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Nov 29, 2025
MSC Q1 2026 Earnings Report
MSC reported solid financial results for Q1 FY26 with growth in net income, EPS, and operating margin.
Key Takeaways
MSC Industrial Supply Co. delivered a strong start to fiscal 2026, reporting higher revenue, increased net income, and margin expansion, driven by growth initiatives and cost optimization.
Revenue reached $965.7M, driven by growth initiatives.
EPS rose to $0.93, with adjusted EPS at $0.99.
Net income grew to $51.8M, reflecting improved execution.
Operating margin expanded to 7.9%, or 8.4% on an adjusted basis.
Revenue by Geographic Location
Forward Guidance
MSC maintained full-year guidance and expects continued profitable growth despite a soft Q2 start.
Positive Outlook
- Maintained full-year FY26 guidance for key metrics.
- Expecting continued benefits from growth initiatives.
- Profitability and margin expansion momentum expected to continue.
- ADS projected to grow between 3.5% and 5.5% YoY in Q2.
- Free cash flow conversion expected around 90%.
Challenges Ahead
- Q2 start impacted by holiday timing.
- Continued macro headwinds including government shutdown effects.
- Pressure from inflation and industrial demand softness.
- Some impact from foreign currency translation adjustments.
- Slight decrease in cash and cash equivalents from prior quarter.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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