MSM compared with AYI: revenue, margins and what each company keeps, and the suppliers and customers both name

MSMMSC Industrial Direct Co Inc

Mkt capRevenueRevenue

AYIAcuity Inc. (de)

Mkt capRevenueRevenue

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MSMMSC Industrial Direct Co Inc

AYIAcuity Inc. (de)

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only MSM 7

—United States Coast Guardunlistedcustomer

—United States Department of Defenseunlistedcustomer

—United States Department of Energyunlistedcustomer

—United States federal governmentunlistedcustomer

3 more · MSM chain ›

Shared 0

No shared counterparties.

Only AYI 1

—Ernst & Young LLPunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

MSMMSC Industrial Direct Co Inc

120.38▼−0.53%· post 120.38· delayed

Mkt cap$6.8BRevenue$1.1BQ4 FY26Revenue$4.0BFY26

AYIAcuity Inc. (de)

328.74▲+3.33%· post 328.74· delayed

After hoursNov 2 '26delayed

Mkt cap$9.4BRevenue$1.2BQ4 FY26Revenue$4.6BFY26

Compare

After hoursNov 2 '26delayed

MSMMSC Industrial Direct Co Inc

AYIAcuity Inc. (de)

120.38▼−0.53%post 120.38delayed

Price

328.74▲+3.33%post 328.74delayed

$6.8B

Mkt cap

$9.4B

Q4 FY26$1.1B

Revenue

$1.2BQ4 FY26

FY26$4.0B

Revenue

$4.6BFY26

MSM120.38▼−0.53%vsAYI328.74▲+3.33%After hoursNov 2 '26delayed