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Msc Industrial Direct Company (MSM)
NYSE:MSM
Earnings Data
Report Date
Jul 09, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
1.03Last Year’s EPS
1.33Same Quarter Last Year
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 03, 2025
|% Change Since: -10.17%
|Next Earnings Date:Jul 09, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed sentiment. While there are significant steps taken towards improving digital capabilities and expanding the solutions footprint, the company is facing notable challenges with declining sales and margins, especially in key sectors like automotive. The positive developments in execution are countered by a soft demand environment.Company Guidance
During MSC Industrial Supply's fiscal 2025 second-quarter conference call, the company reported a 4.7% year-over-year decline in average daily sales, with gross and adjusted operating margins meeting the high end of expectations. Notably, MSC improved its in-plant program count by 24% to 387 and increased its installed vending machines by 9% to over 28,000, despite ongoing soft demand. The company completed website upgrades to enhance customer experience, resulting in a 50% reduction in clicks for checkout and an increase in new customer acquisition and website traffic. Additionally, MSC achieved 13.2% growth in the public sector, while national accounts and core customers showed improvement as the quarter progressed. The company maintained a healthy balance sheet with net debt of approximately $498 million and a free cash flow conversion of 63% for the quarter. Looking forward, MSC anticipates average daily sales in the third quarter to range from a 2% decline to flat year-over-year, with adjusted operating margins expected between 8.7% and 9.3%.Website Upgrades and Marketing Initiatives
Completed significant upgrades to the website to improve search and purchasing experiences. Early indicators show increases in new customer acquisition, website traffic, and daily revenues.
Expansion of Solutions Footprint
Increased the in-plant program count by 24% year-over-year to 387 programs and installed vending machines by 9% to over 28,000 machines.
Growth in Public Sector
Achieved 13.2% year-over-year growth in the public sector customer type.
Network Optimization Initiatives on Track
Progressing towards $10 million to $15 million in annualized savings by fiscal year 2026 through network optimization initiatives.
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MSM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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MSM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 03, 2025 | $79.28 | $75.16 | -5.20% |
| Jan 08, 2025 | $79.03 | $81.78 | +3.48% |
| Oct 24, 2024 | $79.24 | $76.25 | -3.77% |
| Jul 02, 2024 | $75.86 | $77.60 | +2.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Msc Industrial Direct Company (MSM) report earnings?
Msc Industrial Direct Company (MSM) is schdueled to report earning on Jul 09, 2025, TBA Not Confirmed.
What is Msc Industrial Direct Company (MSM) earnings time?
Msc Industrial Direct Company (MSM) earnings time is at Jul 09, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MSM EPS forecast?
MSM EPS forecast for the fiscal quarter 2025 (Q3) is 1.03.
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