Update shared on05 Sep 2025
Analysts note that MSA Safety's Q2 outperformance and contributions from the M&C TechGroup acquisition support constructive fundamentals, but maintain a cautious outlook pending more clarity on catalysts like the SCBA replacement cycle, resulting in an unchanged consensus price target of $191.80.
Analyst Commentary
- Q2 results exceeded expectations, driven by stronger backlog conversion.
- Contribution from the M&C TechGroup acquisition was not fully captured in consensus estimates, positively impacting performance.
- Analysts note potential for additional upside once there is more visibility on the SCBA replacement cycle ramp.
- Improving trends in short-cycle businesses are viewed as a potential future catalyst for greater bullishness.
- Current outlook remains cautious (Hold) pending further confirmation of positive trends and catalysts.
What's in the News
- Julie A. Beck appointed Chief Financial Officer, bringing extensive experience from Terex Corp., Nova Chemicals, and Joy Global.
- Reaffirmed low-single-digit organic sales growth guidance for 2025, while monitoring macroeconomic risks and NFPA standard approval timing.
- Completed repurchase of 415,060 shares (1.06% of outstanding) for $69.98 million under ongoing buyback program.
- Dropped from Russell 1000 Dynamic Index.
Valuation Changes
Summary of Valuation Changes for MSA Safety
- The Consensus Analyst Price Target remained effectively unchanged, at $191.80.
- The Discount Rate for MSA Safety remained effectively unchanged, at 7.03%.
- The Future P/E for MSA Safety remained effectively unchanged, at 23.65x.
Disclaimer
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