MSA Safety Q3 sales beat estimates on acquisitions

Msa Safety

02/11/2026 21:38

Overview
Industrial safety technology firm's Q3 net sales rose 15% yr/yr, beating analyst expectations
Adjusted EPS for Q3 increased 8% and met analyst expectations
Company completed $563 mln acquisition of Autronica Fire and Security

Outlook
Company maintains full-year sales outlook of low-double-digit reported growth
Company says net leverage remains within target range, enabling pursuit of growth opportunities
Company expects recent acquisitions and product launches to support long-term growth

Result Drivers
ACQUISITION IMPACT - Co said Autronica Fire and Security acquisition contributed to sales growth in Q3
PRODUCT LAUNCHES - Launch of G1 City Edition SCBA and largest MSA+ connected safety order supported results
CASH GENERATION - Strong cash generation and capital allocation enabled acquisition and shareholder returns

Company press release: ID:nPn2wZvJya

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$536.40 mln
$528.99 mln (7 Analysts)
Q3 Adjusted EPS
Meet
$2.09
$2.09 (7 Analysts)
Q3 EPS
 
$1.51
 
Q3 Adjusted Net Income
Miss
$80.60 mln
$82.96 mln (5 Analysts)
Q3 Net Income
 
$58.40 mln
 
Q3 Adjusted Operating Income
Beat
$114.90 mln
$112.98 mln (6 Analysts)
Q3 Operating Income
 
$88.20 mln
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the business support supplies peer group is "buy."
Wall Street's median 12-month price target for Msa Safety Inc is $208.67, about 16.9% above its October 30 closing price of $178.57
The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 20 three months ago

Reuters Recommended Reads
Nov 2 - Tennant Q3 sales rise 6.2% on higher volumes
Nov 2 - Huntsman Q3 revenue beats estimates on higher sales volumes
Nov 2 - Allison Transmission Q3 sales jump 121%, beat estimates

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)