MSA Safety Incorporated $MSA posted stronger-than-expected results in the second quarter of 2026, with revenue of $503.3 million topping estimates and rising 6.2% from a year earlier. Gross profit climbed to $249.3 million, while operating profit increased 30.4% to $112.0 million.

Bottom-line results also improved sharply. Net income attributable to common shareholders rose 37.3% year over year to $86.2 million, and diluted earnings per share came in at $2.23, above the consensus estimate of $2.16.

Cash generation was another bright spot, with operating cash flow up 41.9% to $95.4 million. The company also ended the quarter with $200.1 million in cash and cash equivalents, while total liabilities declined 7.5% to $1.2 billion.

• Revenue: $503.3 million, up 6.2%
• Operating profit: $112.0 million, up 30.4%
• Net income: $86.2 million, up 37.3%
• Diluted EPS: $2.23
• Operating cash flow: $95.4 million

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, 1 have been purchases and 1 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) sold 1,100 shares for an estimated $223,828
• JULIE A BECK (Chief Financial Officer) purchased 448 shares for an estimated $71,093

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 insider transaction endpoint.

MSA Safety Incorporated Hedge Fund Activity

We have seen 193 institutional investors add shares of MSA Safety Incorporated stock to their portfolio, and 157 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• CHAMPLAIN INVESTMENT PARTNERS, LLC removed 419,173 shares (-39.5%) from their portfolio in Q1 2026, for an estimated $68,723,413
• JONES FINANCIAL COMPANIES LLLP added 388,301 shares (+177306.4%) to their portfolio in Q1 2026, for an estimated $63,661,948
• RAYMOND JAMES FINANCIAL INC added 190,357 shares (+74.8%) to their portfolio in Q1 2026, for an estimated $31,209,030
• FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added 147,304 shares (+inf%) to their portfolio in Q2 2026, for an estimated $25,716,332
• COOKE & BIELER LP removed 120,259 shares (-14.2%) from their portfolio in Q2 2026, for an estimated $20,994,816
• CAPITAL WORLD INVESTORS added 116,884 shares (+103.6%) to their portfolio in Q1 2026, for an estimated $19,163,131
• CONESTOGA CAPITAL ADVISORS, LLC removed 110,238 shares (-16.6%) from their portfolio in Q2 2026, for an estimated $19,245,350

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 13F endpoint.

MSA Safety Incorporated Government Contracts

We have seen $6,974,333 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: $1,283,177
• SCBA G1 PARTS: $248,958

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

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:

• Michael Shlisky from DA Davidson set a target price of $206.0 on 05/11/2026
• 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

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