MSA Safety Incorporated

NYSE:MSA 株式レポート

時価総額:US$6.6b

MSA Safety マネジメント

マネジメント 基準チェック /24

MSA Safetyの CEO はSteve Blancoで、 Jun2023年に任命され、 の在任期間は 3.08年です。 の年間総報酬は$ 6.43Mで、 14.6%給与と85.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.1%を直接所有しており、その価値は$ 6.87M 。経営陣と取締役会の平均在任期間はそれぞれ1.6年と8.6年です。

主要情報

Steve Blanco

最高経営責任者

US$6.4m

報酬総額

CEO給与比率14.58%
CEO在任期間3.1yrs
CEOの所有権0.1%
経営陣の平均在職期間1.6yrs
取締役会の平均在任期間8.6yrs

経営陣の近況

Recent updates

Seeking Alpha Jul 02

MasTec: Keeping The Energy Flowing

Summary MasTec remains a buy, benefiting from surging AI-driven data center and power infrastructure capex, with backlog growth nearing 30%. MTZ’s Clean Energy and Power Delivery segments drive accelerated backlog and margin expansion, leveraging scale and execution expertise. Consensus projects EBITDA and earnings growth outpacing revenue through 2029, supporting elevated valuation multiples and a $466 YE27 price target. Risks include heavy dependence on data center capex, execution challenges, and intensifying sector competition, but robust EPS and FCF growth underpin the thesis. Read the full article on Seeking Alpha
ナラティブ更新 Jun 24

MSA: Connected Fire Safety And Consistent Capital Returns Will Support Future Compounding

Analysts have reduced their price targets on MSA Safety by $29 and $10 in recent reports, citing updated views on the stock that keep key long term assumptions, such as revenue growth, profit margin and future P/E, broadly unchanged. Analyst Commentary Recent research coverage on MSA Safety points to a more cautious stance on valuation, even as core long term assumptions around revenue, margins and future P/E remain broadly intact.
ナラティブ更新 Jun 03

MSA: Connected Fire Safety And Capital Returns Will Drive Future Compounding

Analysts have trimmed their average price targets on MSA Safety by a combined $39, citing updated views reflected in recent $29 and $10 target reductions. This reinforces a more measured stance around the stock's current valuation and growth assumptions.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
分析記事 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...
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
User avatar
新しいナラティブ 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.

CEO報酬分析

MSA Safety の収益と比較して、Steve Blanco の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$291m

Dec 31 2025US$6mUS$937k

US$279m

Sep 30 2025n/an/a

US$280m

Jun 30 2025n/an/a

US$277m

Mar 31 2025n/an/a

US$286m

Dec 31 2024US$4mUS$773k

US$285m

Sep 30 2024n/an/a

US$273m

Jun 30 2024n/an/a

US$272m

Mar 31 2024n/an/a

US$267m

Dec 31 2023US$3mUS$530k

US$59m

Sep 30 2023n/an/a

US$34m

Jun 30 2023n/an/a

US$13m

Mar 31 2023n/an/a

-US$6m

Dec 31 2022US$2mUS$485k

US$180m

Sep 30 2022n/an/a

US$67m

Jun 30 2022n/an/a

US$43m

Mar 31 2022n/an/a

US$20m

Dec 31 2021US$2mUS$450k

US$21m

Sep 30 2021n/an/a

US$99m

Jun 30 2021n/an/a

US$106m

Mar 31 2021n/an/a

US$117m

Dec 31 2020US$2mUS$450k

US$124m

Sep 30 2020n/an/a

US$139m

Jun 30 2020n/an/a

US$153m

Mar 31 2020n/an/a

US$157m

Dec 31 2019US$2mUS$408k

US$138m

報酬と市場: Steveの 総報酬 ($USD 6.43M ) は、 US市場 ($USD 8.33M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Steveの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Steve Blanco (59 yo)

3.1yrs
在職期間
US$6,430,364
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Steven Blanco
President3.1yrsUS$6.43m0.10%
$ 6.9m
Julie Beck
SVP, CFO & Treasurerless than a yearUS$664.05k0.0099%
$ 652.7k
Richard Roda
Senior VP3.1yrsUS$1.43m0.026%
$ 1.7m
Stephanie Sciullo
Senior VP & President of MSA Americasno dataUS$1.72m0.035%
$ 2.3m
Elyse Brody
Executive Director of Financial Planning & Analysis and Strategyless than a yearUS$1.11m0.0091%
$ 598.0k
Jonathan Buck
Corporate Controller & Chief Accounting Officer7.8yrsUS$780.94k0.011%
$ 733.0k
Lawrence De Maria
Vice President of Investor Relations2.3yrsデータなしデータなし
Chris Hepler
Executive Director of Corporate Developmentno dataデータなしデータなし
Glennis Williams
Senior VPno dataデータなしデータなし
Jose Sanchez
Senior VP & President of EMEA Businessless than a yearデータなしデータなし
Gustavo Lopez
Senior Vice President of Product Strategy & Developmentless than a yearデータなしデータなし
1.6yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: MSAの経営陣は 経験豊富 とはみなされません ( 1.6年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Steven Blanco
President2.4yrsUS$6.43m0.10%
$ 6.9m
Robert Bruggeworth
Independent Chairman of the Board19.4yrsUS$259.98k0.10%
$ 6.6m
William Lambert
Independent Director19.5yrsUS$229.98k0.23%
$ 15.2m
Diane Pearse
Independent Director22.5yrsUS$229.98k0.11%
$ 7.3m
Gregory Jordan
Independent Director7.4yrsUS$239.98k0.022%
$ 1.4m
William Sperry
Independent Director7.4yrsUS$247.48k0.021%
$ 1.4m
Luca Savi
Independent Director5.1yrsUS$242.48k0.014%
$ 931.3k
Nishan Vartanian
Director8.6yrsUS$329.98k0.19%
$ 12.2m
Sandra L. Rogers
Independent Director8.8yrsUS$239.98k0.023%
$ 1.5m
8.6yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: MSAの 取締役会経験豊富 であると考えられます ( 8.6年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/13 07:44
終値2026/07/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

MSA Safety Incorporated 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
Robert MasonBaird
Quinn FredricksonBaird
Rudolf HokansonBarrington Research Associates, Inc.