Christopher Dankert

David Manthey

Patrick Baumann

Ryan Cooke

Ryan Merkel

Thomas Moll

Kenneth Newman

Ken Newman

Stephen Volkmann

Tommy Moll

Katie Fleischer

- MSC Industrial's fiscal year runs September to August, and as of **September 3, 2025**, the company is in day two of **fiscal 2026**.  **[1003078_tx_380181_0]**  The company reported **fiscal Q3 2025** results on **July 1, 2025**, noting sequential improvement in its core customer base.  **[1003078_tx_380181_0]**  Sales growth in **June 2025** was **positive 2.5%**, with **July 2025** remaining in positive growth territory.  **[1003078_tx_380181_0]** 
- The company has completed or is implementing four strategic initiatives to reenergize core customer growth, including realigning web pricing and upgrading its e-commerce platform, with early signs of progress observed.  **[1003078_tx_380181_3]** 
- Implant programs now constitute **18% of total sales**, with signing rates for implants growing over **20%** and vending close to **10%**.  **[1003078_tx_380181_5]**  An implant program is expected to reach company-average operating margin at approximately **$2.5 million** in annual sales.  **[1003078_tx_380181_6]** 
- For **fiscal 2026**, MSC Industrial anticipates restoring top-line growth at **400 basis points or more above the Industrial Production (IP) index** in a stable IP environment, and expects to achieve **20% incremental margins or better** with mid-single digit growth.  **[1003078_tx_380181_6]**

MSC Industrial Discusses Business Trends and Strategic Initiatives at Jefferies Conference

MSC INDUSTRIAL DIRECT CO (MSM)