MSC Industrial Supply Co. Reports Fiscal 2026 Fourth Quarter and Full Year Results
Key Highlights
- ➤Q4 net sales $1,079.2M, up 10.3% year over year
- ➤Q4 adjusted diluted EPS $1.45, up 33.0% year over year
- ➤Q4 adjusted operating margin 10.9%, exceeding the high end of outlook
- ➤FY26 adjusted diluted EPS $4.69, up 24.7% year over year
- ➤Q1 FY27 outlook: ADS growth 9.5%-10.5%; adjusted margin 9.5%-10.1%
Expert Statements
Martina McIsaac, President and Chief Executive Officer of MSC Industrial Supply Co.
“We had a strong finish to fiscal 2026, with fourth quarter results exceeding our expectations and sales achieving record quarterly levels. Underpinning this performance was core customer growth of approximately 10%-our strongest in more than three years-and accelerating growth in National Accounts. These results provide further evidence that MSC is heading in the right direction, and that the changes we have made to drive profitable growth are taking hold.”
Rob Kuhns, Executive Vice President and Chief Financial Officer of MSC Industrial Supply Co.
“Average daily sales exceeded the high end of our guided range, driven by price benefits and stronger volumes that yielded year-over-year improvement of 8.6%. Further progress on our cost structure, combined with this better-than-expected growth, led to an adjusted operating margin of 10.9%-exceeding the high end of our outlook-and an adjusted incremental operating margin of roughly 27%.”
Martina McIsaac, President and Chief Executive Officer of MSC Industrial Supply Co.
“While we remain mindful of inflationary headwinds and tougher comparisons looking ahead, we are confident that profitable growth will remain the trend. Our strategic execution is building momentum as our end markets continue to improve. This positions MSC well entering fiscal 2027, as demonstrated by first-quarter sales trends showing low double-digit growth to date.”
MELVILLE, NY AND DAVIDSON, NC / ACCESS Newswire / October 22, 2026 / MSC INDUSTRIAL SUPPLY CO. (NYSE:MSM), ("MSC", "MSC Industrial", or the "Company," "we", "us", or "our") a leading North American distributor of a broad range of metalworking and maintenance, repair and operations ("MRO") products and services, today reported financial results for its fiscal 2026 fourth quarter and full year ended August 29, 2026.
Financial Highlights (3)FY26 Q4FY25 Q4FY26FY25Change Change Net Sales$ 1,079.2$ 978.210.3 %$ 4,009.7$ 3,769.56.4 % Income from Operations$ 72.8$ 84.3(13.6)%$ 320.6$ 301.66.3 % Operating Margin6.7 %8.6 %8.0 %8.0 % Net Income Attributable to MSC$ 47.9$ 56.5(15.2)%$ 222.6$ 199.311.7 % Diluted EPS$ 0.85(4)$ 1.01(5)(15.8)%$ 3.98(4)$ 3.57(5)11.5 % Adjusted Financial Highlights (3)FY26 Q4FY25 Q4FY26FY25Change Change Net Sales$ 1,079.2$ 978.210.3 %$ 4,009.7$ 3,769.56.4 % Adjusted Income from Operations (1)$ 117.8$ 90.330.5 %$ 379.3$ 315.820.1 % Adjusted Operating Margin (1)10.9 %9.2 %9.5 %8.4 % Adjusted Net Income Attributable to MSC (1)$ 81.5$ 60.933.8 %$ 262.6$ 210.025.0 % Adjusted Diluted EPS (1)$ 1.45(4)$ 1.09(5)33.0 %$ 4.69(4)$ 3.76(5)24.7 %
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