MSM MSC Industrial Direct Co., Inc. - Ordinary Shares - Class A

$MSM Director and 10% owner Mitchell Jacobson bought 250,000 shares on the open market on Oct 23, the day after fiscal Q4 results, at weighted averages of 115.11 to 116.72 a share, about 29 million dollars in total (SEC Form 4 0000950142-26-002870, filed Oct 27). The 10b5-1 box is not checked. Q4 sales rose 10.3% to 1.079 billion, adjusted EPS 1.45 vs 1.09, and Q1 daily sales are guided up 9.5% to 10.5% (8-K, Oct 22). Price or volume behind that guide?

$MSM 16 OCT 26 $140 CALL $0.55 ALL-TIME HIGH BREAKOUT + RELATIVE STRENGTH + HIGH CONFIDENCE SWING TRADE

$MSM — Director Jacobson Mitchell bought $29.0M of stock on Oct 23. • 250,000 shares at $115.94. • Bought 13% below the 52-week high. • Stake up 6.6%.

$MSM We did a deep dive on MSC Industrial. • Stock fell 13.8% on a beat; Fastenal, Grainger dipped 0.3%, 0.4% • Growth mostly price: +6.9% vs +1.6% volume • At 80%-90% cash conversion, $0.89 dividend needs profit growth • Next: Q1 results Jan 6 Full report linked in the replies.

$MSM MSC guides fiscal Q1 daily sales up 9.5%-10.5% after a Q4 beat. 🏢 MSC Industrial, a North American metalworking and MRO supplies distributor, worth about $7.42B at $132.82 (16:00 ET, Oct 21, 2026) 🏆 Q4 to Aug 29: record sales of $1,079.2M (+10.3%); daily sales growth and 10.9% adjusted margin topped its outlook ⚠️ Fiscal Q1 adjusted margin guide of 9.5%-10.1% is below Q4's 10.9% 🧾 Q4 GAAP EPS fell to $0.85 from $1.01 on a $41.8M non-cash impairment; adjusted EPS was $1.45 📅 Next: Fiscal Q1 2027 results scheduled for January 6, 2027 Source: SEC 8-K + earnings release, Oct 22

$MSM Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $1.45 up 33.03% YoY • Reported revenue of $1.08B up 10.32% YoY • MSC Industrial guided First Quarter Fiscal 2027 ADS Growth (YoY) of 9.5% to 10.5% and Adjusted Operating Margin of 9.5% to 10.1%; FY2027 free cash flow conversion is ~80%-90%.

🚀 $MSM | 10/16 $135 CALL @ $0.60 🟢 Bullish Outside Bar 📈 All-Time High Breakout 🎯 $152 Price Target & Buy Rating — Barclays 💥 $130.53 Pivot Breakout

$MSM (monthly/daily) looks like a monster in the making. Continuation trade is setting up