MSC Industrial Direct Co., Inc. (MSM) is about to show its cards. The industrial distributor will release first quarter earnings results before Wednesday's opening bell on January 7, 2026, and Wall Street is watching to see if the Melville, New York-based company can deliver on expectations.
Analysts are projecting quarterly earnings of 95 cents per share, which would mark a solid improvement from the 86 cents per share the company posted in the same quarter last year. On the revenue side, the consensus estimate sits at $963.07 million compared to $928.48 million in the year-ago period.
The company recently sweetened the pot for shareholders by declaring a cash dividend of 87 cents per share on December 18, maintaining its commitment to returning capital to investors.
As earnings approach, MSM shares dipped 1.9% to trade at $84.59 on Wednesday, positioning the stock right in the middle of where analysts think it should be heading.
What the Smart Money Is Saying
Looking at recent analyst activity from Wall Street's most accurate forecasters reveals an interesting pattern. All three analysts maintained neutral ratings while raising their price targets, suggesting cautious optimism about the company's prospects.
Loop Capital analyst Chris Dankert, who maintains a 71% accuracy rate, kept his Hold rating while bumping the price target from $74 to $84 on July 2, 2025. That's a meaningful increase that reflects improved confidence in the company's valuation.
Baird analyst David Manthey, sporting a 76% accuracy rate, also maintained a Neutral rating but raised his target from $84 to $95 on the same day. That upper target suggests there's room for upside if the company executes well.
Stephens & Co. analyst Tommy Moll, the most accurate of the bunch with a 78% success rate, rounded out the trio by maintaining an Equal-Weight rating while increasing his price target from $85 to $90, also on July 2, 2025.
The consistency of these moves on the same date suggests analysts were reacting to similar data points or company guidance, and the uniform direction of the target increases indicates building confidence in MSC Industrial Direct's business trajectory heading into this earnings report.