 FY24, MSC acquired KAR Industrial, Inc. ("KAR"). The results from these acquisitions are included in the data below unless otherwise noted. Individual monthly or quarterly amounts may not agree to the annual total due to rounding.

Quarterly Net Sales (in millions) FY 26 FY 25 FY 24

Q1 $ 965.7 $ 928.5 $ 954.0

Q2 917.8 891.7 935.3

Q3 1,047.1 971.1 979.4

Q4 978.2 952.3

Sept '25

Oct '25

Nov '25

Dec '25

Jan '26

Feb '26

Mar '26

Apr '26

May '26

**June '26

July '26

Aug '26

$ 377.1

$ 304.1

$ 284.5

$ 293.1

$ 302.7

$ 322.0

$ 407.4

$ 326.4

$ 313.3

$ ~397.8

24

20

18

23

20

20

25

20

19

24

20

20

5.1%

3.9%

2.7%

2.8%

2.8%

3.1%

5.6%

10.5%

8.1%

~7.0%

Net Sales Growth by Month (Avg Daily Sales Basis) * FY26 Net Sales (In Millions) # Sales Days Growth in ADS

Sept '24

Oct '24

Nov '24

Dec '24

Jan '25

Feb '25

Mar '25

Apr '25

May '25

June '25

July '25

Aug '25

$ 358.9

$ 292.7

$ 276.9

$ 285.0

$ 294.3

$ 312.4

$ 385.8

$ 295.5

$ 289.9

$ 356.1

$ 305.3

$ 316.7

24

20

18

23

20

20

25

20

19

23

20

20

-4.2%

-3.9%

0.8%

-8.0%

-4.9%

-1.2%

2.1%

-3.1%

-2.3%

2.5%

2.3%

3.4%

0.9%

1.0%

1.1%

0.8%

0.6%

0.6%

0.6%

0.6%

0.5%

0.0%

0.0%

0.0%

FY25 Net Sales (In Millions) # Sales Days Growth in ADS Impact from acquisitions

Sept '23

Oct '23

Nov '23

Dec '23

Jan '24

Feb '24

Mar '24

Apr '24

May '24

June '24

July '24

Aug '24

$ 374.7

$ 304.7

$ 274.6

$ 309.6

$ 309.6

$ 316.1

$ 377.7

$ 304.9

$ 296.8

$ 347.3

$ 298.5

$ 306.4

24

20

18

23

20

20

25

20

19

23

20

20

1.3%

-1.7%

-1.2%

-2.4%

-3.7%

-2.2%

-4.8%

-4.8%

-12.1%

-7.6%

-7.2%

-9.3%

0.8%

0.9%

0.8%

0.9%

0.4%

0.4%

0.4%

0.4%

0.4%

0.9%

1.0%

0.8%

FY24 Net Sales (In Millions) # Sales Days Growth in ADS Impact from acquisitions

Sept

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

**June

July

Aug

-0.8%

-3.2%

3.9%

-19.4%

18.8%

6.4%

1.2%

0.1%

1.1%

0.5%

-1.5%

0.0%

0.9%

-10.4%

12.2%

4.4%

-1.8%

-0.1%

3.7%

-2.4%

-1.5%

4.3%

Sequential Sales Growth by Month (Avg Daily Sales Basis) * FY 26 Sequential ADS Performance 5 Year Historical Average * Average Daily Sales is calculated using number of business days in the United States for the periods indicated.

** June 2026 range is an estimate based on data through the close of business on Monday, June 29; the fiscal month of June ends on July 4, 2026.

Percent of Net Sales by Geographic Region FY 26 FY 25

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

United States

95 %

95 %

95 %

95 %

95 %

95 %

95 %

Mexico

2 %

2 %

1 %

2 %

2 %

2 %

2 %

Canada

2 %

2 %

2 %

2 %

2 %

2 %

2 %

Other Foreign Countries 1 %

1 %

2 %

1 %

1 %

1 %

1 %

Percent of Net Sales by Customer Type FY 26 FY 25

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

National Account Customers

37 %

36 %

36 %

37 %

37 %

37 %

36 %

Public Sector Customers

9 %

9 %

9 %

9 %

9 %

9 %

10 %

Core and Other Customers

54 %

55 %

55 %

54 %

54 %

54 %

54 %

Net Sales Growth by Customer Type (Avg Daily Sales Basis)

FY 26

Q1 Q2 Q3 Q4

Q1

Q2

FY 25

Q3

Q4

National Account Customers

2.9%

0.2%

7.2%

-1.6%

-5.4%

-1.7%

-0.7%

Public Sector Customers

-5.2%

-1.2%

8.4%

9.8%

13.2%

2.4%

8.5%

Core and Other Customers

6.4%

5.5%

8.1%

-5.3%

-6.8%

-0.8%

4.1%

Percent of Net Sales by Customer End-Market

FY 26

FY 25 **

Q1 Q2 Q3 Q4

Q1

Q2

Q3

Q4

Manufacturing Heavy

58%

58%

58%

58%

58%

58%

58%

Manufacturing Light

9%

9%

9%

10%

9%

9%

9%

Public Sector

9%

9%

9%

9%

9%

9%

10%

Retail/Wholesale

8%

7%

7%

7%

7%

7%

7%

Commercial Services

4%

4%

4%

4%

5%

5%

4%

Other *

12%

13%

13%

12%

12%

12%

12%

Net Sales Growth by End-Market (Avg Daily Sales Basis)

Manufacturing

Non-Manufacturing

FY 26 ** FY 25 **

3.5%

2.7%

6.8%

-3.5%

-6.3%

0.0%

3.4%

5.0%

3.5%

9.8%

-0.9%

-1.2%

-2.4%

1.4%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

* The Other category makes up specific industry classifications that do not individually exceed 3% of net sales.

** Prior year data includes the effect of a reclassification of end-markets, primarily between Manufacturing Heavy/Light and Other.

Average Daily Sales (in millions) * FY 26 FY 25 FY 24

Q1

$15.6

$15.0

$15.4

Q2

14.6

14.2

14.8

Q3

16.4

15.2

15.3

Q4

15.5

15.1

* Average Daily Sales is calculated using number of business days in the United States for the periods indicated.

Average Daily Sales Growth

Decomposition

Q3 FY26

YTD FY26

Pricing *

7.2%

6.0%

Volume

0.5%

-1.2%

Foreign Exchange 0.1% 0.2%

Total ADS Growth 7.8% 5.0%

In dollar terms we estimate our sales performance was comprised of:

Q3 FY26 YTD FY26

Pricing * $70.1 $167.9

Volume 4.5 (33.9)

Foreign Exchange

1.3 5.2

Total Sales Growth $75.9 $139.2

* Inclusive of changes in customer and product mix, discounting and other items.

Total E-commerce Sales* (in millions)

FY 26 FY 25 FY 24

Q1

$620.0

$591.5

$603.7

Q2

588.2

567.5

591.2

Q3

667.3

618.9

619.5

Q4

626.8

615.2

*This represents sales made through our E-Commerce platforms, including sales made through the MSC website, Electronic Data Interchange systems, VMI systems, Extensible Markup Language ordering based systems, vending machine systems, hosted systems and other electronic portals.

Gross Profit Margin

FY 26 FY 25 FY 24

Q1 40.7%

40.7%

41.2%

Q2 41.1%

41.0%

41.5%

Q3 41.1%

41.0%

40.9%

Q4

40.4%

41.0%

Operating Income (in millions) Reported Adjusted* FY 26 FY 25 FY 24 FY 26 FY 25 FY 24

Q1

$76.2

$72.3

$101.6

Q1

$81.2

$74.6

$103.7

Q2

64.8

62.2

91.2

Q2

69.1

63.7

97.8

Q3

106.7

82.7

106.8

Q3

111.2

87.2

111.5

Q4

84.3

90.9

Q4

90.3

94.2

Operating Income Margin Reported Adjusted* FY 26 FY 25 FY 24 FY 26 FY 25 FY 24

Q1

7.9%

7.8%

10.6%

Q1

8.4%

8.0%

10.9%

Q2

7.1%

7.0%

9.7%

Q2

7.5%

7.1%

10.5%

Q3

10.2%

8.5%

10.9%

Q3

10.6%

9.0%

11.4%

Q4

8.6%

9.5%

Q4

9.2%

9.9%

* Represents a non-GAAP financial measure. An explanation and a reconciliation of each non-GAAP financial measure to the most directly comparable GAAP financial measure are presented in the schedules within our Non-GAAP Reconciliations document published quarterly.

Total Associate Headcount FY 26 FY 25

Q1 Q2 Q3* Q4 Q1 Q2 Q3* Q4 Full Time 7,085 6,845 6,864 Full Time 7,261 7,276 7,224 7,077

Part Time 204 208 188 Part Time 233 242 231 207

Total 7,289 7,053 7,052 Total 7,494 7,518 7,455 7,284

* Summer Interns excluded from data above.

Number of Field Sales Associates * FY 26 FY 25 FY 24

Q1

2,631

2,723

2,619

Q2

2,473

2,726

2,640

Q3

2,496

2,721

2,664

Q4

2,636

2,697

* Field Sales and Service Personnel includes all customer-facing associates in an external sales or service role. Including telesales, application specialists and In-Plant representatives. Headcount reduction actions during Q4 FY25, Q1 FY26, and Q2 FY26 contributed to the recent declines.

Number of In-Plant Programs and Installed Vending Units Fiscal 2026 Fiscal 2025

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

In-Plant Programs 418

423

426

In-Plant Programs 369

387

399

411

Installed Vending Units 30,177

30,414

30,790

Installed Vending Units 27,747

28,085

28,741

29,611