Filing Flows › MSC Industrial Direct (MSM) › Q4 FY26 › vs Q3 FY26
MSC Industrial Direct (MSM) Q4 FY26 vs Q3 FY26 (quarter over quarter)
MSC Industrial Direct's revenue rose $32.1M (+3%) from $1.0B in Q3 FY26 to $1.1B in Q4 FY26. Gross margin 40.6% against 41.1% (-0.5 pts).
MSC Industrial Direct, Q4 FY26: revenue $1.1B (+10% year over year), operating margin 6.7%, net earnings $47.9M, operating cash flow $81.0M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 40.6% | 41.1% | -0.5 pts |
| Operating margin | 6.7% | 10.2% | -3.4 pts |
| Net margin | 4.4% | 7.5% | -3.1 pts |
| Free cash flow margin | 5.9% | 7.7% | -1.8 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $1.1B | $1.0B | $32.1M | +3% |
| Gross profit | $439M | $430M | $8.2M | +2% |
| Cost of revenue | $641M | $617M | $23.9M | +4% |
| Operating profit | $72.8M | $107M | −$34.0M | -32% |
| Operating expenses | $366M | $324M | $42.1M | +13% |
| Pre-tax earnings | $64.3M | $104M | −$40.0M | -38% |
| Other expense, net | $8.5M | $2.5M | $6.0M | +241% |
| Net earnings | $47.9M | $78.7M | −$30.8M | -39% |
| Income tax | $16.3M | $25.5M | −$9.2M | -36% |
| Depreciation & amortization | $25.6M | $25.4M | $226K | +0.9% |
| Share-based compensation | $4.6M | $5.1M | −$501K | -10% |
| Working capital & other | $2.8M | −$7.5M | $10.3M | — |
| Operating cash flow | $81.0M | $102M | −$20.8M | -20% |
| Free cash flow (OCF − capex) | $63.8M | $80.9M | −$17.2M | -21% |
| Capital expenditures | $17.2M | $20.8M | −$3.6M | -17% |
Questions
How much did MSC Industrial Direct's revenue grow quarter over quarter in Q4 FY26?
MSC Industrial Direct's revenue rose $32.1M (+3%) from $1.0B in Q3 FY26 to $1.1B in Q4 FY26. Gross margin 40.6% against 41.1% (-0.5 pts).