MSA Safety Reports Strong 2025 Financial Results Amid Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy MSA?
Source: PRnewswire
- Sales Growth Performance: MSA Safety reported net sales of $1.875 billion in 2025, reflecting a 4% increase year-over-year, demonstrating resilience despite headwinds from industrial market weakness and timing challenges in the U.S. fire service.
- Profitability Analysis: While GAAP operating income decreased by 4% to $372 million and net income slightly fell to $279 million, adjusted EBITDA rose by 1% to $473 million, indicating effective cost management amidst challenging conditions.
- Free Cash Flow Performance: The company generated $295 million in free cash flow for 2025, a 22% increase from the previous year, surpassing its annual target and showcasing strong cash generation capabilities and effective capital allocation strategies.
- Capital Allocation Strategy: In 2025, MSA acquired M&C TechGroup for $189 million and returned $162 million to shareholders through dividends and stock buybacks, reflecting strategic decisions aimed at driving organic growth and pursuing acquisitions.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy MSA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on MSA
Wall Street analysts forecast MSA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MSA is 189.33 USD with a low forecast of 186.00 USD and a high forecast of 195.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 194.660
Low
186.00
Averages
189.33
High
195.00
Current: 194.660
Low
186.00
Averages
189.33
High
195.00
About MSA
MSA Safety Incorporated provides advanced safety products, technologies and solutions. The Company's product line is used to protect workers and facility infrastructures. Its product categories are fire service, detection and industrial personal protective equipment (PPE). Its products for fire service include self-contained breathing apparatus (SCBA), protective apparel and helmets; products for detection include fixed gas and flame detection systems and portable gas detection instruments; and products for industrial PPE include industrial head protection and fall protection devices. Its segments include Americas, International and Corporate. The Company serves its markets across the Americas with manufacturing facilities in the United States, Mexico and Brazil. The International segment includes companies in Europe, the Middle East and Africa, and the Asia Pacific region. It offers a complete line of industrial head protection and accessories that includes the V-Gard helmet brand.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
MSA Safety Set to Release Q4 Earnings on February 11
- Earnings Announcement: MSA Safety is scheduled to announce its Q4 earnings on February 11, after market close, with a consensus EPS estimate of $2.26, reflecting a 0.4% year-over-year growth, indicating stable profitability.
- Revenue Growth Expectations: The revenue estimate for Q4 stands at $508.1 million, representing a 1.6% year-over-year increase, showcasing the company's ongoing growth potential in the market, albeit at a modest pace.
- Historical Performance Metrics: Over the past two years, MSA Safety has surpassed EPS estimates 88% of the time and revenue estimates 63% of the time, demonstrating reliability in financial performance and bolstering market confidence.
- Investment Appeal Analysis: Analysts generally believe that MSA Safety's strategic importance outweighs market cycles, potentially offering substantial returns for investors and further strengthening its competitive position in the industry.
See More
MSA Safety Reports Strong Q4 Earnings Performance
- Earnings Beat: MSA Safety's Q4 non-GAAP EPS of $2.38 exceeded expectations by $0.12, reflecting strong profitability that boosts investor confidence in the company's financial health.
- Revenue Growth: The company reported Q4 revenue of $511 million, a 2.2% year-over-year increase, surpassing market expectations by $2.9 million, indicating MSA's competitive strength and growth potential in the market.
- Investment Value: Analysts suggest that MSA Safety's strategic importance outweighs cyclical market impacts, predicting that its future performance will yield substantial returns for investors, thereby increasing market interest.
- Dividend Performance: MSA Safety's dividend scorecard highlights its stable cash flow and shareholder return capabilities, enhancing its attractiveness to investors, particularly in the current economic climate.
See More
MSA Safety Reports Strong 2025 Financial Results Amid Challenges
- Sales Growth Performance: MSA Safety reported net sales of $1.875 billion in 2025, reflecting a 4% increase year-over-year, demonstrating resilience despite headwinds from industrial market weakness and timing challenges in the U.S. fire service.
- Profitability Analysis: While GAAP operating income decreased by 4% to $372 million and net income slightly fell to $279 million, adjusted EBITDA rose by 1% to $473 million, indicating effective cost management amidst challenging conditions.
- Free Cash Flow Performance: The company generated $295 million in free cash flow for 2025, a 22% increase from the previous year, surpassing its annual target and showcasing strong cash generation capabilities and effective capital allocation strategies.
- Capital Allocation Strategy: In 2025, MSA acquired M&C TechGroup for $189 million and returned $162 million to shareholders through dividends and stock buybacks, reflecting strategic decisions aimed at driving organic growth and pursuing acquisitions.
See More
Mineros S.A. Announces 2026 Production and Cost Guidance
- Production Target Increase: Mineros S.A. projects gold production of 213,000 to 233,000 ounces for 2026, marking a 10,000-ounce increase from 2025, reflecting the company's strategy to prioritize quick-return investments in the current gold price environment to maximize free cash flow and enhance shareholder value.
- Cost Control Commitment: Despite global inflationary pressures, Mineros aims to maintain healthy margins in 2026, with all-in sustaining costs (AISC) for the Nechí and Hemco properties projected at $1,820-$1,920 and $2,000-$2,100 respectively, ensuring stable cash flow in a competitive market.
- Capital Expenditure Strategy: The total capital expenditure budget for 2026 is set at $113.7 million, with $51.7 million allocated for growth initiatives, particularly focusing on expanding the Hemco plant in Nicaragua, aimed at achieving long-term production capacity increases through organic growth.
- Exploration Program Advancement: Mineros plans to conduct 95,000 meters of drilling in 2026 with a budget of $17.3 million, focusing on brownfield targets around the Hemco project to support near-term production growth and lay the groundwork for future resource-to-reserve conversions.
See More
Madison Asset Management Acquires MSA Safety Shares
- New Position Disclosure: Madison Asset Management disclosed a new position in MSA Safety, acquiring 568,244 shares valued at approximately $91 million, representing 1% of its $8.7 billion AUM, indicating confidence in the company's potential.
- Holding Rankings: Following this acquisition, MSA Safety remains outside Madison's top five holdings, which include ACGL, ROST, PCAR, GOOGL, and APH, reflecting the firm's ongoing commitment to a diversified investment strategy.
- Financial Performance: MSA Safety reported a trailing twelve-month revenue of $1.86 billion and a net income of $279.92 million, with a dividend yield of 1.13%, although its stock has underperformed the S&P 500 index over the past year, suggesting market caution regarding its growth prospects.
- Future Outlook: MSA Safety is scheduled to report its fourth-quarter results on February 11, where management is expected to provide guidance for 2026, and investors should pay attention to anticipated low-single-digit sales growth for the year ahead.
See More
MSA Safety Announces Q4 and Full-Year 2025 Earnings Call Schedule
- Earnings Call Announcement: MSA Safety will host its Q4 and full-year 2025 earnings conference call on February 12, 2026, at 10:00 a.m. ET, aimed at providing investors with detailed insights into the company's financial performance.
- Webcast and Replay: The call will be webcast on the company's investor website, with a replay available for 90 days post-event, ensuring investors can access key information at their convenience, thereby enhancing transparency.
- Pre-Release of Financial Results: A press release detailing MSA's Q4 and full-year 2025 financial results will be issued on February 11, 2026, after market close, providing investors with crucial data to inform their investment decisions ahead of the call.
- Company Overview: Founded in 1914, MSA Safety has been at the forefront of safety product innovation, achieving $1.8 billion in revenue for 2024, underscoring its leadership position and growth potential in the global safety market.
See More
MSA Safety Set to Release Q4 Earnings on February 11
- Earnings Announcement: MSA Safety is scheduled to announce its Q4 earnings on February 11, after market close, with a consensus EPS estimate of $2.26, reflecting a 0.4% year-over-year growth, indicating stable profitability.
- Revenue Growth Expectations: The revenue estimate for Q4 stands at $508.1 million, representing a 1.6% year-over-year increase, showcasing the company's ongoing growth potential in the market, albeit at a modest pace.
- Historical Performance Metrics: Over the past two years, MSA Safety has surpassed EPS estimates 88% of the time and revenue estimates 63% of the time, demonstrating reliability in financial performance and bolstering market confidence.
- Investment Appeal Analysis: Analysts generally believe that MSA Safety's strategic importance outweighs market cycles, potentially offering substantial returns for investors and further strengthening its competitive position in the industry.
See More
MSA Safety Reports Strong Q4 Earnings Performance
- Earnings Beat: MSA Safety's Q4 non-GAAP EPS of $2.38 exceeded expectations by $0.12, reflecting strong profitability that boosts investor confidence in the company's financial health.
- Revenue Growth: The company reported Q4 revenue of $511 million, a 2.2% year-over-year increase, surpassing market expectations by $2.9 million, indicating MSA's competitive strength and growth potential in the market.
- Investment Value: Analysts suggest that MSA Safety's strategic importance outweighs cyclical market impacts, predicting that its future performance will yield substantial returns for investors, thereby increasing market interest.
- Dividend Performance: MSA Safety's dividend scorecard highlights its stable cash flow and shareholder return capabilities, enhancing its attractiveness to investors, particularly in the current economic climate.
See More
MSA Safety Reports Strong 2025 Financial Results Amid Challenges
- Sales Growth Performance: MSA Safety reported net sales of $1.875 billion in 2025, reflecting a 4% increase year-over-year, demonstrating resilience despite headwinds from industrial market weakness and timing challenges in the U.S. fire service.
- Profitability Analysis: While GAAP operating income decreased by 4% to $372 million and net income slightly fell to $279 million, adjusted EBITDA rose by 1% to $473 million, indicating effective cost management amidst challenging conditions.
- Free Cash Flow Performance: The company generated $295 million in free cash flow for 2025, a 22% increase from the previous year, surpassing its annual target and showcasing strong cash generation capabilities and effective capital allocation strategies.
- Capital Allocation Strategy: In 2025, MSA acquired M&C TechGroup for $189 million and returned $162 million to shareholders through dividends and stock buybacks, reflecting strategic decisions aimed at driving organic growth and pursuing acquisitions.
See More
Mineros S.A. Announces 2026 Production and Cost Guidance
- Production Target Increase: Mineros S.A. projects gold production of 213,000 to 233,000 ounces for 2026, marking a 10,000-ounce increase from 2025, reflecting the company's strategy to prioritize quick-return investments in the current gold price environment to maximize free cash flow and enhance shareholder value.
- Cost Control Commitment: Despite global inflationary pressures, Mineros aims to maintain healthy margins in 2026, with all-in sustaining costs (AISC) for the Nechí and Hemco properties projected at $1,820-$1,920 and $2,000-$2,100 respectively, ensuring stable cash flow in a competitive market.
- Capital Expenditure Strategy: The total capital expenditure budget for 2026 is set at $113.7 million, with $51.7 million allocated for growth initiatives, particularly focusing on expanding the Hemco plant in Nicaragua, aimed at achieving long-term production capacity increases through organic growth.
- Exploration Program Advancement: Mineros plans to conduct 95,000 meters of drilling in 2026 with a budget of $17.3 million, focusing on brownfield targets around the Hemco project to support near-term production growth and lay the groundwork for future resource-to-reserve conversions.
See More
Madison Asset Management Acquires MSA Safety Shares
- New Position Disclosure: Madison Asset Management disclosed a new position in MSA Safety, acquiring 568,244 shares valued at approximately $91 million, representing 1% of its $8.7 billion AUM, indicating confidence in the company's potential.
- Holding Rankings: Following this acquisition, MSA Safety remains outside Madison's top five holdings, which include ACGL, ROST, PCAR, GOOGL, and APH, reflecting the firm's ongoing commitment to a diversified investment strategy.
- Financial Performance: MSA Safety reported a trailing twelve-month revenue of $1.86 billion and a net income of $279.92 million, with a dividend yield of 1.13%, although its stock has underperformed the S&P 500 index over the past year, suggesting market caution regarding its growth prospects.
- Future Outlook: MSA Safety is scheduled to report its fourth-quarter results on February 11, where management is expected to provide guidance for 2026, and investors should pay attention to anticipated low-single-digit sales growth for the year ahead.
See More
MSA Safety Announces Q4 and Full-Year 2025 Earnings Call Schedule
- Earnings Call Announcement: MSA Safety will host its Q4 and full-year 2025 earnings conference call on February 12, 2026, at 10:00 a.m. ET, aimed at providing investors with detailed insights into the company's financial performance.
- Webcast and Replay: The call will be webcast on the company's investor website, with a replay available for 90 days post-event, ensuring investors can access key information at their convenience, thereby enhancing transparency.
- Pre-Release of Financial Results: A press release detailing MSA's Q4 and full-year 2025 financial results will be issued on February 11, 2026, after market close, providing investors with crucial data to inform their investment decisions ahead of the call.
- Company Overview: Founded in 1914, MSA Safety has been at the forefront of safety product innovation, achieving $1.8 billion in revenue for 2024, underscoring its leadership position and growth potential in the global safety market.
See More
