Tearsheet

Federal Signal (FSS)


Market Price (12/28/2025): $113.42 | Market Cap: $6.9 Bil
Sector: Industrials | Industry: Construction Machinery & Heavy Transportation Equipment

Federal Signal (FSS)


Market Price (12/28/2025): $113.42
Market Cap: $6.9 Bil
Sector: Industrials
Industry: Construction Machinery & Heavy Transportation Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11%
Key risks
FSS key risks include [1] its heavy dependence on government and municipal spending that historically lags the U.S. Show more.
1 Low stock price volatility
Vol 12M is 38%
 
2 Megatrend and thematic drivers
Megatrends include Sustainable Infrastructure, and Water Infrastructure. Themes include Waste Management Solutions, Wastewater Management, Show more.
 
0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11%
1 Low stock price volatility
Vol 12M is 38%
2 Megatrend and thematic drivers
Megatrends include Sustainable Infrastructure, and Water Infrastructure. Themes include Waste Management Solutions, Wastewater Management, Show more.
3 Key risks
FSS key risks include [1] its heavy dependence on government and municipal spending that historically lags the U.S. Show more.

Valuation, Metrics & Events

FSS Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

While the search results provide various news and stock information for Federal Signal (FSS) within the specified timeframe (August 31, 2025, to December 28, 2025), they do not indicate a -7.6% stock movement for this exact period. Instead, the information suggests a generally positive or slightly fluctuating performance, with some sources forecasting growth. Therefore, it is not possible to highlight key points explaining a -7.6% stock decline as requested, given the available data for the specified period.

Instead, the following points summarize notable events and stock performance details for Federal Signal during the requested period:

<br><br><b>1. Federal Signal completed the acquisition of New Way Trucks in November 2025 and raised its full-year 2025 outlook.</b> This acquisition aimed to expand its specialty vehicle platform into refuse collection vehicles and was expected to not impact EPS in 2026.

<br><br><b>2. The company reported strong third-quarter 2025 results in October 2025, including 17% net sales growth and 24% operating income improvement, leading to a raised full-year outlook.</b>

<br><br><b>3. Federal Signal declared quarterly cash dividends of $0.14 per share in both October and July 2025.</b>

<br><br><b>4. In December 2025, Federal Signal announced the signing of an agreement to acquire Mega Corp., aiming to expand its specialty metal extraction support equipment vertical.</b>

<br><br><b>5. Stock forecasts for FSS during this period generally indicated a bullish sentiment and potential for growth, with the stock reaching an all-time high on October 29, 2025, at $132.89.</b>

Show more

Stock Movement Drivers

Fundamental Drivers

The -7.1% change in FSS stock from 9/27/2025 to 12/27/2025 was primarily driven by a -12.5% change in the company's P/E Multiple.
927202512272025Change
Stock Price ($)122.08113.44-7.08%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1974.602055.404.09%
Net Income Margin (%)11.22%11.47%2.22%
P/E Multiple33.3929.20-12.53%
Shares Outstanding (Mil)60.6060.70-0.17%
Cumulative Contribution-7.08%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025
ReturnCorrelation
FSS-7.1% 
Market (SPY)4.3%53.8%
Sector (XLI)3.0%48.6%

Fundamental Drivers

The 8.9% change in FSS stock from 6/28/2025 to 12/27/2025 was primarily driven by a 8.2% change in the company's Total Revenues ($ Mil).
628202512272025Change
Stock Price ($)104.20113.448.86%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1900.402055.408.16%
Net Income Margin (%)11.10%11.47%3.33%
P/E Multiple30.1729.20-3.22%
Shares Outstanding (Mil)61.1060.700.65%
Cumulative Contribution8.86%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025
ReturnCorrelation
FSS8.9% 
Market (SPY)12.6%36.5%
Sector (XLI)7.5%33.9%

Fundamental Drivers

The 23.1% change in FSS stock from 12/27/2024 to 12/27/2025 was primarily driven by a 11.8% change in the company's Total Revenues ($ Mil).
1227202412272025Change
Stock Price ($)92.13113.4423.13%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1837.902055.4011.83%
Net Income Margin (%)11.57%11.47%-0.87%
P/E Multiple26.4229.2010.52%
Shares Outstanding (Mil)61.0060.700.49%
Cumulative Contribution23.12%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025
ReturnCorrelation
FSS23.1% 
Market (SPY)17.0%50.5%
Sector (XLI)19.2%53.8%

Fundamental Drivers

The 152.6% change in FSS stock from 12/28/2022 to 12/27/2025 was primarily driven by a 52.9% change in the company's Total Revenues ($ Mil).
1228202212272025Change
Stock Price ($)44.91113.44152.61%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1344.702055.4052.85%
Net Income Margin (%)7.83%11.47%46.50%
P/E Multiple25.7629.2013.37%
Shares Outstanding (Mil)60.4060.70-0.50%
Cumulative Contribution152.60%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2023 to 12/27/2025
ReturnCorrelation
FSS48.3% 
Market (SPY)48.0%53.9%
Sector (XLI)41.2%62.5%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
FSS Return4%32%8%66%21%24%271%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
FSS Win Rate50%58%50%50%50%50% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
FSS Max Drawdown-26%-2%-26%0%-6%-25% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See FSS Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventFSSS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-33.3%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven49.8%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven216 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-31.3%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven45.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven289 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-33.0%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven49.2%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven120 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-77.7%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven349.1%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven2,433 days1,480 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Federal Signal's stock fell -33.3% during the 2022 Inflation Shock from a high on 11/12/2021. A -33.3% loss requires a 49.8% gain to breakeven.

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About Federal Signal (FSS)

Federal Signal Corporation, together with its subsidiaries, designs, manufactures, and supplies a suite of products and integrated solutions for municipal, governmental, industrial, and commercial customers in the United States, Canada, Europe, and internationally. It operates through Environmental Solutions Group, and Safety and Security Systems Group. The Environmental Solutions Group segment offers a range of street sweepers, safe-digging trucks ,sewer cleaners, industrial vacuum loaders, vacuum, and hydro-excavation trucks; road-marking, line-removal and waterblasting equipment, dump truck bodies, trailers, and metal extraction support equipment under the Elgin, Vactor, Guzzler, TRUVAC, Westech, Jetstream, Mark Rite Lines, Ox Bodies, Crysteel, J-Craft, Duraclass, Rugby, Travis, OSW, NTE, WTB, Ground Force, Bucks, and Switch-N-Go brand names. It also offers refuse and recycling collection vehicles, camera systems, ice resurfacing equipment, and snow-removal equipment, as well as safety, and security systems. In addition, this segment engages in the sale of parts, service and repair, equipment rental, and training activities. The Safety and Security Systems Group segment provides systems and products for community alerting, emergency vehicles, first responder interoperable communications, and industrial communications. Its products include vehicle lightbars and sirens, industrial signaling equipment, public warning systems, general alarm systems, and public address systems. This segment sells its products under the Federal Signal, Federal Signal VAMA, and Victor brand names. The company sells its products through wholesaler, distributor, independent manufacturer representative, original equipment manufacturer, and direct sales force, as well as independent foreign distributor. Federal Signal Corporation was founded in 1901 and is headquartered in Oak Brook, Illinois.

AI Analysis | Feedback

Here are a few analogies to describe Federal Signal (FSS):

  • Think of them as a highly specialized Caterpillar or Volvo Trucks, focusing exclusively on the heavy-duty vehicles that keep our cities running, like street sweepers, vacuum excavators, and refuse trucks.
  • They are also a key supplier of warning lights, sirens, and communication systems for emergency vehicles and industrial safety, much like how Axon Enterprises provides specialized technology for law enforcement.

AI Analysis | Feedback

  • Sewer and Industrial Vacuum Trucks: Manufactures specialized vehicles used for municipal sewer cleaning, industrial vacuum loading, and material handling.
  • Street Sweepers: Produces various types of street sweeping vehicles for municipal and contractor use.
  • Emergency Vehicle Warning Systems: Designs and manufactures lighting, sirens, and communication systems for police, fire, EMS, and utility vehicles.
  • Mass Notification & Public Safety Systems: Provides outdoor warning sirens and integrated critical communication solutions for public safety and industrial facilities.

AI Analysis | Feedback

Federal Signal (FSS) primarily sells its products and services to other companies and governmental agencies rather than directly to individuals. The company's customer base is highly fragmented, and according to its most recent annual report (10-K), no single customer accounts for more than 10% of its consolidated net sales.

Therefore, while it's not possible to list specific major named customer companies with stock symbols, Federal Signal serves a broad range of entities across several key categories:

  • Governmental Agencies and Municipalities: These customers include local, state, and federal government entities suchs as police departments, fire departments, emergency medical services (EMS), and public works departments. They purchase a wide array of Federal Signal products, including emergency warning systems, communication solutions, street sweepers, and vacuum trucks for public safety and infrastructure maintenance.
  • Commercial and Industrial Customers: This category encompasses a diverse group of businesses, including construction contractors, utility companies, environmental service providers, manufacturing facilities, mining operations, and airports. These customers utilize Federal Signal's specialized vehicles (like street sweepers, vacuum excavators), safety solutions, and signaling equipment for their operational and safety needs.
  • Original Equipment Manufacturers (OEMs): Federal Signal also supplies components and sub-systems to other manufacturers who integrate them into their final products. For example, they may provide chassis for fire apparatus or warning light systems for other specialized vehicles.

Due to the fragmented nature of its customer base, Federal Signal does not disclose specific major customers that are public companies generating a significant portion of its revenue.

AI Analysis | Feedback

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AI Analysis | Feedback

Jennifer L. Sherman, President and Chief Executive Officer

Jennifer L. Sherman was appointed President and Chief Executive Officer of Federal Signal Corporation on January 1, 2016, having joined the company in 1994. Prior to her promotion to CEO, she held various leadership roles including Chief Operating Officer, Chief Administrative Officer, Senior Vice President, General Counsel, and Secretary. Ms. Sherman began her career as a corporate attorney with a focus on commercial contract disputes, labor law, bankruptcy, securities, and collections. She currently serves on the Board of Franklin Electric Company, Inc. and has been involved with several non-profit boards.

Ian A. Hudson, Senior Vice President and Chief Financial Officer

Ian A. Hudson was promoted to Senior Vice President and Chief Financial Officer of Federal Signal on October 24, 2017, after serving as Interim Chief Financial Officer. He joined Federal Signal in August 2013 as Vice President and Corporate Controller. Before joining the company, Mr. Hudson was Director of Accounting – Latin America and Asia Pacific at Groupon, Inc. from June 2012 to August 2013. Prior to that, he spent 14 years at Ernst & Young, LLP, most recently as a Senior Audit Manager.

Mark D. Weber, Senior Vice President and Chief Operating Officer

Mark D. Weber was appointed Senior Vice President and Chief Operating Officer, effective January 15, 2018. He rejoined Federal Signal after serving four years as President and CEO of Supreme Industries, Inc., which was successfully sold to Wabash National Corporation during his leadership. Before his time at Supreme Industries, Mr. Weber spent 17 years at Federal Signal in various leadership positions, including President of the Environmental Solutions Group. Earlier in his career, he worked at Cummins Engine Company. He also serves on the Board of Horizon Global Corporation.

Diane I. Bonina, Vice President, General Counsel and Secretary

Diane I. Bonina became Vice President, General Counsel and Secretary of Federal Signal on April 26, 2022, having joined the company as Legal Counsel in March 2022. In her role, she is responsible for the company's legal, corporate secretary, and compliance functions. Ms. Bonina previously held senior legal positions at AT&T and was an attorney with the Chicago law firm Jenner & Block in its litigation department. She also served as a law clerk for the Honorable Cornelia G. Kennedy of the U.S. Court of Appeals for the Sixth Circuit.

Felix M. Boeschen, Vice President, Corporate Strategy & Investor Relations

Felix M. Boeschen was appointed Vice President, Corporate Strategy and Investor Relations, effective September 28, 2023. He is responsible for developing and implementing strategic initiatives and leading the company's investor relations efforts. Prior to joining Federal Signal, Mr. Boeschen served as a Vice President of Equity Research at Raymond James from 2020 to 2023, where he covered companies in the machinery, truck equipment, and specialty vehicle sectors.

AI Analysis | Feedback

The key risks to Federal Signal Corporation (FSS) primarily revolve around its reliance on government spending and exposure to broader economic and political uncertainties.

  1. Dependence on Government and Municipal Spending: A core aspect of Federal Signal's business model relies heavily on essential government and infrastructure spending. There is a historical correlation indicating a one-to-two-year lag between the condition of the U.S. economy and the company's sales to government entities and municipalities. Consequently, any federal budget cuts could adversely affect state and local government spending, thereby negatively impacting Federal Signal's revenue and profitability.

  2. Economic and Political Uncertainty: Federal Signal, particularly with its international operations, is susceptible to various economic and political uncertainties. These include fluctuations in demand, changing international economic, legal, and political conditions, and foreign currency exchange rate changes, all of which are largely beyond the company's direct control. While Federal Signal has actively managed price-cost dynamics and successfully implemented price increases to offset inflationary pressures, ongoing inflationary pressures (such as rising costs for employee benefits, wages, materials, and services) and potential tariffs (including retaliatory tariffs) present continuous operational challenges.

AI Analysis | Feedback

The most significant clear emerging threat to Federal Signal (FSS) is the rapid acceleration of the electrification of municipal and industrial vehicle fleets.

Federal Signal's Environmental Solutions Group heavily relies on the manufacture and sale of traditional diesel-powered heavy equipment such as street sweepers, vacuum trucks, sewer cleaners, and hydro-excavators. Many municipalities, government agencies, and industrial customers, which are FSS's core market, are increasingly setting aggressive targets for transitioning their fleets to electric or alternative fuel vehicles to meet environmental goals, reduce noise pollution, and achieve long-term operational savings.

This shift represents a substantial threat as it requires significant investment in research and development to design and produce competitive electric alternatives. If FSS is unable to innovate and scale its electric product offerings at a pace commensurate with market demand or if it lags behind competitors already deploying robust electric solutions, it risks losing substantial market share in its core equipment segments.

AI Analysis | Feedback

The addressable markets for Federal Signal's main products and services vary by product category and region. The company operates primarily through its Environmental Solutions Group and Safety and Security Systems Group, serving municipal, governmental, industrial, and commercial clients. Here are the estimated market sizes for their key products and services:

Environmental Solutions Group

  • Street Sweepers: The global street sweeper market was valued at approximately USD 2.1 billion in 2024 and is projected to grow to USD 3.4 billion by 2035, at a Compound Annual Growth Rate (CAGR) of 4.4%. The North America street sweeper market alone was estimated at USD 870.1 million in 2024 and is expected to reach USD 1.56 billion by 2034, growing at a CAGR of 6.1%.
  • Industrial Vacuum Loader Trucks / Vacuum Trucks: The global industrial vacuum loader truck market size was estimated at USD 1.23 billion in 2023 and is projected to reach USD 2.44 billion by 2033, with a CAGR of 7.09%. Another estimate places the global vacuum truck market at USD 2.1 billion in 2024, expected to exceed USD 5.15 billion by 2037, at a CAGR of 6.5%. The U.S. vacuum truck market is projected to reach an estimated value of USD 930.6 million by 2032.
  • Refuse Collection Vehicles (Garbage Collection Trucks): The global garbage collection trucks market is anticipated to be approximately USD 15,032.7 million in 2025 and is projected to rise to USD 20,049.9 million by 2032, at a CAGR of 4.2%. Another report values the global market at USD 8.9 billion in 2024, with a projection to reach USD 14.1 billion by 2035, at a CAGR of 4.2%.
  • Dump Truck Bodies: The global dump truck bodies market size was approximately USD 2.34 billion in 2024 and is expected to reach USD 3.79 billion by 2033, growing at a CAGR of about 5.5%. For North America, the dump truck/body manufacturing market was estimated at USD 660 million in 2022.
  • Trailers (Dump Trailers): The global dump trailer market is valued at USD 11.43 billion in 2025 and is projected to reach USD 27.35 billion by 2035, expanding at a CAGR of 9.1%. North America leads this market with a 35% share.

Safety and Security Systems Group

  • Public Safety and Security Systems: The global public safety and security market size was valued at USD 516.68 billion in 2024 and is projected to reach USD 1,124.77 billion by 2030, growing at a CAGR of 14.3%. North America held a dominant share of 38.7% of the global market in 2024.
  • Emergency Vehicle Lighting: The global emergency warning lights market is estimated to be valued at USD 2.15 billion in 2025 and is expected to reach USD 3.07 billion by 2032, with a CAGR of 5.2%. North America is estimated to lead this market with a share of 41.3% in 2025.
  • Outdoor Warning Sirens: The global outdoor warning sirens market size was valued at USD 169.43 million in 2024 and is expected to grow to USD 275.33 million by 2034, with a CAGR of 5.0%. The North American market for outdoor warning sirens is calculated at USD 46.5 million for 2024 and is projected to reach USD 60.7 million by 2034, at a CAGR of 2.7%.
  • Public Address Systems: The global public address and voice alarm systems market size reached USD 3.3 billion in 2024 and is expected to reach USD 5.8 billion by 2033, exhibiting a growth rate (CAGR) of 6.37%. North America holds 33% of the total public address system demand.
  • Fire Trucks: The global fire truck market size was valued at USD 9.15 billion in 2024 and is expected to reach USD 11.96 billion by 2032, at a CAGR of 3.41%. North America's fire truck market size was valued at USD 8.21 billion in 2024 and is expected to be worth USD 13.29 billion by 2033, with a CAGR of 5.50%.

AI Analysis | Feedback

The following are 3-5 expected drivers of future revenue growth for Federal Signal (FSS) over the next 2-3 years:

  1. Sustained Strong Demand in Core Markets: Federal Signal anticipates continued robust demand in its publicly funded and industrial markets. This persistent strength is a key driver for both its Environmental Solutions Group (ESG) and Safety and Security Systems Group (SSG), leading to sustained sales growth for its products and aftermarket offerings.
  2. Strategic Acquisitions and Inorganic Growth: Acquisitions are a significant component of Federal Signal's growth strategy. Recent successful integrations, such as HOG Technologies and Standard Equipment, have already contributed to revenue expansion. The ongoing integration of the New Way division is particularly highlighted as a long-term catalyst for increasing market share in the refuse truck segment. The company projects its growth to be evenly split between organic and inorganic contributions.
  3. Aftermarket Sales Growth and Price Realization: Strong aftermarket demand for parts and services, coupled with effective price realization strategies, continues to be a meaningful contributor to Federal Signal's revenue growth. This allows the company to capitalize on its installed base and manage costs effectively.
  4. Increased Production and Operational Enhancements: Efforts to increase production levels, including capacity expansions and automation initiatives at key facilities, are expected to support higher sales volumes. Furthermore, the "build more parts" initiative aims to enhance in-sourcing of components, which can reduce supply chain vulnerabilities and improve efficiency, indirectly boosting revenue by ensuring product availability.

AI Analysis | Feedback

Share Repurchases

  • Federal Signal's Board of Directors authorized a new stock repurchase program of up to $150 million in April 2025.
  • As of the end of the first quarter of 2025, approximately $27 million remained under a previous stock repurchase program authorized in March 2020.
  • From the March 2020 buyback plan, the company repurchased 1,173,156 shares for $67.81 million as of September 30, 2025.

Share Issuance

  • The company's common stock par value increased by $0.4 million between 2023 and 2024, indicating the issuance of approximately 0.4 million shares, likely related to equity compensation.

Outbound Investments

  • In September 2025, Federal Signal agreed to acquire New Way Trucks for an initial purchase price of $396 million, plus an additional $30 million for manufacturing facilities, marking an expansion into the refuse collection vehicle market.
  • The company acquired Standard Equipment Company in 2024 for an upfront value of $38.8 million, with a potential for an additional $4.8 million in contingent earn-outs.
  • In 2023, Federal Signal completed the acquisitions of Trackless Vehicles Limited, Trackless Vehicles Asset Corp, and Work Equipment Ltd.

Capital Expenditures

  • Expected capital expenditures for 2025 are projected to be between $40 million and $50 million.
  • Total capital expenditures were $41.8 million in 2024 and $30.8 million in 2023.
  • For the nine months ending September 30, 2025, Federal Signal funded $19.9 million in capital expenditures.

Better Bets than Federal Signal (FSS)

Trade Ideas

Select ideas related to FSS. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
18.3%18.3%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
5.5%5.5%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
7.1%7.1%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
2.9%2.9%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
5.7%5.7%-0.4%

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Peer Comparisons for Federal Signal

Peers to compare with:

Financials

FSSHPQHPEIBMCSCOAAPLMedian
NameFederal .HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price113.4423.2624.49305.0978.16273.4095.80
Mkt Cap6.921.932.6284.9309.24,074.4158.8
Rev LTM2,05555,29534,29665,40257,696408,62556,496
Op Inc LTM3273,6241,64411,54412,991130,2147,584
FCF LTM2202,80062711,85412,73396,1847,327
FCF 3Y Avg1752,9781,40011,75313,879100,5037,366
CFO LTM2483,6972,91913,48313,744108,5658,590
CFO 3Y Avg2083,6723,89613,49814,736111,5598,697

Growth & Margins

FSSHPQHPEIBMCSCOAAPLMedian
NameFederal .HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM11.8%3.2%13.8%4.5%8.9%6.0%7.4%
Rev Chg 3Y Avg15.3%-3.9%6.5%2.6%3.7%1.8%3.2%
Rev Chg Q17.0%4.2%14.4%9.1%7.5%9.6%9.4%
QoQ Delta Rev Chg LTM4.1%1.1%3.7%2.1%1.8%2.1%2.1%
Op Mgn LTM15.9%6.6%4.8%17.7%22.5%31.9%16.8%
Op Mgn 3Y Avg14.5%7.4%7.2%16.4%24.2%30.8%15.4%
QoQ Delta Op Mgn LTM0.3%-0.2%-1.4%0.6%0.4%0.1%0.2%
CFO/Rev LTM12.1%6.7%8.5%20.6%23.8%26.6%16.3%
CFO/Rev 3Y Avg11.1%6.8%12.7%21.4%26.1%28.4%17.1%
FCF/Rev LTM10.7%5.1%1.8%18.1%22.1%23.5%14.4%
FCF/Rev 3Y Avg9.3%5.5%4.6%18.6%24.6%25.6%14.0%

Valuation

FSSHPQHPEIBMCSCOAAPLMedian
NameFederal .HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap6.921.932.6284.9309.24,074.4158.8
P/S3.40.41.04.45.410.03.9
P/EBIT21.46.819.925.122.531.322.0
P/E29.28.6572.736.029.941.033.0
P/CFO27.85.911.221.122.537.521.8
Total Yield3.9%14.1%2.3%5.0%5.4%2.8%4.4%
Dividend Yield0.5%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg3.1%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.00.50.70.20.10.00.2
Net D/E0.00.30.60.20.00.00.1

Returns

FSSHPQHPEIBMCSCOAAPLMedian
NameFederal .HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn0.6%-1.8%14.4%0.6%2.7%-1.5%0.6%
3M Rtn-7.1%-11.9%2.7%7.9%17.0%7.1%4.9%
6M Rtn8.9%-4.0%34.5%6.6%15.2%36.3%12.0%
12M Rtn23.1%-27.0%16.2%40.5%34.5%7.5%19.6%
3Y Rtn152.6%-1.9%71.1%143.1%81.3%120.2%100.7%
1M Excs Rtn-0.8%-5.6%12.9%-2.2%-0.0%-3.7%-1.5%
3M Excs Rtn-11.4%-16.2%-1.7%3.6%12.7%2.8%0.6%
6M Excs Rtn-3.4%-16.3%22.3%-5.7%3.0%24.0%-0.2%
12M Excs Rtn9.9%-42.9%-0.7%25.0%19.9%-8.4%4.6%
3Y Excs Rtn72.4%-83.5%-11.2%59.6%-1.2%28.4%13.6%

Financials

Segment Financials

Assets by Segment
$ Mil20242023202220212020
Environmental Solutions1,2911,2061,098927908
Safety and Security Systems288279227226223
Corporate and eliminations4239415634
Total assets of discontinued operations   00
Total1,6201,5241,3661,2091,166


Price Behavior

Price Behavior
Market Price$113.44 
Market Cap ($ Bil)6.9 
First Trading Date03/01/1982 
Distance from 52W High-12.5% 
   50 Days200 Days
DMA Price$113.88$105.82
DMA Trendupdown
Distance from DMA-0.4%7.2%
 3M1YR
Volatility30.0%37.7%
Downside Capture164.2196.38
Upside Capture95.90101.96
Correlation (SPY)51.8%50.6%
FSS Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta1.111.271.281.190.981.08
Up Beta1.730.931.301.491.061.23
Down Beta0.441.141.061.790.830.87
Up Capture83%113%93%94%104%154%
Bmk +ve Days12253873141426
Stock +ve Days8222964123398
Down Capture117%161%168%80%100%101%
Bmk -ve Days7162452107323
Stock -ve Days11193361124347

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of FSS With Other Asset Classes (Last 1Y)
 FSSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return24.3%19.3%17.8%72.1%8.6%4.4%-8.2%
Annualized Volatility37.6%18.8%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio0.650.800.722.700.340.09-0.08
Correlation With Other Assets 54.0%50.6%-9.1%17.0%31.5%29.2%

ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of FSS With Other Asset Classes (Last 5Y)
 FSSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return28.7%13.8%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility30.3%17.2%17.1%15.5%18.7%18.9%48.6%
Sharpe Ratio0.870.650.700.970.500.160.57
Correlation With Other Assets 66.1%55.2%4.9%16.8%41.9%22.7%

ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of FSS With Other Asset Classes (Last 10Y)
 FSSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return23.2%13.5%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility32.4%19.9%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.720.600.710.860.320.220.90
Correlation With Other Assets 62.3%54.5%-1.9%20.7%43.7%13.9%

ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity3,897,082
Short Interest: % Change Since 113020251.0%
Average Daily Volume746,280
Days-to-Cover Short Interest5.22
Basic Shares Quantity60,700,000
Short % of Basic Shares6.4%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/26/2009-8.3%-42.5%-17.8%
2/22/2006-2.4%0.1%-1.5%
1/26/2005-1.1%-2.9%-9.1%
10/28/2004-1.6%-1.0%4.3%
SUMMARY STATS   
# Positive011
# Negative433
Median Positive 0.1%4.3%
Median Negative-2.0%-2.9%-9.1%
Max Positive 0.1%4.3%
Max Negative-8.3%-42.5%-17.8%

SEC Filings

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Report DateFiling DateFiling
93020251030202510-Q 9/30/2025
6302025730202510-Q 6/30/2025
3312025430202510-Q 3/31/2025
12312024226202510-K 12/31/2024
93020241031202410-Q 9/30/2024
6302024725202410-Q 6/30/2024
3312024430202410-Q 3/31/2024
12312023227202410-K 12/31/2023
93020231102202310-Q 9/30/2023
6302023727202310-Q 6/30/2023
3312023502202310-Q 3/31/2023
12312022301202310-K 12/31/2022
93020221103202210-Q 9/30/2022
6302022727202210-Q 6/30/2022
3312022502202210-Q 3/31/2022
12312021301202210-K 12/31/2021