MSC Industrial Supply Co. (NYSE:MSM) announced its fiscal 2026 first-quarter results for the period ended November 29, 2025, showing a return to growth with net sales reaching $965.7 million, a 4% increase compared to the same quarter last year.
The company reported operating income of $76.2 million, representing an operating margin of 7.9%, and diluted earnings per share of $0.93.
On an adjusted basis, income from operations rose 8.8% to $81.2 million, while adjusted diluted earnings per share climbed 15.1% year-over-year to $0.99.
Management attributed the improved performance to successful growth initiatives, stronger execution, and ongoing cost optimization efforts, which together enabled the company to resume profitable growth.
Looking ahead, MSC provided guidance for the fiscal 2026 second quarter, projecting average daily sales growth in the range of 3.5% to 5.5% and an adjusted operating margin between 7.3% and 7.9%.
The company also reaffirmed its full-year targets, including capital expenditures of approximately $100 million to $110 million, depreciation and amortization of $95 million to $100 million, interest expense of about $35 million, and free cash flow conversion of roughly 90%.