MSA Safety Gestion
Gestion contrôle des critères 3/4
Le PDG MSA Safety est Steve Blanco, nommé en Jun2023, a un mandat de 2.92 ans. La rémunération annuelle totale est $ 6.43M, composée du salaire de 14.6% et des bonus 85.4%, y compris les actions et options de la société. détient directement 0.11% des actions de la société, d'une valeur de $ 6.92M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.2 ans et 8.4 ans.
Informations clés
Steve Blanco
Directeur général
US$6.4m
Rémunération totale
| Pourcentage du salaire du PDG | 14.58% |
| Durée du mandat du directeur général | 2.9yrs |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 2.2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.4yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 12
MSA: NFPA Recovery And Capital Returns Will Support Future Compounding
MSA Safety's updated analyst price target has edged down by about $2 to $205.71, as analysts factor in a slightly higher discount rate alongside modest adjustments to long term growth and profitability assumptions, including a lower future P/E multiple. Analyst Commentary Recent research on MSA Safety has shifted from earlier target increases following Q4 results to a series of target trims and more cautious stances, reflecting updated views on valuation, growth visibility and execution risk.Mise à jour du récit • Apr 28
MSA: NFPA Recovery And Recurring Revenue Will Support Future Compounding
Analyst price targets on MSA Safety have been adjusted by a net $10 swing, with recent research citing steady mid single digit organic growth expectations, easing NFPA related headwinds and a view of the business as a high quality compounder with increasing recurring revenue, while other firms maintain more neutral stances after updating models post Q4 results. Analyst Commentary Recent research on MSA Safety clusters around how well the company can execute on its organic growth outlook, how sticky its revenue base can become, and whether the current valuation already reflects these qualities.Seeking Alpha • Apr 21
MSA Safety: Q1 2026 Earnings And A Dividend Increase Likely Coming
Summary MSA Safety demonstrates resilient revenue growth, robust margins, and improving return on invested capital, supporting its high-quality business profile. MSA's dividend yield stands at 1.22%, with a consistent growth track record and a conservative payout ratio near 25%, enabling continued shareholder rewards. Recent earnings highlight Q4 non-GAAP EPS of $2.38, beating consensus, with revenue of $511M and modest year-over-year growth in key segments. My FCF valuation model suggests MSA is trading for a discount at this time. Read the full article on Seeking AlphaMise à jour du récit • Apr 13
MSA: NFPA Recovery And Recurring Revenue Will Drive Future Upside
Analysts have trimmed the MSA Safety price target by about $4 to reflect slightly higher discount rates and a modestly lower future P/E assumption, even as their revenue growth outlook edges a bit higher following recent research updates from firms covering the stock. Analyst Commentary Recent Street research on MSA Safety shows a mix of optimism on the business outlook and more cautious adjustments to valuation and rating, giving you a balanced set of signals to consider.Mise à jour du récit • Mar 28
MSA: NFPA Recovery And Recurring Revenue Will Support Future Upside
Analysts have lifted their average MSA Safety price targets into a $205 to $235 range, citing Q4 earnings, a return to mid single digit organic growth as NFPA related issues fade, and the company's positioning as a wide moat business with rising recurring revenue. Analyst Commentary Recent Street research around MSA Safety has focused on how the Q4 earnings print, the outlook for organic growth and the mix of recurring revenue stack up against current valuation after the latest round of price target revisions into the $205 to $235 range.Mise à jour du récit • Mar 14
MSA: Recurring Revenue And NFPA Recovery Will Shape Future Returns
Analysts have raised their price targets on MSA Safety into a higher $200 to $235 range, reflecting updated models after Q4 results and expectations for mid single digit organic growth as NFPA related headwinds ease and recurring revenue strengthens. Analyst Commentary Recent research updates cluster around higher valuation ranges for MSA Safety after Q4 results, with different firms adjusting their models to reflect refreshed assumptions on growth, recurring revenue and fire related headwinds tied to NFPA standards.Mise à jour du récit • Feb 28
MSA: Mid Single Digit Outlook And Recurring Revenue Will Shape Future Returns
Analysts have raised their blended price target for MSA Safety from about $198 to roughly $212, citing recent Q4 results, refreshed models, and expectations for mid single digit organic growth as NFPA related headwinds ease and recurring revenue increases. Analyst Commentary Recent Street research on MSA Safety clusters around Q4 results, the updated outlook for organic growth, and the role of recurring revenue in supporting valuation.Mise à jour du récit • Feb 14
MSA: Neutral Research And Modest Assumption Shifts Will Shape Returns
Analysts have raised their average price target on MSA Safety by about $11, reflecting updated views on fair value, growth, margins, and future P/E following recent research. This includes a higher target and a new neutral initiation.Article d’analyse • Dec 28
Is MSA Safety Incorporated (NYSE:MSA) Trading At A 21% Discount?
Key Insights The projected fair value for MSA Safety is US$209 based on 2 Stage Free Cash Flow to Equity MSA Safety's...Mise à jour du récit • Nov 04
MSA: Backlog Conversion And Acquisitions Will Drive Upside Amid Margin Caution
Analysts have slightly lowered their fair value estimate for MSA Safety to $187.40, down from $191.80. They cite recent results that were above expectations due to backlog conversion and acquisitions.Article d’analyse • Oct 07
MSA Safety Incorporated's (NYSE:MSA) Shareholders Might Be Looking For Exit
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...Mise à jour du récit • Sep 05
Connected Safety And European Expansion Will Strengthen Future Position
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.Article d’analyse • Jul 27
MSA Safety (NYSE:MSA) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Article d’analyse • Jul 15
Estimating The Intrinsic Value Of MSA Safety Incorporated (NYSE:MSA)
Key Insights MSA Safety's estimated fair value is US$195 based on 2 Stage Free Cash Flow to Equity With US$173 share...Article d’analyse • Jun 21
Is It Time To Consider Buying MSA Safety Incorporated (NYSE:MSA)?
MSA Safety Incorporated ( NYSE:MSA ), might not be a large cap stock, but it led the NYSE gainers with a relatively...Article d’analyse • May 28
MSA Safety Incorporated's (NYSE:MSA) Shares May Have Run Too Fast Too Soon
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Seeking Alpha • Mar 18
MSA Safety: A Premium Safety Business Looks To Get More Safe Itself
Summary MSA Safety's shares have fallen to 2020 levels, trading at 20 times earnings, despite a strong long-term outlook and impeccable dividend track record. The company generates $1.8 billion in sales from safety products, with a significant presence in the Americas and strong positions in niche segments. Despite a mixed performance in late 2024, MSA Safety's balance sheet remains strong, with reduced net debt and potential for stock buybacks or acquisitions. Given the current valuation and diminished organic growth, I recommend buying MSA Safety shares at $130-$140 for a safer investment. Read the full article on Seeking AlphaSeeking Alpha • Sep 30
MSA Safety: The Safe Move Here Is A Downgrade
Summary MSA Safety's stock is downgraded from 'hold' to 'sell' due to a relatively high valuation and limited future growth compared to similar firms. Despite impressive revenue growth, profitability metrics have been volatile, and future growth projections don't justify the current premium valuation. MSA Safety's market segments, including Fire Service, Detection, and Industrial PPE, show room for expansion but not enough to meet broader market returns. Management's forecast suggests only 3.7% to 4.2% annualized upside, significantly lower than the typical 11% to 12% market growth. Read the full article on Seeking Alpha
Nouveau récit • Aug 28
Innovative Safety Gear And Critical Shifts Poised To Boost Revenue And Appeal To Responsible Investors
Strategic optimizations and overcoming supply chain issues signal operational efficiency, poised to enhance revenue growth and customer satisfaction.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$291m |
| Dec 31 2025 | US$6m | US$937k | US$279m |
| Sep 30 2025 | n/a | n/a | US$280m |
| Jun 30 2025 | n/a | n/a | US$277m |
| Mar 31 2025 | n/a | n/a | US$286m |
| Dec 31 2024 | US$4m | US$773k | US$285m |
| Sep 30 2024 | n/a | n/a | US$273m |
| Jun 30 2024 | n/a | n/a | US$272m |
| Mar 31 2024 | n/a | n/a | US$267m |
| Dec 31 2023 | US$3m | US$530k | US$59m |
| Sep 30 2023 | n/a | n/a | US$34m |
| Jun 30 2023 | n/a | n/a | US$13m |
| Mar 31 2023 | n/a | n/a | -US$6m |
| Dec 31 2022 | US$2m | US$485k | US$180m |
| Sep 30 2022 | n/a | n/a | US$67m |
| Jun 30 2022 | n/a | n/a | US$43m |
| Mar 31 2022 | n/a | n/a | US$20m |
| Dec 31 2021 | US$2m | US$450k | US$21m |
| Sep 30 2021 | n/a | n/a | US$99m |
| Jun 30 2021 | n/a | n/a | US$106m |
| Mar 31 2021 | n/a | n/a | US$117m |
| Dec 31 2020 | US$2m | US$450k | US$124m |
| Sep 30 2020 | n/a | n/a | US$139m |
| Jun 30 2020 | n/a | n/a | US$153m |
| Mar 31 2020 | n/a | n/a | US$157m |
| Dec 31 2019 | US$2m | US$408k | US$138m |
Rémunération vs marché: La rémunération totale de Steve ($USD 6.43M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.43M ).
Rémunération et revenus: La rémunération de Steve a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Steve Blanco (58 yo)
2.9yrs
Titularisation
US$6,430,364
Compensation
Mr. Steven C. Blanco, Sr. also known as Steve, is President of MSA Safety Incorporated from June 2023 and serves as its Director since February 22, 2024 and also serves as its Chief Executive Officer since...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 2.9yrs | US$6.43m | 0.11% $ 6.9m | |
| SVP, CFO & Treasurer | less than a year | US$664.05k | 0.0088% $ 570.7k | |
| VP, Secretary & Chief Legal Officer | 2.9yrs | US$1.43m | 0.027% $ 1.7m | |
| Senior VP & President of MSA Americas | no data | US$1.72m | 0.035% $ 2.3m | |
| Senior VP & President of MSA International | 2.3yrs | US$2.07m | 0.018% $ 1.2m | |
| Executive Director of Financial Planning & Analysis and Strategy | less than a year | US$1.11m | 0.0091% $ 592.2k | |
| Corporate Controller & Chief Accounting Officer | 7.7yrs | US$780.94k | 0.011% $ 726.0k | |
| Executive Director of Investor Relations | 2.1yrs | pas de données | pas de données | |
| Executive Director of Corporate Development | no data | pas de données | pas de données | |
| VP, Chief Human Resources Officer & Global Business Services | no data | pas de données | pas de données | |
| President of EMEA Business | less than a year | pas de données | pas de données |
2.2yrs
Durée moyenne de l'emploi
52yo
Âge moyen
Gestion expérimentée: L'équipe de direction de MSA est considérée comme expérimentée (ancienneté moyenne 2.2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 2.3yrs | US$6.43m | 0.11% $ 6.9m | |
| Independent Chairman of the Board | 19.3yrs | US$259.98k | 0.10% $ 6.5m | |
| Independent Director | 19.3yrs | US$229.98k | 0.23% $ 15.1m | |
| Independent Director | 22.3yrs | US$229.98k | 0.11% $ 7.2m | |
| Independent Director | 7.3yrs | US$239.98k | 0.022% $ 1.4m | |
| Independent Director | 7.3yrs | US$247.48k | 0.021% $ 1.4m | |
| Independent Director | 4.9yrs | US$242.48k | 0.014% $ 919.0k | |
| Director | 8.4yrs | US$329.98k | 0.19% $ 12.1m | |
| Independent Director | 8.6yrs | US$239.98k | 0.023% $ 1.5m |
8.4yrs
Durée moyenne de l'emploi
64yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de MSA sont considérés comme expérimentés (ancienneté moyenne 8.4 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 03:50 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
MSA Safety Incorporated est couverte par 14 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Rudolf Hokanson | Barrington Research Associates, Inc. |