MSA Safety Beheer
Beheer criteriumcontroles 2/4
De CEO MSA Safety is Steve Blanco, benoemd in Jun2023, heeft een ambtstermijn van 3.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 6.43M, bestaande uit 14.6% salaris en 85.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.1% van de aandelen van het bedrijf, ter waarde $ 7.23M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 0.9 jaar en 8 jaar.
Belangrijke informatie
Steve Blanco
Algemeen directeur
US$6.4m
Totale compensatie
| Percentage CEO-salaris | 14.58% |
| Dienstverband CEO | 3.1yrs |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | less than a year |
| Gemiddelde ambtstermijn bestuur | 8yrs |
Recente managementupdates
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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$138m |
Compensatie versus markt: De totale vergoeding ($USD 6.43M ) Steve } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.31M ).
Compensatie versus inkomsten: De vergoeding van Steve is het afgelopen jaar met meer dan 20% gestegen.
CEO
Steve Blanco (59 yo)
3.1yrs
Tenure
US$6,430,364
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 3.1yrs | US$6.43m | 0.10% $ 7.2m | |
| SVP, CFO & Treasurer | less than a year | US$664.05k | 0.0099% $ 687.6k | |
| Senior VP | 3.1yrs | US$1.43m | 0.026% $ 1.8m | |
| Senior VP & President of MSA Americas | no data | US$1.72m | 0.035% $ 2.5m | |
| Executive Director of Financial Planning & Analysis and Strategy | less than a year | US$1.11m | 0.0091% $ 630.0k | |
| Corporate Controller & Chief Accounting Officer | 7.8yrs | US$780.94k | 0.011% $ 772.2k | |
| Executive Director of Corporate Development | no data | geen gegevens | geen gegevens | |
| Senior VP | no data | geen gegevens | geen gegevens | |
| Senior VP & President of EMEA Business | less than a year | geen gegevens | geen gegevens | |
| Senior Vice President of Product Strategy & Development | less than a year | geen gegevens | geen gegevens |
0.9yrs
Gemiddelde duur
51yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van MSA wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 0.9 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 2.4yrs | US$6.43m | 0.10% $ 7.2m | |
| Independent Chairman of the Board | 19.4yrs | US$259.98k | 0.10% $ 6.9m | |
| Independent Director | 19.5yrs | US$229.98k | 0.23% $ 16.1m | |
| Independent Director | 22.5yrs | US$229.98k | 0.11% $ 7.7m | |
| Independent Director | 7.4yrs | US$239.98k | 0.022% $ 1.5m | |
| Independent Director | 7.4yrs | US$247.48k | 0.021% $ 1.5m | |
| Independent Director | 5.1yrs | US$242.48k | 0.014% $ 981.1k | |
| Director | 8.6yrs | US$329.98k | 0.19% $ 12.9m | |
| Director | no data | geen gegevens | geen gegevens | |
| Independent Director | 8.8yrs | US$239.98k | 0.023% $ 1.6m |
8.0yrs
Gemiddelde duur
64.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van MSA wordt beschouwd als ervaren (gemiddelde ambtstermijn 8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/29 08:31 |
| Aandelenkoers aan het einde van de dag | 2026/07/29 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
MSA Safety Incorporated wordt gevolgd door 14 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Rudolf Hokanson | Barrington Research Associates, Inc. |