MNESP MSA Safety Inc

BULLISH Impact: 6/10 8-K
Horizon days Filed May 4, 2026 Processed 1mo ago SEC 0000066570-26-000010
8-K Item 2.02: Earnings release
Latest settled — T+20d
MNESP ▲ +4.17% at T+20d
LONG call ✓ call won +4.17% · α vs SPY -0.79% · entry $36.00 → $37.50
Next anchor: T+60d in 6w
Last close $37.50 (close Jun 12) · +4.17% from $36.00 entry
Entry anchored
May 4, 2026
via day open
T+1d
0.00%
call 0.00% · α -1.38%
$36.00
settled 6w ago
T+5d
0.00%
call 0.00% · α -1.98%
$36.00
settled 5w ago
T+20d
+4.17%
call +4.17% · α -0.79%
$37.50
settled 13d ago
T+60d
—
call — · α —
—
in 6w

Price Chart

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Executive Summary

MSA Safety reported strong Q1 2026 results with revenue of $463.6M (+10% GAAP, +3% organic YoY), GAAP diluted EPS of $1.83 (+21% YoY), and adjusted diluted EPS of $1.99 (+18% YoY). Operating margin expanded 160 bps to 20.1%, and free cash flow grew 28% to $65.1M. The company maintained its mid-single-digit organic sales growth outlook for 2026 and announced a new $500M share repurchase program.

Key Financial Metrics

Free Cash Flow
$65.1M

Actionable Insight

The earnings beat and margin expansion should support near-term positive momentum. Listen to the conference call for details on order trends and macro headwinds in the International segment, as well as potential tariff impacts. The new buyback signals management confidence.

Key Facts

  • Revenue $463.6M, up 10% GAAP and 3% organic YoY
  • GAAP diluted EPS $1.83, up 21% YoY
  • Adjusted diluted EPS $1.99, up 18% YoY
  • GAAP operating margin 20.1%, up 160 bps YoY
  • Free cash flow $65.1M, up 28% YoY
  • New $500M share repurchase authorization
  • Maintained mid-single-digit organic sales growth outlook for 2026

Financial Impact

Revenue beat consensus of $451.3M by ~2.7% (if applicable), EPS growth outpaced revenue growth, margins expanded, and cash flow generation strengthened.

revenueepsoperating marginfree cash flow

Risk Factors

  • International segment operating income declined 28% YoY, showing weakness in Europe/Middle East
  • Macroeconomic and tariff uncertainty could pressure future demand
  • Maintained guidance implies no acceleration from current pace

Market Snapshot

Exchange
OTC
Sector
Orthopedic, Prosthetic & Surgical Appliances & Supplies
Analyst Consensus
55% bullish (11 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000066570-26-000010
Document: msa-20260504.htm0000066570-26-000010
Document: 0000066570-26-000010-index-headers.html0000066570-26-000010
Document: 0000066570-26-000010-index.html0000066570-26-000010
Document: 0000066570-26-000010.txt0000066570-26-000010
8-K Data (Synthetic)0000066570-26-000010

US Market Status

Market Closed — Opens in 5h 5m

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