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MSA Safety Incorporporated Earnings Calls
| Release date | May 04, 2026 |
| EPS estimate | $1.85 |
| EPS actual | $1.99 |
| EPS Surprise | 7.57% |
| Revenue estimate | 451.285M |
| Revenue actual | 463.632M |
| Revenue Surprise | 2.74% |
| Release date | Feb 11, 2026 |
| EPS estimate | $2.26 |
| EPS actual | $2.38 |
| EPS Surprise | 5.31% |
| Revenue estimate | 508.096M |
| Revenue actual | 511M |
| Revenue Surprise | 0.571% |
| Release date | Oct 28, 2025 |
| EPS estimate | $1.90 |
| EPS actual | $1.94 |
| EPS Surprise | 2.11% |
| Revenue estimate | 508.622M |
| Revenue actual | 468.444M |
| Revenue Surprise | -7.90% |
| Release date | Aug 04, 2025 |
| EPS estimate | $1.76 |
| EPS actual | $1.93 |
| EPS Surprise | 9.66% |
| Revenue estimate | 457.441M |
| Revenue actual | 474.116M |
| Revenue Surprise | 3.65% |
Last 4 Quarters for MSA Safety Incorporporated
Below you can see how MSA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $177.45 |
| EPS estimate | $1.76 |
| EPS actual | $1.93 |
| EPS surprise | 9.66% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $178.67 |
| Jul 30, 2025 | $179.50 |
| Jul 31, 2025 | $177.87 |
| Aug 01, 2025 | $175.23 |
| Aug 04, 2025 | $177.45 |
| Aug 05, 2025 | $179.94 |
| Aug 06, 2025 | $178.07 |
| Aug 07, 2025 | $176.94 |
| Aug 08, 2025 | $174.18 |
| 4 days before | -0.683% |
| 4 days after | -1.84% |
| On release day | 1.40% |
| Change in period | -2.51% |
| Release date | Oct 28, 2025 |
| Price on release | $162.71 |
| EPS estimate | $1.90 |
| EPS actual | $1.94 |
| EPS surprise | 2.11% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $165.33 |
| Oct 23, 2025 | $166.72 |
| Oct 24, 2025 | $168.20 |
| Oct 27, 2025 | $166.78 |
| Oct 28, 2025 | $162.71 |
| Oct 29, 2025 | $169.44 |
| Oct 30, 2025 | $157.20 |
| Oct 31, 2025 | $157.03 |
| Nov 03, 2025 | $155.98 |
| 4 days before | -1.58% |
| 4 days after | -4.14% |
| On release day | 4.14% |
| Change in period | -5.66% |
| Release date | Feb 11, 2026 |
| Price on release | $196.76 |
| EPS estimate | $2.26 |
| EPS actual | $2.38 |
| EPS surprise | 5.31% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $187.16 |
| Feb 06, 2026 | $193.13 |
| Feb 09, 2026 | $194.61 |
| Feb 10, 2026 | $194.66 |
| Feb 11, 2026 | $196.76 |
| Feb 12, 2026 | $203.08 |
| Feb 13, 2026 | $201.83 |
| Feb 17, 2026 | $202.14 |
| Feb 18, 2026 | $199.79 |
| 4 days before | 5.13% |
| 4 days after | 1.54% |
| On release day | 3.21% |
| Change in period | 6.75% |
| Release date | May 04, 2026 |
| Price on release | $165.26 |
| EPS estimate | $1.85 |
| EPS actual | $1.99 |
| EPS surprise | 7.57% |
| Date | Price |
|---|---|
| Apr 28, 2026 | $167.26 |
| Apr 29, 2026 | $164.13 |
| Apr 30, 2026 | $166.39 |
| May 01, 2026 | $165.79 |
| May 04, 2026 | $165.26 |
| May 05, 2026 | $168.87 |
| May 06, 2026 | $173.97 |
| May 07, 2026 | $171.90 |
| May 08, 2026 | $169.94 |
| 4 days before | -1.20% |
| 4 days after | 2.83% |
| On release day | 2.18% |
| Change in period | 1.60% |
MSA Safety Incorporporated Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Q1 2026 results: Sales $464M (reported +10%, organic +3%), adjusted EPS $1.99 (up 18% YoY). GAAP gross margin improved to 47.4%; adjusted gross margin 48.1%. Adjusted operating margin 21.8% (up 100 bps). Free cash flow $65M (91% of earnings).
- Geography & product: Americas delivered strong, broad-based growth (organic +7 in Americas); International declined organically (-7%) driven by softer Europe and Middle East, notably in detection and fire service. Detection portable gas grew, fixed monitoring weakened internationally. Industrial PPE remained healthy (organic +7%).
- Guidance and outlook: Management reaffirmed mid-single-digit organic sales growth for 2026 and expects continued Americas strength plus international improvement vs Q1. Book-to-bill >1; orders and backlog support outlook. Assumptions exclude the Autronica acquisition.
- Capital allocation: Announced $500M new share repurchase authorization (began execution); returned $71M to shareholders in Q1 (share repurchases + dividends). Ended quarter with net leverage 0.9x and $1.2B liquidity.
- M&A: Definitive agreement to acquire Autronica Fire & Security for ~$555M, expected to close in Q3. Autronica had ~ $160M sales in 2025 and ~20% adjusted EBITDA; deal expected to be accretive to adjusted EPS in year 1, bring pro forma net leverage to ~2x at close, add ~$3B to addressable market, and synergies expected to begin in H2 of year 1 with full run-rate in ~3 years.
- Risks & headwinds: Ongoing Middle East conflict is affecting order/delivery patterns and slowing some project awards in Europe and the Middle East; potential short-term delays in AFG grant-funded fire department orders due to DHS reopening. Management characterizes any Middle East recovery as potential upside.
- Execution: Management highlights positive price/cost dynamics, productivity gains, margin expansion, and continued product innovation (ALTAIR io 6, Bacharach X30/X50), with emphasis on integrating acquisitions culturally and operationally.
