NYSE$APG

APi Group Corporation · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

APi Group reported strong results with record revenues, net income, and adjusted EBITDA growth.

APi Group achieved record results for Q4 2024, with net revenues of $1.86 billion and a 16.3% increase in adjusted EBITDA. Net income grew by 168% year-over-year to $67 million. Adjusted diluted EPS was $0.51, up 15.9% compared to the prior year period.

  • Record net revenues of $1.86 billion, up 5.8% year-over-year.
  • Adjusted EBITDA increased by 16.3% to $242 million.
  • Net income grew 168% year-over-year to $67 million.
  • Adjusted diluted EPS increased 15.9% to $0.51.

Headline financials

Total Revenue

$1.86B

Previous: $1.76B+5.8%
EPS (adj)

$0.51

Previous: $0.44+15.9%
Free Cash Flow

$265M

Previous: $275M-3.6%
Net Income

$67M

Previous: -$256M+126.2%
Operating Income

$116M

Previous: $102M+13.7%
Gross Profit

$575M

Previous: $508M+13.2%

Revenue & EPS history

APi Group · Revenue · Quarterly

$1.86B

Q4 2024+5.8%vs Q4 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

APi Group · $1.79B total across 2 segments · Q3 2023

  • Safety Services
    $1.22B+5.5%
  • Specialty Services
    $569M-3.6%

Forward guidance

APi Group expects strong performance in 2025 with revenue and EBITDA growth.

Tailwinds

  • Net revenues projected between $7.3 to $7.5 billion.
  • Adjusted EBITDA expected between $970 to $1,020 million.
  • Continued focus on inspection, service, and monitoring revenue growth.
  • Strong balance sheet and financial flexibility.
  • Focus on margin expansion to 13% or more.

Headwinds

  • Potential for project delays in Specialty Services segment.
  • Continued inflationary pressures on input costs.
  • Risk of rising interest expenses.
  • Limited revenue growth in HVAC business.
  • Impact of divestitures on revenue.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.4%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+3.9%

Avg return

30 days after

44%

11 / 25 earnings

Positive

+10.7%

Q3 2022

Best reaction

-9.4%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.0%-6.3%-15.7%
Q4 2025-0.4%+0.5%-7.3%
Q3 2025+1.9%+2.8%+14.8%
Q1 2025+6.6%+12.3%+23.4%
Q4 2024-0.3%+4.7%-0.9%
Q3 2024+6.4%+5.7%+13.8%
Q2 2024-9.4%-12.4%-6.2%
Q1 2024-2.3%-0.0%-5.8%
Q4 2023-1.9%+7.5%+9.9%
Q3 2023+7.2%+4.2%+20.5%
Q2 2023-2.7%-1.6%-1.7%
Q1 2023+1.1%-0.8%+5.4%
Q4 2022+1.0%+7.0%-5.1%
Q3 2022+10.7%+12.7%+23.0%
Q2 2022-5.4%-8.5%-16.9%
Q1 2022-8.6%-14.6%-5.7%
Q4 2021-4.1%+6.0%+5.0%
Q3 2021+9.3%+10.6%+6.2%
Q2 2021-2.7%-0.2%-4.0%
Q1 2021-6.7%-6.9%+7.2%
Q4 2020-2.9%+1.5%+11.5%
Q3 2020+2.5%+1.2%+15.9%
Q2 2020-1.7%+3.3%-3.7%
Q1 2020+9.1%+7.6%+7.1%
Q4 2019+9.1%+7.6%+7.1%
Q3 2019
Q2 2019
Q1 2019

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