Track market-moving stories before they get noisy

Shares of private market investment firms came under pressure on Wednesday after Switzerland-based Partners Group announced it was capping withdrawals from one of its flagship private equity funds, reviving investor concerns about liquidity across the alternative asset management industry.

Partners Group shares fell 16% in Zurich trading after the company confirmed that redemption requests for its $8.6 billion Global Value SICAV fund had exceeded a pre-defined threshold, automatically triggering withdrawal limits.

The selloff spread across the sector, weighing on both European and US-listed alternative asset managers.

In the United States, Blackstone shares BX fell 4.46%, KKR declined 4.18%, Ares Management lost 4.3%, and Blue Owl Capital dropped 2.9%.

Partners Group said total net redemption requests submitted during the second quarter exceeded 5% of the fund's net asset value, activating withdrawal restrictions under the vehicle's governing structure.

According to the company, the cap was triggered by elevated investor withdrawals rather than any operational issue with the fund itself.

Bloomberg reported that nearly twice the allowable level of redemption requests had been submitted.

Chief Executive Officer David Layton said individual investors accounted for most of the withdrawal pressure, despite institutional clients representing roughly 80% of the firm's investor base.

“This feature of capping redemption requests at 5% of the fund is a key attribute of this fund,” Layton said. “It’s known that in an environment where investors get a little bit more skittish, like today, you won’t see huge amounts of outflows.”

The fund contains a combination of private equity investments and other private market assets.

According to a March filing, four of its 10 largest direct holdings are technology companies.

Partners Group said volatility that initially emerged in private credit vehicles has increasingly begun affecting private equity investments as well.

The announcement reinforced broader concerns surrounding liquidity in private market funds, where investors often face restrictions on withdrawals due to the illiquid nature of underlying assets.

The alternative asset management industry has faced growing scrutiny this year as investors assess exposure to highly leveraged software companies and other assets that could face pressure from artificial intelligence-driven disruption.

Limited transparency into the underlying holdings of many private credit and private equity funds has added to investor caution, making it difficult for markets to fully assess portfolio quality.

The impact was felt across Europe, where shares of EQT fell 6.5%, CVC Capital Partners dropped 7.5%, and Bridgepoint Group declined around 9.8%.

Despite the increase in redemption requests, Partners Group said the underlying fund's liquidity remains within its targeted range, supported by ongoing investment distributions and access to an undrawn credit facility.

The firm added that both the Global Value Fund and its underlying vehicle remain open to new investments.

KKR shares were also weighed down by company-specific concerns tied to its credit operations.

Investor sentiment weakened after a Fitch report maintained a negative outlook on FS KKR Capital Corp., citing ongoing asset quality issues.

Legal developments and class action reminders related to alleged portfolio overvaluation within certain managed funds have also added to the cautious tone.

In addition, analysts have recently lowered earnings expectations for KKR, while the firm's $900 million debt offering priced at a 7.5% interest rate has highlighted rising funding costs that could pressure future returns.

A month has gone by since the last earnings report for KKR & Co. Inc. (KKR - Free Report) . Shares have lost about 10.2% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is KKR & Co. due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.

KKR & Co. Q1 Earnings Beat Estimates, AUM Rises Y/YKKR & Co. reported first-quarter 2026 net income per share of $1.39, surpassing the Zacks Consensus Estimate of $1.28. The bottom line rose from $1.15 in the prior-year quarter.

Results have primarily reflected impressive growth in assets under management and transaction fees for the capital markets business. However, an increase in expenses acted as a headwind.

Net income attributable to the company (GAAP basis) was $364.8 million against a net loss of $185.9 million in the year-ago quarter.

Segmental Revenues & Expenses IncreaseTotal segment revenues amounted to $1.47 billion, increasing 22.4% on a year-over-year basis. The top line surpassed the Zacks Consensus Estimate of $1.43 billion.

Total segment expenses increased 19.9% year over year to $452.6 million.

As of March 31, 2026, total AUM grew 14.1% year over year to $757.9 billion.

Fee-paying AUM summed $614.8 billion, which increased 16.8% from the year-ago quarter.

Total Operating Earnings & Fee-Related Earnings RiseTotal operating earnings grew 19.1% year over year to $1.3 billion.

The company posted fee-related earnings of $1 billion, up 23.5% year over year.

Capital Distribution UpdateThe company declared a quarterly dividend of 19.5 cents per share of common stock, representing a 5.4% increase from the previous quarterly dividend of 18.5 cents per share. This dividend will be paid on May 29, 2026, to shareholders of record as of the close of business on May 15, 2026.

The company also approved a $500 million increase to its existing share repurchase program, with the authorization set to automatically increase once the remaining capacity falls to $50 million or less.

2026 OutlookManagement expects fee-related earnings per share of more than $4.50.

Total operating earnings per share are projected to be more than $7.

Adjusted net income per share is anticipated to be below $7 (previous guidance was $7-$8). 

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates review.

The consensus estimate has shifted -7.56% due to these changes.

VGM ScoresCurrently, KKR & Co. has a poor Growth Score of F, however its Momentum Score is doing a lot better with a C. Charting a somewhat similar path, the stock has a grade of D on the value side, putting it in the bottom 40% for this investment strategy.

Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise KKR & Co. has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.

Performance of an Industry PlayerKKR & Co. belongs to the Zacks Financial - Investment Management industry. Another stock from the same industry, Affiliated Managers Group (AMG - Free Report) , has gained 1.8% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.

Affiliated Managers reported revenues of $544.9 million in the last reported quarter, representing a year-over-year change of +9.7%. EPS of $8.23 for the same period compares with $5.20 a year ago.

Affiliated Managers is expected to post earnings of $7.58 per share for the current quarter, representing a year-over-year change of +40.6%. Over the last 30 days, the Zacks Consensus Estimate has changed +2.8%.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Affiliated Managers. Also, the stock has a VGM Score of A.

NEW YORK--(BUSINESS WIRE)--KKR, a leading global investment firm, today released “The Divergence Conundrum,” the 2026 Mid-Year Global Macro Outlook by Henry McVey, CIO of KKR's Balance Sheet and Head of Global Macro and Asset Allocation (GMAA). In the report, McVey and his team argue that the global economy is still expanding, but doing so unevenly as it enters a period of intensifying divergence. “The cycle is not over, but it is becoming more selective,” McVey writes, as the team sees economi.

NEW YORK--(BUSINESS WIRE)--KKR, together with the Kuwait Investment Authority (KIA), NVIDIA (NASDAQ: NVDA) and Vistra (NYSE: VST) today announced the launch of Helix Digital Infrastructure (“Helix”), a new company designed to deliver integrated infrastructure at the speed and scale required for hyperscalers to meet accelerating artificial intelligence (AI) demand. As building AI infrastructure becomes increasingly complex, Helix will serve as a single coordination point for hyperscalers' data c.

Helix Digital Infrastructure will “serve as a single coordination point for hyperscalers' data centers, power, connectivity and related needs,” KKR said.

First Quarter 2026 Highlights

Achieved quarterly net sales of $464 million, a 10% GAAP increase and a 3% organic increase year-over-year Generated GAAP operating income of $93 million, or 20.1% of sales, and adjusted operating income of $101 million, or 21.8% of sales Recorded GAAP net income of $71 million, or $1.83 per diluted share, and adjusted earnings of $77 million, or $1.99 per diluted share Returned a total of $71 million to shareholders via $50 million of share repurchases and $21 million of dividends; authorized a new $500 million share repurchase program Maintain a strong balance sheet and ample liquidity to support Accelerate strategy , /PRNewswire/ -- Global safety equipment and solutions provider MSA Safety Incorporated (NYSE: MSA) today reported financial results for the first quarter of 2026.

"Our first quarter performance reflects the resilience of our diverse business, and a solid start to the year," said Steve Blanco, President and CEO of MSA Safety. "We continued to execute our Accelerate strategy and leverage the MSA Business System (MBS) to drive profitable growth, while navigating the current macroeconomic and geopolitical landscape. Strong operational execution in our Americas segment drove our sales and margin performance, more than offsetting short-term challenges in Europe and the Middle East, which are part of our International segment. The team remains focused on achieving our strategic commitments, serving our customers, and delivering on our mission."

Financial Highlights

Three Months Ended March 31,

(In millions, except per share data and percentages)

2026

2025

% Change (a)

Net Sales

$   463.6

$   421.3

10 %

GAAP

Operating income

93.0

77.8

20 %

% of Net sales

20.1 %

18.5 %

160 bps

Net income

71.3

59.6

20 %

Diluted EPS

1.83

1.51

21 %

Non-GAAP

Adjusted EBITDA

$   115.9

$   101.5

14 %

% of Net sales

25.0 %

24.1 %

90 bps

Adjusted operating income

101.1

87.5

16 %

% of Net sales

21.8 %

20.8 %

100 bps

Adjusted earnings

77.5

66.4

17 %

Adjusted diluted EPS

1.99

1.68

18 %

Free cash flow

65.1

51.0

28 %

Free cash flow conversion

91 %

86 %

Americas Segment

Net sales

$   325.2

$   293.2

11 %

GAAP operating income

95.8

76.5

25 %

% of Net sales

29.4 %

26.1 %

330 bps

Adjusted operating income

98.1

78.7

25 %

% of Net sales

30.2 %

26.8 %

340 bps

International Segment

Net sales

$   138.4

$   128.2

8 %

GAAP operating income

12.5

17.3

(28) %

% of Net sales

9.0 %

13.5 %

(450) bps

Adjusted operating income

14.5

18.7

(22) %

% of Net sales

10.5 %

14.6 %

(410) bps

(a) Percentage change may not calculate exactly due to rounding.

"The team delivered solid organic growth and profit pull-through in the first quarter, resulting in 18% adjusted EPS growth," stated Julie Beck, MSA Safety's Chief Financial Officer. "Our gross margin expansion reflects MBS-driven execution. The balance sheet and free cash flow generation remain strong, and we returned cash to shareholders. We announced a new $500 million share repurchase authorization in February and maintain an active M&A pipeline. Given the solid start to the year and our healthy order book, we are maintaining our mid-single-digit 2026 organic sales growth outlook. We also recognize the potential challenges posed by the volatile geopolitical and macroeconomic operating environment," Ms. Beck added.

The company returned a total of $71 million to shareholders via dividends of $21 million and executing $50 million of share repurchases, while investing $11 million in capital expenditures. MSA maintains a strong liquidity position with net debt at the end of the first quarter of $433 million. The company's net leverage ratio was 0.9x at March 31, 2026. MSA's strong financial profile, including ample liquidity of $1.2 billion, continues to provide optionality around execution of strategic growth initiatives, including acquisitions.

Conference Call

MSA Safety will host a conference call on Tuesday, May 5, 2026, at 10:00 a.m. Eastern Time to discuss its first quarter 2026 results. The call and an accompanying slide presentation will be webcast at http://investors.msasafety.com/ under the "News and Events" tab, subheading "Events & Presentations." Investors and interested parties can also dial into the call at 1-844-854-4415 (toll-free) or 1-412-902-6599 (international). When prompted, please instruct the operator to be joined into the MSA Safety Incorporated conference call. A replay of the conference call will be available at http://investors.msasafety.com/ shortly after the conclusion of the presentation and will be available for the next 90 days.

MSA Safety Incorporated
Condensed Consolidated Statements of Income (Unaudited)
(In thousands, except per share amounts)

Three Months Ended March 31,

2026

2025

Net sales

$                      463,632

$                      421,340

Cost of products sold

244,051

227,945

Gross profit

219,581

193,395

Selling, general and administrative

107,684

93,965

Research and development

16,355

15,669

Restructuring charges

2,329

1,924

Currency exchange losses, net

199

4,076

Operating income

93,014

77,761

Interest expense

7,703

6,835

Other income, net

(7,681)

(7,023)

Total other expense (income), net

22

(188)

Income before income taxes

92,992

77,949

Provision for income taxes

21,723

18,344

Net income

$                        71,269

$                        59,605

Earnings per share attributable to common shareholders:

Basic

$                            1.83

$                            1.51

Diluted

$                            1.83

$                            1.51

Basic shares outstanding

38,859

39,334

Diluted shares outstanding

38,986

39,501

MSA Safety Incorporated
Condensed Consolidated Balance Sheets (Unaudited)
(In thousands)

March 31, 2026

December 31, 2025

Assets

Cash and cash equivalents

$                       180,158

$                          165,067

Trade receivables, net

325,011

306,452

Inventories

352,314

343,035

Other current assets

34,189

54,738

    Total current assets

891,672

869,292

Property, plant and equipment, net

278,056

283,063

Prepaid pension cost

285,283

279,450

Goodwill

727,440

731,592

Intangible assets, net

291,991

299,127

Other noncurrent assets

89,544

91,850

   Total assets

$                    2,563,986

$                       2,554,374

Liabilities and shareholders' equity

Notes payable and current portion of long-term debt, net

$                           8,074

$                              8,225

Accounts payable

118,348

110,775

Other current liabilities

154,845

170,211

   Total current liabilities

281,267

289,211

Long-term debt, net

605,075

572,709

Pensions and other employee benefits

141,788

143,834

Deferred tax liabilities

127,000

127,540

Other noncurrent liabilities

53,496

54,068

Total shareholders' equity

1,355,360

1,367,012

   Total liabilities and shareholders' equity

$                    2,563,986

$                       2,554,374

MSA Safety Incorporated

Condensed Consolidated Statements of Cash Flows (Unaudited)

(In thousands)

Three Months Ended March 31,

2026

2025

Net income

$                        71,269

$                        59,605

Depreciation and amortization

18,352

16,251

Change in working capital and other operating

(13,934)

(14,023)

Cash flow from operating activities

75,687

61,833

Capital expenditures

(10,587)

(10,784)

Property disposals and other investing

34

18

Cash flow used in investing activities

(10,553)

(10,766)

Change in debt

33,760

(7,466)

Cash dividends paid

(20,561)

(20,033)

Company stock purchases under repurchase program

(50,447)

(9,996)

Other financing

(9,975)

(8,117)

Cash flow used in financing activities

(47,223)

(45,612)

Effect of exchange rate changes on cash, cash

equivalents and restricted cash

(2,568)

743

Increase in cash, cash equivalents and restricted cash

$                        15,343

$                          6,198

MSA Safety Incorporated

Sales by Product Group (Unaudited)

(In thousands, except percentages)

Three Months Ended March 31, 2026

Consolidated

Americas

International

Dollars

Percent

Dollars

Percent

Dollars

Percent

Detection(a)

$   180,842

39 %

$ 123,975

38 %

$   56,867

41 %

Fire Service(b)

159,271

34 %

116,092

36 %

43,179

31 %

Industrial PPE and Other(c)

123,519

27 %

85,171

26 %

38,348

28 %

Total

$   463,632

100 %

$ 325,238

100 %

$ 138,394

100 %

Three Months Ended March 31, 2025

Consolidated

Americas

International

Dollars

Percent

Dollars

Percent

Dollars

Percent

Detection(a)

$   161,070

38 %

$ 109,891

37 %

$   51,179

40 %

Fire Service(b)

150,616

36 %

105,907

36 %

44,709

35 %

Industrial PPE and Other(c)

109,654

26 %

77,362

27 %

32,292

25 %

Total

$   421,340

100 %

$ 293,160

100 %

$ 128,180

100 %

(a) Detection includes Fixed Gas and Flame Detection and Portable Gas detection.  Detection includes sales from M&C TechGroup Germany GmbH and its affiliated companies ("M&C"), acquired by the Company, from May 6th, 2025, onward (Americas and International).

(b) Fire Service includes Breathing Apparatus and Firefighter Helmets and Protective Apparel.

(c) Industrial PPE and Other includes Industrial Head Protection, Fall Protection and Non-Core.

MSA Safety Incorporated
Reconciliation of Non-GAAP Financial Measures
Organic sales change (Unaudited)

Consolidated

Three Months Ended March 31, 2026

Detection(a)

Fire
Service(b)

Industrial PPE
and Other(c)

Net Sales

GAAP reported sales change

12 %

6 %

13 %

10 %

Currency translation effects

(3) %

(3) %

(6) %

(4) %

Less: Acquisitions

(9) %

— %

— %

(3) %

Organic sales change

— %

3 %

7 %

3 %

Americas Segment

Three Months Ended March 31, 2026

Detection(a)

Fire
Service(b)

Industrial PPE
and Other(c)

Net Sales

GAAP reported sales change

13 %

10 %

10 %

11 %

Currency translation effects

(1) %

(1) %

(4) %

(2) %

Less: Acquisitions

(5) %

— %

— %

(2) %

Organic sales change

7 %

9 %

6 %

7 %

International Segment

Three Months Ended March 31, 2026

Detection(a)

Fire
Service(b)

Industrial PPE
and Other(c)

Net Sales

GAAP reported sales change

11 %

(3) %

19 %

8 %

Currency translation effects

(6) %

(8) %

(9) %

(7) %

Less: Acquisitions

(18) %

— %

— %

(8) %

Organic sales change

(13) %

(11) %

10 %

(7) %

(a) Detection includes Fixed Gas and Flame Detection and Portable Gas Detection. Detection includes sales from M&C, acquired by the Company, from May 6th, 2025, onward (Americas and International).

(b) Fire Service includes Breathing Apparatus and Firefighter Helmets and Protective Apparel.

(c) Industrial PPE and Other includes Industrial Head Protection, Fall Protection and Non-Core.

Management believes that organic sales change is a useful metric for investors, as foreign currency translation, acquisitions and divestitures can have a material impact on sales change trends. Organic sales change highlights ongoing business performance excluding the impact of fluctuating foreign currencies, acquisitions and divestitures. There can be no assurances that MSA's definition of organic sales change is consistent with that of other companies. As such, management believes that it is appropriate to consider sales change determined on a GAAP basis in addition to this non-GAAP financial measure.

MSA Safety Incorporated

Reconciliation of Non-GAAP Financial Measures

Adjusted operating income (Unaudited)

Adjusted EBITDA (Unaudited)

(In thousands)

Three Months Ended March 31,

2026

2025

Adjusted EBITDA from reportable segments

$                      127,399

$                      111,137

Less:

     Depreciation and amortization

14,742

13,736

Adjusted operating income from reportable segments

112,657

97,401

Less:

     Corporate expenses

11,536

9,899

Adjusted operating income

101,121

87,502

Less:

     Currency exchange losses, net

199

4,076

     Restructuring charges

2,329

1,924

     Acquisition-related amortization

3,392

2,286

     Transaction costs (a)

2,187

1,455

GAAP operating income

93,014

77,761

Less:

     Interest expense

7,703

6,835

     Other income, net

(7,681)

(7,023)

Income before income taxes

92,992

77,949

Provision for income taxes

21,723

18,344

Net income

$                        71,269

$                        59,605

(a)  Transaction costs include advisory, legal, accounting, valuation, and other professional or consulting fees incurred during our evaluation of or in connection with acquisitions and divestitures. These costs are included in selling, general and administrative expense in the unaudited Condensed Consolidated Statements of Income.

Adjusted operating income, adjusted operating margin, adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) and adjusted EBITDA margin are non-GAAP financial measures and operating ratios derived from non-GAAP measures. Adjusted operating income is defined as operating income excluding currency exchange gains / losses, restructuring charges, acquisition-related amortization, and transaction costs. Adjusted operating margin is defined as adjusted operating income divided by net sales to external customers. Adjusted EBITDA is defined as adjusted operating income plus depreciation and amortization, and adjusted EBITDA margin is defined as adjusted EBITDA divided by net sales to external customers. These metrics are consistent with how management evaluates segment results and makes strategic decisions about the business. Additionally, these non-GAAP financial measures provide information useful to investors in understanding our operating performance and trends, and to facilitate comparisons with the performance of our peers. Adjusted operating income, adjusted operating margin, adjusted EBITDA and adjusted EBITDA margin are not recognized terms under GAAP, and therefore do not purport to be alternatives to operating income or operating margin as a measure of operating performance. The company's definition of adjusted operating income, adjusted operating margin, adjusted EBITDA and adjusted EBITDA margin may not be comparable to similarly titled measures of other companies. As such, management believes that it is appropriate to consider operating income and net income determined on a GAAP basis in addition to these non-GAAP measures.

MSA Safety Incorporated

Reconciliation of Non-GAAP Financial Measures

Adjusted earnings (Unaudited)

Adjusted diluted earnings per share (Unaudited)

(In thousands, except per share amounts and percentages)

Three Months Ended March 31,

2026

2025

%

Change

Net income

$                  71,269

$                 59,605

20 %

Currency exchange losses, net

199

4,076

Restructuring charges

2,329

1,924

Acquisition-related amortization

3,392

2,286

Transaction costs (a)

2,187

1,455

Asset related losses

160

8

Income tax expense on adjustments

(2,084)

(2,916)

Adjusted earnings

$                  77,452

$                 66,438

17 %

Adjusted diluted earnings per share

$                      1.99

$                     1.68

18 %

Diluted shares outstanding

38,986

39,501

(a)Transaction costs include advisory, legal, accounting, valuation, and other professional or consulting fees incurred during our evaluation of or in connection with acquisitions and divestitures. These costs are included in Selling, general and administrative expense in the unaudited Condensed Consolidated Statements of Income.

Management believes that adjusted earnings and adjusted diluted earnings per share are useful measures for investors, as management uses these measures to internally assess the company's performance and ongoing operating trends. There can be no assurances that additional special items will not occur in future periods, nor that MSA's definition of adjusted earnings is consistent with that of other companies. As such, management believes that it is appropriate to consider both net income determined on a GAAP basis as well as adjusted earnings.

MSA Safety Incorporated

Reconciliation of Non-GAAP Financial Measures

Debt to adjusted EBITDA / Net debt to adjusted EBITDA (Unaudited)

(In thousands)

Twelve Months Ended
March 31,

2026

Operating income

$                         387,071

Depreciation and amortization

59,319

Currency exchange losses, net

11,924

Restructuring charges

4,302

Acquisition-related amortization

13,721

Transaction costs (a)

11,199

Adjusted EBITDA

$                         487,536

Total end-of-period debt

613,149

Debt to adjusted EBITDA

1.3

Total end-of-period debt

$                         613,149

Total end-of-period cash and cash equivalents

180,158

Net debt

$                         432,991

Net debt to adjusted EBITDA

0.9

(a) Transaction costs include advisory, legal, accounting, valuation, and other professional or consulting fees incurred during our evaluation of or in connection with acquisitions and divestitures. These costs are included in Selling, general and administrative expense in the unaudited Condensed Consolidated Statements of Income.

Management believes that Debt to adjusted EBITDA and Net debt to adjusted EBITDA are useful measures for investors, as management uses these measures to internally assess the company's liquidity and balance sheet strength. There can be no assurances that that MSA's definition of Debt to adjusted EBITDA and Net debt to adjusted EBITDA is consistent with that of other companies.

About MSA Safety:  

MSA Safety Incorporated (NYSE: MSA) is the global leader in advanced industrial safety technology products and solutions. Driven by its singular mission of safety, the Company has been at the forefront of safety innovation since 1914, protecting workers and facility infrastructure around the world across a broad range of diverse end markets while creating sustainable value for shareholders. With 2025 revenues of $1.9 billion, MSA Safety is headquartered in Cranberry Township, Pennsylvania and employs a team of approximately 5,300 associates across its more than 40 international locations. For more information, please visit www.MSASafety.com.

Cautionary Statement Regarding Forward-Looking Statements:

Except for historical information, certain matters discussed in this press release may be "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements relate to future events or our future financial performance and involve various assumptions, known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements. In some cases, you can identify forward-looking statements by words such as "may," "will," "should," "expects," "intends," "plans," "anticipates," "believes," "estimates," "predicts," "potential" or other comparable words. Actual results, performance or outcomes may differ materially from those expressed or implied by these forward-looking statements and may not align with historical performance and events due to a number of factors, including those discussed in the sections of our annual report on Form 10-K entitled "Cautionary Statement Regarding Forward-Looking Statements" and "Risk Factors," and those discussed in our Form 10-Q quarterly reports filed after such annual report. MSA's SEC filings are readily obtainable at no charge at www.sec.gov, as well as on its own investor relations website at http://investors.MSAsafety.com. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance or achievements, and caution should be exercised against placing undue reliance upon such statements, which are based only on information currently available to us and speak only as of the date hereof. We are under no duty to update publicly any of the forward-looking statements after the date of this earnings press release, whether as a result of new information, future events or otherwise, except as required by law. 

Non-GAAP Financial Measures:

This press release includes certain non-GAAP financial measures. These financial measures include organic sales change, adjusted operating income, adjusted operating margin, adjusted EBITDA, adjusted EBITDA margin, adjusted earnings, adjusted earnings per diluted share, debt to adjusted EBITDA, and net debt to adjusted EBITDA. These non-GAAP financial measures provide information useful to investors in understanding our operating performance and trends, and to facilitate comparisons with the performance of our peers. Management also uses these measures internally to assess and better understand our underlying business performance and trends related to core business activities. The non-GAAP financial measures and key performance indicators we use, and computational methods with respect thereto, may differ from the non-GAAP financial measures and key performance indicators, and computational methods, that our peers use to assess their performance and trends. 

The presentation of these non-GAAP financial measures does not comply with U.S. generally accepted accounting principles ("GAAP"). These non-GAAP financial measures should be viewed as supplemental in nature, and not as a substitute for, or superior to, our reported results prepared in accordance with GAAP. When non-GAAP financial measures are disclosed, the Securities and Exchange Commission's Regulation G requires: (i) the presentation of the most directly comparable financial measure calculated and presented in accordance with GAAP and (ii) a reconciliation of the differences between the non-GAAP financial measure presented and the most directly comparable financial measure calculated and presented in accordance with GAAP. For an explanation of these measures, with a reconciliation to the most directly comparable GAAP financial measure, see the Reconciliation of GAAP Financial Measures to Non-GAAP Financial Measures in the financial tables section above.

SOURCE MSA Safety

MSA Safety (MSA - Free Report) came out with quarterly earnings of $1.99 per share, beating the Zacks Consensus Estimate of $1.85 per share. This compares to earnings of $1.68 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +7.80%. A quarter ago, it was expected that this maker of safety products would post earnings of $2.26 per share when it actually produced earnings of $2.38, delivering a surprise of +5.31%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

MSA Safety, which belongs to the Zacks Security and Safety Services industry, posted revenues of $463.63 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.83%. This compares to year-ago revenues of $421.34 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

MSA Safety shares have added about 3.5% since the beginning of the year versus the S&P 500's gain of 5.6%.

What's Next for MSA Safety?While MSA Safety has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for MSA Safety was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.13 on $502.71 million in revenues for the coming quarter and $8.74 on $1.99 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Security and Safety Services is currently in the top 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, SoundThinking (SSTI - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 14.

This maker of gunfire detection systems is expected to post quarterly loss of $0.24 per share in its upcoming report, which represents a year-over-year change of -100%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

SoundThinking's revenues are expected to be $24.46 million, down 13.7% from the year-ago quarter.

Strategic Divestiture of Global Leader in Fire, Smoke, and Gas Detection Solutions

, /PRNewswire/ -- Sentinel Capital Partners, a private equity firm that invests in promising midmarket companies, today announced that it has signed a definitive agreement to sell Autronica Fire and Security, a standalone unit of its Spectrum Safety Solutions platform, to MSA Safety (NYSE: MSA), a global leader in safety products and technology. The transaction is valued at approximately $555 million.

Headquartered in Trondheim, Norway, Autronica is a designer, manufacturer, and supplier of fire detection, gas detection, and alarm systems for many critical infrastructure, energy, and maritime applications. Autronica holds numerous regulatory certifications for harsh environments, with a mission to protect life, environment, and property.

Sentinel acquired Autronica in 2024 in a carveout of Carrier Global Corporation's industrial fire business, now Spectrum Safety Solutions. In March 2026, Sentinel also agreed to sell Spectrum's Marioff division, a provider of high-pressure water mist fire suppression solutions, to private equity firm Inflexion. The divestitures of Autronica and Marioff position Spectrum to focus on its U.S.-headquartered detection and monitoring businesses, Det-Tronics and Fireye.

"We appreciate Sentinel's support and strategic guidance over the past two years," said Sindre Utne, Autronica's CEO. "Their partnership helped us scale thoughtfully and expand geographically while staying true to our culture and commitment to excellence."

"We're proud to have partnered with Sindre and the entire Autronica team," said Eric Bommer, Sentinel's Co-Managing Partner. "It's been rewarding to participate in the company's growth and development. Autronica is well positioned to continue its impressive growth trajectory as part of MSA Safety."

Sentinel's experience in industrials includes investments in Alemite (industrial lubrication equipment and components); Chromalox (commercial and industrial electric heating products and systems); ECM Industries, NSI Industries, and Power Products (electrical products); IEP Technologies (systems and services that suppress, isolate, and vent combustible dust or vapor explosions); and RotoMetrics (rotary tooling products).

Citi and J.P. Morgan are serving as exclusive financial advisors to Sentinel, and Kirkland & Ellis is providing legal counsel.

About Sentinel Capital Partners

Sentinel is a leading midmarket private equity firm. Working collaboratively with portfolio companies, Sentinel offers operational resources and strategic advice that help its management teams solve challenges, capitalize on opportunities, and build stronger, more valuable businesses. Sentinel also provides junior capital solutions as a minority investor.

Sentinel focuses on niche markets across the business services, consumer, healthcare services, and industrial sectors. Since its inception in 1995, Sentinel has raised more than $11.2 billion of capital. To learn more, please visit sentinelpartners.com.

About Autronica

Autronica, headquartered in Trondheim, Norway, is a leading innovator and provider of fire and gas detection systems. Serving the maritime, oil & gas, infrastructure, and industrial sectors, Autronica's mission is to protect life, environment, and property through cutting-edge safety technology and dependable service. For more information, visit https://www.autronicafire.com/.

About MSA Safety

MSA Safety Incorporated (NYSE: MSA) is a global leader in the development, manufacture, and supply of safety products that protect people and facility infrastructures. Many MSA products integrate a combination of electronics, mechanical systems, and advanced materials to protect users against hazardous or life-threatening situations. The company's comprehensive product portfolio includes fixed gas and flame detection systems, portable gas detection instruments, self-contained breathing apparatuses, industrial head protection, and fall protection devices. MSA employs approximately 5,000 people worldwide and is headquartered in Cranberry Township, Pennsylvania. For more information, visit https://us.msasafety.com/.

Contact: Roland Tomforde
Broadgate Consultants
212-232-2356

SOURCE Sentinel Capital Partners

MSA Safety Incorporated (MSA) Q1 2026 Earnings Call Transcript

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, /PRNewswire/ -- The Board of Directors of MSA Safety Inc. (NYSE: MSA) has elected Robert A. Bruggeworth to the position of Chairman of the Board effective May 8, 2026, succeeding Nish Vartanian, who will continue to serve the company as a Director.

Robert A. Bruggeworth elected chairman of MSA Safety MSA President and CEO Steven C. Blanco said, "On behalf of our Executive Leadership Team, I congratulate Bob on this well-earned distinction, and I welcome the opportunity to continue the strong partnership we have developed during his service as Lead Independent Director. Bob's guidance on the Board has been an important contributor to our success, and his leadership as Chairman positions us well to achieve our future goals."

"It is a privilege to have been elected Chairman of MSA Safety, and I want to thank Nish for his strong leadership as Chairman over the past six years. I look forward to his continued contributions and counsel as a member of our Board," Mr. Bruggeworth said. "MSA's impact in protecting workers and critical infrastructures spans the globe, and I am confident that the company will continue to build upon its far-reaching legacy of safety."

Mr. Vartanian commented, "Bob's deep expertise and strong leadership have served the Board extremely well. He has earned the Board's full confidence and is well positioned to assume the role of Chairman." 

About Mr. Bruggeworth

Mr. Bruggeworth became an MSA Director in 2007 and was appointed Lead Independent Director in 2017. He serves as President and Chief Executive Officer of Qorvo, Inc., a leading global provider of connectivity and power solutions. He also serves on the Qorvo Board of Directors.

Prior to the merger of RF Micro Devices, Inc. (RFMD) and TriQuint Semiconductor, Inc. to form Qorvo, Mr. Bruggeworth served as RFMD's President and Chief Executive Officer and served on its Board of Directors. He previously served RFMD as both President of the company and Vice President of Wireless Products. Before joining RFMD, Mr. Bruggeworth held a variety of positions at AMP, Inc., a $5.5 billion supplier of electrical and electronic connection devices, including Divisional Vice President and Area Director for AMP's Asia Pacific Central region; Divisional Vice President of Operations, Asia Pacific; and most recently Divisional Vice President of Computer and Consumer Electronics, based in Hong Kong, China.

Mr. Bruggeworth attended Wilkes University in Wilkes-Barre, Pennsylvania, where he earned a bachelor's degree in electrical engineering. In addition to the MSA and Qorvo boards, he serves on the board of the Semiconductor Industry Association (SIA) and was its Chair in 2021.

About MSA Safety

MSA Safety Incorporated (NYSE: MSA) is the global leader in advanced industrial safety technology products and solutions. Driven by its singular mission of safety, the company has been at the forefront of safety innovation since 1914, protecting workers and facility infrastructure around the world across a broad range of diverse end markets while creating sustainable value for shareholders. With 2025 revenues of $1.9 billion, MSA Safety is headquartered in Cranberry Township, Pennsylvania and employs a team of approximately 5,300 associates across its more than 40 international locations. For more information, please visit www.MSASafety.com.

SOURCE MSA Safety

Entre las innovaciones integrales se incluyen la telemetría mejorada M1 ™ SCBA, el nuevo casco GALLET® y la nueva ropa de protección contra incendios Bristol™.

, /PRNewswire/ -- Los bomberos se enfrentan a entornos cada vez más exigentes y complejos, lo que hace que la fiabilidad y el rendimiento del equipo sean más importantes que nunca. Esta semana, en Interschutz 2026, MSA Safety, Inc. (NYSE: MSA) demuestra cómo está dando forma al futuro de la seguridad de los bomberos con la presentación de tres nuevas innovaciones en seguridad contra incendios: la tecnología ampliada del equipo de respiración autónoma M1™, un nuevo casco para bomberos GALLET® y la nueva ropa de protección contra incendios Bristol™.

Experimente el comunicado de prensa interactivo multicanal completo aquí: https://www.multivu.com/msa/9308751-es-msa-safety-debuts-new-firefighter-technologies-at-interschutz-2026  

Nuevas soluciones para la evolución del servicio de bomberos: Sistema de telemetría M1 SCBA ampliado

Ya disponible en Alemania y en toda Europa, el sistema de telemetría M1 SCBA mejora la visibilidad a nivel de mando y la responsabilidad de los bomberos al transmitir datos del SCBA en tiempo real al mando del incidente. Impulsado por el módulo de control M1, el sistema permite a los comandantes de incidentes supervisar el estado de cada bombero y del equipo, enviar alarmas de evacuación y confirmar acuses de recibo. Los componentes clave incluyen:

Módulo de control M1: Un reemplazo totalmente integrado para los manómetros y dispositivos PASS tradicionales, con detección electrónica de presión, alarmas de emergencia manuales y automáticas, telemetría de radio de largo alcance, luces de señalización ultrabrillantes y detección de caída libre. MSA HUB™: Agrega datos en tiempo real de múltiples bomberos, crea una red inalámbrica local en el lugar del incidente y puede transmitir datos a sistemas basados en la nube cuando hay conexión a internet para monitoreo remoto y análisis posterior al incidente. Repetidor MSA: Amplía la conectividad de radio en entornos difíciles, como edificios altos, sótanos, túneles e infraestructura subterránea, lo que ayuda a mantener la comunicación entre los equipos en el interior y el mando. En conjunto, estas capacidades ayudan a mejorar la percepción de la situación al transmitir información de seguridad a las personas adecuadas en el momento preciso, de forma clara y práctica.

Un icono evolucionado: El casco de bomberos GALLET F1®

Basándose en más de 40 años de tradición en cascos para bomberos, el nuevo casco GALLET F1 ofrece una excelente protección contra el calor, los impactos y los escombros, a la vez que proporciona la comodidad, el ajuste y la modularidad que los bomberos buscan.

El casco ofrece una amplia gama de tallas para adaptarse a una gran variedad de formas, tamaños y peinados de cabeza, y admite una configuración modular para accesorios adaptados a las necesidades de cada brigada. Una nueva opción de iluminación integrada en el casco mejora aún más la visibilidad operativa. Entre sus características principales se incluyen:

Módulo de iluminación L360™, diseñado exclusivamente para el casco, que proporciona una iluminación equilibrada durante las operaciones; Una visera rediseñada para ofrecer protección facial completa contra los riesgos cambiantes del mundo actual; y Mayor bienestar para los bomberos gracias a una limpieza, inspección y mantenimiento más sencillos y eficientes. El nuevo casco de bombero GALLET F1 estará disponible a finales de este año.

Traje de protección contra incendios Bristol X1™: 'Ajuste perfecto'

El traje de bombero Bristol X1 introduce un nuevo nivel de personalización y adaptabilidad en la indumentaria para la lucha contra incendios estructurales. Diseñado para un ajuste más personalizado, la chaqueta y el pantalón X1 combinan materiales ligeros con protección contra la exposición térmica y a los riesgos del incendio. Con más de 1.000 configuraciones de ajuste, el traje se adapta a diversos tipos de cuerpo, géneros, funciones operativas y condiciones climáticas. Las características principales incluyen:

Chaqueta con un distintivo corte en forma de "V" para mayor movilidad y comodidad. Tirantes ajustables con tres opciones de posición. Refuerzos en hombros, codos y rodillas para mayor durabilidad. Tejido exterior ligero diseñado para brindar comodidad, resistencia química y protección. El traje de bombero Bristol X1 estará disponible a finales de este año.

Impulsando la seguridad de los bomberos mediante la integración

"Nuestra misión es impulsar la seguridad de los bomberos a través de soluciones integrales, de pies a cabeza, que combinan equipos de protección, tecnología conectada e integración perfecta", declaró José Sánchez, presidente de la región EMEA de MSA Safety. "Diseñamos sistemas fáciles de usar que ayudan a los bomberos a mantenerse seguros, localizados y concentrados en su trabajo. Al combinar productos innovadores con una amplia experiencia en servicios de bomberos, MSA, Bristol y Gallet ofrecen soluciones que mejoran el rendimiento, fortalecen la colaboración con los cuerpos de bomberos y ayudan a los bomberos a proteger a sus comunidades de manera más eficiente y efectiva".

Información sobre la exposición Interschutz

MSA Safety, los cascos GALLET y los uniformes Bristol estarán presentes en el pabellón 14, stand H20, de Interschutz. Para obtener más información y mantenerse al día, visite MSAsafety.com/Interschutz y siga a MSA Safety en redes sociales.

Acerca de MSA Safety 

MSA Safety Incorporated (NYSE: MSA) es líder mundial en productos, tecnologías y soluciones de seguridad avanzadas. Impulsada por su singular misión de seguridad, la compañía ha estado a la vanguardia de la innovación en seguridad desde 1914, protegiendo a los trabajadores y la infraestructura de las instalaciones en todo el mundo en una amplia gama de mercados finales diversos, al tiempo que crea valor sostenible para los accionistas. Con ingresos de 1.900 millones de dólares en 2025, MSA Safety tiene su sede en Cranberry Township, Pensilvania, y emplea a un equipo de más de 5.300 asociados en sus más de 40 ubicaciones internacionales. Para obtener más información, visite www.MSASafety.com .

Logo - https://mma.prnewswire.com/media/479457/MSA_Logo.jpg  

Zu den Innovationen von Kopf bis Fuß zählen die erweiterte M1 ™ SCBA-Telemetrie, der neue GALLET ® -Helm und die neue Bristol ™ -Feuerschutzbekleidung

, /PRNewswire/ -- Feuerwehrleute sehen sich mit immer anspruchsvolleren und komplexeren Einsatzbedingungen konfrontiert, weshalb die Zuverlässigkeit und Leistungsfähigkeit ihrer Ausrüstung wichtiger denn je ist.  Diese Woche zeigt MSA Safety, Inc. (NYSE: MSA) auf der Interschutz 2026, wie das Unternehmen die Zukunft der Feuerwehrsicherheit mit der Einführung von drei neuen Innovationen im Bereich Brandschutz gestaltet, darunter die erweiterte M1™-Technologie für umgebungsluftunabhängige Atemschutzgeräte, ein neuer GALLET®-Feuerwehrhelm und neue Bristol™-Feuerwehrschutzkleidung.

Die vollständige interaktive Multichannel-Pressemitteilung finden Sie hier: https://www.multivu.com/msa/9308751-de-msa-safety-debuts-new-firefighter-technologies-at-interschutz-2026  

Neue Lösungen für den sich weiterentwickelnden Feuerwehrdienst: Erweitertes M1 SCBA Telemetry System

Das M1 SCBA Telemetry System ist jetzt in Deutschland und ganz Europa erhältlich und verbessert die Übersicht auf Führungsebene sowie die Nachverfolgbarkeit der Feuerwehrleute, indem es SCBA-Daten in Echtzeit an die Einsatzleitung übermittelt. Das System wird vom M1 Control Module gesteuert und ermöglicht es Einsatzleitern, den Status einzelner Feuerwehrleute und Teams zu überwachen, Evakuierungsalarme auszulösen und Rückmeldungen zu bestätigen. Die wichtigsten Komponenten sind:

M1 Control Module: Ein vollständig integrierter Ersatz für herkömmliche Messgeräte und PASS-Geräte, ausgestattet mit elektronischer Druckmessung, bewegungsunabhängigen und manuellen Notalarmen, Funk-Fernmessung mit großer Reichweite, extrem hellen Buddy-Leuchten und einer Freifallerkennung. MSA HUB™: Aggregiert Echtzeitdaten von mehreren Feuerwehrleuten, baut vor Ort ein lokales drahtloses Netzwerk auf und kann Daten an cloudbasierte Systeme übertragen, sofern eine Internetverbindung für die Fernüberwachung und die Analyse nach dem Einsatz verfügbar ist. MSA Repeater: Erweitert die Funkverbindung in schwierigen Umgebungen wie Hochhäusern, Kellern, Tunneln und unterirdischen Anlagen und trägt so dazu bei, die Kommunikation zwischen den Einsatzkräften vor Ort und der Einsatzleitung aufrechtzuerhalten. Gemeinsam tragen diese Funktionen dazu bei, das Situationsbewusstsein zu verbessern, indem sie Sicherheitsinformationen zum richtigen Zeitpunkt in einem klaren und umsetzbaren Format an die richtigen Personen weiterleiten.

Die Weiterentwicklung einer Ikone: Der GALLET F1® Fire Helmet

Aufbauend auf einer mehr als 40-jährigen Tradition in der Herstellung von Feuerwehrhelmen bietet der neue GALLET F1 Fire Helmet hervorragenden Schutz vor Hitze, Stößen und herumfliegenden Trümmern und erfüllt gleichzeitig die Anforderungen der Feuerwehrleute an Komfort, Passform und Modularität.   

Der Helm ist in einer großen Auswahl an Größen erhältlich, um einer Vielzahl von Kopfformen, -größen und Frisuren gerecht zu werden, und ermöglicht eine modulare Konfiguration für Zubehör, das auf die Bedürfnisse der Brigade zugeschnitten ist. Eine neu entwickelte, in den Helm integrierte Beleuchtungsoption verbessert die Sichtverhältnisse im Einsatz zusätzlich. Zu den wichtigsten Merkmalen gehören:

Das L360™ Beleuchtungsmodul, das speziell für den Helm entwickelt wurde, um während des Einsatzes eine ausgewogene Ausleuchtung zu gewährleisten; Ein neu konzipiertes Visier, das entwickelt wurde, um umfassenden Schutz vor den sich ständig wandelnden Gefahren der heutigen Welt zu bieten; und Mehr Komfort für Feuerwehrleute durch einfachere, effizientere Reinigung, Inspektion und Wartung. Der neue GALLET F1 Fire Helmet wird im Laufe des Jahres erhältlich sein.

Der Bristol X1™ Fire Protective Suit: „Fit to Form"

Der Bristol X1 Fire Suit setzt neue Maßstäbe hinsichtlich Individualisierung und Anpassungsfähigkeit bei der Schutzbekleidung für die Brandbekämpfung. Die X1-Jacke und -Hose wurden für eine individuellere Passform entwickelt und verbinden leichte Materialien mit Schutz vor Hitzeeinwirkung und den Gefahren am Brandort. Mit mehr als 1.000 Passformkonfigurationen eignet sich der Anzug für viele verschiedene Körperformen, Geschlechter, Einsatzrollen und klimatische Bedingungen. Zu den Funktionen gehören:

Eine Jacke mit markantem V-Ausschnitt für mehr Bewegungsfreiheit und Komfort Verstellbare Hosenträger mit drei Befestigungsmöglichkeiten Verstärkte Schultern, Ellbogen und Knie für zusätzliche Haltbarkeit Leichte Außenhülle, die auf Komfort, Chemikalienbeständigkeit und Schutz ausgelegt ist Der Bristol X1 Fire Suit wird im Laufe dieses Jahres erhältlich sein.

Verbesserung der Sicherheit von Feuerwehrleuten durch Integration

„Unsere Mission ist es, die Sicherheit von Feuerwehrleuten durch umfassende Lösungen von Kopf bis Fuß zu verbessern, die Schutzausrüstung, vernetzte Technologie und nahtlose Integration miteinander verbinden", sagte Jose Sanchez, Vorsitzender von MSA Safety für die EMEA-Region. „Wir entwickeln benutzerfreundliche Systeme, die es Feuerwehrleuten ermöglichen, sicher zu arbeiten, den Überblick zu behalten und sich voll und ganz auf ihre Aufgabe zu konzentrieren. Durch die Kombination innovativer Produkte mit fundiertem Fachwissen im Bereich des Feuerwehrwesens stellen MSA, Bristol und Gallet Lösungen zur Verfügung, die die Leistungsfähigkeit steigern, die Zusammenarbeit mit den Feuerwehren stärken und den Feuerwehrleuten helfen, ihre Gemeinden effizienter und effektiver zu schützen."

Informationen zur Interschutz-Messe

MSA Safety, GALLET-Helme und Bristol Uniforms werden auf der Interschutz in Halle 14, Stand H20, ausstellen. Um mehr zu erfahren und auf dem Laufenden zu bleiben, besuchen Sie MSAsafety.com/Interschutz und folgen Sie MSA Safety in den sozialen Medien.

Informationen zu MSA Safety  

MSA Safety Incorporated (NYSE: MSA) ist der weltweit führende Anbieter von fortschrittlichen Sicherheitsprodukten, -technologien und -lösungen. Geleitet von seiner eindeutigen Mission, für Sicherheit zu sorgen, ist das Unternehmen seit 1914 Vorreiter bei Sicherheitsinnovationen. Es schützt Arbeitnehmer und Anlageninfrastrukturen weltweit in einer Vielzahl unterschiedlicher Endmärkte und schafft gleichzeitig nachhaltigen Wert für seine Aktionäre. MSA Safety, das im Jahr 2025 einen Umsatz von 1,9 Milliarden US-Dollar erzielte, hat seinen Hauptsitz in Cranberry Township, Pennsylvania, und beschäftigt an seinen mehr als 40 internationalen Standorten ein Team von über 5.300 Mitarbeitern. Weitere Informationen erhalten Sie unter www.MSASafety.com .

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MSA Safety Incorporated (MSA) Presents at 46th Annual William Blair Growth Stock Conference Transcript

, /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) and Singapore Airlines (SIA) have partnered to offer travelers around the globe single-ticket journeys to and from the United States, connecting to places where Southwest and Singapore Airlines fly. Southwest Executives shared the news of the interline partnership during the International Air Transport Association (IATA) Annual General Meeting in Brazil.

The SIA Group, which includes Singapore Airlines and Scoot, operates service to more than 130 destinations in 35 countries and territories, and flies between its global hub, Singapore Changi Airport and three airports in the United States served by Southwest—Los Angeles (LAX), Seattle/Tacoma (SEA), and San Francisco (SFO). In those shared gateway airports, international travelers can now seamlessly connect to nearly 120 airports in the Southwest network. Tickets are available through Singapore Airlines, travel agents, and travel websites.

"Singapore Airlines becomes the eighth carrier in our partnership portfolio exemplified by its quality and reach. These carriers are facilitating access to our network for a growing global audience drawn to our improved onboard product and increasingly choosing to fly with us," said Andrew Watterson, Southwest Airlines Chief Operating Officer. "Journeys that pair Southwest and Singapore Airlines not only connect new geographies but also create consistent high-quality Customer experiences."

With assigned seating, optional Extra Legroom1 and enhanced boarding all introduced earlier this year, Southwest continues to invest purposefully in onboard experiences with feedback-driven enhancements toward greater comfort and more choice. These thoughtful improvements aim to showcase Hospitality for which the People of Southwest Airlines are world famous.

Southwest Airlines has initiated service at five airports in 2026 including St. Thomas, in the U.S. Virgin Islands, Sint Maarten, Santa Rosa/Sonoma County, Calif., Knoxville, Tenn., and Anchorage.

Including Singapore Airlines, Southwest now has eight active partnerships with overseas carriers connecting travel between its network and places across the globe in Asia, Europe, the Middle East, and Africa.

ABOUT SOUTHWEST AIRLINES

Southwest Airlines Co. operates one of the world's most admired and awarded airlines, offering its one-of-a-kind value and Hospitality at 122 airports across 12 countries. Southwest took flight in 1971 to democratize the sky through friendly, reliable, and low-cost air travel and now carries more air travelers flying nonstop within the United States than any other airline2. By empowering its more than 73,000 People3 to deliver unparalleled Hospitality, the maverick airline cherishes a passionate loyalty among more than 134 million Customers carried in 2025. Southwest leverages a unique legacy and mission to serve communities around the world including harnessing the power of its People and Purpose to put communities at the Heart of its success. Learn more by visiting Southwest.com/citizenship.

Customers in Extra Legroom seats will be offered a premium snack (on flights traveling 301 miles or more) and complimentary premium drinks (on flights traveling 251 miles or more). Service may be modified or limited at Southwest's discretion. Must be 21 or older to consume alcoholic beverages. Alcohol served onboard must be consumed onboard the aircraft.Based on U.S. Dept. of Transportation quarterly Airline Origin & Destination Survey as of Q4 2025Fulltime-equivalent active Employees as of March 31, 2026ABOUT SINGAPORE AIRLINES
The history of Singapore Airlines (SIA) Group dates to 1947 with the maiden flight of Malayan Airways. The airline was later renamed Malaysian Airways and then Malaysia-Singapore Airlines (MSA). In 1972, MSA split into Singapore Airlines and Malaysian Airline System. Initially operating a modest fleet of 10 aircraft to 22 destinations in 18 countries, SIA has since grown to be a world-class international airline group that is committed to the constant enhancement of the three main pillars of its brand promise: Service Excellence, Product Leadership, and Network Connectivity. Singapore Airlines is the world's most awarded airline. For more information, please visit www.singaporeair.com.

View original content:https://www.prnewswire.com/news-releases/southwest-airlines-begins-interline-partnership-with-singapore-airlines-302794303.html

SOURCE Southwest Airlines Co.

Key Takeaways Micron Technology is gaining from AI-driven memory demand and rising HBM adoption in data centers.Seagate Technology sees AI-led storage demand driving growth as Mozaic HAMR products expand cloud adoption.Five Below is boosting traffic through digital marketing and value-focused merchandise momentum. U.S. stock markets closed at record highs in April supported by a solid first-quarter 2026 earnings season, continuation of artificial intelligence (AI) trade and expectations for a near-term solution to the Middle East geopolitical conflicts.

The broad market S&P 500 Index and the tech-heavy Nasdaq Composite surged 10.4% and 15.3%, respectively, in April, recording their best monthly performance since 2020. Both indexes posted several closing and intra-day highs last month. The Dow advanced 7.1% last month, marking its strongest monthly performance since November 2024.

At this stage, we have identified five large-cap growth stocks that investors should purchase to strengthen their portfolios in May. Growth investors are primarily focused on stocks with aggressive earnings or revenue growth, which should propel prices higher in the future.

Five such stocks are: Micron Technology Inc. (MU - Free Report) , Ciena Corp. (CIEN - Free Report) , Seagate Technology Holdings plc (STX - Free Report) , Five Below Inc. (FIVE - Free Report) and Murphy USA Inc. (MUSA - Free Report) . Each of our picks sports a Zacks Rank #1 (Strong Buy) and has a Growth Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here.

The chart below shows the price performance of our five picks in the past month.

Image Source: Zacks Investment Research

Micron Technology Inc.Micron Technology is benefiting from the rapidly expanding AI-driven memory and storage markets. The positive impacts of inventory improvement across multiple end markets are driving top-line growth. 

MU has become a leader in the AI infrastructure boom due to strong demand for its high-bandwidth memory (HBM) solutions. Record sales in the data center end market and accelerating HBM adoption have been driving MU’s Dynamic Access Random Memory (DRAM) revenues higher.

The growing adoption of AI servers is reshaping the DRAM market as these systems require significantly more memory than traditional servers. This is boosting demand for both high-capacity DIMMs (Dual In-line Memory Module) and low-power server DRAM. 

MU is capitalizing on this trend with its leadership in DRAM technology and a strong product roadmap that includes HBM4, slated for volume production in 2026. MU’s investments in next-generation DRAM and 3D NAND ensure that it remains competitive in delivering the performance needed for modern computing.

Micron Technology has an expected revenue and earnings growth rate of more than 100% each, respectively, for the current year (ending August 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 0.02% over the last 30 days. 

Ciena Corp.Ciena has been benefiting from accelerating AI-led demand from cloud and service provider customers. Powered by strong cloud and service provider momentum, CIEN has gained 2 points of optical market share year to date and expects further gains in 2026.

CIEN continues to capitalize on WAN connectivity needs across subsea, long-haul, metro networks and DCI. Better pricing, Hyper-Rail innovation and cost optimization are expected to boost gross margins, ahead. For fiscal 2026, adjusted gross margin is projected at 43.5-44.5%. 

With the first half exceeding expectations and supply challenges being managed, CIEN now expects first- and second-half gross margins to be roughly similar. It is managing supply conditions effectively and expanding capacity, but demand is expected to exceed supply for the next several quarters. For the second quarter, CIEN expects revenues of $1.5 billion (+/-$50 million).

Ciena has an expected revenue and earnings growth rate of 27.9% and more than 100%, respectively, for the current year (ending October 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 0.2% in the last seven days.

Seagate Technology Holdings plcSeagate Technology has been benefiting from AI-led storage demand, a robust technology roadmap anchored in Mozaic and HAMR and disciplined execution focused on converting demand into profitable growth and long-term value creation. Cloud drives most data center revenues, with STX’s Mozaic shipments reaching 75% of top cloud customers, and full qualification expected in the ongoing quarter.

STX highlighted that the company is entering a “new era of structural growth” driven by strong AI-led demand, rising adoption of Mozaic products and disciplined execution focused on expanding margins, cash flow and long-term value.

HDDs remain significantly more cost-effective for bulk storage—especially critical in hyperscale data centers supporting AI infrastructure. Seagate is well-positioned to capture this expanding opportunity through a technology strategy focused on increasing areal density rather than unit volumes, enabling a more capital- and manufacturing-efficient path to scale while improving cost and power efficiency per terabyte. 

This supports STX’s target of mid-20% exabyte growth. Its Mozaic 4+ platform, a second-generation HAMR product, delivers up to 44TB per drive — more than 30% higher capacity than earlier versions — achieved with minimal changes to materials, while integrating advanced laser and photonics technology for precision manufacturing at scale. Following initial shipments in March, Mozaic 4 is expected to dominate HAMR exabyte shipments by the end of 2026.

STX’s strategic business transformation and robust product pipeline position it for long-term success. In the March quarter, data center revenue accounted for 80% of total revenues, at $2.5 billion, representing a 12% sequential increase and 55% year-over-year growth. The uptick is driven by continued strong demand from global cloud customers and sequential improvement across enterprise OEM markets.

Seagate Technology has an expected revenue and earnings growth rate of 30.6% and 83.8%, respectively, for the current year (ending June 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 11.6% in the last seven days.

Five Below Inc.Five Below is demonstrating clear momentum, underpinned by strong holiday performance and accelerating demand for its trend-right, value-driven assortment. FIVE’s focus on merchandising relevance, customer engagement, and experiential retail is translating into broad-based strength. 

The brand continues to resonate with its core teen and pre-teen customers while expanding appeal to a wider value-conscious customer, reinforcing traffic and basket growth. FIVE’s pivotal shift in marketing spend toward digital and social media channels has successfully accelerated store traffic. 

Five Below has an expected revenue and earnings growth rate of 11.3% and 19.2%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 14.6% over the last 60 days.

Murphy USA Inc.Murphy USA’s high-volume, low-cost business model drives strong profitability in a competitive retail fuel market, with ownership of over 90% of its stations keeping operating expenses low and proximity to Walmart supercenters supporting above-average fuel sales. 

MUSA’s sourcing infrastructure allows access to lower-cost fuel, enabling competitive pricing while maintaining margins. Store-level earnings demonstrate a structural cost advantage, supporting volume and market share growth. 

Leadership in nicotine products, expanding market share in cigarettes and pouches, and promotional programs further strengthen traffic and profits. MUSA’s aggressive store expansion, larger modernized formats, and diversified merchandise offerings drive long-term growth.

Murphy USA has an expected revenue and earnings growth rate of 10.6% and 24.8%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 1.4% over the last seven days.

EL DORADO, Ark.--(BUSINESS WIRE)--The Board of Directors of Murphy USA Inc. (NYSE: MUSA) today declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.64 per share, or $2.56 per share on an annualized basis. This represents an increase of 28% from the Q2 2025 dividend and is 1.6% above the Q1 2026 dividend. The dividend is payable on June 1, 2026, to stockholders of record as of May 18, 2026. About Murphy USA Murphy USA (NYSE: MUSA) is a leading retailer of gasoline and.

EL DORADO, Ark.--(BUSINESS WIRE)--Murphy USA Inc. (“Murphy USA”) (NYSE: MUSA) announced today that it has priced its previously announced private offering of $500 million aggregate principal amount of senior notes due 2034 (the “Notes”) by its wholly owned subsidiary, Murphy Oil USA, Inc. (the “Issuer”). The Notes will be guaranteed on a senior unsecured basis by Murphy USA and by certain of Murphy USA's domestic subsidiaries. The Notes will be issued at an issue price of 100.000%. The offering.

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.

By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.

However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.

Our proprietary system currently recommends Murphy USA (MUSA - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.

Research shows that stocks carrying the best growth features consistently beat the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.

While there are numerous reasons why the stock of this gasoline station operator is a great growth pick right now, we have highlighted three of the most important factors below:

Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for Murphy USA is 11.9%, investors should actually focus on the projected growth. The company's EPS is expected to grow 31.9% this year, crushing the industry average, which calls for EPS growth of 22.1%.

Impressive Asset Utilization RatioGrowth investors often overlook asset utilization ratio, also known as sales-to-total-assets (S/TA) ratio, but it is an important feature of a real growth stock. This metric exhibits how efficiently a firm is utilizing its assets to generate sales.

Right now, Murphy USA has an S/TA ratio of 4.17, which means that the company gets $4.17 in sales for each dollar in assets. Comparing this to the industry average of 3.09, it can be said that the company is more efficient.

While the level of efficiency in generating sales matters a lot, so does the sales growth of a company. And Murphy USA looks attractive from a sales growth perspective as well. The company's sales are expected to grow 13.6% this year versus the industry average of 11.1%.

Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

There have been upward revisions in current-year earnings estimates for Murphy USA. The Zacks Consensus Estimate for the current year has surged 24.6% over the past month.

Bottom LineMurphy USA has not only earned a Growth Score of A based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #1 because of the positive earnings estimate revisions.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination indicates that Murphy USA is a potential outperformer and a solid choice for growth investors.

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:

Murphy USA Inc. (MUSA - Free Report) : This retail fuel and convenience merchandise company has seen the Zacks Consensus Estimate for its current year earnings increasing 21.9% over the last 60 days.

StoneX Group Inc. (SNEX - Free Report) : This financial market infrastructure company has seen the Zacks Consensus Estimate for its current year earnings increasing 13.9% over the last 60 days.

Green Plains Inc. (GPRE - Free Report) : This low-carbon fuels company has seen the Zacks Consensus Estimate for its current year earnings increasing 337.5% over the last 60 days.

Flywire Corporation (FLYW - Free Report) : This fintech company has seen the Zacks Consensus Estimate for its current year earnings increasing 17.7% over the last 60 days.

EOG Resources, Inc. (EOG - Free Report) : This oil and gas company has seen the Zacks Consensus Estimate for its current year earnings increasing 41.5% over the last 60 days.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Stocks hitting their 52-week high and delivering consistent performances offer attractive opportunities to investors while building a portfolio. This is because stocks near that level are perceived to be winners. However, stocks touching a new 52-week high are often predisposed to profit-taking, resulting in pullbacks and trend reversals.

Given the high price, investors often wonder if the stock is overpriced. While the speculations are not absolutely baseless, all stocks hitting a 52-week high are not necessarily overpriced.

Investors might lose out on top gainers in an attempt to avoid the steep prices.

 Stocks such as Murphy USA (MUSA - Free Report) , DaVita (DVA - Free Report) , Microchip Technology (MCHP - Free Report) and Cenovus Energy (CVE - Free Report) are expected to maintain their momentum and keep scaling new highs. Extensive information on a stock is necessary to understand whether or not there is scope for upside.

Here, we discuss a strategy to find the right stocks. The strategy borrows from the basics of momentum investing. This technique bets on “buy high, sell higher.”

We ran a screen to zero in on 52-week high stocks (trading near the high level) that hold tremendous upside potential. The screen includes parameters to shortlist stocks with strong earnings growth expectations, sturdy value metrics and price momentum.

Moreover, the screen filters stocks that are relatively undervalued compared to their peers in terms of earnings as well as sales, ensuring the continuation of their rally for some time.

Current Price/52 Week High >= .11: This is the ratio between the current price and the highest price at which the stock has traded in the past 52 weeks. A value greater than 0.11 implies that the stock is trading within 20% of its 52-week high range.

% Change Price – 4 Weeks > 0: It ensures that the stock price has moved north over the past four weeks.

% Change Price – 12 Weeks > 0: This metric guarantees a continued upward price momentum for the stock over the past three months as well.

Price/Sales <= XIndMed: The lower, the better.

P/E using F(1) Estimate <= XIndMed: This metric measures the amount an investor puts into a company to obtain one dollar of earnings. It narrows down the list of stocks to those that are undervalued compared to the industry.

1-Year EPS Growth F(1)/F(0) >= XIndMed: This helps choose stocks that have higher growth rates than the industry. This is a meaningful indicator, as decent earnings growth adds to investor optimism.

Zacks Rank =1: No screening is complete without the Zacks Rank, which has proved its worth since its inception. It is a fundamental truth that stocks with a Zacks Rank #1 have always managed to brave adversities and beat the market average. You can see the complete list of today’s Zacks #1 Rank stocks here.

Current Price >= 8: This parameter will help screen stocks that are trading at $8 or higher.

Volume – 20 days (shares) >= 100000: The inclusion of this metric ensures that there is a substantial volume of shares, so trading is easier.

Here are our four picks out of the 29 stocks, each carrying a Zacks Rank #1, that made it through the screen:

Murphy USA presents a near-term fundamental case. First-quarter 2026 results showed net income of $136.3 million ($7.28 per diluted share) compared with $53.2 million in the year-ago quarter. Total fuel contribution jumped to 35.0 cpg from 25.4 cpg due to market volatility and fuel supply strength. Merchandise contribution grew 7.3% to $210.2 million on unit margins of 20.0%. April all-in margins are tracking 35–40 cpg with volumes roughly flat year-over-year. Full-year 2026 guidance targets merchandise contribution of $890–$900 million and Adjusted EBITDA of approximately $1 billion. With 28 stores under construction and 45–55 new openings planned, organic growth supports earnings expansion. In May 2026, the board raised the quarterly dividend to 64 cents per share; a $2 billion repurchase authorization reinforces shareholder returns.

The Zacks Consensus Estimate for the company’s 2026 earnings has moved 26.5% north to $31.48 per share in the past 60 days. MUSA surpassed the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 16.56%.

DaVita enters the near term with strengthened fundamentals following first-quarter 2026 results. Revenues reached $3.42 billion, up approximately 6% year over year, driven by improved treatment volumes, a 4% rise in revenue per treatment, and lower patient care costs. Adjusted operating income of $482 million came in $50 million ahead of plan. Management raised full-year adjusted operating income guidance to $2.15–$2.25 billion and adjusted EPS guidance to $14.10–$15.20. The Integrated Kidney Care segment recorded record aggregate CKCC program savings, reflecting a 4.5% gross savings rate improvement. Volume gains are further supported by patient transfers from competitor clinic closures. Deployment of AI-driven staffing tools and sustained labor efficiencies underpin the company's 2.6% five-year cost CAGR target, reinforcing near-term operational momentum.

The Zacks Consensus Estimate for the company’s 2026 earnings has moved 6.4% north to $15.07 per share in the past 60 days. DVA’s earnings surpassed the Zacks Consensus Estimate thrice in the trailing four quarters while missing the same once, the average surprise being 2.4%.

Microchip Technology's near-term fundamentals reflect a well-grounded recovery. Fourth-quarter fiscal 2026 net sales of $1.311 billion exceeded the guidance midpoint, rising 35.1% year over year and 10.6% sequentially. Non-GAAP EPS of 57 cents beat the guided 48–52 cents range. Distributor inventory fell to 26 days, near the low end of historical norms, enabling higher factory utilization and margin expansion ahead. For the first quarter of fiscal 2027, the company guided net sales of $1.442–$1.469 billion — up 11% sequentially — with non-GAAP EPS of 67–71 cents and non-GAAP gross margin of 62.25%–63.25%. April 2026 product launches, including post-quantum cryptography root of trust controllers and expanded CLB-based MCUs, deepen Microchip's addressable footprint in data center, defense, and industrial markets. A quarterly dividend of 45.5 cents per share underscores financial discipline.

The Zacks Consensus Estimate for the company’s 2026 earnings has moved 18% north to $3.02 per share in the past 60 days. MCHP surpassed the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 8.72%.

Cenovus Energy presents a near-term fundamental case grounded in production strength and robust cash generation. First-quarter 2026 upstream production reached a record 972,100 BOE/d, up 19% year over year, with free funds flow of $2.2 billion. Downstream operations delivered a 97% crude unit utilization rate and U.S. Refining adjusted market capture of 114%. The board raised the quarterly base dividend 10% to 22 cents per share beginning the second quarter of 2026, with $1.0 billion returned to shareholders in the first quarter. Key catalysts include West White Rose’s first oil targeted for the third quarter of 2026, Christina Lake North's 40-well redevelopment ramping through H2 2026, and Sunrise progressing toward 70,000 bbls/d by 2028. A $275 million commercial fuels divestiture supports progress toward the $4 billion long-term net debt target.

The Zacks Consensus Estimate for the company’s 2026 earnings has increased by 166.4% to $3.01 per share in the past 60 days. CVE’s earnings surpassed the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 50.8%.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Murphy USA (MUSA - Free Report) Murphy USA Inc. is a leading independent retailer of motor fuel and convenience merchandise in the United States. The El Dorado, AR-based company, in its current form, came into existence following the 2013 spin-off of Murphy Oil Corporation’s downstream business into a separate, independent and publicly-traded entity.

MUSA is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 17.24; value investors should take notice.

Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $6.60 to $31.48 per share. MUSA also boasts an average earnings surprise of +16.6%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, MUSA should be on investors' short list.

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, May 27th:

NetScout Systems (NTCT - Free Report) : This company, which is a leading provider of business assurance - a powerful combination of service assurance, cybersecurity, and business intelligence solutions - for today's most demanding service provider, enterprise and government networks, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.1% over the last 60 days.

NetScout Systems' shares gained 44.2% over the last three month compared with the S&P 500’s gain of 9.4%. The company possesses a Momentum Score of A.

Murphy USA (MUSA - Free Report) : This company, which is a leading independent retailer of motor fuel and convenience merchandise in the United States, has a Zacks Rank #1, and witnessed the Zacks Consensus Estimate for its current year earnings increasing 23.4% over the last 60 days.

Murphy USA’s shares gained 36.1% over the last three month compared with the S&P 500’s gain of 9.4%. The company possesses a Momentum Score of A.

Fox (FOXA - Free Report) : This company, which is a news, sports and entertainment content provider, has a Zacks Rank #1, and witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.6% over the last 60 days.

Fox’s shares gained 15.9% over the last three month compared with the S&P 500’s gain of 9.4%. The company possesses a Momentum Score of A.

See the full list of top ranked stocks here

Learn more about the Momentum score and how it is calculated here.

A month has gone by since the last earnings report for Murphy USA (MUSA - Free Report) . Shares have lost about 13% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Murphy USA due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.

MUSA Q1 Earnings Beat Estimates on Strong Fuel ContributionMotor fuel retailer Murphy USA posted first-quarter 2026 earnings of $7.28 per diluted share, up 176.8% from $2.63 a year ago and ahead of the Zacks Consensus Estimate of $5.37 by 35.6%. Total operating revenues rose 6.5% year over year to $4.8 billion and topped the consensus mark of $4.7 billion by 3.9%.

Results reflected a more favorable refined-products environment and solid execution, with total fuel contribution of 35 cents per gallon and total retail fuel volumes up 2.1% year over year.

Fuel Results Benefit From Pricing DynamicsTotal fuel contribution climbed 40.6% year over year to $403.9 million, supported by both higher margins and higher volumes. Retail fuel contribution increased 9.5% to $293 million as retail fuel margin expanded to 25.4 cents per gallon from 23.7 cents a year earlier.

Fuel supply, including RINs, also swung meaningfully positive, contributing 9.6 cents per gallon versus 1.7 cents per gallon in the year-ago quarter. Management attributed the fuel supply lift largely to market-driven pricing effects and the timing of inventory movements during the period.

Merchandise Mix Keeps Increasing ContributionMerchandise contribution increased 7.3% to $210.2 million, driven by higher sales volume and improved unit margins. Merchandise sales advanced 5% year over year to $1 billion, while average unit margin improved to 20% from 19.6%.

On a same-store basis, total merchandise contribution rose 4.9%. Nicotine remained the standout, with nicotine contribution on a same-store basis increasing to $20.2 thousand per store month from $18.5 thousand, while non-nicotine contribution was $19.7 thousand versus $19.9 thousand a year ago.

Management emphasized that customer behavior shifts tend to build as higher pump prices persist. In April, the company indicated volumes were running roughly flat to the prior year on an average per-store month basis, alongside expectations for all-in fuel margins between 35 cents and 40 cents per gallon for the month.

Loyalty metrics were a notable signal of traffic opportunity. Murphy Drive Rewards added about 600,000 members in a month, the highest monthly total since 2022, and management also cited year-over-year increases of 8.5% in active members and about 12% in total transactions, pointing to more frequent visits even as baskets may moderate.

Profitability gains were not limited to fuel and merchandise. Adjusted EBITDA rose to $277.9 million from $157.4 million in the prior-year quarter, reflecting a higher contribution against relatively steady operating cost intensity.

Below the operating line, interest expense increased to $29 million from $25.4 million, while the effective tax rate rose to about 22.6% from 14.1% a year ago. The higher rate reflected lower excess tax benefits tied to share-based compensation, partially offset by federal energy tax credits.

Balance SheetMurphy USA ended the quarter with $118.6 million of cash and cash equivalents and $2.1 billion of long-term debt, with a debt-to-capitalization of 76.4%. Operating cash flow increased to $320 million from $128.5 million a year ago, aided by working capital dynamics.

Capital returns remained active. During the quarter, the company repurchased about 169,000 shares for $70.9 million at an average price of $419.87 per share and paid a quarterly dividend of 63 cents per share. On the growth front, Murphy USA opened six new-to-industry stores and closed three QuickChek sites, ending March with 1,803 stores. It had 28 total sites under construction at quarter-end (including raze-and-rebuild projects) and reiterated that it is on pace to open 45 to 55 new stores in 2026. As of March 31, $221.4 million remained under the 2023 repurchase authorization, with an additional $2 billion authorization set to become effective once that program is completed. 

How Have Estimates Been Moving Since Then?It turns out, fresh estimates have trended upward during the past month.

The consensus estimate has shifted 16.83% due to these changes.

VGM ScoresAt this time, Murphy USA has a great Growth Score of A, though it is lagging a bit on the Momentum Score front with a B. Following the exact same course, the stock has a score of B on the value side, putting it in the top 40% for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Murphy USA has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, June 12:

Valero Energy Corporation (VLO - Free Report) : This energy company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 49.8% over the last 60 days.

Valero has a PEG ratio of 0.38 compared with 0.49 for the industry. The company possesses a Growth Score of B.

Murphy USA Inc. (MUSA - Free Report) : This retail fuel marketing company carriesa Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 26.7% over the last 60 days.

Murphy has a PEG ratio of 2.01 compared with 2.36 for the industry. The company possesses a Growth Score of A.

Marathon Petroleum Corporation (MPC - Free Report) : This integrated downstream energy company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 39.8% over the last 60 days.

Marathon Petroleum has a PEG ratio of 0.42 compared with 0.49 for the industry. The company possesses a Growth Score of B.

See the full list of top-ranked stocks here.

Learn more about the Growth score and how it is calculated here.