APi Group Corporation (APG) Presents at UBS Global Industrials and Transportation Conference Transcript
APi Group is rated a strong buy, leveraging regulatory-driven recurring revenue and emerging AI/data center infrastructure demand for robust, defensible growth. APG's valuation implies ~27% upside, with a probability-weighted intrinsic value of $44/share, not fully reflecting AI and data center expansion potential. The company's moat is built on mandatory safety inspections, high-margin service contracts, and efficient acquisition integration, driving margin expansion and predictable cash flow.
APi Group Corporation ( APG ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Adam Fee - Vice President of Investor Relations Russell Becker - CEO, President & Director Glenn Jackola - Executive VP & CFO Conference Call Participants Andrew Kaplowitz - Citigroup Inc., Research Division Kathryn Thompson - Thompson Research Group, LLC Andrew J. Wittmann - Robert W.
While the top- and bottom-line numbers for APi (APG) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
APi (APG) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.34 per share a year ago.
APi (APG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors need to pay close attention to APG based on the movements in the options market lately.
NOC lands a $97.5 million deal for the F-35 combat aircraft's APG-85 radar. The company has decade-long expertise in advanced airborne radar systems.
APi Group is evolving into a platform with a defensible, recurring revenue mix, driven by regulation-based Safety Services and growing Specialty Services exposure. APG's Q2 2025 results showed strong organic growth, margin resilience, and raised full-year guidance, highlighting robust execution and expanding backlog. Despite superior margins and recurring revenue, the company trades at a discount to peers; DCF analysis suggests intrinsic value in the low $40s, supporting a Buy rating.
APi Group Corporation (NYSE:APG ) Jefferies Industrials Conference 2025 September 3, 2025 8:10 AM EDT Company Participants Russell Becker - CEO, President & Director Glenn Jackola - Executive VP & CFO Conference Call Participants Stephanie Benjamin Moore - Jefferies LLC, Research Division Presentation Stephanie Benjamin Moore Equity Analyst Good morning, everybody. Thank you all for joining.
APi (APG) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Here is how APi (APG) and Information Services Group (III) have performed compared to their sector so far this year.