MSC Industrial Beats Q1 Estimates, Eyes Long-Term Growth Amid Near-Term Challenges
MSC Industrial Beats Q1 Estimates, Eyes Long-Term Growth Amid Near-Term Challenges
Adjusted operating income for the quarter declined 28% year over year to $74.6 million, with an operating margin of 8%, down from 10.9% a year ago.MSC Industrial Direct Company, Inc. (NYSE:MSM) shares traded higher on Wednesday after the company reported first-quarter financial results.
MSC Industrial Direct Company, Inc. (紐交所:MSM) 的股票在週三上漲，因公司公佈了第一季度財務業績。
Net sales declined 2.7% year-over-year to $928.48 million, beating the consensus of $904.604 million.
淨銷售額同比下降2.7%，至92848萬，超過市場共識的90460.4萬。
Average daily sales declined 2.7% year-over-year. Adjusted gross margin for the quarter was 40.7%, down from 41.2% a year ago.
平均每日銷售額同比下降2.7%。本季度調整後的毛利率爲40.7%，低於去年的41.2%。
Adjusted operating income for the quarter declined 28% year over year to $74.6 million, with an operating margin of 8%, down from 10.9% a year ago.
本季度調整後的營業收入同比下降28%，至7460萬，營業利潤率爲8%，低於去年的10.9%。
Adjusted EPS of $0.86, down 31.2% from the prior year, beating the consensus of $0.73.
調整後的每股收益爲0.86美元，同比下降31.2%，高於市場共識的0.73。
As of November 30, the company held $57.266 million in cash and equivalents. Operating cash flow for the quarter totaled $101.686 million, up from $81.168 million a year ago.
截至11月30日，公司持有5726.6萬現金及現金等價物。本季度的營業現金流總計爲10168.6萬，高於去年同期的8116.8萬。
Erik Gershwind, CEO, noted that near-term macro conditions remain soft, impacted by holiday and fiscal timing in December, but he expressed confidence in long-term growth. He highlighted self-help initiatives like the productivity pipeline and mission-critical strategy to support results as demand normalizes.
首席執行官Erik Gershwind指出，短期的宏觀經濟環境仍然疲軟，受到假日和財政時機的影響，但他對長期增長表達了信心。他強調了自我幫助的舉措，如生產力管道和關鍵任務策略，以支持需求正常化後的業績。
Outlook: MSC Industrial expects second-quarter ADS to decline 3%—5% and anticipates an adjusted operating margin of 6.5%- 7.5%.
展望：MSC工業預計第二季度的平均每日銷售額將下降3%-5%，並預計調整後的營業利潤率爲6.5%-7.5%。
For FY25, the company expects a free cash flow conversion of ~100% and capital expenditures of ~$100 million—$110 million.
對於2025財年，公司預計自由現金流轉化率將達到約100%，資本支出將爲約10000萬—11000萬。
Price Action: MSM shares are trading higher by 3.11% at $82.34 at the last check Wednesday.
價格走勢：MSM的股票在最後一次檢查時上漲了3.11%，報82.34美元。
譯文內容由第三人軟體翻譯。
