MSA Safety Incorporated is a prominent global manufacturer and provider of safety equipment, specializing in the engineering, production, and distribution of solutions ...
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$2.13 per share
Est. EPS $2.17 · Revenue $529.46M · 6 analysts
Est. EPS $2.63 · Revenue $589.80M · 5 analysts
Est. EPS $9.16 · Revenue $2.09B · 5 analysts
$2.13 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.9B | +3.7% | +8.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $278.9M | -2.1% | +20.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +46.5% | -2.4% | +4.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +21.4% | -0.4% | +11.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +14.9% | -5.6% | +11.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $295.4M | +22.0% | +27.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +15.8% | +17.6% | +17.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 45.9% | -5.3% | -5.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.01x | +7.8% | +2.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.6B | +15.8% | +1.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 7.09 vs 7.79 | -8.9% | 2.23 vs 2.17 | +2.9% |
| Revenue Surprise | $1.9B vs $1.9B | +0.2% | $503.3M vs $529.5M | -4.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | BECK JULIE A | officer: Chief Financial Officer | Common Stock, no par value | D | 140 | $186.77 |
| Aug 7, 2026 | Vartanian Nishan J. | director, other: Chairman | Common Stock, no par value | D | 20,000 | $193.99 |
| Aug 4, 2026 | Marquez Octavio | director | Common Stock, no par value | A | 626 | — |
| Aug 4, 2026 | Buck Jonathan D. | officer: Chief Accounting Officer | Common Stock, no par value | D | 52 | — |
| Aug 4, 2026 | Buck Jonathan D. | officer: Chief Accounting Officer | Common Stock, no par value | D | 469 | $191.00 |
Operator: Good day, and welcome to the MSA Safety Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Tyler Herzing. Please go ahead. Tyler Herzing: Thank you. Good morning, and welcome to MSA Safety's Second Quarter 2026 Earnings Conference Call. This is Tyler Herzing, Senior Manager of Investor Relations. I'm joined by Steve Blanco, President and CEO; Julie Beck, Senior Vice President and CFO; and Stephanie Sciullo, President of our Americas segment. During today's call, we will discuss MSA Safety's second quarter 2026 financial results and provide an update on our full year 2026 outlook. Before we begin, I'd like to remind everyone that the matters discussed during this call may include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, all projections and anticipated levels of future performance. Forward-looking statements involve a number of risks, uncertainties and other factors that may cause our actual results to differ materially from those discussed today. These risks, uncertainties and other factors are detailed in our SEC filings. MSA Safety undertakes no duty to publicly update any forward-looking statement made on this call, except as required by law. We have included certain non-GAAP financial measures as part of our discussion this morning. The non-GAAP reconciliations are available in the appendix of today's presentation. The presentation and press release are available on our Investor Relations website at investors.msasafety.com. Moving on to today's agenda. Steve will first provide an update on the business. Julie will then review our second quarter of 2026 financial performance and 2026 outlook. Steve will then provide closing remarks. He will then open the call for your questions. With that, I'll turn the call over to Steve Blanco. Steve? Steven Blanco: Thanks, Tyler, and good morning, everyone. Again, we appreciate your continued interest in MSA Safety. I'm on Slide 6. The team performed well in the second quarter as we continue to serve our singular mission of protecting workers around the world while advancing the commitments outlined in our Accelerate strategy. For the second quarter, we achieved 6% reported sales growth and delivered robust margin expansion with adjusted earnings per share of $2.40, up 24% from last year. We also generated strong free cash flow, which enabled $47 million of returns to shareholders via buybacks and dividends. In addition, we completed the acquisition of Autronica Fire & Security in early July. Looking at sales by product category. Organic detection sales were consistent with the prior year as mid-single-digit growth in portable gas detection was offset by a low single-digit decline in fixed monitoring, where demand and shipment activity were impacted by the ongoing …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Steven C. Blanco | President, Chief Executive Officer & Director | USD 1,819,002 | Male | 1967 | Active |
David J. Howells | Senior Vice President & President of MSA International | USD 988,472 | Male | 1957 | Active |
Stephanie L. Sciullo | Senior Vice President & President of MSA Americas | USD 924,349 | Female | 1985 | Active |
Richard W. Roda | Senior VP, Secretary & Chief Legal Officer | USD 750,434 | Male | 1973 | Active |
Elyse L. Brody | Executive Director of Financial Planning & Analysis and Strategy | USD 703,546 | Female | — | Active |
Jonathan D. Buck | Corporate Controller & Chief Accounting Officer | USD 473,811 | Male | 1984 | Active |
Julie A. Beck | SVP, CFO & Treasurer | USD 381,737 | Female | 1962 | Active |
Gustavo E. Lopez | Senior Vice President of Product Strategy & Development | — | Male | — | Active |
Jose Sanchez | Senior VP & President of EMEA Business | — | Male | — | Active |
Lawrence Tighe De Maria | Vice President of Investor Relations | — | Male | — | Active |
Glennis A. Williams | Senior VP, Chief Human Resources Officer & Global Business Services | — | Female | 1977 | Active |
Chris Hepler | Executive Director of Corporate Development | — | Male | — | Active |
While the top- and bottom-line numbers for MSA Safety (MSA) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
MSA Safety (MSA) came out with quarterly earnings of $2.4 per share, beating the Zacks Consensus Estimate of $2.14 per share. This compares to earnings of $1.93 per share a year ago.
Second Quarter 2026 Highlights Achieved quarterly net sales of $503 million, a 6% GAAP increase and a 3% organic increase year-over-year Generated GAAP operating income of $112 million, or 22.2% of sales, and adjusted operating income of $121 million, or 24.1% of sales Recorded GAAP net income of $86 million, or $2.23 per diluted share, an increase of 40% year-over-year, and adjusted earnings of $93 million, or $2.40 per diluted share, an increase of 24% year-over-year Generated free cash flow of $83 million and returned $47 million of capital to shareholders via share repurchases and dividend payments Announced the acquisition of Autronica Fire and Security for ~$555 million, which closed in July, and raised annual dividend for 56th consecutive year PITTSBURGH, July 30, 2026 /PRNewswire/ -- Global provider of advanced industrial safety products and solutions that protect people and facility infrastructures, MSA Safety Incorporated (NYSE: MSA) today reported financial results for the second quarter of 2026. "I want to thank the MSA team for their disciplined execution across our business in the second quarter," said Steve Blanco, President and Chief Executive Officer of MSA Safety.
Highlights FDA End-of-Phase 2 (EOP2) meeting minutes confirmed a registrational pathway for ATH434 in Multiple System Atrophy (MSA) FDA agreed that a single pivotal Phase 3 trial plus confirmatory evidence could support an approval of ATH434 for the treatment of MSA Pivotal Phase 3 trial activities on track to initiate by year-end 2026 Continued evaluation of strategic funding and partnering alternatives to support Phase 3 development and maximise long-term shareholder value Peer-reviewed publication in NeuroImage validated quantitative susceptibility mapping (QSM) of iron on MRI as a biomarker of MSA Strengthened the Board of Directors with the appointment of Ms Ann Cunningham A$3.98 million Australian R&D Tax Incentive refund received subsequent to quarter end, supporting continued development of Alterity's clinical programs Cash balance of A$37.3 million as at 30 June 2026 MELBOURNE, Australia and SAN FRANCISCO, July 30, 2026 (GLOBE NEWSWIRE) -- Alterity Therapeutics (ASX: ATH, NASDAQ: ATHE) (“Alterity” or “the Company”), a biotechnology company dedicated to developing disease modifying treatments for neurodegenerative diseases, today released its Appendix 4C Quarterly Cash Flow Report and update on company activities for the quarter ending 30 June 2026 (Q4 FY26). “This was a defining quarter for Alterity, highlighted by our positive End of Phase 2 meeting with the FDA that established a clear, efficient registrational pathway for ATH434,” said David Stamler, M.D.
PITTSBURGH, July 21, 2026 /PRNewswire/ -- The Board of Directors of MSA Safety Inc. (NYSE: MSA), a global leader in the development of advanced industrial safety technology products and solutions, today announced that Octavio Marquez, president and chief executive officer of Diebold Nixdorf, has been elected to the company's Board of Directors. His election was part of the MSA Board's regular succession plans.
