MSA
MSA Safety Incorporated159.27
-1.07-0.67%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
6.24BP/E (TTM)
22.43Basic EPS (TTM)
7.10Dividend Yield
0.01%Recent Filings
8-K
Q3 sales up 8%, strong cash flow
MSA Safety posted Q3 net sales of $468M, up 8% GAAP and 3% organic year-over-year, with adjusted operating income at $104M or 22.1% of sales. Detection and fall protection drove gains, offsetting fire service timing headwinds from delayed U.S. grants and government shutdown. Free cash flow hit $100M. Net leverage fell to 1.0x. Reaffirms low-single-digit 2025 organic growth.
8-K
MSA names permanent CFO
MSA Safety appointed Julie A. Beck as Senior Vice President, Chief Financial Officer, and Treasurer effective August 18, 2025, succeeding interim CFO Elyse L. Brody, who returns to Executive Director of Global FP&A and Strategy. Beck brings deep CFO experience from Terex Corp. and Nova Chemicals, excelling in M&A, inflation management, and business transformation. She receives $250,000 in restricted stock units vesting over three years. Leadership bolsters growth execution.
10-Q
Q2 FY2025 results
MSA Safety posted Q2 sales of $474.1M, up 2.5% y/y yet flat organically as M&C acquisition added ~$11M; gross margin slipped to 46.6% from 48.2% on FX headwinds and tariffs, while operating income fell 14.1% y/y to $85.9M amid $5.3M currency losses and $6.6M transaction costs. Diluted EPS dipped to $1.59 from $1.83, consistent with 39.4M shares. Closed M&C May 2025 for $188M cash, recognizing $91.0M goodwill and $66.6M finite-lived intangibles (8-20 years). Cash fell to $147.0M after $129.1M OCF minus $40.1M capex; $915M revolver availability cushions $679M debt. PFAS suits linger.
8-K
Q2 sales up 3%, M&C acquired
MSA Safety posted Q2 net sales of $474M, up 3% GAAP but flat organically, with GAAP operating income at $86M (18.1% margin). Acquired M&C TechGroup for $188M net to bolster detection and gas analysis markets. Margins dipped yet balance sheet stays strong at 1.1x net debt to adjusted EBITDA. Acquisition closed May 6.
8-K
Annual meeting elects directors
MSA Safety shareholders convened their annual meeting on May 13, 2025, electing Robert A. Bruggeworth, Gregory B. Jordan, and William R. Sperry as directors through 2028 despite notable withheld votes for Bruggeworth (6.5M). Ernst & Young LLP secured auditor ratification with 37.3M for votes. Say-on-pay passed handily. Board continuity intact.
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