MSA Safety Inc
MSA, MNESP · Orthopedic, Prosthetic & Surgical Appliances & Supplies · 38.6M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$26M (gross $4M, SBC $30M)
Reference price $158.69 · est. market cap ~$6.1B — last insider purchase, 2026-06-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A83MSA Safety — high-margin industrial safety-equipment maker.
Strengths
- Net margin 15% (91st) and operating 20% (91st)
- ROA 96th pct, strong FCF (85th)
- Durable, recurring safety-product franchise
Risks
- Cyclical industrial/fire-service demand
- Input-cost and supply-chain exposure
- Reported growth figure looks distorted
Notable findings
- Strong balance sheetStrong balance sheet — $165M cash & investments
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
46.5%
Operating margin
19.8%
Net margin
14.9%
Return on assets
10.9%
Revenue growth (QoQ)
-9.3%
Net-income growth
-2.1%
Net debt / EBITDA
0.9×
Current ratio
3.0×
Free cash flow
$295M
EBITDA
$443M
Cash & investments
$165M
Stock comp / revenue
0.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | Blanco Steven C. Sr. | Tax withheld | 702 | $159.89 |
| 2026-06-11 | BECK JULIE A | Buy | 448 | $158.69 |
| 2026-06-10 | PEARSE DIANE M | Grant | 23 | — |
| 2026-06-10 | Phillips Sandra L. | Grant | 12 | — |
| 2026-06-10 | Savi Luca | Grant | 18 | — |
| 2026-06-10 | Jordan Gregory B. | Grant | 23 | — |
| 2026-05-21 | Roda Richard W | Gift | 300 | $167.76 |
| 2026-05-13 | LAMBERT WILLIAM M | Grant | 899 | — |
| 2026-05-13 | Jordan Gregory B. | Grant | 899 | — |
| 2026-05-13 | BRUGGEWORTH ROBERT A | Grant | 899 | — |
| 2026-05-13 | Phillips Sandra L. | Grant | 899 | — |
| 2026-05-13 | Vartanian Nishan J. | Grant | 899 | — |
| 2026-05-13 | Sperry William R | Grant | 899 | — |
| 2026-05-13 | Savi Luca | Grant | 899 | — |
| 2026-05-13 | PEARSE DIANE M | Grant | 899 | — |
| 2026-03-10 | Phillips Sandra L. | Grant | 8 | — |
| 2026-03-10 | Savi Luca | Grant | 13 | — |
| 2026-03-10 | PEARSE DIANE M | Grant | 17 | — |
| 2026-03-10 | Jordan Gregory B. | Grant | 17 | — |
| 2026-03-08 | Sciullo Stephanie L | Tax withheld | 2.3K | $183.43 |
| 2026-03-08 | Blanco Steven C. Sr. | Grant | 5.0K | — |
| 2026-03-08 | Blanco Steven C. Sr. | Tax withheld | 346 | $183.43 |
| 2026-03-08 | Blanco Steven C. Sr. | Tax withheld | 3.8K | $183.43 |
| 2026-03-08 | Howells David J | Tax withheld | 245 | $183.43 |
| 2026-03-08 | Vartanian Nishan J. | Grant | 61K | — |
| 2026-03-08 | Buck Jonathan D. | Grant | 1.1K | — |
| 2026-03-08 | Roda Richard W | Grant | 989 | — |
| 2026-03-08 | Howells David J | Grant | 1.0K | — |
| 2026-03-08 | Sciullo Stephanie L | Grant | 6.1K | — |
| 2026-03-08 | Blanco Steven C. Sr. | Grant | 8.7K | — |
| 2026-03-08 | Vartanian Nishan J. | Grant | 35K | — |
| 2026-03-08 | Vartanian Nishan J. | Tax withheld | 26K | $183.43 |
| 2026-03-08 | Buck Jonathan D. | Grant | 783 | — |
| 2026-03-08 | Buck Jonathan D. | Tax withheld | 177 | $183.43 |
| 2026-03-08 | Buck Jonathan D. | Tax withheld | 317 | $183.43 |
| 2026-03-08 | Roda Richard W | Grant | 707 | — |
| 2026-03-08 | Roda Richard W | Tax withheld | 157 | $183.43 |
| 2026-03-08 | Roda Richard W | Tax withheld | 282 | $183.43 |
| 2026-03-08 | Howells David J | Grant | 755 | — |
| 2026-03-08 | Howells David J | Tax withheld | 123 | $183.43 |
| 2026-03-08 | Sciullo Stephanie L | Grant | 3.8K | — |
| 2026-03-08 | Sciullo Stephanie L | Tax withheld | 412 | $183.43 |
| 2026-03-04 | Buck Jonathan D. | Grant | 457 | — |
| 2026-03-04 | Roda Richard W | Grant | 962 | — |
| 2026-03-04 | Sciullo Stephanie L | Grant | 1.2K | — |
| 2026-03-04 | BECK JULIE A | Grant | 1.9K | — |
| 2026-03-04 | Blanco Steven C. Sr. | Grant | 4.9K | — |
| 2026-02-17 | Buck Jonathan D. | Gift | 100 | — |
| 2026-02-17 | Buck Jonathan D. | Sell | 1.1K | $203.48 |
| 2025-12-12 | LAMBERT WILLIAM M | Gift | 9.6K | — |
| 2025-12-10 | Phillips Sandra L. | Grant | 9 | — |
| 2025-12-10 | Savi Luca | Grant | 15 | — |
| 2025-12-10 | Jordan Gregory B. | Grant | 20 | — |
| 2025-12-10 | PEARSE DIANE M | Grant | 20 | — |
| 2025-12-04 | Vartanian Nishan J. | Gift | 2.0K | — |
| 2025-11-25 | Buck Jonathan D. | Sell | 333 | $161.00 |
| 2025-09-12 | Sciullo Stephanie L | Sell | 2.4K | $169.51 |
| 2025-09-11 | Sciullo Stephanie L | Sell | 1.7K | $172.47 |
| 2025-09-11 | Sciullo Stephanie L | Sell | 3.0K | $172.33 |
| 2025-09-11 | Sciullo Stephanie L | Disposition | 1.7K | $172.47 |
| 2025-09-11 | Sciullo Stephanie L | Disposition | 3.0K | $172.33 |
| 2025-09-10 | PEARSE DIANE M | Grant | 18 | — |
| 2025-09-10 | Jordan Gregory B. | Grant | 18 | — |
| 2025-09-10 | Phillips Sandra L. | Grant | 8 | — |
| 2025-09-10 | Savi Luca | Grant | 13 | — |
| 2025-09-01 | Sciullo Stephanie L | Tax withheld | 3.9K | $170.60 |
| 2025-08-31 | Brody Elyse L | Tax withheld | 257 | $170.60 |
| 2025-08-31 | BECK JULIE A | Grant | 1.5K | — |
| 2025-08-31 | Buck Jonathan D. | Tax withheld | 424 | $170.60 |
| 2025-06-10 | Savi Luca | Grant | 11 | — |
| 2025-06-10 | Phillips Sandra L. | Grant | 5 | — |
| 2025-06-10 | Jordan Gregory B. | Grant | 16 | — |
| 2025-06-10 | PEARSE DIANE M | Grant | 16 | — |
| 2025-05-30 | Buck Jonathan D. | Grant | 920 | — |
| 2025-05-30 | Brody Elyse L | Grant | 1.5K | — |
| 2025-05-16 | LAMBERT WILLIAM M | Grant | 909 | — |
| 2025-05-16 | Vartanian Nishan J. | Grant | 909 | — |
| 2025-05-16 | Sperry William R | Grant | 909 | — |
| 2025-05-16 | Savi Luca | Grant | 909 | — |
| 2025-05-16 | Phillips Sandra L. | Grant | 909 | — |
| 2025-05-16 | PEARSE DIANE M | Grant | 909 | — |
| 2025-05-16 | Jordan Gregory B. | Grant | 909 | — |
| 2025-05-16 | BRUGGEWORTH ROBERT A | Grant | 909 | — |
| 2025-05-13 | Vartanian Nishan J. | Sell | 30K | $161.32 |
| 2025-03-10 | Jordan Gregory B. | Grant | 16 | — |
| 2025-03-08 | Buck Jonathan D. | Tax withheld | 297 | $157.99 |
| 2025-03-08 | Vartanian Nishan J. | Grant | 60K | — |
| 2025-03-08 | Vartanian Nishan J. | Tax withheld | 26K | $157.99 |
| 2025-03-08 | Savi Luca | Grant | 11 | — |
| 2025-03-08 | Phillips Sandra L. | Grant | 5 | — |
| 2025-03-08 | PEARSE DIANE M | Grant | 16 | — |
| 2025-03-08 | Buck Jonathan D. | Grant | 1.0K | — |
| 2025-03-08 | Buck Jonathan D. | Tax withheld | 136 | $157.99 |
| 2025-03-08 | Roda Richard W | Grant | 1.1K | — |
| 2025-03-08 | Roda Richard W | Tax withheld | 148 | $157.99 |
| 2025-03-08 | Roda Richard W | Tax withheld | 324 | $157.99 |
| 2025-03-08 | Howells David J | Grant | 1.1K | — |
| 2025-03-08 | Howells David J | Tax withheld | 115 | $157.99 |
| 2025-03-08 | Howells David J | Tax withheld | 253 | $157.99 |
| 2025-03-08 | Sciullo Stephanie L | Grant | 5.4K | — |
| 2025-03-08 | Sciullo Stephanie L | Tax withheld | 321 | $157.99 |
| 2025-03-08 | Sciullo Stephanie L | Tax withheld | 1.6K | $157.99 |
| 2025-03-08 | Blanco Steven C. Sr. | Grant | 9.7K | — |
| 2025-03-08 | Blanco Steven C. Sr. | Tax withheld | 317 | $157.99 |
| 2025-03-08 | Blanco Steven C. Sr. | Tax withheld | 3.9K | $157.99 |
| 2025-02-24 | Buck Jonathan D. | Sell | 717 | $159.00 |
| 2025-02-20 | Sciullo Stephanie L | Grant | 1.4K | — |
| 2025-02-18 | Roda Richard W | Grant | 1.1K | — |
| 2025-02-18 | McChesney Lee B | Grant | 2.3K | — |
| 2025-02-18 | Howells David J | Grant | 744 | — |
| 2025-02-18 | Buck Jonathan D. | Grant | 535 | — |
| 2025-02-18 | Blanco Steven C. Sr. | Grant | 5.1K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-08 | Shareholder vote | filing ↗ |
| 2026-05-05 | Material agreementReg FDExhibits | filing ↗ |
| 2026-05-04 | ResultsExhibits | filing ↗ |
| 2026-02-26 | OtherExhibits | filing ↗ |
| 2026-02-11 | ResultsExhibits | filing ↗ |
| 2025-12-23 | Exec/director changeExhibits | filing ↗ |
| 2025-10-28 | ResultsExhibits | filing ↗ |
| 2025-08-13 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-08 | 2026-05-08 | 0000066570-26-000014 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001140361-26-019007 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0000066570-26-000012 ↗ |
| 8-K | 2026-05-04 | 2026-05-04 | 0000066570-26-000010 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0000066570-26-000007 ↗ |
| 10-K | 2026-02-12 | 2025-12-31 | 0000066570-26-000005 ↗ |
| 8-K | 2026-02-11 | 2026-02-11 | 0000066570-26-000002 ↗ |
| 8-K | 2025-12-23 | 2025-12-23 | 0000066570-25-000044 ↗ |
| 10-Q | 2025-10-29 | 2025-09-30 | 0000066570-25-000042 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0000066570-25-000039 ↗ |
| 8-K | 2025-08-13 | 2025-08-13 | 0000066570-25-000034 ↗ |
| 10-Q | 2025-08-05 | 2025-06-30 | 0000066570-25-000030 ↗ |