MSA Safety Incorporated (MSA) Releases Q1 2026 Earnings: Revenue Soars, EPS Essentially In Line

MSA Safety Incorporated ($MSA) reported Q1 2026 results:

Revenue: $463.6 million (+188.8% year-over-year; estimate $455.8 million).

Gross profit: $219.6 million (+242.3% year-over-year).

Operating profit: $93.0 million (+70.2% year-over-year).

Net income attributable to common shareholders: $71.3 million (+19.6% year-over-year).

Diluted earnings per share: 1.83 (+21.2% year-over-year; estimate 1.84).

Cash from operating activities: $75.7 million (+22.4% year-over-year).

Purchases of property, plant and equipment: $10.6 million (down 1.8% year-over-year).

Cash and cash equivalents: $180.2 million (+5.6% year-over-year).

Total liabilities: $1.21 billion (+15.6% year-over-year).

Cost of sales: $244.1 million (+153.2% year-over-year).

The quarter showed strong top-line growth and significant gross-margin expansion, with operating profit and cash generation improving. Revenue surpassed the consensus estimate while diluted EPS came in essentially in line with expectations. Overall, MSA Safety Incorporated ($MSA) delivered a quarter marked by robust revenue momentum and solid cash flow performance.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

MSA Safety Incorporated Insider Trading Activity

MSA Safety Incorporated insiders have traded $MSA stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $MSA stock by insiders over the last 6 months:

JONATHAN D. BUCK (Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,433 shares for an estimated $277,441.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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MSA Safety Incorporated Hedge Fund Activity

We have seen 183 institutional investors add shares of MSA Safety Incorporated stock to their portfolio, and 195 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MADISON ASSET MANAGEMENT, LLC added 568,244 shares (+inf%) to their portfolio in Q4 2025, for an estimated $90,998,594
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 558,048 shares (-79.2%) from their portfolio in Q4 2025, for an estimated $89,365,806
JPMORGAN CHASE & CO removed 549,840 shares (-36.4%) from their portfolio in Q4 2025, for an estimated $88,051,377
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 543,317 shares (-70.7%) from their portfolio in Q4 2025, for an estimated $87,006,784
CHAMPLAIN INVESTMENT PARTNERS, LLC removed 411,664 shares (-28.0%) from their portfolio in Q4 2025, for an estimated $65,923,872
NIXON PEABODY TRUST CO removed 347,550 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $55,656,656
NATIXIS ADVISORS, LLC added 339,705 shares (+1447.3%) to their portfolio in Q4 2025, for an estimated $54,400,358

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

MSA Safety Incorporated Government Contracts

We have seen $7,271,556 of award payments to $MSA over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

FY24 DOJ MULTIMEDIA SERVICES: $1,234,677
CYLINDER ASSEMBLIES FOR SELF-CONTAINED BREATHING APPARATUS.: $470,219
SCBA G1 PARTS: $248,958
DOOR DISPLAY MODULE: $186,762
HALON RECOVERY PUMPS AND REPLACEMENT PARTS: $106,850

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

MSA Safety Incorporated Price Targets

Multiple analysts have issued price targets for $MSA recently. We have seen 3 analysts offer price targets for $MSA in the last 6 months, with a median target of $195.0.

Here are some recent targets:

Stephen Volkmann from Jefferies set a target price of $180.0 on 03/31/2026
Richard Eastman from Baird set a target price of $195.0 on 03/30/2026
Michael Shlisky from DA Davidson set a target price of $235.0 on 02/18/2026