MSA (MSA)
Supplies protective equipment and detection systems for industrial and fire-service users.
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Products span breathing apparatus, gas and flame detection, head protection, fire and rescue helmets, and fall protection. Products are sold through distributors and direct channels to industrial customers, fire services, construction, mining, oil and gas, military, and related markets across the Americas and International.
Built around industrial safety equipment, the portfolio includes self-contained breathing apparatus, fixed gas and flame detection systems, portable gas detectors, industrial head protection, fire and rescue helmets, and fall-protection devices.
Sales reach oil, gas and petrochemical operations, fire service, construction, mining, military, and other end markets. The Americas and International are the two reportable segments; distribution is the main channel in the Americas, while International uses both indirect and direct channels.
Portfolio expansion has included General Monitors, Latchways, Globe Manufacturing, Bacharach, and M&C TechGroup, whose gas-analysis systems support critical environments. Operations depend on specialized safety equipment reaching end users through distributors and direct channels.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 4, 2026 | D.A. Davidson | Target | Target: $235 | Target: $223 |
| Aug 3, 2026 | B. Riley | Downgrade | ||
| May 6, 2026 | Robert W. Baird | Target | Target: $166 | Target: $197 |
| Feb 18, 2026 | DA Davidson | Reiterate | Rating: —Target: $195 | Target: $235 |
| Feb 18, 2026 | National Bank | Target | Target: — | Target: $235 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $200.1M · Total debt $643.5M · Total assets $2.60B · Shareholders' equity $1.40B
- Revenue
- $503.3M
- Operating income
- $117.7M
- Net income
- $86.2M
HistoryDividendAnnual yield
| Institutions | ≈ 89.76% | 34.63M shares | |
|---|---|---|---|
| 460 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.67% | 258.4K shares | |
| 17 holders · as of Sep 16, 2026 | |||
| Strategic holders | 11.11% | 4.28M shares | |
| 1 holder · as of Mar 3, 2021 | |||
| Adds to | 101.54% | ||
38.58M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.54%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
APG Asset Management US Inc.Strategic | 11.11% | 4.28M | filed Mar 3, 2021 |
BlackRock, Inc.Institution | 8.64% | 3.33M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.74% | 1.83M | as of Jun 30, 2026 |
Ruane, Cunniff & Goldfarb L.P.Institution | 4.46% | 1.72M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.43% | 1.71M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Nishan J. Vartanian | director, other: Chairman | −20,000 | $193.99 |
| Aug 4, 2026 | Jonathan D. Buck | officer: Chief Accounting Officer | −469 | $191.00 |
| Jun 11, 2026 | Julie A. Beck | officer: Chief Financial Officer | +448 | $158.69 |
| Feb 17, 2026 | Jonathan D. Buck | officer: Chief Accounting Officer | −1,100 | $203.48 |
| Nov 25, 2025 | Jonathan D. Buck | officer: Chief Accounting Officer | −333 | $161.00 |
- Honeywell Technologies
Industrial safety breadth across gas detection, respiratory, and fall protection
- 3M
Respiratory, hearing, eye, and fall-protection PPE for industrial users
- Teledyne Technologies
Fixed and portable gas/flame detection for high-hazard industries
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| MSA | $179.59 | +1.32% | $6.84B | 22.0 | 19.0 | 3.5 | +6.2% |
| Honeywell Technologies | $211.15 | +2.26% | $65.44B | 8.0 | 22.9 | 1.8 | −49.9% |
| 3M | $167.61 | +1.60% | $85.07B | 29.3 | 18.1 | 3.4 | +2.5% |
| Teledyne Technologies | $612.85 | +0.62% | $28.23B | 29.4 | 24.0 | 4.4 | +9.8% |
| Median | 29.3 | 22.9 | 3.4 | +2.5% |