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NYSE · Health Care

MSA Safety MSA

MSA Safety Incorporated develops, manufactures, and supplies safety products and technology solutions that protect workers and facility infrastructures worldwide. The company offers breathing apparatus products, including self-contained breathing apparatus; firefighter helmets and protective apparel; and fixed gas and flame detection systems, such as fixed gas detection monitoring systems, flame detectors and open-path infrared gas detectors, and refrigerant detection and identification solution, as well as hand-held portable gas detection instruments to detect the presence or absence of various gases in the air.

Sources StockAnalysis company profile stockanalysis.com
Industrial Specialties

Company profile

Business mix

  • The company offers breathing apparatus products, including self-contained breathing apparatus.
  • It also provides industrial head protection and accessories; fall protection equipment, such as confined space equipment, harnesses, lanyards, and self-retracting lifelines, as well as engineered systems.
  • The company serves fire service, energy, utility, construction, and industrial manufacturing applications, as well as heating, ventilation, air conditioning.
  • It offers its products under the V-Gard, Cairns, and Gallet brand names. MSA Safety Incorporated was founded in 1914 and is based in Cranberry Township, Pennsylvania.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in security & protection services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.76 FCF 4.97% Buyback 0.77%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sequoia Fund 4.8% $291.2M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $11.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +4.2% +70,996 / 1,705,286
Sequoia Fund 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 6.2% 13F value change -$3.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.0% 13F value change +$1.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,705,286 Last 2 periods +70,996 (+4.2%) Total shares 1,776,282 Value $291.2M

Recent mentions

No public mentions.