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MSA Safety Incorporated (MSA)
NYSE:MSA
Earnings Data
Report Date
May 04, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.86Last Year’s EPS
1.68Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a cautiously optimistic view: solid operational and financial achievements (notably strong detection growth, record safety performance, robust free cash flow, successful M&C integration, product innovation and improved sequential margins) offset by meaningful near-term headwinds (sharp Q4 fire service declines driven by funding/timing issues, tariff/inflation/FX pressure on margins, and modest organic growth). Management reiterated confidence in mid-single-digit organic growth for 2026, margin recovery via pricing and productivity, and maintained a strong balance sheet, but acknowledged ongoing timing risk and macro uncertainty.Company Guidance
Strong Detection Growth
Detection delivered pronounced strength: Q4 organic growth +17% (driven by fixed detection and large orders), detection was up low double digits organically for the full year (management cited ~12% for the year), and detection is now the largest product category at 41% of sales. Management expects detection to remain a mid-single-digit growth engine in 2026.
Record Safety Performance
Company safety metrics improved meaningfully in 2025 with 0 lost time incidents and a total recordable incident rate (TRIR) of 0.25 — the best rate in company history.
Strong Free Cash Flow and Active Capital Allocation
Q4 free cash flow was $106M (+13% YoY, 122% of earnings) and full-year FCF was $295M (+$53M YoY) with a 106% conversion rate (above 90–100% target). Capital deployment included ~$0.5B into growth and returns: $189M for M&C, $162M returned to shareholders (repurchases + dividends) and increased share repurchases in Q4 ($40M) plus dividend payments ($21M).
Adjusted Earnings and Sequential Margin Improvement
Q4 adjusted EPS was $2.38 (+6% YoY) and full-year adjusted diluted EPS was $7.93 (+3% YoY). Q4 adjusted operating margin was 23.9% (consistent YoY) and improved sequentially (+180 bps vs Q3). GAAP gross margin improved sequentially to 46.9% (+40 bps).
Balance Sheet Strength and Liquidity
Net debt ended at $416M (down $43M sequentially) with net leverage 0.9x, approximately $100M of acquisition borrowings repaid, ample liquidity of $1.2B and a weighted average interest rate of 3.9% — supporting M&A optionality and investments.
Successful M&C Acquisition and Contribution
M&C TechGroup integrated well: contributed ~$15M to Q4 sales (3% of Q4 growth), ~2 percentage points to full-year growth, added $0.09 to adjusted EPS for FY25, and management expects ~1 percentage point revenue contribution from M&C in 2026.
Product Innovation and Connected Offerings
Company launched multiple new products and certifications (ALTAIR io 6, H2 Full Brim Type II hard hat, Globe G-XTREME Pro jacket, 2025 G1 SCBA NFPA approval). Connected portfolio (MSA+) is growing (MSA+ ~10% of portable detection revenue but higher in unit mix), supporting recurring/subscription value.
MSA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MSA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $196.25 | $202.55 | +3.21% |
Oct 28, 2025 | $161.75 | $168.44 | +4.14% |
Aug 04, 2025 | $175.85 | $178.32 | +1.40% |
Apr 29, 2025 | $152.36 | $155.48 | +2.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does MSA Safety Incorporated (MSA) report earnings?
MSA Safety Incorporated (MSA) is schdueled to report earning on May 04, 2026, After Close (Confirmed).
What is MSA Safety Incorporated (MSA) earnings time?
MSA Safety Incorporated (MSA) earnings time is at May 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MSA EPS forecast?
MSA EPS forecast for the fiscal quarter 2026 (Q1) is 1.86.