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APi Group (APG) investor relations material
APi Group UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Company overview and recent developments
Revenue has doubled since 2019, reaching $8 billion, with a focus on fire, security, elevator, and infrastructure services.
Growth is driven by an inspection-first strategy and a strong bolt-on M&A track record, with about 200 acquisitions since 2002.
Leadership emphasizes culture, alignment around long-term financial goals, and investment in people.
The 10-16-60 framework guides financial targets through 2028, with a 13% margin goal for 2025 and 16% for 2028.
International business and culture are seen as key differentiators.
Inspection-led strategy and market dynamics
Inspection-first approach generates recurring revenue and follow-on service work, with $1 of inspection yielding $3-$4 in services.
54-55% of revenue comes from inspection, service, and monitoring, targeting 60%+ long-term.
Inspection revenue is more predictable and carries higher gross margins than project work.
Industry is highly fragmented, with scale and infrastructure providing a competitive moat.
Technology investments, such as APi Chat and productivity tools, enhance field efficiency.
Growth, pricing, and M&A
Organic growth in inspection/service is expected at mid to upper single digits, driven equally by price and share gains.
Project growth is robust, especially in data centers, advanced manufacturing, and healthcare.
M&A remains a core strategy, with $250 million in annual bolt-on deals and a focus on international and elevator services expansion.
Platform M&A is approached with discipline, requiring strategic, geographic, and cultural fit.
Portfolio pruning ensures all businesses align with the 10-16-60 framework.
How do smaller competitors impact ISM pricing?
How does APi avoid over-indexing on project verticals?
Detail 16% EBITDA margin drivers post-Chubb.
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Q4 202527 Feb, 2026
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Frequently asked questions
APi Group Corporation is a business services provider that delivers life safety, energy, specialty, and industrial services. The company offers inspection, maintenance, and repair services for fire protection systems, HVAC, and infrastructure facilities. It serves commercial, industrial, and government clients across the United States and internationally. APi Group Corporation is headquartered in New Brighton, Minnesota, and its shares are listed on the NYSE.
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