Filing Flows › MSC Industrial Direct (MSM) › Q4 FY26 › vs Q4 FY25
MSC Industrial Direct (MSM) Q4 FY26 vs Q4 FY25 (year over year)
MSC Industrial Direct's revenue rose $101M (+10%) from $978M in Q4 FY25 to $1.1B in Q4 FY26. Gross margin 40.6% against 40.4% (+0.3 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 Q4 FY25, the increases inside each band.
Margins
| Q4 FY26 | Q4 FY25 | Change | |
|---|---|---|---|
| Gross margin | 40.6% | 40.4% | +0.3 pts |
| Operating margin | 6.7% | 8.6% | -1.9 pts |
| Net margin | 4.4% | 5.7% | -1.3 pts |
| Free cash flow margin | 5.9% | 6.0% | -0.1 pts |
Every line
| Line | Q4 FY26 | Q4 FY25 | Change | % |
|---|---|---|---|---|
| Revenue | $1.1B | $978M | $101M | +10% |
| Gross profit | $439M | $395M | $43.6M | +11% |
| Cost of revenue | $641M | $583M | $57.4M | +10% |
| Operating profit | $72.8M | $84.3M | −$11.5M | -14% |
| Operating expenses | $366M | $311M | $55.1M | +18% |
| Pre-tax earnings | $64.3M | $76.1M | −$11.9M | -16% |
| Other expense, net | $8.5M | $8.2M | $368K | +5% |
| Net earnings | $47.9M | $56.1M | −$8.2M | -15% |
| Income tax | $16.3M | $20.0M | −$3.7M | -18% |
| Depreciation & amortization | $25.6M | $23.1M | $2.5M | +11% |
| Share-based compensation | $4.6M | $2.2M | $2.4M | +113% |
| Working capital & other | $2.8M | −$1.2M | $4.0M | — |
| Operating cash flow | $81.0M | $80.3M | $709K | +0.9% |
| Free cash flow (OCF − capex) | $63.8M | $58.5M | $5.2M | +9% |
| Capital expenditures | $17.2M | $21.7M | −$4.5M | -21% |
Questions
How much did MSC Industrial Direct's revenue grow year over year in Q4 FY26?
MSC Industrial Direct's revenue rose $101M (+10%) from $978M in Q4 FY25 to $1.1B in Q4 FY26. Gross margin 40.6% against 40.4% (+0.3 pts).