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Mar 31

MSA Q1 2025 Earnings Report

Reported financial results for the first quarter of 2025

Key Takeaways

MSA Safety reported solid first quarter 2025 results with a 2% GAAP increase and 4% organic increase in net sales year-over-year. The company saw healthy order growth and maintained its low-single-digit organic sales growth outlook for the full year.

Net sales increased 2% GAAP year-over-year to $421.3 million.

GAAP operating income was $77.8 million, or 18.5% of sales.

Adjusted operating income was $87.5 million, or 20.8% of sales.

GAAP net income was $59.6 million, resulting in $1.51 per diluted share.

Total Revenue
$421M
Previous year: $413M
+1.9%
EPS
$1.68
Previous year: $1.61
+4.3%
GAAP Operating Margin
18.5%
Previous year: 19.4%
-4.6%
Adjusted Operating Margin
20.8%
Previous year: 21.3%
-2.3%
Adjusted EBITDA
$101M
Previous year: $101M
+0.2%
Gross Profit
$193M
Previous year: $196M
-1.1%
Cash and Equivalents
$171M
Previous year: $148M
+15.0%
Free Cash Flow
$51M
Previous year: $50.9M
+0.2%
Total Assets
$2.24B
Previous year: $2.17B
+2.8%

MSA

MSA

MSA Revenue by Segment

MSA Revenue by Geographic Location

Forward Guidance

The company maintained its low-single-digit full-year organic sales growth outlook for 2025.

Positive Outlook

  • Maintaining low-single-digit organic sales growth outlook for 2025.
  • Expectation of relative economic stability.
  • Team's continued dedication to executing the Accelerate strategy.
  • Focus on customer-driven innovation.
  • Commitment to the principles of the MSA Business System.

Challenges Ahead

  • Closely monitoring elevated macro risks including tariffs.
  • Expectation for the environment to become more dynamic moving forward.
  • Potential impact of macroeconomic factors on sales growth.
  • Uncertainty in operating conditions.
  • No assurances that additional special items will not occur.

Revenue & Expenses

Visualization of income flow from segment revenue to net income