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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Earnings history

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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Earnings history

last 4 reports each · paired by recencyMethod ›

MSM1 of 4 reports

1 of 1at or beyond implied

Reportimpliedrealized× implied

Q4 FY26±6.8%▼−15.35%×2.25

AYI1 of 4 reports

0 of 1at or beyond implied

Reportimpliedrealized× implied

Q4 FY26±7.3%▼−3.40%×0.47

= impliedMSM realized, solidAYI realized, hatchedOne scale, both sides: full bar = 16%× = |realized| ÷ impliedSource: market data

MSMMSC Industrial Direct Co Inc

120.38· pre 119.42· delayed

Mkt cap$6.7BRevenue$1.1BQ4 FY26Revenue$4.0BFY26

AYIAcuity Inc. (de)

328.74· pre 328.74· delayed

Pre-marketNov 2 '26delayed

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

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Pre-marketNov 2 '26delayed

MSMMSC Industrial Direct Co Inc

AYIAcuity Inc. (de)

120.38pre 119.42delayed

Price

328.74pre 328.74delayed

$6.7B

Mkt cap

$9.4B

Q4 FY26$1.1B

Revenue

$1.2BQ4 FY26

FY26$4.0B

Revenue

$4.6BFY26

MSM120.38vsAYI328.74Pre-marketNov 2 '26delayed