APi Group Corporation

NYSE:APG 주식 리포트

시가총액: US$19.8b

APi Group 경영진

경영진 기준 점검 3/4

APi Group CEO는 Russ Becker, Jan2002 에 임명되었습니다 의 임기는 24.33 년입니다. 총 연간 보상은 $10.45M, 13.6% 급여 및 86.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $242.74M 가치에 해당하는 회사 주식의 1.23% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4 년과 6.6 년입니다.

핵심 정보

Russ Becker

최고경영자

US$10.5m

총 보수

CEO 급여 비율13.64%
CEO 재임 기간24.3yrs
CEO 지분 보유율1.2%
경영진 평균 재임 기간4yrs
이사회 평균 재임 기간6.6yrs

최근 경영진 업데이트

분석 기사 May 10

Why We Think APi Group Corporation's (NYSE:APG) CEO Compensation Is Not Excessive At All

Key Insights APi Group will host its Annual General Meeting on 16th of May Salary of US$1.43m is part of CEO Russ...

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새 내러티브 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.
분석 기사 May 10

Why We Think APi Group Corporation's (NYSE:APG) CEO Compensation Is Not Excessive At All

Key Insights APi Group will host its Annual General Meeting on 16th of May Salary of US$1.43m is part of CEO Russ...
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

CEO 보수 분석

Russ Becker의 보수는 APi Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Russ의 총 보수(USD10.45M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.67M) 수준입니다.

보상과 수익: Russ의 보상은 회사가 적자임에도 증가했습니다.


CEO

Russ Becker (59 yo)

24.3yrs
재임 기간
US$10,450,517
보수

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...


리더십 팀

이름직위재임 기간보수지분
Russell Becker
CEO, President & Director24.3yrsUS$10.45m1.23%
$ 242.7m
Glenn Jackola
Executive VP & CFO1.4yrsUS$3.64m0.0042%
$ 819.7k
Louis Lambert
Senior VP3.8yrsUS$2.30m0.0061%
$ 1.2m
Kristina Morton
Senior VP & Chief People Officer4.3yrsUS$2.13m0.026%
$ 5.2m
Andrew White
Executive Vice President of Operationsless than a year데이터 없음데이터 없음
James Arseniadis
VP, Controller & Chief Accounting Officerno data데이터 없음0.0047%
$ 920.4k
Adam Walters
Senior Director of Investor Relationsno data데이터 없음데이터 없음
Paul Grunau
Chief Learning Officer5.3yrsUS$1.24m데이터 없음
Craig Fellman
Senior VP & Specialty Services Segment Leader4.3yrs데이터 없음데이터 없음
Don Brown
Senior VP & North America Safety Services Segment Leaderno data데이터 없음데이터 없음
Bill Ball
President of MMC & HVAC Division Leader3.2yrs데이터 없음데이터 없음
4.0yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 관리: APG의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4 년).


이사회 구성원

이름직위재임 기간보수지분
Russell Becker
CEO, President & Director6.6yrsUS$10.45m1.23%
$ 242.7m
Martin Franklin
Co-Chairman8.7yrs데이터 없음6.45%
$ 1.3b
James Lillie
Independent Co-Chairman8.7yrsUS$230.04k2.51%
$ 495.7m
Thomas Milroy
Lead Independent Director8.7yrsUS$250.04k0.018%
$ 3.6m
Anthony Malkin
Independent Director6.6yrsUS$240.01k0.073%
$ 14.3m
Ian Ashken
Independent Director6.6yrsUS$265.04k2.52%
$ 497.6m
Carrie Wheeler
Independent Director6.6yrsUS$240.01k0.013%
$ 2.6m
Cyrus Walker
Independent Director6.6yrsUS$260.04k0.012%
$ 2.4m
Paula Loop
Independent Director4.2yrsUS$250.04k0.0049%
$ 959.9k
6.6yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: APG의 이사회경험이 있음으로 간주됩니다(평균 재임 6.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 12:37
종가2026/05/06 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

APi Group Corporation는 11명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrew WittmannBaird
Julian MitchellBarclays
Curtis NagleBofA Global Research