APi Group Corporation

NYSE:APG 株式レポート

時価総額:US$18.2b

APi Group マネジメント

マネジメント 基準チェック /34

APi Groupの CEO はRuss Beckerで、 Jan2002年に任命され、 の在任期間は 24.5年です。 の年間総報酬は$ 10.45Mで、 13.6%給与と86.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.23%を直接所有しており、その価値は$ 223.52M 。経営陣と取締役会の平均在任期間はそれぞれ2.8年と6.8年です。

主要情報

Russ Becker

最高経営責任者

US$10.5m

報酬総額

CEO給与比率13.64%
CEO在任期間24.5yrs
CEOの所有権1.2%
経営陣の平均在職期間2.8yrs
取締役会の平均在任期間6.8yrs

経営陣の近況

Recent updates

Seeking Alpha Jun 24

APi Group: Safety Player Continuing To Execute

Summary APi Group demonstrates strong growth momentum through double-digit organic growth and strategic M&A, notably acquiring Wtech Fire Group and Onyx-Fire Protection Service. APi Group raised full-year sales guidance twice post-acquisitions, now targeting $8.575–$8.775 billion revenue and $1.165–$1.225 billion adjusted EBITDA. Valuation has become more attractive, with shares down from April highs and forward P/E multiples compressing to around 20x on improved earnings outlook. I find APi Group compelling for initiation, supported by robust brands, a proven M&A track record, and realistic prospects of surpassing $10 billion in sales by 2028. Read the full article on Seeking Alpha
ナラティブの更新 Jun 14

APG: Safety Services Acquisitions And Higher Margins Will Support Future Upside

APi Group's analyst price target has been raised by incremental $1 to $2 moves across several firms, reflecting updated views on its projected growth, profitability, and price-to-earnings (P/E) assumptions. Analyst Commentary Bullish and cautious views around the latest price target moves on APi Group are fairly nuanced, and most of the Street research points in the same direction rather than splitting cleanly into opposing camps.
ナラティブの更新 May 30

APG: Recurring Services And Higher Margins Will Support Measured Future Upside

APi Group’s analyst price target moves from $52 to $53.20, with analysts pointing to updated assumptions around profit margins, discount rates, and future P/E multiples as key drivers of the change. Analyst Commentary Recent Street research on APi Group points to a cluster of modest price target increases, with several bullish analysts adjusting their models by US$1 to US$2.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
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新しいナラティブ 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

CEO報酬分析

APi Group の収益と比較して、Russ Becker の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Russの 総報酬 ($USD 10.45M ) は、 US市場 ($USD 14.46M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Russの報酬は増加しましたが、会社は利益を上げていません。


CEO

Russ Becker (60 yo)

24.5yrs
在職期間
US$10,450,517
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Russell Becker
CEO, President & Director24.5yrsUS$10.45m1.23%
$ 223.5m
Glenn Jackola
Executive VP & CFO1.6yrsUS$3.64m0.0042%
$ 754.8k
Louis Lambert
Senior VP4yrsUS$2.30m0.0061%
$ 1.1m
Kristina Morton
Senior VP & Chief People Officer4.4yrsUS$2.13m0.026%
$ 4.8m
Andrew White
Executive Vice President of Operationsless than a yearデータなしデータなし
James Arseniadis
VP, Controller & Chief Accounting Officerno dataデータなし0.0047%
$ 847.5k
Andrea Ciccolini
Chief Information Officerless than a yearデータなしデータなし
Adam Walters
Senior Director of Investor Relationsno dataデータなしデータなし
Fred Leggett
Vice President of Corporate Developmentless than a yearデータなしデータなし
Paul Grunau
Chief Learning Officer5.5yrsUS$1.24mデータなし
Craig Fellman
Senior VP & Specialty Services Segment Leader4.5yrsデータなしデータなし
Martin Downs
Senior VP of APi’s Infrastructure Businessless than a yearデータなしデータなし
2.8yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: APGの経営陣は 経験豊富 であると考えられます ( 2.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Russell Becker
CEO, President & Director6.8yrsUS$10.45m1.23%
$ 223.5m
Martin Franklin
Co-Chairman8.8yrsデータなし5.99%
$ 1.1b
James Lillie
Independent Co-Chairman8.8yrsUS$230.04k2.43%
$ 441.5m
Thomas Milroy
Lead Independent Director8.8yrsUS$250.04k0.019%
$ 3.4m
Anthony Malkin
Independent Director6.8yrsUS$240.01k0.073%
$ 13.2m
Ian Ashken
Independent Director6.8yrsUS$265.04k2.27%
$ 412.9m
Carrie Wheeler
Independent Director6.8yrsUS$240.01k0.015%
$ 2.7m
Cyrus Walker
Independent Director6.8yrsUS$260.04k0.013%
$ 2.5m
Paula Loop
Independent Director4.3yrsUS$250.04k0.0060%
$ 1.1m
6.8yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: APGの 取締役会経験豊富 であると考えられます ( 6.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/05 08:56
終値2026/07/02 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

APi Group Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Andrew WittmannBaird
Julian MitchellBarclays
Curtis NagleBofA Global Research