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.
| Construction & Engineering Industry | Industrials Sector | Russell A. Becker CEO | XSTU Exchange | US00187Y1001 ISIN |
| US Country | 29,000 Employees | - Last Dividend | 1 Jul 2025 Last Split | 29 Apr 2020 IPO Date |
APi Group Corporation is a multinational company that offers a broad range of safety and specialty services across the globe. With operations spanning through its two primary segments, Safety Services and Specialty Services, the company is dedicated to providing comprehensive solutions tailored to its clients' needs. Initially founded in 1926 and originally operating under the name J2 Acquisition Limited, it underwent a rebranding to APi Group Corporation in October 2019. Today, headquartered in New Brighton, Minnesota, APi Group has firmly established itself as a leader in its field, serving a wide array of markets including commercial, industrial, education, healthcare, telecommunications, utilities, government, and infrastructure, among others.
The diverse offerings of APi Group Corporation are designed to cater to a wide range of customer needs in the public and private sectors, categorized into two main segments: