MSC Industrial Direct (NYSE: MSM) reported quarterly EPS of $1.45, beating the consensus estimate of $1.42, with revenue of $1.08 billion up 10.3% year over year. In fiscal Q4, average daily sales rose 8.6%, and adjusted operating margin expanded 170 basis points to 10.9%. The company discontinued its Digital Core technology program and recorded a $42 million non-cash impairment, bringing GAAP EPS to $0.85 versus $1.01; management plans a more modular, AI-first strategy, though its benefits depend on execution. Cost inflation in materials, freight, labor and medical continues to pressure gross margin, and the stock fell 11.5%, or $15.25, to $117.57 on Thursday.
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