MSA Safety Incorporated

NYSE:MSA Stok Raporu

Piyasa değeri: US$7.3b

MSA Safety Yönetim

Yönetim kriter kontrolleri 2/4

MSA Safety CEO'su Steve Blanco, Jun2023 tarihinde atandı, in görev süresi 3.17 yıldır. in toplam yıllık tazminatı $ 6.43M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14.6% maaş ve 85.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.1% ine doğrudan sahiptir ve bu hisseler $ 7.62M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1 yıl ve 8.1 yıldır.

Anahtar bilgiler

Steve Blanco

İcra Kurulu Başkanı

US$6.4m

Toplam tazminat

CEO maaş yüzdesi14.58%
CEO görev süresi3.2yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi1yr
Yönetim Kurulu ortalama görev süresi8.1yrs

Son yönetim güncellemeleri

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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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 Alpha

CEO Tazminat Analizi

Steve Blanco'un ücretlendirmesi MSA Safety'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

US$314m

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

Tazminat ve Piyasa: Steve 'ın toplam tazminatı ($USD 6.43M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 8.29M ).

Tazminat ve Kazançlar: Steve 'in maaşı son bir yılda %20'den fazla arttı.


CEO

Steve Blanco (59 yo)

3.2yrs
Görev süresi
US$6,430,364
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Steven Blanco
President3.2yrsUS$6.43m0.10%
$ 7.6m
Julie Beck
SVP, CFO & Treasurer1yrUS$664.05k0.0099%
$ 724.2k
Richard Roda
Senior VP3.2yrsUS$1.43m0.026%
$ 1.9m
Stephanie Sciullo
Senior VP & President of MSA Americasno dataUS$1.72m0.035%
$ 2.6m
Elyse Brody
Executive Director of Financial Planning & Analysis and Strategy1yrUS$1.11m0.0091%
$ 664.3k
Jonathan Buck
Corporate Controller & Chief Accounting Officer7.9yrsUS$780.94k0.0098%
$ 715.4k
Chris Hepler
Executive Director of Corporate Developmentno dataVeri yokVeri yok
Glennis Williams
Senior VPno dataVeri yokVeri yok
Jose Sanchez
Senior VP & President of EMEA Businessless than a yearVeri yokVeri yok
Gustavo Lopez
Senior Vice President of Product Strategy & Developmentless than a yearVeri yokVeri yok
1.0yrs
Ortalama Görev Süresi
51yo
Ortalama Yaş

Deneyimli Yönetim: MSA 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Steven Blanco
President2.5yrsUS$6.43m0.10%
$ 7.6m
Robert Bruggeworth
Independent Chairman of the Board19.5yrsUS$259.98k0.10%
$ 7.3m
William Lambert
Independent Director19.6yrsUS$229.98k0.23%
$ 16.9m
Diane Pearse
Independent Director22.6yrsUS$229.98k0.11%
$ 8.1m
Gregory Jordan
Independent Director7.5yrsUS$239.98k0.022%
$ 1.6m
William Sperry
Independent Director7.5yrsUS$247.48k0.021%
$ 1.5m
Luca Savi
Independent Director5.2yrsUS$242.48k0.014%
$ 1.0m
Nishan Vartanian
Director8.7yrsUS$329.98k0.19%
$ 13.5m
Octavio Marquez
Directorless than a yearVeri yok0.0016%
$ 118.4k
Sandra L. Rogers
Independent Director8.8yrsUS$239.98k0.023%
$ 1.7m
8.1yrs
Ortalama Görev Süresi
64.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: MSA 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/20 07:42
Gün Sonu Hisse Fiyatı2026/08/20 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

MSA Safety Incorporated 14 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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