APi Group 2025 Q3 Earnings Beats Expectations with 14.2% Revenue Growth and 33.3% EPS Surge

APi Group (APG) delivered results that exceeded expectations in Q3 2025, with revenue and earnings growth outpacing forecasts. The company raised full-year guidance following strong performance, reflecting confidence in sustained momentum.

Revenue

APi Group’s total revenue surged 14.2% year-over-year to $2.08 billion in Q3 2025, driven by robust performance across its segments. The Safety Services division led with $1.40 billion in revenue, while Specialty Services contributed $683 million. Although Corporate and Eliminations reported a negative $1 million, the consolidated figure underscored the company’s diversified growth.

Earnings/Net Income

Earnings per share (EPS) grew 33.3% to $0.20, outpacing the $0.15 from the prior year. Net income rose 34.8% to $93 million, reflecting improved operational efficiency and strategic execution. The EPS and net income results were notably positive, aligning with the company’s growth trajectory.

Post-Earnings Price Action Review

The stock experienced mixed short-term performance, with a 0.90% decline on the latest trading day but a 1.59% gain for the week and 2.04% month-to-date. Historical backtesting of revenue-beat strategies suggests an average 30-day return of +12.4%, with a 100% win rate over four trades. However, challenges such as valuation risks and margin pressures remain critical to monitor. <visualization dataurl="https://cdn.ainvest.com/news/visual/visual_components/viz_t1flxzqy.json"></visualization>

CEO Commentary

CEO Russell Becker highlighted record Q3 results, emphasizing double-digit growth in North American inspection services and strategic investments in AI-powered tools and M&A. The company’s 10/16/60+ framework—$10B revenue by 2028, 16%+ EBITDA margin, 60%+ recurring revenue, and $3B+ free cash flow—underscores long-term ambition.

Guidance

APi Group raised 2025 full-year revenue guidance to $7.825–$7.925 billion (12–13% growth) and adjusted EBITDA to $1.015–$1.045 billion. The updated outlook reflects 7–8% organic growth projections, driven by expanded sales teams, project execution, and pricing discipline.

Additional News

APi Group completed 11 acquisitions year-to-date in 2025, advancing its M&A strategy with $250M+ deployment targeted. The company also announced AI-enabled tools like APi Echo and connected glasses to enhance field operations. Leadership emphasized margin expansion through pricing power and operational scale, despite challenges like labor shortages and material cost inflation.

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