APi Group’s Analyst Day Takeaways

• APi Group Corp. (NYSE:APG) executed a stock split, aiming to make shares more affordable and increase liquidity.
• The company was included in the S&P MidCap 400, replacing United States Steel Corp., following significant corporate developments.
• APG's stock price and market capitalization indicate its substantial presence and growth potential in the safety, specialty, and industrial services sector.

APi Group Corp. (NYSE:APG) is a prominent player in the safety, specialty, and industrial services sector. The company provides a wide range of services, including fire protection, safety, and specialty contracting. APG competes with other industry giants, offering comprehensive solutions to its clients. Recently, APG has been in the spotlight due to significant corporate developments.

On July 1, 2025, APG executed a stock split, exchanging 2 shares for every 3 shares previously held. This move is often aimed at making shares more affordable and increasing liquidity. The stock split comes on the heels of APG's inclusion in the S&P MidCap 400, replacing United States Steel Corp. This change, effective June 24, follows the acquisition of United States Steel by Nippon Steel Corp.

APG's stock is currently priced at $51.05, showing a slight increase of 0.35% or $0.18. The stock has experienced fluctuations, with a daily low of $50.87 and a high of $51.31. Over the past year, APG's stock has seen a high of $51.57 and a low of $20.50, indicating significant growth potential and volatility.

The company's market capitalization stands at approximately $14.13 billion, reflecting its substantial presence in the market. With a trading volume of 1,566,683 shares today, APG demonstrates active investor interest. The stock split and inclusion in the S&P MidCap 400 may further enhance its market position and attract more investors.

RBC Capital analysts provided their key takeaways from APi Group Corporation (NYSE:APG) Analyst Day. According to the analysts, the company provided the building blocks to fiscal 2025 targets, focused on branch-level improvements increasing Chubb synergies to over $100 million (from $40mm and $20mm pre-close), where the Chubb deal is approximately $0.20 accretive to fiscal 2022 EPS.

The company outlined its path to fiscal 2025’s 13% EBITDA margin target driven by improved service mix, procurement, savings, and inflation offset, Chubb Value Capture, and systems scale and leverage bridging from the 10.5% base.

The analysts raised their price target to $20 from $18 while reiterating their Sector Perform rating.

RBC Capital analysts released their outlook on APi Group Corporation (NYSE:APG) ahead of the company’s upcoming Q2 results, expecting a modest beat and full-year guidance reiteration.

The analysts expect quarterly revenue to be $1.67 billion, compared to the company’s guidance of $1.65-1.70 billion, and EBITDA of $175 million, compared to the guidance of $170–180 million, both roughly in line with the Street estimates.

For Q2 EPS, the analysts project $0.34, compared to the Street estimate of $0.35.

The analysts noted that the macro slowdown and supply chain disruption could potentially weigh on Safety installation businesses and Specialty services tied to cyclical end markets. Furthermore, FX headwinds could weigh on reported revenues, as approximately 40% of revenues are generated internationally, while higher rates could modesty weigh on interest expense (approximately 50% of debt variable).