MSM on NYSE

MSC Industrial Direct

American distributing company

MSC Industrial Direct Co., Inc (MSC), through its subsidiaries, primarily MSC Industrial Supply Co., is one of the largest industrial equipment distributors in the United States, distributing more than 1.5 million metalworking and other industrial products.3 From Wikipedia, CC BY-SA 4.0

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Last updated Oct 19, 2026.

Overview

$3.8BRevenue, fiscal 20255
$199.3MNet income, fiscal 20255
1941Founded1

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  • TickerMSM on NYSE1
  • IndustryWholesale-Industrial Machinery & Equipment1
  • HeadquartersMelville1
  • Founded inNew York City1
  • Websitewww.mscdirect.com
  • Incorporated inNY6
  • Business address515 Broadhollow Road, Melville, Ny 117476
  • Filer categoryLarge accelerated filer6
  • Legal formBusiness Corporation4
  • LEI0XVKH0LN6YGOWO2EGO174
  • StatusActive4
  • LEI statusLapsed (not renewed)4
  • Registered addressC/O Corporation Service Company, 12207 Albany, United States4
  • Registered withCorporation and Business Entity Database (Division of Corporations, State Records and UCC, Department of State), 19680274

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MSC Industrial Direct Co., Inc (MSC), through its subsidiaries, primarily MSC Industrial Supply Co., is one of the largest industrial equipment distributors in the United States, distributing more than 1.5 million metalworking and other industrial products.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

40.8%Gross margin5
8.0%Operating margin5
5.3%Net margin5
-1.3%Revenue growth, 20255
14.4%Return on equity5
0.12×Debt to equity5
$240.9MFree cash flow5

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Cost of revenue59¢$2.2B
  • Other costs34¢$1.3B
  • Income tax2¢$65.7M
  • Profit5¢$199.3M

Out of $3.8B in revenue.5

Where each dollar of operating cash went, fiscal 2025

  • Capital spending28¢$92.8M
  • Share buybacks12¢$39.3M
  • Kept or used elsewhere60¢$201.6M

Out of $333.7M of cash from operations.5

Financial statements

Revenue891011125$3.8B in 2025+18% since 2018
0$2.0B$4.0B$6.0B2018: $3.2B$3.2B20182019: $3.4B$3.4B2019+5%2020: $3.2B$3.2B2020−5%2021: $3.2B$3.2B2021+2%2022: $3.7B$3.7B2022+14%2023: $4.0B$4.0B2023+9%2024: $3.8B$3.8B2024−5%2025: $3.8B$3.8B2025−1%
Gross profit891011125$1.5B in 2025+10% since 2018
0$500.0M$1.0B$1.5B$2.0B2018: $1.4B$1.4B20182019: $1.4B$1.4B2019+3%2020: $1.3B$1.3B2020−6%2021: $1.3B$1.3B2021−1%2022: $1.6B$1.6B2022+17%2023: $1.6B$1.6B2023+5%2024: $1.6B$1.6B2024−4%2025: $1.5B$1.5B2025−2%
Operating income891011125$301.6M in 2025−28% since 2018
0$200.0M$400.0M$600.0M2018: $420.6M$420.6M20182019: $400.0M$400.0M2019−5%2020: $350.7M$350.7M2020−12%2021: $301.8M$301.8M2021−14%2022: $468.7M$468.7M2022+55%2023: $483.7M$483.7M2023+3%2024: $390.4M$390.4M2024−19%2025: $301.6M$301.6M2025−23%
Net income891011125$199.3M in 2025−39% since 2018
0$100.0M$200.0M$300.0M$400.0M2018: $329.2M$329.2M20182019: $288.9M$288.9M2019−12%2020: $251.1M$251.1M2020−13%2021: $216.9M$216.9M2021−14%2022: $339.8M$339.8M2022+57%2023: $343.2M$343.2M2023+1%2024: $258.6M$258.6M2024−25%2025: $199.3M$199.3M2025−23%

Every line of the income statement as filed: the last 3 fiscal years, latest first.5

Period ending2025-08-312024-08-312023-08-31
Net sales$3.8B$3.8B$4.0B
Cost of goods sold$2.2B$2.2B$2.4B
Gross profit$1.5B$1.6B$1.6B
Operating expenses$1.2B$1.2B$1.2B
Restructuring and other costs$11.0M$14.5M$7.9M
Income from operations$301.6M$390.4M$483.7M
Interest expense-$24.1M-$25.8M-$22.5M
Interest income$1.1M$412.0K$1.0M
Other expense, net-$15.1M-$22.3M-$6.1M
Total other expense-$38.0M-$47.6M-$27.6M
Income before provision for income taxes$263.6M$342.7M$456.2M
Provision for income taxes$65.7M$86.8M$113.0M
Net income$197.8M$256.0M$343.1M
Less: Net loss attributable to noncontrolling interest-$1.5M-$2.6M-$126.0K
Net income attributable to MSC Industrial$199.3M$258.6M$343.2M
Basic (in USD per share)$3.57$4.60$6.14
Diluted (in USD per share)$3.57$4.58$6.11
Basic (in shares)55.8M shares56.3M shares55.9M shares
Diluted (in shares)55.9M shares56.4M shares56.2M shares

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The story

Founded by Sidney Jacobson in 1941, in New York City.1

MSC was founded in 1941 as Sid Tool, Inc., by Sidney Jacobson, in New York's Little Italy. It originally sold cutting tools and accessories to New York City machine shops. The company later moved its headquarters to Plainview, New York.

In 1970, Manhattan Supply Company was acquired and, in 1998, moved its headquarters to Melville, New York, on Long Island. The company currently operates from five regional Customer Fulfillment Centers and 12 branch offices.

In 1997 MSC acquired Enco Manufacturing Company.

On June 8, 2006, MSC completed the acquisition of J & L America, Inc. DBA J & L Industrial Supply (J & L), a subsidiary of Kennametal, for $349.5 million.

In 2013, Erik Gershwind, Sid Jacobson's grandson, was named President and Chief Executive Officer. In 2013 the company opened its co-headquarters office in Davidson, North Carolina, which is located in the Charlotte metropolitan area. The company has expanded to 750 employees at the co-headquarters, with 120 employees making the move to the Carolinas from the Melville office.

In 2013, MSC acquired Barnes Distribution North America to expand its footprint in Canada. The business was renamed Class C Solutions Group.

In 2017, MSC acquired DECO Tool Supply Co., an industrial supply distributor based in Davenport, Iowa, to expand its footprint in the region.

In 2018, MSC acquired All Integrated Solutions, a value-added distributor of industrial fasteners and components, MRO supplies and assembly tools based in Franksville, Wisconsin.

Read the full text

In 2019, MSC completed a transaction with TAC Global Solutions, a Mexican industrial distribution company, to expand into Mexico.

In 2022, MSC acquired Engman-Taylor, a Menomonee Falls, Wisconsin-based distributor of metalworking tools and supplies. That same year, MSC also acquired Tower Fasteners, a Holtsville, New York-based valued-added distributor of Original Equipment Manufacturer (OEM) fasteners and components.

In 2023, MSC acquired Buckeye Industrial Supply Co., an independent metalworking distributor based in Columbus, Ohio, and Tru-Edge Grinding Inc., a St. Henry, Ohio-based custom tool manufacturer.

For the quarter ending in May 2025, MSC Industrial (MSM) posted revenue of $971.15 million, reflecting a 0.8% decline year-over-year. Diluted EPS of $1.02 vs. $1.27 in the prior fiscal year quarter. The company reported Adjusted diluted EPS of $1.08 vs. $1.33 in the prior fiscal year quarter.

In January 2026, Martina McIsaac was named President and Chief Executive Officer.

From Wikipedia’s article on MSC Industrial Direct, shared under CC BY-SA 4.0.7

Leadership

Who has led MSC Industrial Direct, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. David Sandler2006–2012
  2. Mitchell Jacobson2006
  3. Erik Gershwind2012–now

Chair

  1. Mitchell Jacobson2006–2009

President

  1. David Sandler2006–2011
  2. Erik Gershwind2011–2024
  3. Martina McIsaac2024–now

Chief financial officer

  1. Charles A. Boehlke Jr.2006–2011
  2. Jeffrey Kaczka2011–2015
  3. Rustom Jilla2015–2020
  4. Gregory Haefele Clark2020
  5. Kristen Actis-Grande2020–2024
  6. Robert M. Kuhns2026–now

Chief operating officer

  1. Erik Gershwind2009–2012
  2. Martina McIsaac2022–now
197019801990200020102020
Board members and other officers (36)

Timeline

  1. Oct 26, 2012New chief executive Erik Gershwind becomes CEO17
  2. Apr 10, 2006New chief executive Mitchell Jacobson becomes CEO19
  3. Jan 12, 2006New chief executive David Sandler becomes CEO18
  4. 1941Founded Founded in New York City1

Filings

430 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 72 major events, 264 insider forms, 21 large holders, 53 other. The latest 20:

  1. Oct 14, 20268-K EDGAR
  2. Oct 6, 20264 EDGAR
  3. Sep 15, 20264 EDGAR
  4. Sep 14, 20263 EDGAR
  5. Sep 8, 20268-K EDGAR
  6. Aug 19, 20268-K EDGAR
  7. Aug 11, 2026SCHEDULE 13G EDGAR
  8. Jul 21, 20264 EDGAR
  9. Jul 20, 20263 EDGAR
  10. Jul 17, 20268-K/A EDGAR
  11. Jul 1, 202610-Q EDGAR
  12. Jul 1, 20268-K EDGAR
  13. Jun 24, 202611-K EDGAR
  14. Jun 16, 20268-K EDGAR
  15. May 26, 2026SD EDGAR
  16. May 1, 2026SCHEDULE 13G/A EDGAR
  17. Apr 15, 20268-K EDGAR
  18. Apr 9, 20264 OWNERSHIP DOCUMENT EDGAR
  19. Apr 1, 202610-Q EDGAR
  20. Apr 1, 20268-K EDGAR

The 430 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

51 open-market trades by officers, directors and large owners since October 2021: 11 buys and 40 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Feb 2, 2026Seseri RudinaDirectorSale1,800$86.83$156.3KForm 4
Nov 18, 2025JACOBSON MITCHELLDirectorBuy22,870$84.96$1.9MForm 4
Nov 13, 2025PELLER PHILIPDirectorBuy6,666$90.14$600.9KForm 4
Nov 3, 2025JACOBSON MITCHELLDirectorBuy51,954$84.43$4.4MForm 4
Oct 31, 2025JACOBSON MITCHELLDirectorBuy34,073$84.76$2.9MForm 4
Oct 30, 2025JACOBSON MITCHELLDirectorBuy95,779$84.92$8.1MForm 4
Jul 10, 2025Shacklett KimberlySVP, Customer ExperienceSale2,130$92.00$196.0KForm 4
Jul 9, 2025Shacklett KimberlySVP, Customer ExperienceSale2,129$90.60$192.9KForm 4
Jul 3, 2025PELLER PHILIPDirectorSale2,000$90.00$180.0KForm 4
Jul 3, 2025GERSHWIND ERIKDirectorSale2,000$89.39$178.8KForm 4
May 6, 2025Kaufmann Michael CDirectorBuy23$75.42$1.7KForm 4
Apr 8, 2025JACOBSON MITCHELLDirectorBuy27,642$69.77$1.9MForm 4
Apr 7, 2025JACOBSON MITCHELLDirectorBuy131,551$69.73$9.2MForm 4
Nov 13, 2024PELLER PHILIPDirectorSale900$89.07$80.2KForm 4
Nov 11, 2024GERSHWIND ERIKDirectorSale50,000$90.36$4.5MForm 4
Jul 22, 2024Kaufmann Michael CDirectorSale28$83.83$2.3KForm 4
Jul 17, 2024Shacklett KimberlySVP, Customer ExperienceSale4,885$84.60$413.3KForm 4
Jun 21, 2024Kaufmann Michael CDirectorSale18$79.46$1.4KForm 4
Jan 31, 2024JACOBSON MITCHELLDirectorSale24,501$99.31$2.4MForm 4
Jan 29, 2024JACOBSON MITCHELLDirectorSale137,716$97.66$13.4MForm 4

All 51 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.5,560,498$661.4M0.0%+127,854
Vanguard Portfolio Management LLC2,139,176$254.5M0.0%+6,319
Vanguard Capital Management LLC2,026,407$241.0M0.0%+24,462
Fuller & Thaler Asset Management, Inc.1,887,419$224.5M0.6%+101,823
American Century Companies Inc1,743,956$207.4M0.1%−869,007
Boston Partners1,714,389$204.0M0.2%+53,888
First Trust Advisors LP1,676,859$199.5M0.1%−96,274
Charles Schwab Investment Management Inc1,530,616$182.1M0.0%+137,554
State Street Corp1,463,620$174.1M0.0%+52,860
Dimensional Fund Advisors LP1,248,087$148.5M0.0%−109,332
Geode Capital Management, LLC1,168,449$139.0M0.0%+60,919
Epoch Investment Partners, Inc.926,830$110.2M0.6%−49,801
Morgan Stanley783,623$93.2M0.0%+167,419
Victory Capital Management Inc751,553$89.4M0.1%−180,768
Quantinno Capital Management LP653,578$77.7M0.1%+191,743
Citadel Advisors LLC619,507$73.7M0.0%+221,143
Alberta Investment Management Corp570,000$67.8M0.4%−32,000
Deprince Race & Zollo Inc540,509$64.3M1.1%−165,266
New South Capital Management Inc539,026$64.1M2.8%−39,725
Bank of New York Mellon Corp470,840$56.0M0.0%−16,234
Aqr Capital Management LLC457,743$53.6M0.0%+157,565
Allianz Asset Management GmbH444,741$52.9M0.1%−27,235
Northern Trust Corp435,234$51.8M0.0%+5,050
Alyeska Investment Group, L.P.419,828$49.9M0.1%New
Boston Trust Walden Corp415,440$49.4M0.4%−71,068

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

5 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Apr 14, 2020David A Perdue , Jr, SenateSale$15,001 - $50,000+53.9%Report
Mar 20, 2020David A Perdue , Jr, SenateBuy$1,001 - $15,000−65.3%Report
Mar 17, 2020David A Perdue , Jr, SenateBuy$1,001 - $15,000−76.9%Report
Mar 10, 2020David A Perdue , Jr, SenateBuy$1,001 - $15,000−24.5%Report
Jan 9, 2020Greg Gianforte, HouseBuy$250,001 - $500,000−62.1%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

Sources

The numbers on this page point here. Each one links to the record it came from.

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