|FSS Overview
FSS

FEDERAL SIGNAL CORP /DE/

Industrials • CIK: 0000277509

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Market Cap
$6.60B
P/E (TTM)
26.7x
Rev Growth (TTM)
-11.4%
Net Margin (TTM)
15.0%
FCF Yield (TTM)
3.4%
FCF Margin (TTM)
13.8%

LATEST EARNINGS

No earnings in last 90 days

Check back after next 8-K filing

Cash Flow Health

Free Cash Flow8/8 positive
TTM$227M
Q4 '25
$90M+65%
Q3 '25
$54M+3%
FCF Margin
TTM13.8%
Q4 '25136.4%+1300%
Sector: 5.4%Top 25%
OCF Margin15.4%
OCF/NI1.03x
CapEx Coverage9.2x
FCF Yield3.4%
FCF Growth (2Y)+129%
Cash Conversion Cycle
118 days
DSO: 54+DIO: 88DPO: 23

Capital Allocation & Returns

Growth Focused
Total Shareholder YieldTTM
TTM1.1%
Div Yield0.5%
+
Buyback (TTM)0.6%

Prioritizing reinvestment over distributions

Dividend & Payout Metrics
Dividend Yield (TTM)0.5%
FCF Payout Ratio15.0%
Free Cash Flow (TTM)$227.1M
Stock Repurchases (TTM)$39.7M
Capital Return / FCF32.5%
Est. Dividends Paid (TTM)$34.0M
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
13.1%
Moderate
-0.0% YoY-8.4%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
12.3%
8Q: 12.3%
Asset Turnover
0.84x
8Q: 1.09x
Leverage (1+D/E)
1.41x
D/E: 0.41x
DuPont: 14.6%13.1% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
6.89x
8Q:9.09x
-478.2%
Invested Cap Turn
1.13x
8Q:1.44x
-64.3%
CapEx Intensity
1.9%
8Q:2.2%
CapEx/Depreciation
0.34x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Revenue
$1.6B
$65.6M88.2%
$555.0M1.7%
$564.6M21.7%
$463.8M1.7%
$472.0M0.5%
$474.2M3.3%
$490.4M15.4%
$424.9M
Operating Income
$266.9M
$9.5M89.9%
$94.0M3.8%
$97.7M48.7%
$65.7M6.3%
$70.1M7.6%
$75.9M6.4%
$81.1M49.4%
$54.3M
Net Income
$246.6M
$60.8M10.7%
$68.1M4.6%
$71.4M54.2%
$46.3M7.4%
$50.0M7.2%
$53.9M11.3%
$60.8M17.8%
$51.6M
Operating Cash Flow
$254.7M
$97.2M59.1%
$61.1M2.3%
$59.7M62.7%
$36.7M59.5%
$90.6M31.7%
$68.8M69.5%
$40.6M29.7%
$31.3M
Free Cash Flow
$227.1M
$89.5M65.4%
$54.1M3.2%
$52.4M68.5%
$31.1M62.1%
$82.1M34.8%
$60.9M145.6%
$24.8M8.3%
$22.9M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
26.7x
Volatile
8Q: 103.0x+918%
Multiple expansion without fundamental improvement
Valuation Lenses
Earnings
26.7x
vs sector
Cash Flow
30.1x
EV/FCF vs
Growth-Adj
1.8xPEG
Fair for growth
Quality-Adj
2.0P/E per %ROIC
ROIC: 13.1%
Shareholder Returns
Dividend
0.5%
Buyback
0.6%
Total Yield
1.1%
Market Cap$6.60B
EV$6.82B
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
84/100
Exceptional

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 25%
19.5%
8Q:
Return on Invested Capital (ROIC)Top 25%
13.1%
8Q:
-8.4%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 12.3%
Asset Turnover: 0.84x

Earnings Quality

Cash Conversion

1.03x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin38.3%

Capital Efficiency

Invested Capital Turnover1.13x

Working Capital

Cash Conversion Cycle118 days

Growth Quality & Momentum

Low Quality
Growth Quality Score
49/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
-11.4%
OpInc Growth YoY
-86.4%
EPS Growth YoY
14.6%
FCF 3Y CAGR
129.4%

Growth Quality Analysis

Efficient Growth: Free cash flow growing faster than revenue

Margin Quality & Sustainability

High Quality
Profitability Cascade
Gross
38.3%
Operating
16.2%
Top 25% in sector
Net
15.0%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
-1.2 pts
FCF: 13.8% | Net: 15.0%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Adequate
Net Debt / EBITDA
Net Debt: $500.90M
Interest Coverage
Leverage Metrics
Debt-to-Equity
0.41x
Balance sheet risk & solvency analysis