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What smart money is saying about MSA Safety, Inc.United States flag

MSA · Industrials · Security & Protection Services · Market cap $6.35B

3 funds in our archive have pitched MSA Safety, Inc. — most recently Sequoia Fund in December 2025.

Company profile

MSA Safety Incorporated develops, manufactures, and supplies safety products that protect people and facility infrastructures in the oil, gas, petrochemical, fire service, construction, industrial manufacturing applications, utilities, military, and mining industries in North America, Latin America, and internationally. The company's core product offerings include permanently installed fixed gas and flame detection instruments, such as permanently installed gas detection monitoring systems, and flame detectors and open-path infrared gas detectors, as well as replacement components and related services to detect the presence or absence of various gases in the air. Its core product offerings also comprise breathing apparatus products, such as self-contained breathing apparatus; hand-held portable gas detection instruments; industrial head protection products; firefighter helmets and protective apparel; and fall protection equipment, including confined space equipment, harnesses, lanyards, and self-retracting lifelines, as well as engineered systems. In addition, the company offers air-purifying respirators, eye and face protection products, ballistic helmets, and gas masks. It serves distributors and end-users through indirect and direct sales channels. The company offers its product under the V-Gard, Cairns, and Gallet brand names. MSA Safety Incorporated was founded in 1914 and is based in Cranberry Township, Pennsylvania.

Fund coverage · 3 theses

  • Sequoia Fund
    December 2025

    MSA Safety is a leading workplace safety equipment provider with strong brand, subscription-driven 'connected' products, and attractive valuation supporting long-term growth.

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  • Riverwater Sustainable Value Strategy
    June 2025

    MSA Safety is a high-quality manufacturer of safety equipment poised to benefit from sustained demand as the world transitions to energy and electrification, and we acquired it at a discount to its historical valuation.

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  • Southernsun Small Cap
    June 2025

    MSA Safety, Inc. is a leading provider of critical safety solutions across various industries, including advanced firefighter equipment and gas detection instruments, with a strong focus on innovation and connected technologies poised for growth.

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