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MSM
IndustrialsMSC Industrial Direct Co., Inc.
Next Earnings: Q1 2026
Wednesday, January 7, 2026
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MSM EPS History & Predictions
Actual
Consensus
Wall Street
$0.95consensus
GPT-5.2
$0.92▼
GPT-5.2
$0.94▼
Gemini 3 Pro
$1.03▲
Claude-opus
$0.88▼
Grok-4
$0.84▼
Q1 2026 Predictions
AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.
GPT-5.2
openrouterEPS
$0.92
Revenue
$0.95B
Conf.
56%Click for details →
GPT-5.2
openrouterEPS
$0.94
Revenue
$0.96B
Conf.
56%Click for details →
Gemini 3 Pro
openrouterEPS
$1.03
Revenue
$0.96B
Conf.
88%Click for details →
Claude-opus
openrouterEPS
$0.88
Revenue
$0.93B
Conf.
68%Click for details →
Grok-4
openrouterEPS
$0.84
Revenue
$0.95B
Conf.
75%Click for details →
Predictions Comparison
AI model predictions compared to Wall Street consensus
| Model | EPS Estimate | Revenue Estimate | vs Consensus | Confidence | |
|---|---|---|---|---|---|
GPT-5.2openrouter | $0.92 | $0.95B | -3.2% | 56% | |
GPT-5.2openrouter | $0.94 | $0.96B | -1.1% | 56% | |
Gemini 3 Proopenrouter | $1.03 | $0.96B | +8.4% | 88% | |
Claude-opusopenrouter | $0.88 | $0.93B | -7.4% | 68% | |
Grok-4openrouter | $0.84 | $0.95B | -11.6% | 75% | |
| Wall Street Consensus | $0.95 | $0.96B | — | — |
Wall Street Consensus
Compare AI predictions against Wall Street analyst consensus
Consensus EPS
$1.02
Last Reported EPS
$1.01
Last Surprise
-0.98%
Report Date
10/23/2025
Quarterly Earnings Surprise Amount
Historical performance vs Wall Street consensus
| Fiscal Quarter End | Date Reported | Earnings Per Share* | Consensus EPS* Forecast | % Surprise |
|---|---|---|---|---|
| Q4 2025 | 10/23/2025 | 1.01 | 1.02 | -0.98 |
| Q3 2025 | 7/1/2025 | 1.02 | 1.03 | -0.97 |
| Q2 2025 | 4/3/2025 | 0.70 | 0.68 | 2.79 |
| Q1 2025 | 1/8/2025 | 0.83 | 0.73 | 13.70 |
* EPS values are adjusted for stock splits
Financial Statements
Historical data with AI projections for Q1 2026
All values in Millions (USD) unless otherwise noted
AI Projections | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Line Item | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | GPT-5.2Q1 2026 | GPT-5.2Q1 2026 | Gemini 3 ProQ1 2026 | Claude-opusQ1 2026 | Grok-4Q1 2026 |
| Revenue | |||||||||
| Revenue | 928.5 | 891.7 | 971.1 | 978.2 | 954.0-2.5% | 958.0-2.1% | 962.50 | 925.0-5.4% | 952.00 |
| Cost Of Revenue | 550.3 | 526.5 | 573.4 | 583.2 | 565.0-3.1% | 569.0-2.4% | 570.80 | 555.0-4.8% | 571.20 |
| Cost & Gross Profit | |||||||||
| Gross Profit | 378.2 | 365.2 | 397.7 | 395.0 | 389.0-1.5% | 389.0-1.5% | 391.70 | 370.0-6.3% | 380.80 |
| Cost And Expenses | 853.9 | 828.1 | 884.6 | 889.3 | 872.0-1.9% | 876.0-1.5% | 873.80 | 855.0-3.9% | 879.20 |
| Operating Expenses | |||||||||
| Research And Development Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| General And Administrative Expenses | 266.1 | 265.8 | 270.3 | 0 | 268.0 | 265.0 | 264.00 | 262.0 | 270.00 |
| Selling And Marketing Expenses | 37.50 | 35.80 | 40.90 | 0 | 39.00 | 42.00 | 39.00 | 38.00 | 38.00 |
| Selling General And Administrative Expenses | 303.6 | 301.6 | 311.2 | 0 | 307.0 | 307.0 | 303.00 | 300.0 | 308.00 |
| Other Expenses | 0 | 0 | 0 | 306.1 | 0-100.0% | 0-100.0% | 0-100.0% | 0-100.0% | 308.00 |
| Operating Expenses | 303.6 | 301.6 | 311.2 | 306.1 | 307.0+0.3% | 307.0+0.3% | 303.00 | 300.0-2.0% | 308.00 |
| Interest Expense | 6.08 | 6.23 | 6.03 | 5.73 | 5.90+2.9% | 6.10+6.4% | 6.00 | 5.30-7.5% | 6.00 |
| Total Other Income Expenses Net | -14.02 | -11.94 | -11.47 | -12.72 | -13.00-2.2% | -12.00+5.7% | -12.00 | -11.50+9.6% | 11.00 |
| Income Tax Expense | 14.91 | 12.57 | 18.25 | 20.02 | 17.70-11.6% | 17.50-12.6% | 19.20 | 14.50-27.6% | 16.80 |
| Other Income/Expense | |||||||||
| Net Interest Income | -5.73 | -5.99 | -5.66 | -5.54 | -5.60-1.0% | -5.80-4.6% | -5.65 | -5.05+8.9% | 5.80 |
| Interest Income | 0.341 | 0.233 | 0.368 | 0.188 | 0.300+59.6% | 0.300+59.6% | 0.350 | 0.250+33.0% | 0.250+33.0% |
| Non Operating Income Excluding Interest | 7.95 | 5.71 | 5.44 | 6.99 | -7.40-205.9% | 5.80-17.0% | 7.00 | 6.50-7.0% | 7.00 |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | |||||||||
| Operating Income | 74.62 | 63.65 | 86.58 | 88.87 | 82.00-7.7% | 82.00-7.7% | 88.70 | 70.00-21.2% | 72.80 |
| Income Before Tax | 60.60 | 51.71 | 75.11 | 76.15 | 69.00-9.4% | 70.00-8.1% | 76.70 | 58.50-23.2% | 67.00 |
| Net Income From Continuing Operations | 45.69 | 39.15 | 56.86 | 56.13 | 51.30-8.6% | 52.50-6.5% | 57.50 | 49.00-12.7% | 50.00 |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | 46.62 | 39.31 | 56.84 | 56.55 | 51.30-9.3% | 52.50-7.2% | 57.50 | 44.00-22.2% | 50.20 |
| Net Income Deductions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bottom Line Net Income | 46.62 | 39.31 | 56.84 | 56.55 | 51.30-9.3% | 52.50-7.2% | 57.50 | 49.00-13.3% | 50.20 |
| Eps | $0.8300 | $0.7000 | $1.02 | $1.01 | $0.9200-8.9% | $0.9400-6.9% | $1.03+2.0% | $0.7900-21.8% | $0.8400-16.8% |
| Eps Diluted | 0.83 | 0.70 | 1.02 | 1.01 | 0.92-8.9% | 0.94-6.9% | 1.03+2.0% | 0.88-12.9% | 0.84-16.8% |
| Other | |||||||||
| Filing Date | 0.002 | 0.002 | 0.002 | 0.002 | — | — | — | — | — |
| Fiscal Year | 0.002 | 0.002 | 0.002 | 0.002 | — | — | — | — | — |
| Depreciation And Amortization | 21.68 | 22.99 | 22.83 | 22.68 | 22.00-3.0% | 22.00-3.0% | 22.00 | 22.00-3.0% | 22.00 |
| Ebitda | 88.36 | 80.93 | 104.0 | 104.6 | 96.60-7.6% | 98.20-6.1% | 104.70 | 85.70-18.0% | 98.80 |
| Ebit | 66.68 | 57.94 | 81.14 | 81.88 | 74.60-8.9% | 76.20-6.9% | 82.70 | 63.70-22.2% | 76.80 |
| Weighted Average Shs Out | 55,897,000 | 55,793,000 | 55,694,000 | 55,739,000 | 55,700,000-0.1% | 55,700,000-0.1% | 55.50 | 55,600,000-0.2% | 55.70 |
| Weighted Average Shs Out Dil | 56,068,000 | 55,851,000 | 55,765,000 | 55,890,000 | 55,900,000+0.0% | 55,900,000+0.0% | 55.70 | 55,800,000-0.2% | 55.90 |