APi Group Corporation

NYSE:APG Rapport sur les actions

Capitalisation boursière : US$18.0b

APi Group Gestion

Gestion contrôle des critères 3/4

Le PDG APi Group est Russ Becker, nommé en Jan2002, a un mandat de 24.33 ans. La rémunération annuelle totale est $ 10.45M, composée du salaire de 13.6% et des bonus 86.4%, y compris les actions et options de la société. détient directement 1.23% des actions de la société, d'une valeur de $ 221.65M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.8 ans et 6.6 ans.

Informations clés

Russ Becker

Directeur général

US$10.5m

Rémunération totale

Pourcentage du salaire du PDG13.64%
Durée du mandat du directeur général24.3yrs
Propriété du PDG1.2%
Durée moyenne d'occupation des postes de direction3.8yrs
Durée moyenne du mandat des membres du conseil d'administration6.6yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Apr 29

APG: Recurring Services And Data Centers Will Support Measured Future Upside

APi Group's updated analyst price target has moved to $52.00. This reflects modest adjustments to the discount rate and other model assumptions as analysts respond to recent Q4 results, conservative guidance, and increased confidence in the company's recurring Facility Services and data center exposure.
Seeking Alpha Apr 20

APi Group: A Safety Player At Work

Summary APi Group continues its strong momentum, driven by double-digit organic growth and a new European acquisition, Wtech Fire Group. APi Group targets $10 billion in revenue and 16% EBITDA margins by 2028, with recent guidance and bolt-on M&A supporting this trajectory. Despite robust performance and manageable leverage, shares now trade at mid-twenties earnings multiples, reflecting heightened expectations and all-time highs. I remain upbeat on APi's execution and growth, but current valuation tempers my enthusiasm for immediate entry. Read the full article on Seeking Alpha
Mise à jour du récit Apr 11

APG: Recurring Facility Services And Data Centers Will Drive Future Upside

Analysts have nudged the fair value estimate for APi Group to $52.00. This reflects a series of higher Street price targets in the $50 to $54 range, supported by solid recent results, conservative guidance, and growing interest in its recurring Facility Services and Data Center exposure.
Mise à jour du récit Mar 28

APG: Recurring Facility Services And Data Centers Will Support Future Upside

Analysts have lifted the average price target for APi Group to $52, supported by recent research that highlights solid Q4 results, conservative but constructive guidance, growing exposure to data center construction, and the company's role as an M&A compounder within facility and business services. Analyst Commentary Recent research paints a mostly constructive picture, with several bullish analysts lifting price targets into the low to mid US$50s after Q4 results and updated guidance.
Mise à jour du récit Mar 13

APG: Recurring Facility Services And Data Centers Will Drive Future Upside

The analyst price target for APi Group has moved from $51.36 to $52.00 as analysts factor in recent Q4 results, conservative but solid guidance, recurring Facility Services exposure, data center growth potential, and the company's role as an active M&A compounder. Analyst Commentary Recent research updates cluster around a consistent theme of constructive sentiment on APi Group, with several firms lifting price targets after Q4 results and updated guidance.
Mise à jour du récit Feb 27

APG: Recurring Facility Services And Data Center Exposure Will Shape Future Upside

Analysts have lifted their average price target on APi Group to $51.36 from $44.90, reflecting updated models after recent Q4 results, conservative guidance, and growing focus on recurring facility services exposure and data center related opportunities. Analyst Commentary Recent research highlights a cluster of upward price target revisions on APi Group, with analysts updating their models after Q4 results and company guidance.
Mise à jour du récit Feb 04

APG: Updated 2025 Outlook And P/E Assumptions Will Shape Future Upside

Analysts have lifted their price targets on APi Group by about $4 to $9, pointing to updated assumptions around revenue growth, margins, discount rates and future P/E that keep their fair value view broadly in line with prior estimates. Analyst Commentary Recent research updates on APi Group focus on how the company might execute against its revenue and margin assumptions, and what that could mean for valuation over time.
Mise à jour du récit Jan 20

APG: Raised 2025 Guidance And Q4 Outlook Revisions Will Shape Upside Potential

Analysts lifted their APi Group price target to about US$44.90 from roughly US$43.40, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E, in line with recent Street target increases such as the move to US$49 cited in Q4 outlook research. Analyst Commentary Recent target moves toward US$49 suggest that bullish analysts see room for APi Group's shares to better align with their updated assumptions on fair value, while still acknowledging execution and market risks.
Mise à jour du récit Jan 05

APG: Raised 2025 Revenue Guidance And Margin Outlook Will Support Upside

Analysts have slightly raised their price target for APi Group, with fair value moving from US$42.90 to US$43.40. This reflects updated assumptions on revenue growth, profit margins and future P/E expectations.
Mise à jour du récit Dec 13

APG: Long Term Margin Upside And Softer Revenues Will Keep Shares Rangebound

Analysts have nudged their price target on APi Group slightly higher to approximately $42.90 per share from about $42.30. This reflects updated assumptions of modestly higher future valuation multiples and significantly improved long term profitability, despite more conservative revenue growth expectations.
Article d’analyse Dec 10

APi Group Corporation (NYSE:APG) Shares Could Be 34% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for APi Group is US$57.56 based on 2 Stage Free Cash Flow to Equity Current share...
Mise à jour du récit Nov 29

APG: Revenue Outlook And Margin Trends Will Keep Shares Rangebound

Analysts have slightly lowered their price target for APi Group, trimming it to $42.30 as modest changes in profit margin and future P/E expectations are influencing previous valuation assumptions. What's in the News APi Group Corporation has raised its full-year 2025 earnings guidance, now expecting net revenues between $7,825 million and $7,925 million, up from the previous range of $7,650 million to $7,850 million (Key Developments).
Article d’analyse Nov 25

APi Group Corporation's (NYSE:APG) Popularity With Investors Is Under Threat From Overpricing

When close to half the companies in the Construction industry in the United States have price-to-sales ratios (or...
Mise à jour du récit Nov 15

APG: Revenue Guidance Increase Will Drive Share Performance Ahead

Analysts have raised their price target for APi Group from $41.50 to $42.30, citing subtle improvements in revenue growth expectations as a key factor in their updated outlook. What's in the News APi Group Corporation has revised its full-year 2025 earnings guidance, now expecting net revenues between $7,825 and $7,925 million.
Article d’analyse Nov 07

Statutory Profit Doesn't Reflect How Good APi Group's (NYSE:APG) Earnings Are

Even though APi Group Corporation's ( NYSE:APG ) recent earnings release was robust, the market didn't seem to notice...
Mise à jour du récit Nov 01

APG: Rising Net Margins And Revenue Guidance Will Support Outperformance In 2025

APi Group Price Target Sees Modest Uptick as Analysts Refine Outlook Analysts have slightly raised their price target for APi Group from $41.00 to $41.50. This change reflects improved profit margin forecasts and a lower expected future price-to-earnings ratio.
Mise à jour du récit Sep 04

Infrastructure Modernization And Recurring Contracts Will Secure Resilient Future

Analysts maintained a cautious yet optimistic outlook for APi Group, citing sector multiple expansion, a recent stock split, and steady operating improvements, resulting in an unchanged consensus price target of $41.00. Analyst Commentary Bullish analysts increased price targets due to the adjustment for APi Group’s recent 3-2 stock split.
Article d’analyse Sep 01

What Is APi Group Corporation's (NYSE:APG) Share Price Doing?

APi Group Corporation ( NYSE:APG ) saw a double-digit share price rise of over 10% in the past couple of months on the...
Article d’analyse Jul 30

Risks To Shareholder Returns Are Elevated At These Prices For APi Group Corporation (NYSE:APG)

APi Group Corporation's ( NYSE:APG ) price-to-sales (or "P/S") ratio of 2x may not look like an appealing investment...
Article d’analyse Jul 15

APi Group (NYSE:APG) Is Experiencing Growth In Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Article d’analyse Jun 27

An Intrinsic Calculation For APi Group Corporation (NYSE:APG) Suggests It's 21% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, APi Group fair value estimate is US$63.87 Current share price...
Article d’analyse May 28

Here's Why APi Group (NYSE:APG) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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Nouveau récit May 13

Inspection, Monitoring And Elevator Services Will Secure Future Stability

APi Group's shift towards higher margin services like inspection and monitoring should enhance revenue stability and net margins.
Seeking Alpha Mar 04

APi Group: Rating Downgrade As I Am Not Confident On FY 2025 Performance

Summary I am downgrading APi Group to hold due to uncertain near-term performance, weak organic growth, and macro uncertainties impacting FY25 outlook. Despite solid 4Q24 adj EBITDA growth and a healthy backlog, APG's organic growth remains weak, particularly in the Specialty Services segment. APG's transition to high-margin ISM revenue is positive, but near-term organic growth concerns and potential macro risks could pressure the stock. APG's premium valuation at 13x NTM EBITDA could lead to a derating if 1H25 organic growth underperforms, risking a sell-off. Read the full article on Seeking Alpha
Seeking Alpha Dec 18

APi Group: Expecting Growth To Accelerate And Adj EBITDA Margin To Expand

Summary I reiterate a buy rating for APG due to strong market share potential, growth acceleration, and adj EBITDA margin expansion prospects for FY25 and beyond. APG's solid demand trend is evidenced by a $3.5 billion backlog, robust end markets, and a promising M&A pipeline, ensuring high-single-digit growth. Despite FY24 revenue guidance revision, project delays are temporary, setting up FY25 for stronger growth with positive proposal activity trends. Read the full article on Seeking Alpha
Seeking Alpha Oct 15

APi Price And Earnings Diverge, Setting Up Strong Buy Rating

Summary APi Group Corporation's earnings are set to grow in Q3 and Q4 2024, despite a recent decline in share price, presenting a Strong Buy opportunity. The company's 13/60/80 framework aims to boost adjusted EBITDA margins, recurring revenue, and free cash flow conversion. APi's aggressive acquisition strategy, including the recent purchase of Elevated Facility Services Group, supports its growth and expansion goals. With a one-year price target of $45.75, I anticipate a 35% increase in share price, driven by earnings growth and strategic initiatives. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Russ Becker a-t-elle évolué par rapport aux bénéfices de APi Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$268m

Dec 31 2025US$10mUS$1m

-US$288m

Sep 30 2025n/an/a

US$156m

Jun 30 2025n/an/a

US$134m

Mar 31 2025n/an/a

US$134m

Dec 31 2024US$9mUS$1m

-US$224m

Sep 30 2024n/an/a

-US$432m

Jun 30 2024n/an/a

-US$459m

Mar 31 2024n/an/a

-US$500m

Dec 31 2023US$10mUS$1m

-US$161m

Sep 30 2023n/an/a

US$84m

Jun 30 2023n/an/a

US$62m

Mar 31 2023n/an/a

US$49m

Dec 31 2022US$9mUS$1m

US$23m

Sep 30 2022n/an/a

-US$151m

Jun 30 2022n/an/a

-US$147m

Mar 31 2022n/an/a

-US$143m

Dec 31 2021US$8mUS$1m

-US$137m

Sep 30 2021n/an/a

-US$216m

Jun 30 2021n/an/a

-US$210m

Mar 31 2021n/an/a

-US$195m

Dec 31 2020US$2mUS$440k

-US$375m

Sep 30 2020n/an/a

-US$284m

Jun 30 2020n/an/a

-US$295m

Mar 31 2020n/an/a

-US$276m

Dec 31 2019US$12mUS$1m

-US$67m

Rémunération vs marché: La rémunération totale de Russ ($USD 10.45M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.79M ).

Rémunération et revenus: La rémunération de Russ a augmenté alors que l'entreprise n'est pas rentable.


PDG

Russ Becker (59 yo)

24.3yrs
Titularisation
US$10,450,517
Compensation

Mr. Russell A. Becker, also known as Russ, serves as the Chief Executive Officer and President of APi Electric Company. Mr. Becker has been the Chief Executive Officer and Director of APi Group Corporation...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Russell Becker
CEO, President & Director24.3yrsUS$10.45m1.23%
$ 221.7m
Glenn Jackola
Executive VP & CFO1.4yrsUS$3.64m0.0042%
$ 748.5k
Louis Lambert
Senior VP3.8yrsUS$2.30m0.0061%
$ 1.1m
Kristina Morton
Senior VP & Chief People Officer4.3yrsUS$2.13m0.026%
$ 4.7m
Andrew White
Executive Vice President of Operationsless than a yearpas de donnéespas de données
James Arseniadis
VP, Controller & Chief Accounting Officerno datapas de données0.0047%
$ 840.4k
Adam Walters
Senior Director of Investor Relationsno datapas de donnéespas de données
Fred Leggett
Vice President of Corporate Developmentno datapas de donnéespas de données
Paul Grunau
Chief Learning Officer5.3yrsUS$1.24mpas de données
Craig Fellman
Senior VP & Specialty Services Segment Leader4.3yrspas de donnéespas de données
Don Brown
Senior VP & North America Safety Services Segment Leaderno datapas de donnéespas de données
Bill Ball
President of MMC & HVAC Division Leader3.2yrspas de donnéespas de données
3.8yrs
Durée moyenne de l'emploi
50yo
Âge moyen

Gestion expérimentée: L'équipe de direction de APG est considérée comme expérimentée (ancienneté moyenne 3.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Russell Becker
CEO, President & Director6.6yrsUS$10.45m1.23%
$ 221.7m
Martin Franklin
Co-Chairman8.7yrspas de données6.45%
$ 1.2b
James Lillie
Independent Co-Chairman8.7yrsUS$230.04k2.43%
$ 437.6m
Thomas Milroy
Lead Independent Director8.7yrsUS$250.04k0.018%
$ 3.3m
Anthony Malkin
Independent Director6.6yrsUS$240.01k0.073%
$ 13.1m
Ian Ashken
Independent Director6.6yrsUS$265.04k2.27%
$ 409.9m
Carrie Wheeler
Independent Director6.6yrsUS$240.01k0.013%
$ 2.4m
Cyrus Walker
Independent Director6.6yrsUS$260.04k0.012%
$ 2.2m
Paula Loop
Independent Director4.2yrsUS$250.04k0.0049%
$ 876.5k
6.6yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de APG sont considérés comme expérimentés (ancienneté moyenne 6.6 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 12:35
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

APi Group Corporation est couverte par 11 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Andrew WittmannBaird
Julian MitchellBarclays
Curtis NagleBofA Global Research