MSA Safety Incorporated

Report azionario NYSE:MSA

Capitalizzazione di mercato: US$6.7b

MSA Safety Crescita futura

Criteri Future verificati 1/6

Si prevede che MSA Safety aumenterà gli utili e i ricavi rispettivamente del 11.1% e 5.2% all'anno, mentre si prevede che l'EPS crescerà del 11.1% all'anno.

Informazioni chiave

11.1%

Tasso di crescita degli utili

11.14%

Tasso di crescita dell'EPS

Commercial Services crescita degli utili13.5%
Tasso di crescita dei ricavi5.2%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento10 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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 Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Seeking 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
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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

NYSE:MSA - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20282,1953974034692
12/31/20272,1183593964617
12/31/20262,0033273223747
3/31/20261,917291309378N/A
12/31/20251,875279295364N/A
9/30/20251,864280283349N/A
6/30/20251,828277253321N/A
3/31/20251,816286254307N/A
12/31/20241,808285242296N/A
9/30/20241,804273296347N/A
6/30/20241,818272338388N/A
3/31/20241,803267384430N/A
12/31/20231,788595093N/A
9/30/20231,73634-57-13N/A
6/30/20231,67113-114-73N/A
3/31/20231,596-6-196-153N/A
12/31/20221,528180115157N/A
9/30/20221,49567131173N/A
6/30/20221,45343112155N/A
3/31/20221,42220136178N/A
12/31/20211,40021155199N/A
9/30/20211,37899179227N/A
6/30/20211,342106158207N/A
3/31/20211,316117187239N/A
12/31/20201,348124158207N/A
9/30/20201,335139141187N/A
6/30/20201,382153168210N/A
3/31/20201,417157139177N/A
12/31/20191,402138N/A165N/A
9/30/20191,389130N/A166N/A
6/30/20191,369121N/A236N/A
3/31/20191,358115N/A248N/A
12/31/20181,358124N/A264N/A
9/30/20181,34266N/A227N/A
6/30/20181,30764N/A149N/A
3/31/20181,25744N/A151N/A
12/31/20171,19726N/A230N/A
9/30/20171,14784N/A293N/A
6/30/20171,12978N/A269N/A
3/31/20171,13694N/A242N/A
12/31/20161,15092N/A135N/A
9/30/20161,16788N/A77N/A
6/30/20161,16278N/A60N/A
3/31/20161,15373N/A61N/A
12/31/20151,13169N/A55N/A
9/30/20151,12981N/A66N/A
6/30/20151,13084N/A99N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di MSA ( 11.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di MSA ( 11.1% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di MSA cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di MSA ( 5.2% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di MSA ( 5.2% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di MSA è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/15 13:49
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

MSA Safety Incorporated è coperta da 14 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Robert MasonBaird
Quinn FredricksonBaird
Rudolf HokansonBarrington Research Associates, Inc.