MSA Safety Incorporated

NYSE:MSA 주식 리포트

시가총액: US$6.7b

MSA Safety 향후 성장

Future 기준 점검 1/6

MSA Safety은 연간 수입과 매출이 각각 11.1%와 5.2% 증가할 것으로 예상되고 EPS는 연간 11.1%만큼 증가할 것으로 예상됩니다.

핵심 정보

11.1%

이익 성장률

11.14%

EPS 성장률

Commercial Services 이익 성장13.5%
매출 성장률5.2%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트10 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
User avatar
새로운 내러티브 • 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.

이익 및 매출 성장 예측

NYSE:MSA - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: MSA 의 연간 예상 수익 증가율(11.1%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: MSA 의 연간 수익(11.1%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: MSA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: MSA 의 수익(연간 5.2%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: MSA 의 수익(연간 5.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: MSA의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/15 02:40
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

MSA Safety Incorporated는 14명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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