MSA Safety (MSA)
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-09-04
$188.69+0.52%
Close 2026-09-04 · 1-day change
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · MSA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks MSA against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Integrate the recently acquired Autronica Fire and Security to enhance fixed detection growth and expand addressable market.
Stated in 3 of last 3 quarters including the acquisition announcement and closing in 2026-Q2. The acquisition of Autronica, valued at $555 million with $160 million in 2025 sales, is expected to accelerate fixed detection growth and expand MSA’s addressable market. The company closed the deal in early July 2026 and is integrating the business, delivering on this strategic growth priority.
“We announced the acquisition of Autronica Fire and Security, which closed in early July and adds a highly complementary business...”
“We maintain an active M&A pipeline and announced a new $500 million share repurchase authorization in February.”
“Acquired M&C TechGroup for $189 million, returning capital to shareholders while investing in growth.”
Implement the newly authorized $500 million share repurchase program to return capital to shareholders.
Stated in 3 of last 3 quarters with a new $500 million repurchase program authorized in 2026-Q1. The company returned $50 million in Q1 and $26 million in Q2 through share repurchases, alongside dividends. The execution pace shows ongoing capital return activity aligned with management’s stated program.
Sustain profitable growth with organic sales growth, margin expansion, and earnings per share improvement.
Stated in 5 of last 5 quarters with consistent emphasis on organic sales growth, margin expansion, and EPS improvement. Revenue increased 6% from $474.1M in 2025-Q2 to $503.3M in 2026-Q2, and diluted EPS rose 40% YoY to $2.23 in 2026-Q2. The trajectory matches management’s statements, delivering sustained financial performance and earnings growth.
Over the trailing year it converted 1.31x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 53% for the rest of the cohort, n=6654).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.
“Returned $26 million of share repurchases and dividends of $21 million, authorized $500 million repurchase program.”
“Returned $50 million of share repurchases and $21 million of dividends; authorized new $500 million repurchase program.”
“Returned $40 million of share repurchases and $21 million of dividends, repaid $48 million of debt.”
“Adjusted EPS increased 24%, driven by 6% sales growth and margin expansion.”
“Adjusted EPS grew 18% with solid organic growth and profit pull-through.”
“Reported solid 2025 performance despite headwinds; reaffirmed growth outlook.”
“Maintained low-single-digit organic sales growth outlook for 2025.”
“Reaffirmed low-single-digit organic sales growth outlook for 2025.”