MSA

• Second quarter 2026 net sales were $503 million, a 6% GAAP increase and 3% organic increase year-over-year.
• GAAP net income was $86 million, or $2.23 per diluted share, up 40% year-over-year; adjusted earnings were $93 million, or $2.40 per diluted share, up 24%.
• Free cash flow was $83 million; $47 million returned to shareholders via share repurchases and dividends.
• Company announced acquisition of Autronica Fire and Security for ~$555 million, closed in July; full-year sales outlook includes low-double-digit total revenue growth.
• Annual dividend raised for 56th consecutive year.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• MSA Safety Incorporated elected Octavio Marquez to its Board of Directors on July 20, 2026.
• He has not yet been appointed to any Board committees.
• He will receive standard non-employee director compensation as described in the company's March 26, 2026 Proxy Statement.
• The election was announced via a press release dated July 21, 2026.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• MSA Safety Incorporated completed the acquisition of Autronica Fire and Security on July 9, 2026.
• Autronica, based in Trondheim, Norway, reported approximately $160 million in sales in 2025.
• The acquisition is expected to be accretive to MSA's adjusted earnings per share in the first full year of ownership.
• The deal was reported under Item 8.01 as an other event, with the press release attached as Exhibit 99.1.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• Lambert received 31,171,031 votes for and 2,282,844 withheld; Pearse received 28,915,222 for and 4,538,653 withheld; Vartanian received 31,172,477 for and 2,281,398 withheld, with 3,676,895 broker non-votes each.
• Shareholders ratified Ernst & Young LLP as the independent registered public accounting firm for fiscal year 2026, with 36,762,030 votes for, 321,029 against, and 47,711 abstentions.
• The advisory vote on executive compensation passed with 31,949,220 votes for, 1,465,054 against, 39,601 abstentions, and 3,676,895 broker non-votes.
• Directors with terms expiring in 2027 are Steven C. Blanco, Sandra L. Phillips, and Luca Savi; those expiring in 2028 are Robert A. Bruggeworth, Gregory B. Jordan, and William R. Sperry.

5.07 Submission of Matters to a Vote of Security Holders

• The purchase price is approximately $555 million in cash, funded through cash on hand and borrowings under MSA's existing credit facility.
• Autronica, founded in 1957 and based in Trondheim, Norway, designs and supplies fire and gas detection and alarm systems for critical infrastructure, energy, and maritime sectors, with about 500 employees globally.
• The transaction is expected to close in the third quarter of 2026, subject to regulatory approvals and other closing conditions, including Danish foreign direct investment confirmation and Norwegian National Security Act review.
• MSA expects the acquisition to be accretive to adjusted EPS in the first full year and to expand its total addressable market into a growing $3 billion+ market.

1.01 Entry into a Material Definitive Agreement · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• GAAP net income was $71 million, or $1.83 per diluted share; adjusted earnings were $77 million, or $1.99 per diluted share.
• The company returned $71 million to shareholders via $50 million in share repurchases and $21 million in dividends, and authorized a new $500 million share repurchase program.
• Management maintained its mid-single-digit 2026 organic sales growth outlook, citing a solid start and healthy order book.
• Net debt at quarter-end was $433 million, with a net leverage ratio of 0.9x and liquidity of $1.2 billion.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The new program replaces the previous $200 million repurchase program authorized in 2024.
• The board did not set a termination date for the new program.
• The company is not obligated to repurchase any specific number of shares and may modify, suspend, or discontinue the program at any time.
• The announcement was made via a press release dated February 26, 2026, and filed as Exhibit 99.1.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• Full-year 2025 net sales were $1.9 billion, a 4% GAAP increase and 1% organic increase year-over-year.
• Q4 2025 GAAP diluted EPS was $2.21; adjusted diluted EPS was $2.38.
• Full-year 2025 GAAP diluted EPS was $7.09; adjusted diluted EPS was $7.93.
• Company expects mid-single digit full-year organic sales growth in 2026.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits