MS
MSC Industrial Direct Company Inc.
MSM · MSC Industrial Direct Company Inc. · Industrials
Up next day
4/12
33%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±1.9%
typical swing on earnings
Price when beating
-0.6%
avg over 8 beats
Biggest single move
-5.2%
'25.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 2 of 8 beats (25%)
Reaction is erratic and hard to predict
Avg -0.6% on a beat, -1.0% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs Industrials sector avg (197 peers)
This
-0.7%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
6xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 22Before open
'26.8 expectedEst. EPS $1.40
Quarter ended 5/2026
Reported 2026-07-01
Next-day move
-0.5%
After 5 days -1.5%
vs Consensus$1.27→$1.43+12.6% beat
EPS
$1.43
YoY +32%
Revenue
$1.0B
YoY +8%
Next-Q guidance
—
N/A
Price around earnings
+35% run-up before
Earnings trend · last 12 quarters
EPS$1.43YoY +32%
'23.9'26.5
Revenue$1.0BYoY +8%
'23.9'26.5
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
1x8%
Disappointment
weak · down ↓
5x42%
Good earnings ignored
good · down ↓
3x25%
← ← Weak earningsStrong earnings → →
Weak earnings, price down — reacts honestly to earnings · 5 of 12q (42%)
Community · MSM
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