Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the strategy of "buying high, hoping to sell even higher" [1] - The Zacks Momentum Style Score helps investors identify which metrics are effective for assessing momentum in stocks [2] Group 2: APi (APG) Performance - APi currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy) [3][4] - Over the past week, APG shares increased by 0.23%, while the Zacks Business - Services industry remained flat [6] - In the last month, APG shares rose by 6.12%, outperforming the industry's 0.9% [6] - Over the past quarter, APG shares increased by 44.25%, and over the last year, they gained 42.35%, compared to the S&P 500's 19.12% and 11.85% respectively [7] Group 3: Trading Volume and Earnings Outlook - APG's average 20-day trading volume is 5,972,496 shares, indicating a bullish sign with rising stock prices [8] - In the past two months, one earnings estimate for APG increased, raising the consensus estimate from $1.36 to $1.41 [10] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions [10] Group 4: Conclusion - Given the positive performance metrics and earnings outlook, APG is positioned as a strong momentum pick with a 2 (Buy) rating and a Momentum Score of B [12]

Core Viewpoint - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - APi (APG) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 14.4%, with projected EPS growth of 11.7% this year, surpassing the industry average of 10.9% [5] Group 2: Financial Metrics - APi's year-over-year cash flow growth stands at 120.9%, significantly higher than the industry average of 3.4% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 76.5%, compared to the industry average of 7.1% [7] Group 3: Earnings Estimates - The current-year earnings estimates for APi have been revised upward, with the Zacks Consensus Estimate increasing by 0.5% over the past month [9] - APi has earned a Growth Score of B and carries a Zacks Rank 2 due to positive earnings estimate revisions, indicating potential for outperformance [11]

Group 1 - The article does not provide any specific company or industry analysis, focusing instead on the author's qualifications and disclosures [1][2][3]

Core Insights - Apogee Therapeutics announced positive results from the Phase 2 APEX clinical trial of APG777, demonstrating significant efficacy in treating moderate-to-severe atopic dermatitis [2][3][4] Group 1: Trial Results - APEX Part A met all primary and key secondary endpoints, achieving a 71.0% decrease in Eczema Area Severity Index (EASI) from baseline at Week 16 [1][9] - APG777 showed an EASI-75 response rate of 66.9%, which is the highest reported for any biologic in a global study, with a placebo-adjusted rate of 42.5% [1][3][9] - The trial included 123 adult patients, randomized 2:1 to receive APG777 or placebo, with a dosing regimen of 720mg at Weeks 0 and 2, followed by 360mg at Weeks 4 and 12 [4][9] Group 2: Safety and Tolerability - APG777 was well tolerated, with a safety profile consistent with other agents in its class, and serious treatment-emergent adverse events (TEAEs) were rare at 1.2% compared to 2.4% in the placebo group [1][9] - The discontinuation rate due to adverse events was low at 2.4% for APG777-exposed patients [9] Group 3: Future Developments - APEX Part B is set to test higher doses of APG777, with readout expected in mid-2026, and the initiation of a Phase 3 trial planned for 2026 [1][3][6] - The company is also conducting a Phase 1b head-to-head trial of APG279 against DUPIXENT, with results anticipated in the second half of 2026 [1][3]

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks can be challenging due to inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - APi (APG) is currently highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive as it signals strong future prospects [4] - APi has a historical EPS growth rate of 14.4%, with projected EPS growth of 13.4% this year, surpassing the industry average of 12.5% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, enabling them to expand without relying on external funding [6] - APi's year-over-year cash flow growth stands at 120.9%, significantly higher than the industry average of 1.7% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 76.5%, compared to the industry average of 7.1% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements, making them a valuable metric for investors [8] - The current-year earnings estimates for APi have been revised upward, with the Zacks Consensus Estimate increasing by 2% over the past month [9] Group 5: Overall Assessment - APi has achieved a Growth Score of B and a Zacks Rank of 2, indicating its potential as an outperformer and a solid choice for growth investors [11]

Core Viewpoint - APi (APG) has received a Zacks Rank 2 (Buy) upgrade due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [4][6]. - Rising earnings estimates indicate an improvement in the company's underlying business, suggesting that investors may push the stock price higher [5]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly Zacks Rank 1 stocks averaging a +25% annual return since 1988 [7]. - The upgrade of APi to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]. Earnings Estimate Revisions for APi - APi is projected to earn $2.09 per share for the fiscal year ending December 2025, with no year-over-year change expected [8]. - Over the past three months, the Zacks Consensus Estimate for APi has increased by 5%, reflecting analysts' positive outlook [8].

Investor Day Presentation MAY 2025 1 © 2025 APi Group, Inc. All rights reserved. Forward Looking Statements and Disclaimers Please note that in this presentation the Company may discuss events or results that have not yet occurred or been realized, commonly referred to as forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of APi Group Corporation ("APi" or the "Company"). Such discussion and statements m ...

Summary of APi Group (APG) FY Conference Call - June 05, 2025 Company Overview - APi Group is a leader in fire and life safety solutions and has a specialty infrastructure business [2][5] - The company has a market capitalization exceeding $7 billion [5] Financial Performance and Strategy - Approximately 70% of net revenues are derived from safety services, including fire life safety and security, with the remaining 30% from specialty services [6][7] - The company has shifted its revenue mix from 80% project work and 20% inspection service in 2011 to 54% inspection service and monitoring by 2025 [13] - Organic growth from 2011 to 2019 was 7%, with expectations of mid-single-digit growth moving forward [14] - The long-term target is to achieve $10 billion in net revenue by 2028, with a goal of 16% adjusted EBITDA margin [33][24] - The company aims to generate over $3 billion in adjusted free cash flow by 2028 [34][40] Growth Drivers - The strategy includes a focus on inspection-first sales, which has shown to generate $3 to $4 in service work for every dollar of inspection work [55] - The company plans to continue making acquisitions, targeting $250 million to $300 million annually in bolt-on M&A [42] - Leadership development is a core focus, with a culture centered on building great leaders [8][59] Market Position and Competitive Advantage - The company operates in a highly fragmented industry, presenting significant opportunities for value creation [10] - Regulatory requirements for inspections create a stable demand for services [6] - The company has a commitment to maintaining a net leverage ratio of 2.5 to 3 times adjusted EBITDA [41] Future Outlook - The company is on track to achieve a 13.4% adjusted EBITDA margin in 2025, with a long-term goal of 16% [14][33] - Continued focus on improving cash flow conversion and maintaining a strong balance sheet [39] - The leadership strategy is expected to drive performance, with a goal for branches to achieve median margins of 20% [68][70] Additional Insights - The company emphasizes the importance of leadership at all levels, stating that everyone is a leader [9][59] - The inspection-first strategy has been a significant driver of growth, with inspections growing at a double-digit rate for 19 consecutive quarters [58] - The company has a commitment to employee well-being and development, which is seen as critical to its success [25][65]

Economic strength, encouraging service activities and increased adoption and success of the work-from-home trend enable the Zacks Business - Services industry players to support the demand environment.Driven by these positives, investors interested in the industry would do well to focus on stocks like Cintas Corporation (CTAS) , APi Group Corporation (APG) , and Bright Horizons Family Solutions Inc. (BFAM) .About the Industry The Zacks Business-Services industry comprises companies that offer a range of ser ...

Company Overview - APi (APG) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [4] Price Performance - Over the past week, APG shares have increased by 13.03%, outperforming the Zacks Business - Services industry, which rose by 1.76% [6] - In a longer time frame, APG's monthly price change is 31.96%, significantly higher than the industry's 8.68% [6] - Over the past quarter, APG shares have risen by 10.91%, and over the last year, they are up 12.35%, while the S&P 500 has moved -7.56% and 9.65%, respectively [7] Trading Volume - APG's average 20-day trading volume is 1,799,804 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Estimates - In the past two months, 4 earnings estimates for APG have been revised upwards, while none have been revised downwards, increasing the consensus estimate from $1.99 to $2.05 [10] - For the next fiscal year, 3 estimates have moved upwards, with 1 downward revision during the same period [10] Conclusion - Considering the strong price performance, positive earnings revisions, and high momentum score, APG is positioned as a promising investment opportunity [12]