$MSM

Digital Commerce 360 reports MSC Industrial Supply’s fiscal Q3 2026 e-commerce revenue exceeded $1 billion. The article also cites Fastenal’s Q2 2026 digital sales growth, Omnia Partners adding suppliers to its Opus platform, and Deloitte research urging B2B suppliers to structure product data for AI agents. It notes planned splits/spin-offs at Genuine Parts and Resideo/ADI.

Metalsource Mining Inc. (CSE: MSM, OTCQB: MSMMF, FSE: E9Z) said it will add a second diamond drill rig and a dedicated night shift at its Silver Hill Project in North Carolina, aiming to triple drilling capacity. The expanded program will continue step-out drilling toward an inaugural mineral resource estimate targeted for early 2027 and test IP survey targets. Rig mobilization is expected in early August.

Metalsource Mining Inc. (CSE: MSM, OTCQB: MSMMF) reported results of an induced polarization survey at its Silver Hill project. The IP survey outlined about 2.4 km of prospective strike length across two target areas, including a 1.8 km anomaly near Silver Hill and a 600 m anomaly to the northeast. The company cited prior drilling with up to 18 m of mineralized core and assays up to 209 g/t gold and 241 g/t silver.

Markets were mixed as chip and AI infrastructure stocks fell while software names rose. US 10-year yields rose on stronger inflation expectations; Eurozone CPI eased to 2.8% y/y and core to 2.4%. SanDisk, KLA, Lam Research and others dropped; Palantir, Atlassian and Salesforce gained. Meta rose on cloud-infrastructure plans; Alcoa slid on a $5.6B deal.

MSC Industrial Direct (NYSE:MSM) reported fiscal Q3 2026 adjusted EPS of $1.43, above the $1.26 consensus, on revenue of $1.047B vs $1.031B expected. Pricing added 720 bps to growth. For Q4, it projects average daily sales growth of 6.5%–8.5% and gross margin down 40–50 bps. Analysts raised price targets to $150 (DA Davidson) and $145 (Keybanc).

Metalsource Mining Inc. (CSE: MSM; OTCQB: MSMMF; FSE: E9Z) said it expanded its Silver Hill land package via option agreements for three properties totaling ~141 acres, raising its consolidated position to ~1,300 acres. The company expects the new ground to be along strike and down dip of known mineralization and plans to increase drilling capacity as assays are pending.

MSC Industrial Direct (MSM) reported Q3 2026 earnings call updates: CEO Martina McIsaac said salesforce realignment is in the structure-complete phase, shifting to sales excellence (hiring speed, vacancies, new management processes). The company targets a mid-teens operating margin, using AI/automation to grow without adding headcount. IR noted operating leverage timing effects; industrial recovery signals include automotive turning positive in June.

MSC Industrial Direct (NYSE:MSM) rose after reporting adjusted EPS of $1.43 vs $1.26 expected and revenue of $1.047B vs $1.031B. Adjusted operating margin increased to 10.6% from 9.0%. CEO cited core customer strength and improved national accounts. Outlook: Q4 avg daily sales +6.5% to +8.5%; tungsten inflation remains a risk.

MSC Industrial Direct (NYSE:MSM) reported Q2 CY2026 sales of $1.05B, up 7.8% year over year, exceeding Wall Street’s estimate by 1.6%. Non-GAAP adjusted EPS was $1.43, 13.6% above consensus. Analysts expect revenue growth of 6.2% over the next 12 months; the stock rose 6.3% to $126.48 after results.

MSC Industrial Supply Co. (NYSE:MSM) reported fiscal 2026 Q3 results ended May 30, 2026. Net sales rose 7.8% YoY to $1,047.1M. Operating income was $106.7M (10.2% margin). Diluted EPS was $1.44 vs. $1.02 prior year; adjusted diluted EPS $1.43. FY26 outlook metrics were maintained.