Federal Signal (FSS) - 2025 Q3 - Earnings Call Presentation

Financial Performance Highlights - Net sales reached $555 million, a 17% increase, with organic growth contributing $51 million or 11%[6] - Adjusted EBITDA increased by 25% to $116.2 million, resulting in an adjusted EBITDA margin of 20.9% compared to 19.6%[6] - GAAP diluted EPS rose by 28% to $1.11, while adjusted EPS increased by 30% to $1.14[6] - Orders increased by 10% to $467 million, leading to a backlog of $992 million[6] Segment Performance - Environmental Solutions Group (ESG) net sales increased by 17% with adjusted EBITDA up by 20%[8, 18] - ESG aftermarket revenues increased 14% year-over-year, representing 26% of ESG net sales in Q3[18] - Safety and Security Systems Group (SSG) net sales increased by 18% with adjusted EBITDA up by 29%[8, 18] - SSG order intake increased 31% year-over-year to $96 million[19] Strategic Initiatives and Outlook - The company is raising its full-year net sales outlook to a new range of $2.10 billion to $2.14 billion, representing a year-over-year growth of 13% - 15%[24, 25] - The company is raising its full-year adjusted EPS outlook to a new range of $4.09 to $4.17, representing ~24% year-over-year growth at the midpoint[24, 27] - The company anticipates capital expenditures of $40 million to $50 million in 2025[14, 27]