{ "schemaVersion": "deck-intelligence.v1", "id": "019de518-b63a-7208-9a0e-d4f9c12a5310", "slug": "e81cb6b9a0c7b207a441d4ff183e3b38", "title": "Federal Signal | Investor Presentation Deck | 31 slides", "subtitle": "Federal Signal · 2024-11", "author": "Federal Signal", "date": "2024-11-01 00:00:00", "pageCount": 31, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.3753582, "document": { "id": "019de518-b63a-7208-9a0e-d4f9c12a5310", "slug": "e81cb6b9a0c7b207a441d4ff183e3b38", "title": "Federal Signal | Investor Presentation Deck | 31 slides", "rawTitle": "Federal Signal | Investor Presentation Deck | 31 slides", "authorId": "federal-signal", "authorName": "Federal Signal", "authorDisplay": "Federal Signal", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2024-11__federal-signal__investor-pres__e81cb6b9.pdf", "sourceUrl": "https://www.slidebook.io/company/federal-signal/presentation/e81cb6b9a0c7b207a441d4ff183e3b38/", "sourceDate": "2024-11-01 00:00:00", "presentationDate": "2024-11-01 00:00:00", "ingestedAt": "2026-05-01 19:51:35.314478+00", "status": "ready", "pageCount": 31, "orientation": "landscape", "aspectRatio": 1.3753582, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "pollution-treatment-controls", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2024-11__federal-signal__investor-pres__e81cb6b9", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 31, "pagesIndexed": 31, "pagesWithImages": 31, "pagesWithMetadata": 31, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 220, "chartCount": 15, "metricSlides": 0, "toolMatches": 17, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "evidence": "The presentation follows a structure similar to the Sequoia Pitch, with a focus on problem, solution, market size, product, business model, team, financials, and the ask", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:16:45.246326+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Problem", "beatId": "8b1ece72-b743-4390-a7f1-86aea75218cb", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The presentation starts by highlighting Federal Signal's leading position in safety equipment and specialty vehicles, and its growth strategy", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Solution", "beatId": "80c3ebbe-d052-4e57-9e2f-2516ba85a386", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic pillars as the solution to drive growth and expansion", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 18, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 17, "name": "Market Size", "beatId": "93ca0bb0-ac85-42d9-80e3-d66c115165e3", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The presentation highlights the potential of the 'safe digging' market and the impact of the Infrastructure Bill", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 21, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 20, "name": "Financials", "beatId": "7a53ae35-d24b-45d3-b2e9-cbdc83b4d2a3", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The company presents its financial performance and raised 2024 outlook", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 18, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "881b5e0a-9df1-4de5-be0b-53c23a8161f7", "evidence": "The presentation emphasizes the opportunities in the 'safe digging' market and the importance of accelerating growth", "position": 0, "objective": "Highlighting the potential costs of inaction in the 'safe digging' market", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:45.449167+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 14, "from": 10, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "ce2f7f2f-218a-4383-8ebd-de89707b156c", "evidence": "The company presents its strategic pillars as a way to drive growth and expansion", "position": 1, "objective": "Presenting strategic pillars as a way to drive growth and expansion", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:45.489283+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "c4561947-4c82-4eb2-aba9-f4fb3b2a24ba", "evidence": "title/headline: Investor Presentation: November 2024", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:39.586635+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e2dd79b9-2cb8-4769-a4e4-19ac919765b6", "evidence": "Recent Highlights", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.031879+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bc870fa6-3c3f-423d-887f-ba80c08a3156", "evidence": "ESG¹: Growing A Best-In-Class Specialty Vehicle Platform", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.071084+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "50098e85-c568-4642-a8b5-e1ccd3cdaadd", "evidence": "chart/bar-vertical: Water Taxes¹ Funding – United States CAGR ('10A – '23A): ~4.0% 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 LTM", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.152061+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "f69d0770-e974-4e37-bb12-9e8e273441bb", "evidence": "Key Multi-Year Trends", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.231149+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7cf16a1e-e1ce-4b66-8595-a3b950bd58d2", "evidence": "SSG¹: Industry Leader in Audible & Visual Safety Equipment", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.271052+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ab546d2c-59fa-45cd-ac4f-1d566a991de1", "evidence": "diagram/process: New Vehicle/Equipment Sales, Used Vehicle/Equipment Sales, Parts & Services, Rental Offerings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.350667+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ffb24c1f-11b2-44e2-b2f7-c3fcf5908e89", "evidence": "list/bullet: Use Cases Airports Environmental Construction Gas Industry Industrial Landscaping Military Nuclear Oil Fields Power Industry Railroad Road Construction Telecommunications Tunneling Utilities Water & Sewer Sy", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.469091+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "59985f1d-8141-43d3-b733-b053bc240545", "evidence": "chart/bar-vertical: U.S. Public Safety Equipment New Product Vitality Index¹ 17.1% 18.2% 20.6% 27.3% 38.9% 33.2% 2018 2019 2020 2021 2022 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.548546+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "20bebb88-792e-47b4-a8d0-3ae7eb0a7552", "evidence": "chart/bar-vertical: Adjusted EBITDA (US$ in millions) and Adjusted EBITDA Margin (%) from 2016 to LTM, showing an upward trend in both metrics.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.07463+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "277743c0-9dfe-4667-a178-c681e0ee1adb", "evidence": "Raised Full-Year Adjusted EPS¹ Outlook to a new range of $3.30 to $3.40", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:07:18.176592+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "496ef115-8b93-43dc-94e0-fd297bb4af91", "evidence": "list/bullet: FEDERAL SIGNAL Safety and Security Systems", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.286371+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Process flow", "slug": "process-flow", "status": "active", "bestFor": null, "canonId": "019dd9e1-4dca-76bc-8135-401836a1c4c0", "version": 1, "bodyDocId": null, "description": "Workflow, steps, sequential diagram.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "433201b9-bc99-4df4-9319-507c4ce190af", "evidence": "diagram/process: 80/20 SEGMENT ETI OPTIMIZE SIMPLIFY Eighty-Twenty Improvement", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:07:18.386684+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Narrative foundations (from the Storymakers methodology)", "slug": "narrative-foundations", "status": "active", "bestFor": null, "canonId": "019df269-258b-71bd-ad14-53598df04d2b", "version": 1, "bodyDocId": "019df269-2567-736e-8b9c-4ec77611334a", "description": "This skill focuses on the *adversarial* genre — activist campaigns, short", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "284b91f2-4691-4fa4-97de-687ec42a27c2", "evidence": "list/bullet: Resource Consumption Ongoing energy consumption assessments and adopting energy efficient measures to reduce CO2 emissions and energy intensity", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:07:18.454199+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e6a05293-fc0b-44bd-a3c4-eface0c5db7b", "evidence": "table/data: ($ in millions) 2016 2017 2018 2019 2020 2021 2022 2023 LTM Q3 2024 Net income", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:18.522028+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "11c58374-90cf-4a8a-af81-bb5f64787474", "evidence": "table/data: Free Cash Flow 2016: $26.7 (Net Cash Provided by Operating Activities), (6.1) (Less: Purchases of Property and Equipment), $20.6 (Free Cash Flow)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:18.588279+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "df6c65b6-190e-45a0-8519-d5589a7d226c", "evidence": "table/data: One Year Cash Bonus (STIP) Earnings (60%) EBITDA Margin (20%) Individual Objectives (20%) Performance Share Units EPS (75%) Return on Invested Capital (25%) Relative TSR (modifier)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:18.654627+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "b2b9799e-1156-40e3-8096-503d31b43b7c", "evidence": "80/20 SEGMENT", "framework": null, "confidence": 0.008, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "frameworkName": "pareto-principle-80-20" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/MhS2lqu5LjoC_hfKZoeSJHwL2qIv4kRaJvBzxXKkbMo/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lODFjYjZiOWEwYzdiMjA3YTQ0MWQ0ZmYxODNlM2IzOC9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 4, "textChars": 155, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:17.678+00", "seconds": 4.406, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/1", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-1", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.09, "w": 0.29, "x": 0.05, "y": 0.85 }, "kind": "image", "text": "FEDERAL SIGNAL logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:17.678+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c6a1624-b8d4-4951-bd5f-a1c84917527e", "parentComponentId": null }, { "bbox": { "h": 0.87, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "Image of a TRUVAC FLXX truck at night with city buildings in the background.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:17.678+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0249f1e7-277e-4a14-9654-736c60aca5c3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.21, "x": 0.12, "y": 0.91 }, "kind": "paragraph", "text": "Moves. Cleans. Protects.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:17.678+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94179b29-bd83-4f78-8c68-675b121ce42f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.49, "x": 0.45, "y": 0.89 }, "kind": "title", "text": "Investor Presentation: November 2024", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:17.678+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7585dcca-67e1-4d1d-b3f4-391e680eaaa6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "c4561947-4c82-4eb2-aba9-f4fb3b2a24ba", "evidence": "title/headline: Investor Presentation: November 2024", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:39.586635+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/QiP1Pu-xgSvKxTxCFpTjXEkWwHiNe9mbHylqAnQ4ImA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lODFjYjZiOWEwYzdiMjA3YTQ0MWQ0ZmYxODNlM2IzOC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/H8DM1gJajg9ejYNuig1W-F2wq68ZsIjSlIIusu70cow/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lODFjYjZiOWEwYzdiMjA3YTQ0MWQ0ZmYxODNlM2IzOC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/sNx6O5IZo-u7O6cM0Cs_oQExMs5t_Vf39DChJCFr7Yk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lODFjYjZiOWEwYzdiMjA3YTQ0MWQ0ZmYxODNlM2IzOC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 6, "textChars": 3146, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:20.76+00", "seconds": 6.856, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/2", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-2", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.049, "w": 0.17, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "FEDERAL SIGNAL\nMoves. Cleans. Protects.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:20.76+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82b483d1-e212-41a3-9126-4d0ea48eab0e", "parentComponentId": null }, { "bbox": { "h": 0.259, "w": 0.301, "x": 0.62, "y": 0.62 }, "kind": "image", "text": "PLUG-IN HYBRID", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:20.76+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84b895b9-b66a-497d-bdc2-9b264d305bd8", "parentComponentId": null }, { "bbox": { "h": 0.326, "w": 0.59, "x": 0.039, "y": 0.55 }, "kind": "paragraph", "text": "This presentation also contains certain measures that are not in accordance with U.S. generally accepted accounting principles (“GAAP\"). The non-GAAP financial information presented herein should be considered supplemental to, and not a substitute for, or superior to, financial measures calculated in accordance with GAAP. The Company has provided this supplemental information to investors, analysts, and other interested parties to enable them to perform additional analyses of operating results, to illustrate the results of operations giving effect to the non-GAAP adjustments shown in the reconciliations, and to provide an additional measure of performance which management considers in operating the business. A reconciliation of these items to the most comparable GAAP measures is provided in our filings with the SEC and/or in the Appendix to this presentation. All financial figures in the presentation refer to FY2023 annual results unless otherwise noted.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:20.76+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3da3d18f-dcfa-416c-89ec-29e902b0a64f", "parentComponentId": null }, { "bbox": { "h": 0.419, "w": 0.921, "x": 0.039, "y": 0.105 }, "kind": "paragraph", "text": "This presentation contains unaudited financial information and forward-looking statements. Statements that are not historical are forward-looking statements and may contain words such as “may”, “will”,“believe”, “expect”, “anticipate”, “intend”, “plan”, “project”, \"estimate”, and “objective” or similar terminology, concerning the company's future financial performance, business strategy, plans, goals and objectives. These expressions are intended to identify forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include information concerning the Company's possible or assumed future performance or results of operations and are not guarantees. While these statements are based on assumptions and judgments that management has made in light of industry experience as well as perceptions of historical trends, current conditions, expected future developments and other factors believed to be appropriate under the circumstances, they are subject to risks, uncertainties and other factors that may cause the Company's actual results, performance or achievements to be materially different. Such risks and uncertainties include, but are not limited to: economic and political uncertainty, risks and adverse economic effects associated with geopolitical conflicts, legal and regulatory developments, foreign currency exchange rate changes, inflationary pressures, product and price competition, supply chain disruptions, availability and pricing of raw materials, interest rate changes, risks associated with acquisitions such as integration of operations and achieving anticipated revenue and cost benefits, work stoppages, increases in pension funding requirements, cybersecurity risks, increased legal expenses and litigation results and other risks and uncertainties described in filings with the Securities and Exchange Commission (“SEC”). Such forward-looking statements are made as of the date hereof and we undertake no obligation to update these forward-looking statements regardless of new developments or otherwise.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:20.76+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a792fe24-a4fa-41cc-bf3e-f8d1266e3adc", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.01, "x": 0.953, "y": 0.95 }, "kind": "source-note", "text": "2", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:20.76+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc3c606a-203b-4855-b47c-da1574640ea6", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.426, "x": 0.039, "y": 0.036 }, "kind": "title", "text": "Safe Harbor Statement", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:20.76+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfdb3bcd-fe71-4564-93af-61d4ba0a4edb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "establish_context", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 10, "textChars": 1194, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:23.106+00", "seconds": 7.653, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/3", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-3", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.16, "w": 0.19, "x": 0.03, "y": 0.17 }, "kind": "chart", "text": "83% of FY23 Net Sales", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:23.106+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05dc9de3-a56b-451d-bea5-dba9134bf92f", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.19, "x": 0.03, "y": 0.64 }, "kind": "chart", "text": "17% of FY23 Net Sales", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:23.106+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d004240-47aa-4f49-93c1-796bf7c874a7", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.39, "x": 0.19, "y": 0.16 }, "kind": "image", "text": "Images of various vehicles and equipment for Environmental Solutions Group", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:23.106+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ffb16dc-14b4-4fe1-89f4-f926faa475cf", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.29, "x": 0.22, "y": 0.64 }, "kind": "image", "text": "Images of various safety and security equipment for Safety and Security Systems Group", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:23.106+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cef7a70a-b66c-43b9-8b81-3aa6f2e0afe9", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.35, "x": 0.61, "y": 0.14 }, "kind": "list", "text": "1901 Founded\nDowners Grove, IL Headquarters\n~4,500 Global Employees\n23 Manufacturing Locations\n12 Acquisitions from 2016-2024\n104% 5-Year Cash Conversion¹ Avg.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:23.106+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e73d506-1e1d-4b1e-af04-b8d05ecd1dfc", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.34, "x": 0.62, "y": 0.63 }, "kind": "list", "text": "Healthy product portfolio mix\nResilient end market exposure\nDisciplined M&A strategy\nTargeting 100% annual cash conversion³\nQ3 2024 LTM Net Debt Leverage: 0.5x⁴", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:23.106+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e7a2d3b-7bdb-4d7a-a857-fdbb841cc7ae", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.43, "x": 0.037, "y": 0.605 }, "kind": "paragraph", "text": "Safety and Security Systems Group (“SSG\")", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:23.106+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "026c9c2d-7b70-47f5-8e67-7b94bc914e21", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.416, "x": 0.037, "y": 0.127 }, "kind": "paragraph", "text": "Environmental Solutions Group (\"ESG\")", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:23.106+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "512c74ef-0578-414f-9002-748ea55604fa", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.64, "x": 0.229, "y": 0.91 }, "kind": "source-note", "text": "1) Average cash conversion for each of the five years from 2019 to 2023, with cash conversion computed as net cash provided by operating activities divided by net income. Non-GAAP Measure. See appendix for additional information, including reconciliation to GAAP measure\n2) ESG and SSG segment net sales as a % of 2023 consolidated net sales\n3) Net cash provided by operating activities divided by Net Income (as a %)\n4) Non-GAAP Measure. See appendix for additional information, including reconciliation to GAAP measure", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:23.106+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8bbc117-dee9-4102-9e3c-6f6d52de7a00", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.879, "x": 0.059, "y": 0.039 }, "kind": "title", "text": "Federal Signal at a Glance: Leading Safety Equipment & Specialty Vehicle OEM", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:23.106+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4f8a908-22be-4df9-8add-8fff6f714938", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "8b1ece72-b743-4390-a7f1-86aea75218cb", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The presentation starts by highlighting Federal Signal's leading position in safety equipment and specialty vehicles, and its growth strategy", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "decompose_segments", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 7, "textChars": 839, "nDataPoints": 24, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:22.569+00", "seconds": 5.626, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/4", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-4", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.34, "w": 0.38, "x": 0.09, "y": 0.54 }, "kind": "chart", "text": "Consolidated Net Sales by Distribution Channel (2023)1\nDirect ~40%\nExclusive Dealer ~30%\nThird-Party Distribution ~30%", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:22.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29a54ac2-6c36-443a-8804-68697a4996ad", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.42, "x": 0.54, "y": 0.12 }, "kind": "chart", "text": "Net Sales by End Market (FY 2023)1\nOil & Gas 3%\nOther 1%\nUtility 3%\nPublicly Funded 51%\nIndustrial 41%", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:22.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47457429-da69-4510-b2e4-1965c93ec35d", "parentComponentId": null }, { "bbox": { "h": 0.34, "w": 0.38, "x": 0.58, "y": 0.54 }, "kind": "chart", "text": "Cash Deployment (2021-2023)3\nShare Repurchases 8%\nDividends 15%\nCapex 26%\nM&A 51%", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:22.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8175973d-de60-4ad7-b886-556da9cc3cfe", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.46, "x": 0.039, "y": 0.12 }, "kind": "chart", "text": "Net Sales by Category (FY 2023)1\nIndustrial Signaling 4%\nWarning Systems 2%\nPublic Safety 10%\nAftermarket 23%\nOther Specialty Equipment(2) 22%\nDump Truck Bodies & Trailers 17%\nVacuum Trucks 22%", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:22.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "924b4120-98da-4215-9d1c-c6c5735b8a52", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.18, "x": 0.24, "y": 0.92 }, "kind": "source-note", "text": "Source: Management estimates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:22.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "520ad1b8-0b98-40d8-bc9d-2c77478be68f", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.68, "x": 0.24, "y": 0.94 }, "kind": "source-note", "text": "Percentages calculated based on spend by category per the statement of cash flows divided by overall spend on these categories across the three-year period", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:22.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ec62d11-c65c-4cb7-bdac-c27e52877dfd", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.68, "x": 0.24, "y": 0.93 }, "kind": "source-note", "text": "Other Specialty Equipment includes street sweepers, road marking, metal extraction support, waterblasting equipment, multi-purpose maintenance vehicles, and other", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:22.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95c76182-4ccf-48d6-8510-55bef4b481ff", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "8b1ece72-b743-4390-a7f1-86aea75218cb", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The presentation starts by highlighting Federal Signal's leading position in safety equipment and specialty vehicles, and its growth strategy", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "setup", "function": "decompose_segments", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 3, "textChars": 905, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:22.482+00", "seconds": 4.489, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/5", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-5", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.249, "x": 0.249, "y": 0.935 }, "kind": "source-note", "text": "Source: Company Filings and Management", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:22.482+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d345d7e6-c17d-48f6-bff9-e7d2bb005558", "parentComponentId": null }, { "bbox": { "h": 0.73, "w": 0.96, "x": 0.02, "y": 0.116 }, "kind": "table", "text": "ESG (83% of 2023 Net Sales) SSG (17% of 2023 Net Sales) Vacuum Trucks, Street Sweepers, Industrial Cleaning, Dump Truck Bodies & Trailers, Multi-Purpose Maint. Vehicles, Road Marking, Metal Extraction Support, Aftermarket, Public Safety Equipment, Signaling, Warning Systems, VACTOR, TRUVAC, GUZZLER, WESTECH, ELGIN, Jetstream, TBEI, CRYSTEEL, DURACLASS, DX BODIES, Rugby, Travis, Bucks SWITCHIN.CO, Trackless Vehicles, MRL, BLASTERS, INC., HighMark, GROUND FORCE WORLDWIDE, TowHaul, Jetstream, STANDARD EQUIPMENT, FEDERAL SIGNAL Safety and Security Systems Heavy Duty, FEDERAL SIGNAL Safety and Security Systems Public Safety Systems, FEDERAL SIGNAL Safety and Security Systems Signaling, Victor, FEDERAL SIGNAL VAMA, FEDERAL SIGNAL Safety and Security Systems Systems, Key End Markets: Gov't, Industrial, Oil & Gas, Utility", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:22.482+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8f7576e-a288-4728-b47d-0890a09b35b7", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.64, "x": 0.049, "y": 0.036 }, "kind": "title", "text": "Federal Signal Product & Service Offerings", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:22.482+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "552c11e4-a270-4213-8040-f35c891ad545", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 7, "textChars": 517, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:24.59+00", "seconds": 6.542, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/6", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-6", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.41, "w": 0.884, "x": 0.046, "y": 0.29 }, "kind": "chart", "text": "Net Sales (US$ in millions) from 2016 to LTM, showing values from $708M to $1,838M.", "attrs": { "x_axis_label": "Year", "y_axis_label": "US$ in millions", "x_axis_values": [ "2016", "2017", "2018", "2019", "2020", "2021", "2022", "2023", "LTM" ], "y_axis_values": [ 708, 899, 1090, 1221, 1131, 1213, 1435, 1723, 1838 ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:24.59+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7bbc37e-1467-4e68-a671-ebe01ac6c460", "parentComponentId": null }, { "bbox": { "h": 0.201, "w": 0.944, "x": 0.028, "y": 0.709 }, "kind": "diagram", "text": "Acquisition timeline from 2016 to 2024, featuring various company logos.", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:24.59+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a245542-4fd4-49a2-8e3b-b42ed33a2d63", "parentComponentId": null }, { "bbox": { "h": 0.136, "w": 0.349, "x": 0.058, "y": 0.142 }, "kind": "list", "text": "Key Financial Targets\nLow double digit annual net sales growth (raised in Q2'24)\nAdjusted EBITDA margins: 14-20%1\nROIC > Cost of Capital", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:24.59+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cecec44-503a-498f-92b5-1cf4ac826825", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.202, "x": 0.407, "y": 0.18 }, "kind": "paragraph", "text": "Net Sales CAGR ('16A – '23A)\nTotal: ~14%\nOrganic: ~7%", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:24.59+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8ef8b2f-3fa0-4b1a-a103-9c26a31b8e25", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.26, "x": 0.244, "y": 0.94 }, "kind": "source-note", "text": "Source: Company Filings and Management", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:24.59+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34ab6c04-9007-4ef8-8342-1f34fedc9192", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.63, "x": 0.244, "y": 0.955 }, "kind": "source-note", "text": "1) Non-GAAP Measure. See appendix for additional information, including reconciliation to GAAP measure", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:24.59+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7652805a-208a-4073-9b97-2a60faf9abf5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.449, "x": 0.058, "y": 0.036 }, "kind": "title", "text": "Delivering on our Growth Strategy", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:24.59+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "658ba455-9d4d-4bab-ae6a-21a066f48431", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "setup", "function": "frame_situation", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 7, "textChars": 835, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:25.194+00", "seconds": 6.451, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/7", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-7", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.402, "w": 0.42, "x": 0.085, "y": 0.137 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c30475aa-e3d3-4f12-bd7e-52a42e8ea08e", "parentComponentId": null }, { "bbox": { "h": 0.076, "w": 0.206, "x": 0.03, "y": 0.513 }, "kind": "list", "text": "Headquarters\nManufacturing Facility (20)\nAftermarket Site (36)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "419505b2-d6d1-4867-bd80-c28c8c8092e4", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.501, "x": 0.03, "y": 0.689 }, "kind": "list", "text": "Q4′23: Raised ESG EBITDA margin targets to 17-22% (from 15-18%)\n2021: Purchased Elgin, IL manufacturing facility (Street Sweepers)\n2020: Expanded capacity at Lake Crystal, Rugby, and Billings manufacturing facilities (Dump Truck Bodies/Road-Marking)\n2019: Expanded capacity at largest manufacturing facility (Streator, IL) by ~40% (Vacuum Trucks)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d908ff5-5584-4961-ac67-3d8d51ced64e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.157, "x": 0.202, "y": 0.64 }, "kind": "paragraph", "text": "Recent Highlights", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0583d3b-0e67-4d33-b37e-16432d8457e6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.409, "x": 0.247, "y": 0.93 }, "kind": "source-note", "text": "1) ESG = Environmental Solutions Group\n2) Management estimates of North America market share", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9affb2d6-b56d-49be-bad9-2ce66074a314", "parentComponentId": null }, { "bbox": { "h": 0.67, "w": 0.409, "x": 0.539, "y": 0.15 }, "kind": "table", "text": "Vehicle Product\nVacuum Trucks\nStreet Sweepers\nIndustrial Cleaning (Waterblasting Equipment)\nDump Truck Bodies & Trailers\nMulti-Purpose Maintenance Vehicles\nRoad-Marking and Line-Removal\nMetal & Mineral Extraction Support\nMarket Share Rank²\n#1\n#1-2\n#2\n#1\n#1\n#1\n#1", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2f2c183-dd7c-43ac-b58b-e6c23a50fe14", "parentComponentId": null }, { "bbox": { "h": 0.037, "w": 0.879, "x": 0.059, "y": 0.03 }, "kind": "title", "text": "ESG¹: Growing A Best-In-Class Specialty Vehicle Platform", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9e70886-7c04-4a79-aaff-740445557a1d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e2dd79b9-2cb8-4769-a4e4-19ac919765b6", "evidence": "Recent Highlights", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.031879+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bc870fa6-3c3f-423d-887f-ba80c08a3156", "evidence": "ESG¹: Growing A Best-In-Class Specialty Vehicle Platform", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.071084+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 8, "type": "setup", "function": "frame_situation", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 7, "textChars": 432, "nDataPoints": 17, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:25.021+00", "seconds": 5.903, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/8", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-8", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.102, "w": 0.239, "x": 0.083, "y": 0.24 }, "kind": "callout", "text": "Water taxes are a significant funding mechanism for sewer cleaners", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3176c71d-3d4c-4fce-949b-3911b99a61fe", "parentComponentId": null }, { "bbox": { "h": 0.058, "w": 0.119, "x": 0.65, "y": 0.24 }, "kind": "callout", "text": "COVID: +3.7%YoY", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b8a0a35-068e-42c1-a8a2-d9f7bf0e3475", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.149, "x": 0.403, "y": 0.37 }, "kind": "callout", "text": "Industrial Recession: +1.7%YoY", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5f86e6a-4e87-4cf3-99a9-aaf7843d6e44", "parentComponentId": null }, { "bbox": { "h": 0.74, "w": 0.88, "x": 0.07, "y": 0.12 }, "kind": "chart", "text": "Water Taxes¹ Funding – United States CAGR ('10A – '23A): ~4.0% 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 LTM", "attrs": { "x_axis_labels": [ "2010", "2011", "2012", "2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020", "2021", "2022", "2023", "LTM" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05f1a0ba-250a-413a-827f-6e3fcd784c15", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.47, "x": 0.227, "y": 0.945 }, "kind": "source-note", "text": "1) Includes total net sales generated by firms providing services for water & sewage as a proxy for water taxes", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "331db831-9e21-4690-a588-0496c5639a7c", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.169, "x": 0.227, "y": 0.929 }, "kind": "source-note", "text": "Source: St. Louis Federal Reserve", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5a44ed6-8dd3-4730-81bd-71afd65f6272", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.64, "x": 0.059, "y": 0.03 }, "kind": "title", "text": "ESG: Resilient End-Market Characteristics", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f66db2c3-27f9-4cc7-9fe5-44ca9bc4b9d9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "50098e85-c568-4642-a8b5-e1ccd3cdaadd", "evidence": "chart/bar-vertical: Water Taxes¹ Funding – United States CAGR ('10A – '23A): ~4.0% 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 LTM", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.152061+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 9, "type": "setup", "function": "frame_situation", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 6, "textChars": 1141, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:25.356+00", "seconds": 5.114, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/9", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-9", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.16, "x": 0.048, "y": 0.92 }, "kind": "image", "text": "FEDERAL SIGNAL Moves. Cleans. Protects.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed725bbc-a06d-48c1-896c-3342e4c593b7", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.44, "x": 0.53, "y": 0.58 }, "kind": "list", "text": "Recent Highlights:\nQ4’24: Raised SSG EBITDA margin targets to 18-24% (from 17-21%)\n2022 & 2023: Completed several capacity investments to insource certain production and achieve cost savings\n2022: Purchased University Park, IL Manufacturing Facility\n2022: SSG began to supply ESG with critical components to boost vehicle output", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38251f07-6968-4715-9095-7373a44b92ad", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.44, "x": 0.53, "y": 0.16 }, "kind": "list", "text": "Key Multi-Year Trends:\nStrategically positioned in end-markets with high barriers to entry given stringent regulatory requirements for safety equipment\nThe increase in natural and man-made disasters drives increasing need for safety devices globally including from government customers\nProliferation of use cases for audible & visual safety devices offer new market penetration opportunities\nRobust new product development pipeline given increasing need for more complex safety devices\nDisciplined pricing strategy and margin opportunities", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8173a071-a7e8-4b08-8b2b-6bf01260f4ab", "parentComponentId": null }, { "bbox": { "h": 0.67, "w": 0.405, "x": 0.08, "y": 0.13 }, "kind": "list", "text": "Product: Public Safety Equipment, Industrial Signaling Equipment, Warning Systems\nMarket Share Rank: #2, #1, #1", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60a007cf-c796-4546-9592-298d3db3e860", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.19, "x": 0.25, "y": 0.92 }, "kind": "source-note", "text": "1) SSG = Safety and Security Systems Group\n2) Management estimates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1b1ea17-98f0-41e7-a7bb-f091331f25e3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.89, "x": 0.058, "y": 0.036 }, "kind": "title", "text": "SSG¹: Industry Leader in Audible & Visual Safety Equipment", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:25.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6553858b-524d-4d84-bd06-9ce1d52f5759", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "f69d0770-e974-4e37-bb12-9e8e273441bb", "evidence": "Key Multi-Year Trends", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.231149+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7cf16a1e-e1ce-4b66-8595-a3b950bd58d2", "evidence": "SSG¹: Industry Leader in Audible & Visual Safety Equipment", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.271052+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 10, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 86, "componentCount": 8, "textChars": 986, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:26.869+00", "seconds": 5.699, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/10", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-10", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.22, "x": 0.39, "y": 0.22 }, "kind": "diagram", "text": "New Vehicle/Equipment Sales, Used Vehicle/Equipment Sales, Parts & Services, Rental Offerings", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:26.869+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24aed708-7b39-499f-89a6-a6491e458597", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.046, "y": 0.925 }, "kind": "image", "text": "FEDERAL SIGNAL", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:26.869+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f27debf1-5d8c-4ad1-becc-8b30cd641407", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.32, "x": 0.05, "y": 0.603 }, "kind": "list", "text": "Used Equipment Sales\nFrequent rent to own model\nUsed sales opportunities from company owned rental fleets\nTargeting non-traditional first vehicle owners; opening a new customer cohort for FSS\nDealer rental replenishment needs foster new vehicle sales\nCertified-owned program", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:26.869+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25c27053-f39e-47e1-979b-ff23700b506e", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.315, "x": 0.656, "y": 0.603 }, "kind": "list", "text": "Rental Offerings\nRental offerings for key vehicle verticals (Vacuum Trucks, Industrial Cleaning, etc.)\nDealer + company owned rental fleet (Hybrid Model)\nTargeting non-traditional owners of equipment, project-based needs and/or general commercial customers", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:26.869+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2b467ba-5663-4896-927b-9d91f49fb1e9", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.315, "x": 0.656, "y": 0.165 }, "kind": "list", "text": "Parts & Services\nSale of parts/services/refurbishment\n30+ locations across US + Canada\nTargeting all FSS customers regardless of end-market (Municipal, Commercial, etc.)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:26.869+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da3a97d2-68de-4bf3-9dbe-299124a35e8e", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.32, "x": 0.05, "y": 0.165 }, "kind": "list", "text": "Aftermarket Snapshot\nSize: ~27% of ESG Net Sales (FY 2023)\n2015-2023 Net Sales CAGR: ~16%", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:26.869+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e760ced0-f408-4ef9-8743-79101c273ee1", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.19, "x": 0.22, "y": 0.935 }, "kind": "source-note", "text": "Source: Management and Company Filings", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:26.869+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd499593-aee2-44c7-a8e1-16aad1e12e9e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.059, "y": 0.036 }, "kind": "title", "text": "Strategic Pillars: Aftermarket Ecosystem Optimization", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:26.869+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d92a8058-743e-4106-999b-a3fe4c0c33c2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ab546d2c-59fa-45cd-ac4f-1d566a991de1", "evidence": "diagram/process: New Vehicle/Equipment Sales, Used Vehicle/Equipment Sales, Parts & Services, Rental Offerings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.350667+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "80c3ebbe-d052-4e57-9e2f-2516ba85a386", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic pillars as the solution to drive growth and expansion", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 10, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "ce2f7f2f-218a-4383-8ebd-de89707b156c", "evidence": "The company presents its strategic pillars as a way to drive growth and expansion", "position": 1, "objective": "Presenting strategic pillars as a way to drive growth and expansion", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:45.489283+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "setup", "function": "quantify_opportunity", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 6, "textChars": 1141, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:27.215+00", "seconds": 5.543, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/11", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-11", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.286, "w": 0.304, "x": 0.17, "y": 0.619 }, "kind": "chart", "text": "State Adoptions Since 2016¹\n1\n2016\n19\n2020", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:27.215+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf2c6f37-2455-479f-b5f6-09f3bea39858", "parentComponentId": null }, { "bbox": { "h": 0.446, "w": 0.406, "x": 0.106, "y": 0.109 }, "kind": "image", "text": "Map of State Adoptions¹\nOSHA's National Emphasis Program on Trenching and Excavation", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:27.215+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42b96dbd-2ea8-4855-8932-bfc56998b826", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.38, "x": 0.05, "y": 0.545 }, "kind": "list", "text": "Adopted Safe Digging as best practice²\nIndication of intent to adopt Safe Digging as best practice", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:27.215+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a07c3049-ea3f-4c96-91d6-be78648c1895", "parentComponentId": null }, { "bbox": { "h": 0.659, "w": 0.347, "x": 0.624, "y": 0.21 }, "kind": "paragraph", "text": "Commentary\nVacuum excavation or “Safe Digging\" involves\nthe use of pressurized air or water (“hydro-\nexcavation\") to dig (coupled with a vacuum\nsystem) as an alternative to the use of traditional\nequipment such as backhoes, shovels, and\nmechanical excavators\nApplication has been widely accepted and\nmandated in certain applications in Canada; US\nis behind but accelerating\n\"Safe Digging\" benefits vs. conventional digging\nmethods:\nMore environmentally friendly than\nconventional digging\nSafer & more productive\nMinimizes damage to underground\ninfrastructure/environment\nIncremental opportunity for proliferation of use\ncases in existing and new markets\nInsurance industry could be an important\ncatalyst for adoption given safety benefits", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:27.215+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb161b99-c94f-440d-9295-710b44d9fa8a", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.42, "x": 0.25, "y": 0.93 }, "kind": "source-note", "text": "1) As of 09/29/2020 when U.S. Department of Labor website last updated\n2) Does not include Puerto Rico and U.S. Virgin Islands", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:27.215+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f462a24a-d894-43f7-bbc4-918e74d9fafa", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.729, "x": 0.059, "y": 0.036 }, "kind": "title", "text": "Strategic Pillars: “Safe Digging” Market Acceleration", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:27.215+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47f37a92-6088-4c49-b34f-b3ac1bdcf040", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "80c3ebbe-d052-4e57-9e2f-2516ba85a386", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic pillars as the solution to drive growth and expansion", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 10, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "ce2f7f2f-218a-4383-8ebd-de89707b156c", "evidence": "The company presents its strategic pillars as a way to drive growth and expansion", "position": 1, "objective": "Presenting strategic pillars as a way to drive growth and expansion", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:45.489283+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 10, "textChars": 1051, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:29.148+00", "seconds": 7.295, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/12", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-12", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.164, "x": 0.474, "y": 0.477 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.148+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "091e2ae1-e3bb-4d1b-adea-104b5200ea46", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.164, "x": 0.474, "y": 0.21 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.148+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14fcc6a5-0f65-4328-800b-a875298a4852", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.164, "x": 0.474, "y": 0.744 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.148+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cdbdbb03-4397-460a-89e5-9e75721836e8", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.27, "x": 0.049, "y": 0.135 }, "kind": "list", "text": "Use Cases\nAirports\nEnvironmental\nConstruction\nGas Industry\nIndustrial\nLandscaping\nMilitary\nNuclear\nOil Fields\nPower Industry\nRailroad\nRoad Construction\nTelecommunications\nTunneling\nUtilities\nWater & Sewer Systems", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.148+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19cc6083-8ddc-4ec9-a59b-61d6ae49490f", "parentComponentId": null }, { "bbox": { "h": 0.202, "w": 0.277, "x": 0.679, "y": 0.737 }, "kind": "list", "text": "Excavate safely around underground utilities with water or air\nSafer excavation around maintaining utilities\nMore productive than hand digging\nProvide power for hydraulic, pneumatic, or electric tools", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.148+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29044e4f-7aaa-4268-8292-07a71886f384", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.277, "x": 0.679, "y": 0.201 }, "kind": "list", "text": "Less disruptive/damage to worksite (truck can be parked far away vs. driving an excavator over worksite)\nSafely identify/locate existing utilities prior to using large excavators\nSafely and efficiently dig holes for fencing installation\nLess destructive to tree care environment (i.e. root systems)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.148+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ad82769-2b45-4776-92ae-9a22ab7c83f7", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.277, "x": 0.679, "y": 0.47 }, "kind": "list", "text": "Safely expose buried pipeline for maintenance, repair, or expansion\nMore efficient method for cleaning holding tanks and drill rigs\nProvides flexibility to address, clean-up, and contain oil contaminated soil on drill pads", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.148+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd7cd0ba-9193-497c-bf13-47cd4d8ba881", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.13, "x": 0.346, "y": 0.667 }, "kind": "other", "text": "Expanding use case with growth potential from IIJA funding", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.148+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "024d15ee-3d3b-4669-8a41-68acac19db74", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.104, "x": 0.269, "y": 0.954 }, "kind": "source-note", "text": "Source: Management", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.148+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24516b6b-f090-4c34-a52f-417d08e9a7ed", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.59, "x": 0.049, "y": 0.036 }, "kind": "title", "text": "Strategic Pillars: “Safe Digging” Use Cases", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.148+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b814bb97-4f89-4517-bf3f-5dbb23b9ad0f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ffb24c1f-11b2-44e2-b2f7-c3fcf5908e89", "evidence": "list/bullet: Use Cases Airports Environmental Construction Gas Industry Industrial Landscaping Military Nuclear Oil Fields Power Industry Railroad Road Construction Telecommunications Tunneling Utilities Water & Sewer Sy", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.469091+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "80c3ebbe-d052-4e57-9e2f-2516ba85a386", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic pillars as the solution to drive growth and expansion", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 10, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "ce2f7f2f-218a-4383-8ebd-de89707b156c", "evidence": "The company presents its strategic pillars as a way to drive growth and expansion", "position": 1, "objective": "Presenting strategic pillars as a way to drive growth and expansion", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:45.489283+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "setup", "function": "frame_situation", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 13, "textChars": 1088, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:30.734+00", "seconds": 7.942, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/13", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-13", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.32, "w": 0.46, "x": 0.02, "y": 0.58 }, "kind": "chart", "text": "U.S. Public Safety Equipment New Product\nVitality Index¹\n17.1% 18.2% 20.6% 27.3% 38.9% 33.2%\n2018 2019 2020 2021 2022 2023", "attrs": { "series_labels": [ "17.1%", "18.2%", "20.6%", "27.3%", "38.9%", "33.2%" ], "x_axis_labels": [ "2018", "2019", "2020", "2021", "2022", "2023" ], "y_axis_labels": [ "0%", "10%", "20%", "30%", "40%" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a25a1605-36a7-40ea-b7ae-628a3c7b23e8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.17, "x": 0.049, "y": 0.92 }, "kind": "image", "text": "FEDERAL SIGNAL\nMoves. Cleans. Protects.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c0259cb-fd97-45da-8389-d613fb71bf24", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.38, "x": 0.555, "y": 0.555 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1217651a-13c8-4e68-abfa-6c12f73e881e", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.229, "x": 0.044, "y": 0.35 }, "kind": "image", "text": "Trackless MTe", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8843fa72-953f-49f6-a6f1-ce41d45dd15a", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.48, "x": 0.044, "y": 0.169 }, "kind": "image", "text": "Fully-electric street sweeper", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b95babda-541c-4748-9d99-9ba05bf6063a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.229, "x": 0.253, "y": 0.313 }, "kind": "image", "text": "Switch-N-Go® system on electric chassis", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0f920c1-b60f-49c0-989e-2cc40e6e8c65", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.229, "x": 0.253, "y": 0.489 }, "kind": "image", "text": "Elgin RegenX", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5eed782-7e79-4a34-af4a-5cc8b5b66455", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.21, "x": 0.14, "y": 0.528 }, "kind": "legend", "text": "Denotes electrification project", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47c8b0ca-3e82-42d3-8bf3-3f3da4a22c11", "parentComponentId": null }, { "bbox": { "h": 0.32, "w": 0.449, "x": 0.527, "y": 0.19 }, "kind": "list", "text": "~20% of R&D budget is spent on electrification projects\nLaunched a sweeper without a CDL requirement to operate\nSeeing increased orders for fully electric/hybrid sweepers\nLaunched new Switch-N-Go interchangeable body system on\nClass 3 chassis in Q2 2024\nSSG Warning Systems: Scaling of CommanderOne installed\nbase; leverages recurring revenue model\nSSG Public Safety Equipment: Launch of new range of law\nenforcement products, including light bar, and programmable\nsiren and light controller to penetrate the Latin American\nmarket ($10mm+ net sales recognized in 2023)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "367bfb50-04e3-4e47-b46b-bf4d1d13fe82", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.33, "x": 0.587, "y": 0.13 }, "kind": "paragraph", "text": "Select Product Development Highlights:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2aeba4b5-7883-4785-a137-248eb95bb50c", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.296, "x": 0.154, "y": 0.13 }, "kind": "paragraph", "text": "New Product Examples", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "375cb2ea-61f7-48d9-9d3c-885726fa25df", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.507, "x": 0.247, "y": 0.93 }, "kind": "source-note", "text": "1) Represents percentage of net sales generated from products introduced within the last 3 years for the applicable businesses", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "434a5689-36b7-4cbb-9e85-4bc2b6c0fb8f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.79, "x": 0.049, "y": 0.036 }, "kind": "title", "text": "Strategic Pillars: Innovation & Product Development", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7d77015-e1bb-4aeb-b02d-3e559e692c84", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "59985f1d-8141-43d3-b733-b053bc240545", "evidence": "chart/bar-vertical: U.S. Public Safety Equipment New Product Vitality Index¹ 17.1% 18.2% 20.6% 27.3% 38.9% 33.2% 2018 2019 2020 2021 2022 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.548546+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "80c3ebbe-d052-4e57-9e2f-2516ba85a386", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic pillars as the solution to drive growth and expansion", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 10, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "ce2f7f2f-218a-4383-8ebd-de89707b156c", "evidence": "The company presents its strategic pillars as a way to drive growth and expansion", "position": 1, "objective": "Presenting strategic pillars as a way to drive growth and expansion", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:45.489283+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 7, "textChars": 1500, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:29.279+00", "seconds": 6.202, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/14", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-14", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.15, "x": 0.33, "y": 0.185 }, "kind": "callout", "text": "Surgically evaluating opportunities that meet our criteria", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.279+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c9e70d0-f184-4769-a932-36b7ba7f9bff", "parentComponentId": null }, { "bbox": { "h": 0.61, "w": 0.44, "x": 0.059, "y": 0.122 }, "kind": "chart", "text": "Specialty Vehicle Market – North America Includes All Systems Built on Class 3-8 Commercial Chassis (~395K Units) Other Specialty vehicles Dump Truck Dry & Reefer Bodies Walk-In Vans School Bus Transit Bus Refuse & Fire", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.279+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80f674e1-30f7-475b-81ad-ce4e626dbd53", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.43, "x": 0.53, "y": 0.501 }, "kind": "list", "text": "Latest Transaction (October 2024) STANDARD EQUIPMENT Distributor of specialty maintenance and infrastructure equipment Rationale: Builds upon existing aftermarket platform by adding further scale and capabilities to FSS's parts, services, rental, and used equipment operations Expands footprint into an attractive geographic market; opportunity to sell additional FSS products Adds experienced team with deep regional knowledge and great familiarity with Federal Signal products", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.279+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ef375d2-a3b7-46f6-acd0-bb266c1a0a70", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.43, "x": 0.53, "y": 0.122 }, "kind": "list", "text": "M&A Target Criteria Return on capital greater than cost of capital, risk adjusted Niche market leader (product, geography, end-market) Sustainable competitive advantage Deep domain expertise (technology, application, manufacturing) Strong management team Leverages existing distribution & manufacturing capabilities Growth potential Opportunity for through cycle margins in line or higher than FSS targets Identifiable synergies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.279+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6dfb881-709f-48e1-a825-7dd0f88caae5", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.255, "x": 0.22, "y": 0.939 }, "kind": "source-note", "text": "Source: Management, NTEA as of 2023, Specialty Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.279+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11beae91-b620-48e5-8914-2aa0f25be5ab", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.409, "x": 0.074, "y": 0.75 }, "kind": "subtitle", "text": "Current FSS product portfolio directly addresses ~15% of the overall specialty vehicle market, resulting in a $4-5bn annual Total Addressable Market (\"TAM”). FSS market share ranges from 20-50% in those categories.", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.279+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d809473d-3cb5-478e-b8e1-57e1b87c12ba", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.749, "x": 0.059, "y": 0.039 }, "kind": "title", "text": "Strategic Pillars: Executing on our M&A Pipeline", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.279+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0d21481-0cdf-4478-8082-3b759595c74e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "80c3ebbe-d052-4e57-9e2f-2516ba85a386", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic pillars as the solution to drive growth and expansion", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 10, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "ce2f7f2f-218a-4383-8ebd-de89707b156c", "evidence": "The company presents its strategic pillars as a way to drive growth and expansion", "position": 1, "objective": "Presenting strategic pillars as a way to drive growth and expansion", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:45.489283+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "evidence", "function": "illustrate_case", "rawType": "case_study", "block": null, "metadata": { "slideType": "case_study", "slideTypeCanon": { "name": "Case study", "slug": "case_study", "status": "active", "canonId": "019de52d-0b95-7344-8090-926f3b8e92c8", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 90, "componentCount": 10, "textChars": 1187, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:29.775+00", "seconds": 5.919, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/15", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-15", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.16, "w": 0.21, "x": 0.47, "y": 0.73 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.775+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2526129-abf0-4c85-b32e-73d9006c6d4c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.16, "x": 0.05, "y": 0.92 }, "kind": "image", "text": "FEDERAL SIGNAL Moves. Cleans. Protects.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.775+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a80ddf4-8c7c-48af-8162-04a1254c64fe", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.13, "x": 0.03, "y": 0.57 }, "kind": "image", "text": "Trackless Vehicles", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.775+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91859b44-8526-4579-8159-91e916acf9de", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.5, "x": 0.47, "y": 0.11 }, "kind": "image", "text": "Trackless Growth by Geography In Year 1 of Ownership", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.775+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccebb6af-d28d-4723-8050-77fa56d9eb58", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.2, "x": 0.76, "y": 0.78 }, "kind": "legend", "text": "Indicates a territory covered by dealer or FSS direct sales team with 30% + YoY net sales growth in Year 1 of FSS ownership", "attrs": {}, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.775+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c3b3025-5e65-45aa-9d47-0c62feeed21f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.03, "y": 0.66 }, "kind": "list", "text": "Achieved 30%+ year-over-year net sales growth within the first year of Federal Signal ownership¹\nRevenue synergies consist of leveraging ESG's direct sales channel and dealer network to sell additional products, attachments & aftermarket parts\nAdditional engineering, aftermarket optimization and procurement cost synergies identified", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.775+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "266dfa4e-6d71-4de5-85e5-8a3ec9799b5f", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.43, "x": 0.059, "y": 0.129 }, "kind": "list", "text": "M&A Checklist\nNiche-market leader in specialty vehicles\nAbility to leverage the existing ESG distribution channel for geographic expansion\nVersatile products offer year-round value across maintenance and infrastructure markets, driving long-term growth & aftermarket penetration opportunities\nWell-run businesses led by an experienced and professional management team\nStrong financial profile with margins in line with current targets", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.775+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bb04548-83ef-4b3e-8b0e-0240c6225e57", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.27, "x": 0.17, "y": 0.58 }, "kind": "paragraph", "text": "Progress (Acquired: April 2023)", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.775+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9bf3b381-a3b7-4c6f-95ce-cd8422b4931d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.25, "y": 0.93 }, "kind": "source-note", "text": "1) Calculated based on net sales growth for the nine-month periods of April to December 2022 versus April to December 2023", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.775+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64f51389-8dfe-4d22-bc6a-ba819880492b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.58, "x": 0.059, "y": 0.039 }, "kind": "title", "text": "M&A Case Study: Trackless Vehicles", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:29.775+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18c9854e-42e2-42be-89ff-2f3f37cd0cc1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "appendix", "function": "frame_situation", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 7, "textChars": 1463, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:30.36+00", "seconds": 5.243, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/16", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-16", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.19, "w": 0.176, "x": 0.552, "y": 0.687 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cbf8ba5-442d-41a1-bd73-ddac0573e4c5", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.199, "x": 0.729, "y": 0.687 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc7d9d9f-b997-40da-ad36-8dd79b4ce7ef", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.262, "x": 0.05, "y": 0.687 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cda2ee06-a585-4b6a-b8a3-c03373e06bc6", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.234, "x": 0.315, "y": 0.687 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7962a79-6be9-4a39-b8e8-6df1276d5ce6", "parentComponentId": null }, { "bbox": { "h": 0.503, "w": 0.92, "x": 0.039, "y": 0.135 }, "kind": "list", "text": "Demand Remains Healthy\nTight Commercial Driver's License Labor Pool\nThe qualified CDL driver market for many specialty vehicle applications remains tight, exacerbated by the legalization of marijuana across North America. This is leading to rising customer needs for ease in equipment functionality, design and training\nRising Complexity of Vehicles\nInvestments in autonomous infrastructure and increasing “smart” features in vehicles are driving increased need for our road-marking and line removal offerings\nHigher mineral content in electric vehicles is driving demand for Federal Signal's metal extraction support equipment\nInfrastructure Investment and Jobs Act\n$550bn of incremental spending over multiple years to improve the nation's transportation, water, electric power and infrastructure\nExpect multi-year positive demand impact in the form of both new equipment sales & higher demand for our aftermarket offerings\nSupply Chain Improvement Supporting Higher Production Levels\nSupply chains continue to normalize for the family of ESG businesses supporting gradual production improvements\nChassis supply for key offerings has eased with both heavy-duty and medium-duty availability significantly improving\nLead times for certain product lines, including sewer cleaners & street sweepers, remain stretched beyond normal levels", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d068d8b7-c937-4ff9-a92a-13121b0d57ad", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.424, "x": 0.229, "y": 0.94 }, "kind": "source-note", "text": "Source: White House website, U.S. Department of Transportation, and Western Pacific Trucking School", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "409699f3-88f2-4a46-83b1-b5394a73c992", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.44, "x": 0.039, "y": 0.036 }, "kind": "title", "text": "Update on Current Environment", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "292d7c56-6aa7-4c7d-ae03-77e4451dc418", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "setup", "function": "state_demand", "rawType": "demand_list", "block": null, "metadata": { "slideType": "demand_list", "slideTypeCanon": { "name": "Demand list", "slug": "demand_list", "status": "active", "canonId": "019de52d-110e-76af-8c96-2017430183b1", "version": 1, "description": null }, "function": "state_demand", "functionCanon": { "name": "State demand", "slug": "state_demand", "status": "active", "canonId": "019de52d-180b-70a3-99c7-c832ea7db96b", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 8, "textChars": 1656, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:31.669+00", "seconds": 6.192, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/17", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-17", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.049, "w": 0.16, "x": 0.05, "y": 0.92 }, "kind": "image", "text": "FEDERAL SIGNAL\nMoves. Cleans. Protects.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3985f55a-20a5-4d34-a493-e8e8de3fa3f9", "parentComponentId": null }, { "bbox": { "h": 0.76, "w": 0.34, "x": 0.099, "y": 0.139 }, "kind": "list", "text": "Select IIJA¹ Awards FY 2022\nWA-1 Segment: Ogden Junction\nRockport Bridge Rehabilitation Freight Rail Project\nOtay Mesa East Port of Entry Project\nNorth Baton Rouge Mobility Projects\nPresque Isle Corridor Project\nDowneast Coastal US 1 Rehabilitation Project\nI-90 Austin Bridges Improvement Project\nUS 212 Freight Mobility & Safety Project\nI-70 Floyd Hill to Veterans Memorial Tunnels Improvements\nI-4 West Central Florida Truck Parking Facility\nUS-395 & Virginia Street North Valleys\nI-85 FUTURES\nHunts Point Terminal Produce Market Intermodal Facility\nBorder Highway Connector Project\nI-375 Community Reconnection Project\nWestern Hills Viaduct Replacement", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfc0448b-a9be-4ea1-8275-6a71abf6ca34", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.409, "x": 0.556, "y": 0.719 }, "kind": "paragraph", "text": "Description: The project removes fifteen old bridges & two stormwater runoff pump stations, rehabilitates one stormwater runoff pump station, and constructs wider sidewalks\nDuration: 2025 – 2028 (3 years)\nPotential Equipment: Road Marking, Street Sweeping, Industrial Cleaning, Materials Hauling, and Safe Digging", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "124e3dca-0bfa-4f6f-881d-10640f2b3c61", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.409, "x": 0.556, "y": 0.16 }, "kind": "paragraph", "text": "Potential Market Opportunities:\nDescription: Constructs a new toll road and Port of Entry facility at Otay Mesa\nDuration: 2023 - 2026 (3 years)\nPotential Equipment: Road Marking, Street Sweeping, Industrial Cleaning and Materials Hauling", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78986cbc-5762-4a71-a26b-8673dd7fa0fb", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.409, "x": 0.556, "y": 0.465 }, "kind": "paragraph", "text": "Description: Adds a travel lane, constructs a frontage road connection, and adds a new ramp\nDuration: 2023 – 2028 (5 years)\nPotential Equipment: Road Marking, Street Sweeping, Industrial Cleaning, Materials Hauling, and Safe Digging", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c75113f3-097a-46d7-a16f-d2297b870b6c", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.263, "x": 0.249, "y": 0.93 }, "kind": "source-note", "text": "Source: White House website and U.S. Department of Transportation\n1) Infrastructure Investment and Jobs Act", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f649503-736e-425b-abcb-3ab0a68acd65", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.022, "x": 0.913, "y": 0.936 }, "kind": "source-note", "text": "17", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a539037f-54fc-46e4-9f82-ca10c5b998bc", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.88, "x": 0.059, "y": 0.049 }, "kind": "title", "text": "Infrastructure Bill Impacts in Early Innings of Multiyear Opportunities", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.669+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4351b4d-aebd-4053-899d-57e856c635fd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 17, "name": "Market Size", "beatId": "93ca0bb0-ac85-42d9-80e3-d66c115165e3", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The presentation highlights the potential of the 'safe digging' market and the impact of the Infrastructure Bill", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 18, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "881b5e0a-9df1-4de5-be0b-53c23a8161f7", "evidence": "The presentation emphasizes the opportunities in the 'safe digging' market and the importance of accelerating growth", "position": 0, "objective": "Highlighting the potential costs of inaction in the 'safe digging' market", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:45.449167+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "setup", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 5, "textChars": 713, "nDataPoints": 28, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:30.943+00", "seconds": 5.239, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/18", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-18", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.76, "w": 0.919, "x": 0.04, "y": 0.139 }, "kind": "chart", "text": "2023 Adj. EBITDA Margin (%); 2016 to 2023 Revenue CAGR (%)", "attrs": { "x_axis_label": "2016 to 2023 Revenue CAGR (%)", "y_axis_label": "2023 Adj. EBITDA Margin (%)" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Scatter plot", "slug": "scatter", "status": "active", "canonId": "019de52d-007d-72ec-8689-c79fb78e21a2", "version": 1, "description": null }, "framework": null }, "subkind": "scatter", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.943+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a01fcc41-e9bc-4d15-9e72-9b1ac2b076d7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.16, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "FEDERAL SIGNAL\nMoves. Cleans. Protects.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.943+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac8249eb-8f65-4338-b15e-c7b9afe221a9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.27, "x": 0.69, "y": 0.144 }, "kind": "list", "text": "Specialty Vehicle Peers\nIndustrial Consolidator Peers", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.943+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca66719d-57cf-4a6d-aef4-ce49ede84b7b", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.68, "x": 0.23, "y": 0.917 }, "kind": "source-note", "text": "Source: Company Filings\nSpecialty Vehicle & Industrial Consolidator Peers Included (Listed in alphabetical order): ALG, AME, DOV, GGG, IEX, IR, ITW, OSK, PLOW, SPXC, TEX, TTC and WAB, with information presented\nherein calculated using publicly available data, on a similar basis to the manner in which we compute Adjusted EBITDA margin (see Appendix for our calculation of Adjusted EBITDA margin,\na non-GAAP measure, and a reconciliation to GAAP measures). All figures based on FY16 to FY23 fiscal years.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.943+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e7c9856-a01a-412a-a837-6f4a5702768f", "parentComponentId": null }, { "bbox": { "h": 0.037, "w": 0.899, "x": 0.049, "y": 0.03 }, "kind": "title", "text": "Targeting Best in Class Growth & Continued Margin Expansion", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:30.943+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a9612aa-a73a-4582-b09f-467a09d8b624", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 17, "name": "Market Size", "beatId": "93ca0bb0-ac85-42d9-80e3-d66c115165e3", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The presentation highlights the potential of the 'safe digging' market and the impact of the Infrastructure Bill", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 18, "from": 17, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "881b5e0a-9df1-4de5-be0b-53c23a8161f7", "evidence": "The presentation emphasizes the opportunities in the 'safe digging' market and the importance of accelerating growth", "position": 0, "objective": "Highlighting the potential costs of inaction in the 'safe digging' market", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:45.449167+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 4, "textChars": 445, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:31.415+00", "seconds": 5.526, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/19", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-19", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.78, "w": 0.94, "x": 0.03, "y": 0.11 }, "kind": "chart", "text": "Adjusted EBITDA (US$ in millions) and Adjusted EBITDA Margin (%) from 2016 to LTM, showing an upward trend in both metrics.", "attrs": { "data_points": { "2016": { "Adjusted EBITDA": 85, "Adjusted EBITDA Margin": 0.12 }, "2017": { "Adjusted EBITDA": 112, "Adjusted EBITDA Margin": 0.124 }, "2018": { "Adjusted EBITDA": 159, "Adjusted EBITDA Margin": 0.146 }, "2019": { "Adjusted EBITDA": 191, "Adjusted EBITDA Margin": 0.157 }, "2020": { "Adjusted EBITDA": 182, "Adjusted EBITDA Margin": 0.161 }, "2021": { "Adjusted EBITDA": 181, "Adjusted EBITDA Margin": 0.149 }, "2022": { "Adjusted EBITDA": 215, "Adjusted EBITDA Margin": 0.15 }, "2023": { "Adjusted EBITDA": 286, "Adjusted EBITDA Margin": 0.166 }, "LTM": { "Adjusted EBITDA": 339, "Adjusted EBITDA Margin": 0.184 } }, "series_names": [ "Adjusted EBITDA", "Adjusted EBITDA Margin" ], "x_axis_label": "Year", "y_axis_label": "US$ in millions" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.415+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a053791f-8f93-48e1-b1da-5749ea2a61d6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.48, "x": 0.03, "y": 0.18 }, "kind": "list", "text": "Margin Targets:\nConsolidated EBITDA Margin Target: 14 – 20%\nESG EBITDA Margin Target: 17 – 22%\nSSG EBITDA Margin Target: 18 – 24% (increased from 17 – 21%)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.415+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcfdb8c3-41ad-4827-8e45-cba5041033e6", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.51, "x": 0.26, "y": 0.93 }, "kind": "source-note", "text": "1) Non-GAAP Measures. See Appendix for additional information, including reconciliation to GAAP measures.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.415+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "864a9ece-d6d2-454a-9a74-d6718612cd96", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.89, "x": 0.059, "y": 0.036 }, "kind": "title", "text": "Industry-Leading Margin Performance Through the Business Cycle", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:31.415+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "072370c1-e12f-4f8e-add3-0aebf706e8ca", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "20bebb88-792e-47b4-a8d0-3ae7eb0a7552", "evidence": "chart/bar-vertical: Adjusted EBITDA (US$ in millions) and Adjusted EBITDA Margin (%) from 2016 to LTM, showing an upward trend in both metrics.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.07463+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 6, "textChars": 510, "nDataPoints": 32, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:32.318+00", "seconds": 5.082, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/20", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-20", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.77, "w": 0.505, "x": 0.02, "y": 0.129 }, "kind": "chart", "text": "Net Sales & Orders\nNet Sales, Orders\n2016-LTM\n$674-$1,838 (Net Sales)\n$708-$1,870 (Orders)", "attrs": { "chart_type": "bar-line" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:32.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5eaa0080-2600-4448-bf45-39379d3bd039", "parentComponentId": null }, { "bbox": { "h": 0.77, "w": 0.449, "x": 0.528, "y": 0.129 }, "kind": "chart", "text": "Free Cash Flow Generation\n2016-LTM\n$19-$203\nFacility investments & supply chain related working capital headwinds", "attrs": { "chart_type": "bar" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:32.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b009baf7-e7a6-4fdd-9cee-5edf87954d79", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.17, "x": 0.05, "y": 0.92 }, "kind": "image", "text": "FEDERAL SIGNAL\nMoves. Cleans. Protects.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:32.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "371f8e32-bcfd-456b-97cb-74b41f2701f9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.64, "x": 0.256, "y": 0.936 }, "kind": "source-note", "text": "Non-GAAP measure, calculated as: Net cash provided by operating activities less Purchases of Properties and Equipment (Capital Expenditures). See Appendix for additional information, including reconciliation to GAAP measure.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:32.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4520ac63-8cce-43f0-a377-3283b7b24dad", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.13, "x": 0.256, "y": 0.92 }, "kind": "source-note", "text": "Source: Company Filings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:32.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49d8c497-70ee-4f7a-aa38-06f95b78f775", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.389, "x": 0.049, "y": 0.036 }, "kind": "title", "text": "Financial Performance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:32.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32ef3144-f319-41e8-a5c9-893399edb306", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 21, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 20, "name": "Financials", "beatId": "7a53ae35-d24b-45d3-b2e9-cbdc83b4d2a3", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The company presents its financial performance and raised 2024 outlook", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 91, "componentCount": 8, "textChars": 1878, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:34.732+00", "seconds": 7.03, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/21", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-21", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.046, "w": 0.16, "x": 0.058, "y": 0.92 }, "kind": "image", "text": "FEDERAL SIGNAL\nMoves. Cleans. Protects.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.732+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8bed8a26-ae96-4705-b221-c062277b714b", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.359, "x": 0.609, "y": 0.13 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.732+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5dc7a998-9c8d-4e27-b837-01e8b06f3b75", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.018, "x": 0.949, "y": 0.94 }, "kind": "legend", "text": "21", "attrs": {}, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.732+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "399d4457-782a-4529-90ca-96bf33fa4782", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.516, "x": 0.07, "y": 0.606 }, "kind": "list", "text": "No significant deterioration in current supply chain conditions; assumes continued improvement in 2024, with steady flow of customer-provided chassis\nNo significant increase in current input costs\nInterest expense of ~$13mm, without additional M&A\nQ4 effective tax rate of 26%, excluding discrete items\n~62mm weighted average shares outstanding\nDepreciation & amortization expense of ~$64mm - $65mm", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.732+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03ecb133-139e-4bab-94e2-e75e023c2018", "parentComponentId": null }, { "bbox": { "h": 0.379, "w": 0.516, "x": 0.07, "y": 0.13 }, "kind": "list", "text": "Raised Full-Year Adjusted EPS¹ Outlook to a new range of $3.30 to $3.40\nIncreased from the prior range of $3.20 to $3.35\nNew range would represent YoY growth of 28% - 32%, and the highest EPS level in our history\nNarrowed full-year net sales outlook to a new range of $1.86bn to $1.88bn (previous range $1.85bn to $1.90bn)\nWould represent YoY growth of 8% - 9%\nDouble-digit improvement in pre-tax earnings\nCapital expenditures of $35mm to $40mm", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.732+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79adffad-cf42-4eee-b897-1ad3dd0256a3", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.137, "x": 0.18, "y": 0.546 }, "kind": "paragraph", "text": "Assumptions", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.732+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d25cd5a-d564-4a19-a89d-6f2927758180", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.359, "x": 0.609, "y": 0.684 }, "kind": "source-note", "text": "Adjusted earnings per share (\"EPS\") is a non-GAAP measure, which includes certain adjustments to reported GAAP net income and diluted EPS. In the three and nine months ended September 30, 2024, we made adjustments to exclude the impact of acquisition and integration-related expenses, net, and certain special tax items, where applicable. In prior years, we have also made adjustments to exclude the impact of environmental remediation costs of a discontinued operation, purchase accounting effects, pension settlement charges, and certain other unusual or non-recurring items. Should any similar items occur in the remainder of 2024, we would expect to exclude them from the determination of adjusted EPS. However, because of the underlying uncertainty in quantifying amounts which may not yet be known, a reconciliation of our Adjusted EPS outlook to the most applicable GAAP measure is excluded based on the unreasonable efforts exception in Item 10(e)(1)(i)(B).", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.732+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0754848e-2001-447e-914f-b04468a2c928", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.302, "x": 0.058, "y": 0.035 }, "kind": "title", "text": "Raised 2024 Outlook", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.732+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ce8d5ae-7804-467f-a956-fec11600f5b0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "277743c0-9dfe-4667-a178-c681e0ee1adb", "evidence": "Raised Full-Year Adjusted EPS¹ Outlook to a new range of $3.30 to $3.40", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:07:18.176592+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 21, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 20, "name": "Financials", "beatId": "7a53ae35-d24b-45d3-b2e9-cbdc83b4d2a3", "matchId": "fae67de9-51fd-423a-aead-ac1631fff725", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The company presents its financial performance and raised 2024 outlook", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 22, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 4, "textChars": 284, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:34.812+00", "seconds": 5.117, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/22", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-22", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.17, "x": 0.04, "y": 0.92 }, "kind": "image", "text": "FEDERAL SIGNAL\nMoves. Cleans. Protects.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.812+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63159249-80ff-4c5b-b672-cb17c98f85aa", "parentComponentId": null }, { "bbox": { "h": 0.56, "w": 0.8, "x": 0.04, "y": 0.22 }, "kind": "list", "text": "I. Our Portfolio of Brands & Products\nII. Extensive Geographic Footprint Across North America\nIII. Federal Signal Operating System\nIV. Sustainability Initiatives\nV. Non-GAAP Measures\nVI. Executive Compensation\nVII. Investor Information", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.812+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2dd6a614-5a11-4e2f-8d00-5254614291e1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.03, "x": 0.93, "y": 0.94 }, "kind": "source-note", "text": "22", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.812+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cc20778-073c-491f-a4c9-0271bc5702b8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.16, "x": 0.04, "y": 0.03 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.812+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4f96498-a06d-4857-984f-9efb0ae1aa61", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 13, "textChars": 323, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:37.008+00", "seconds": 7.209, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/23", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-23", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.503, "w": 0.459, "x": 0.518, "y": 0.17 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c01e803-fa42-4108-bf4f-df6538512cc1", "parentComponentId": null }, { "bbox": { "h": 0.503, "w": 0.47, "x": 0.023, "y": 0.17 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de95d8b3-b573-4c15-a627-2fed6a27af25", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.11, "x": 0.854, "y": 0.795 }, "kind": "image", "text": "Victor", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26f099f5-2d6f-45e4-8ec4-4afca957deff", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.165, "x": 0.049, "y": 0.923 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b96f6d3c-9f2c-4fcb-b30f-520cda82092f", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.47, "x": 0.023, "y": 0.702 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a623aa3-09aa-4172-8244-420edeb10638", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.019, "x": 0.93, "y": 0.947 }, "kind": "legend", "text": "23", "attrs": {}, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "435145ed-52e8-4505-a6f2-e6714f6d2a55", "parentComponentId": null }, { "bbox": { "h": 0.112, "w": 0.139, "x": 0.544, "y": 0.733 }, "kind": "list", "text": "FEDERAL SIGNAL\nSafety and Security Systems\nPublic Safety Systems\nFEDERAL SIGNAL\nSafety and Security Systems\nSignaling", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bce528c-f313-499d-8ef6-d0f9923da59f", "parentComponentId": null }, { "bbox": { "h": 0.112, "w": 0.139, "x": 0.71, "y": 0.733 }, "kind": "list", "text": "FEDERAL SIGNAL\nSafety and Security Systems\nHeavy Duty\nFEDERAL SIGNAL\nSafety and Security Systems\nSystems", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a28d8cb6-f855-44a4-9abb-7787010c6dc7", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.13, "x": 0.049, "y": 0.947 }, "kind": "paragraph", "text": "Moves. Cleans. Protects.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71e2d1fa-0adc-46c4-b34a-e16e83a9d3c1", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.032, "x": 0.286, "y": 0.123 }, "kind": "paragraph", "text": "ESG", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ad54e2d-5156-4072-9c5e-963b9e43828f", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.03, "x": 0.71, "y": 0.123 }, "kind": "paragraph", "text": "SSG", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7d37be4-d621-42c8-a83e-9409d161cafb", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.102, "x": 0.229, "y": 0.93 }, "kind": "source-note", "text": "Source: Management", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "117f132f-219c-4783-a2e5-75f8cb59b30f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.67, "x": 0.049, "y": 0.04 }, "kind": "title", "text": "Appendix I: Our Portfolio of Brands & Products", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.008+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a402d348-a721-4919-9340-b01b00a43910", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "496ef115-8b93-43dc-94e0-fd297bb4af91", "evidence": "list/bullet: FEDERAL SIGNAL Safety and Security Systems", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:18.286371+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "setup", "function": "establish_context", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 5, "textChars": 247, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:34.378+00", "seconds": 4.1, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/24", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-24", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.036, "w": 0.169, "x": 0.046, "y": 0.92 }, "kind": "image", "text": "FEDERAL SIGNAL\nMoves. Cleans. Protects.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.378+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f094adb8-cdde-49b8-a14d-d59485ae74c8", "parentComponentId": null }, { "bbox": { "h": 0.71, "w": 0.74, "x": 0.118, "y": 0.12 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.378+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75fea387-4f43-4c83-b73a-058116993db5", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.136, "x": 0.799, "y": 0.71 }, "kind": "list", "text": "Manufacturing Facility\nAftermarket Site\nDealers¹", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.378+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d44dc4d8-aeee-4516-960e-46d36464065b", "parentComponentId": null }, { "bbox": { "h": 0.023, "w": 0.389, "x": 0.252, "y": 0.927 }, "kind": "source-note", "text": "1) Defined as dealer-managed locations from dealers that sell Elgin, Truvac, and Vactor products", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.378+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6252678c-4512-4c37-be6c-2553774e2a2e", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.923, "x": 0.039, "y": 0.04 }, "kind": "title", "text": "Appendix II: Extensive Geographic Footprint Across North America", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:34.378+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65cf2a6c-8bda-4697-8468-2d3a523aa5fd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 9, "textChars": 537, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:37.222+00", "seconds": 6.451, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/25", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-25", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.54, "w": 0.44, "x": 0.28, "y": 0.27 }, "kind": "diagram", "text": "80/20 SEGMENT ETI OPTIMIZE SIMPLIFY Eighty-Twenty Improvement", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10411bfe-34a3-4319-9218-3c4c3fe26bfe", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.24, "x": 0.03, "y": 0.42 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b8fedca-e6e5-4418-a4e5-973a9dff64f9", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.24, "x": 0.71, "y": 0.42 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9423c866-9295-4c0b-b4cc-bc1dd77fb7bb", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.26, "x": 0.03, "y": 0.19 }, "kind": "list", "text": "Waste reduction\nSKU rationalization\nSavings through volume aggregation\nSourcing optimization", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0296eaf8-e4a3-4524-aa03-8fef1b81718b", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.26, "x": 0.71, "y": 0.19 }, "kind": "list", "text": "Lean manufacturing focus\nThroughput flexibility\nLabor pool management\nFlexible manufacturing model\nRecent investments in machinery expected to result in productivity improvements", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12bf29d5-b133-4b73-9657-15c3a594a48d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.03, "y": 0.74 }, "kind": "list", "text": "Parts pricing strategy\nEffective \"options\" pricing", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "316ff2b5-db43-44eb-ab25-606c38fd7a10", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.26, "x": 0.71, "y": 0.74 }, "kind": "list", "text": "Derived benefits from manufacturing efficiencies and SKU rationalization\nImproved cycle times", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfb2e00b-78b8-4757-836b-3ca77c9c3722", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.22, "y": 0.93 }, "kind": "source-note", "text": "Source: Management", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c08bd971-ee78-49d9-b806-1bd4d207d9a0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.66, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Appendix III: Federal Signal Operating System", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b68459f-352d-461b-a4e2-64104bf96061", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Process flow", "slug": "process-flow", "status": "active", "bestFor": null, "canonId": "019dd9e1-4dca-76bc-8135-401836a1c4c0", "version": 1, "bodyDocId": null, "description": "Workflow, steps, sequential diagram.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "433201b9-bc99-4df4-9319-507c4ce190af", "evidence": "diagram/process: 80/20 SEGMENT ETI OPTIMIZE SIMPLIFY Eighty-Twenty Improvement", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:07:18.386684+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "b2b9799e-1156-40e3-8096-503d31b43b7c", "evidence": "80/20 SEGMENT", "framework": null, "confidence": 0.008, "extraction": { "at": "2026-05-01 23:12:37.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "frameworkName": "pareto-principle-80-20" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 26, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 94, "componentCount": 12, "textChars": 1839, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:38.506+00", "seconds": 7.216, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/26", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-26", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.21, "w": 0.249, "x": 0.686, "y": 0.528 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Infographic", "slug": "infographic", "status": "active", "canonId": "019de52c-fe26-750c-9d7d-9f34e21324e8", "version": 1, "description": null }, "framework": null }, "subkind": "infographic", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be49374d-419f-44b5-b0dd-5a178b8cbb28", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.167, "x": 0.05, "y": 0.923 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5520d996-9cfd-4fd8-b499-bc4c99f5ce06", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.301, "x": 0.357, "y": 0.783 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f28423a4-2adb-4c3b-8c34-1d84045e9c9f", "parentComponentId": null }, { "bbox": { "h": 0.115, "w": 0.249, "x": 0.691, "y": 0.324 }, "kind": "list", "text": "Sustainability Report\nPublished 2024 Sustainability Report in Q2 2024\nCompleted annual Materiality Assessment\nHeld Environmental Compliance Oversight Committee review", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0933a364-b016-4f29-9943-fa47997afa47", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.359, "x": 0.079, "y": 0.159 }, "kind": "list", "text": "Products\nContinue to search for ways to integrate electrification into our suite of products, with a focus on improved air quality and a reduced carbon footprint\nBooked several orders for fully electric and hybrid street sweepers\nSeveral fully electric dump truck bodies on display at NTEA Truck Show in 2024", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "206a969a-8c13-417b-8e04-165d13e4f677", "parentComponentId": null }, { "bbox": { "h": 0.409, "w": 0.359, "x": 0.079, "y": 0.426 }, "kind": "list", "text": "Resource Consumption\nOngoing energy consumption assessments and adopting energy efficient measures to reduce CO2 emissions and energy intensity\nDuring 2023, our electricity and water consumption intensity were both more than 20% lower than our 2018 baseline, achieving our stated goal early\nRecently announced new goals to reduce energy, fuels and water consumption, and CO2 emissions by 10% by 2030, using 2022 as the baseline\nLaunched environmental education and awareness programs to implement best practices\nEnhanced measuring and reporting practices and energy consumption audits", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5526fd9c-6eda-447e-b7e0-f27b770f149a", "parentComponentId": null }, { "bbox": { "h": 0.115, "w": 0.249, "x": 0.691, "y": 0.159 }, "kind": "list", "text": "Board Composition\n38% of directors are gender diverse\n50% of directors are considered diverse\nLead independent director is gender diverse", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c47f342-8613-4b17-bb01-e82d07d9d08e", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.249, "x": 0.385, "y": 0.159 }, "kind": "list", "text": "Diversity, Equity, & Inclusion (DEI)\nOngoing DEI training at executive and employee level\nWorkforce data analysis and various programs promoting diverse cultures and viewpoints found at Federal Signal\n40% of current executive officers are gender diverse", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e126c8a0-a6ca-4e8d-9f7e-c68d0c8d54eb", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.249, "x": 0.385, "y": 0.426 }, "kind": "list", "text": "Community Engagement\nActive participation with local charities, promoting and participating in educational and wellness programs\nVolunteering in local communities\nFederal Signal and our employees are committed to giving back and improving our surrounding areas at a national and local level", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5bcaad7-3453-4355-8d0b-f98293f81de4", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.018, "x": 0.93, "y": 0.938 }, "kind": "source-note", "text": "26", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0da4512f-965c-440d-8f85-70c551e1c342", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.209, "x": 0.229, "y": 0.938 }, "kind": "source-note", "text": "Source: Management and Company Filings", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49dbc497-963c-49eb-a0d4-426ff8eecc95", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.899, "x": 0.049, "y": 0.04 }, "kind": "title", "text": "Appendix IV: Environmental, Social and Governance Initiatives", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:38.506+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bbe397b-9691-4afb-bcc4-196d256b1e98", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Narrative foundations (from the Storymakers methodology)", "slug": "narrative-foundations", "status": "active", "bestFor": null, "canonId": "019df269-258b-71bd-ad14-53598df04d2b", "version": 1, "bodyDocId": "019df269-2567-736e-8b9c-4ec77611334a", "description": "This skill focuses on the *adversarial* genre — activist campaigns, short", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "284b91f2-4691-4fa4-97de-687ec42a27c2", "evidence": "list/bullet: Resource Consumption Ongoing energy consumption assessments and adopting energy efficient measures to reduce CO2 emissions and energy intensity", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:07:18.454199+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 27, "type": "appendix", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 94, "componentCount": 8, "textChars": 3499, "nDataPoints": 207, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:41.356+00", "seconds": 9.77, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/27", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-27", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.045, "w": 0.167, "x": 0.049, "y": 0.924 }, "kind": "image", "text": "FEDERAL SIGNAL\nMoves. Cleans. Protects.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:41.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1049a44a-78f1-41ab-ab32-36ab72654bc6", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.901, "x": 0.049, "y": 0.11 }, "kind": "paragraph", "text": "Adjusted EBITDA and Adjusted EBITDA Margin\nThe Company uses adjusted EBITDA and the ratio of adjusted EBITDA to net sales (\"adjusted EBITDA margin\"), as additional measures which are representative of its underlying performance and to improve the comparability of results across reporting periods. We believe that investors use versions of these metrics in a similar manner. For these reasons, the Company believes that adjusted EBITDA and adjusted EBITDA margin are meaningful metrics to investors in evaluating the Company's underlying financial performance. Other companies may use different methods to calculate adjusted EBITDA and adjusted EBITDA margin.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:41.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e6d5107-1d50-4361-af77-432ebda977b2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.901, "x": 0.049, "y": 0.22 }, "kind": "paragraph", "text": "Adjusted EBITDA is a non-GAAP measure that represents the total of net income, interest expense, net, pension settlement charges, hearing loss settlement charges, acquisition and integration-related expenses (benefits), net, coronavirus-related expenses, restructuring activity, executive severance costs, debt settlement charges, purchase accounting effects, other income/expense, net, income tax expense, depreciation and amortization expense, and the impact of adoption of a new lease accounting standard, where applicable. Consolidated adjusted EBITDA margin is a non-GAAP measure that represents the total of net income, interest expense, net, pension settlement charges, hearing loss settlement charges, acquisition and integration-related expenses (benefits), net, coronavirus-related expenses, restructuring activity, executive severance costs, debt settlement charges, purchase accounting effects, other income/expense, net, income tax expense, depreciation and amortization expense, and the impact of adoption of a new lease accounting standard, where applicable, divided by net sales for the applicable period(s).", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:41.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc3b49f7-8b40-4ffc-a2ce-55bad7a6c764", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.899, "x": 0.05, "y": 0.837 }, "kind": "source-note", "text": "(a) Excludes purchase accounting effects reflected in depreciation and amortization of $0.3 M, $0.4 M, $0.5 M, $0.6 M, $0.4 M and $0.4 M for 2016, 2017, 2018,\n2019, 2020 and 2021, respectively.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:41.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41679cf5-6ffa-4376-b3ec-9aa05cacee12", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.102, "x": 0.226, "y": 0.93 }, "kind": "source-note", "text": "Source: Company Filings", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:41.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "543c303c-690f-4bfe-8200-e615c238530d", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.899, "x": 0.05, "y": 0.875 }, "kind": "source-note", "text": "(b) Adjustment to exclude recognition of deferred gain associated with historical sale lease-back transactions. Effective 2019, the Company no longer recognizes the\ngain due to the adoption of new lease accounting standard.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:41.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc0753ea-6785-4ac3-be03-35e5a4620dc0", "parentComponentId": null }, { "bbox": { "h": 0.454, "w": 0.901, "x": 0.05, "y": 0.379 }, "kind": "table", "text": "($ in millions) 2016 2017 2018 2019 2020 2021 2022 2023 LTM Q3 2024\nNet income 39.4 $ 60.5 $ 93.7 $ 108.4 $ 96.1 $ 100.6 $ 120.4 $ 157.4 $ 212.7\nAdd (less):\nInterest expense, net 1.9 7.3 9.3 7.9 5.7 4.5 10.3 19.7 13.7\nPension settlement charges - 6.1 - - - 10.3 - - -\nHearing loss settlement charges - 1.5 0.4 - - - - - -\nAcquisition and integration-related expenses (benefits), net 1.4 2.7 1.5 2.5 2.1 (2.1) (0.5) 0.4 0.7\nCoronavirus-related expenses - - - - 2.3 1.2 - - -\nRestructuring 1.7 0.6 - - 1.3 - - - -\nExecutive severance costs - 0.7 - - - - - - -\nDebt settlement charges - - - - - - 0.1 - -\nPurchase accounting effects (a) 3.6 4.4 0.7 0.2 0.3 0.3 - 0.7 0.7\nOther expense (income), net 1.8 (0.8) 0.6 0.6 1.1 (1.7) (0.5) 1.8 1.2\nIncome tax expense 17.4 0.5 17.9 30.2 28.5 17.0 30.5 45.6 46.8\nDepreciation and amortization 19.1 30.0 36.4 41.5 44.8 50.4 54.7 60.4 63.0\nDeferred gain recognition (b) (1.9) (2.0) (1.9) - - - - - -\nAdjusted EBITDA $ 84.7 $ 111.5 $ 158.6 $ 191.3 $ 182.2 $ 180.5 $ 215.0 $ 286.0 $ 338.8\nNet Sales $ 707.9 $ 898.5 $1,089.5 $1,221.3 $1,130.8 $1,213.2 $ 1,434.8 $ 1,722.7 $ 1,837.9\nAdjusted EBITDA Margin 12.0% 12.4% 14.6% 15.7% 16.1% 14.9% 15.0% 16.6% 18.4%", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:41.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf7eaf19-ed65-4bf6-bd80-e14b3a28dd08", "parentComponentId": null }, { "bbox": { "h": 0.047, "w": 0.739, "x": 0.049, "y": 0.03 }, "kind": "title", "text": "Appendix V: Non-GAAP Measures (Adjusted EBITDA)", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:41.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c71abe9c-13b6-4aea-8935-1b1cb209fcb1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e6a05293-fc0b-44bd-a3c4-eface0c5db7b", "evidence": "table/data: ($ in millions) 2016 2017 2018 2019 2020 2021 2022 2023 LTM Q3 2024 Net income", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:18.522028+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "type": "appendix", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 95, "componentCount": 9, "textChars": 2144, "nDataPoints": 54, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:39.871+00", "seconds": 8.15, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/28", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-28", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.036, "w": 0.19, "x": 0.061, "y": 0.92 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:39.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0dd9e342-fca1-480c-aac3-bf4bb8c98d98", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.49, "x": 0.061, "y": 0.449 }, "kind": "paragraph", "text": "Net debt leverage is a non-GAAP measure that is computed as total borrowings and finance lease obligations less cash and cash equivalents, divided by trailing twelve months Adjusted EBITDA (as separately defined within). The Company believes that net debt leverage provides investors with a view of the Company's ability to generate earnings sufficient to service its debt. Other companies may use different methods to calculate net debt leverage.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:39.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ea45312-d52d-4240-8750-e4408fc1e3a6", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.879, "x": 0.061, "y": 0.674 }, "kind": "paragraph", "text": "Free cash flow is a non-GAAP measure that is computed as net cash provided by operating activities less purchases of property and equipment. Management believes that free cash flow provides investors with a relevant measure of liquidity and is a useful basis for assessing the Company's ability to fund its activities and obligations. Other companies may use different methods to calculate free cash flow.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:39.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b48ffd5b-2f60-410a-b01a-a650ce6a8e7a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.879, "x": 0.061, "y": 0.169 }, "kind": "paragraph", "text": "Cash conversion is a non-GAAP measure that is computed by dividing net cash provided by operating activities by net income (represented as a percentage). The Company believes that cash conversion provides investors with a view of the Company's ability to convert its earnings into cash. Other companies may use different methods to calculate cash conversion.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:39.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9c53e69-ad96-474f-8f29-cbe51b16103b", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.119, "x": 0.269, "y": 0.934 }, "kind": "source-note", "text": "Source: Company Filings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:39.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1be88026-c9b9-43ba-ad3e-22fdb7312ed2", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.359, "x": 0.579, "y": 0.42 }, "kind": "table", "text": "Net Debt Leverage LTM Q3 2024\nTotal Borrowings and Finance Lease Obligations: $231.4\nLess: Cash and Cash Equivalents: (73.7)\nNet Debt as of Q3 2024: $157.7\nAdjusted EBITDA: $338.8\nNet Debt Leverage: 0.5x", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:39.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bae1b3ad-310c-4cf4-bd7b-280721083074", "parentComponentId": null }, { "bbox": { "h": 0.126, "w": 0.859, "x": 0.08, "y": 0.78 }, "kind": "table", "text": "Free Cash Flow\n2016: $26.7 (Net Cash Provided by Operating Activities), (6.1) (Less: Purchases of Property and Equipment), $20.6 (Free Cash Flow)\n2017: $73.5, (8.0), $65.5\n2018: $92.8, (14.1), $78.7\n2019: $103.4, (35.4), $68.0\n2020: $136.3, (29.7), $106.6\n2021: $101.8, (37.4), $64.4\n2022: $71.8, (53.0), $18.8\n2023: $194.4, (30.3), $164.1\nLTM Q3 2024: $244.1, (41.0), $203.1", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:39.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be84dcc3-e34f-4dde-85ce-2730b64f273c", "parentComponentId": null }, { "bbox": { "h": 0.126, "w": 0.859, "x": 0.08, "y": 0.26 }, "kind": "table", "text": "Cash Conversion (2019-2023) (A/B)\n2019: $103.4 (A), $108.5 (B)\n2020: $136.3 (A), $96.2 (B)\n2021: $101.8 (A), $100.6 (B)\n2022: $71.8 (A), $120.4 (B)\n2023: $194.4 (A), $157.4 (B)\nTotal: $607.7 (A), $583.1 (B)\nAverage Cash Conversion (2019-2023): 104%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:39.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c68444c4-cc44-469d-83c4-f25a75024df0", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.82, "x": 0.069, "y": 0.046 }, "kind": "title", "text": "Appendix V: Non-GAAP Measures (Cash Conversion, Net Debt Leverage and Free Cash Flow)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:39.871+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "199a049b-41ee-456c-9467-40b9e7e5bdf1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "11c58374-90cf-4a8a-af81-bb5f64787474", "evidence": "table/data: Free Cash Flow 2016: $26.7 (Net Cash Provided by Operating Activities), (6.1) (Less: Purchases of Property and Equipment), $20.6 (Free Cash Flow)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:18.588279+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 29, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 4, "textChars": 1195, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:36.956+00", "seconds": 4.711, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/29", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-29", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.88, "x": 0.069, "y": 0.12 }, "kind": "paragraph", "text": "The Company continues to focus on executing against a number of key long-term objectives, which include (i) creating disciplined growth; (ii) improving manufacturing efficiencies and costs; (iii) leveraging invested capital; and (iv) diversifying our customer base", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:36.956+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f3a9602-a31a-4f00-85d6-b6fbc1e6e7d6", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.21, "x": 0.23, "y": 0.92 }, "kind": "source-note", "text": "Source: Management and Company Filings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:36.956+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a91dfce2-94d6-46aa-ab78-78dc95b33d18", "parentComponentId": null }, { "bbox": { "h": 0.62, "w": 0.94, "x": 0.029, "y": 0.22 }, "kind": "table", "text": "One Year\nCash Bonus (STIP)\nEarnings (60%)\nEBITDA Margin (20%)\nIndividual Objectives (20%)\nPerformance Share Units\nEPS (75%)\nReturn on Invested Capital (25%)\nRelative TSR (modifier)\nRestricted Stock Awards\nShare Price Appreciation\nStock Options\nThree Years\nTen Years\nShort-Term\nAnnual Goals\n1. Profitability and growth\n2. Market share\nLong-Term\n3-year Performance and Vesting Periods\n1. Profitability and growth\n2. Shareholder value creation\n3. Efficient use of capital\n4. Facilitates stock ownership\n5. Executive retention\n6. TSR component introduced in 2022 to measure performance vs. peers\nLong-Term\n3-year Cliff Vesting\n1. Executive recruitment\n2. Executive retention\nLonger-Term\n3-year Ratable Vesting Period and 10-year Exercise Period\n1. Shareholder value creation\n2. Facilitates stock ownership\n3. Executive retention", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:36.956+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c982dcd7-fdf3-44a4-9d50-0d8f5eb652d2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.069, "y": 0.04 }, "kind": "title", "text": "Appendix VI: Executive Compensation Aligned with Long-term Objectives", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:36.956+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26463e75-3d33-431a-aafd-804f8bc9533b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "df6c65b6-190e-45a0-8519-d5589a7d226c", "evidence": "table/data: One Year Cash Bonus (STIP) Earnings (60%) EBITDA Margin (20%) Individual Objectives (20%) Performance Share Units EPS (75%) Return on Invested Capital (25%) Relative TSR (modifier)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:18.654627+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 295, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:37.355+00", "seconds": 4.582, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/30", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-30", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.045, "w": 0.164, "x": 0.049, "y": 0.924 }, "kind": "image", "text": "FEDERAL SIGNAL\nMoves. Cleans. Protects.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5ba7eb7-5a70-42c0-a5c2-f2037bbd9c50", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.588, "x": 0.206, "y": 0.71 }, "kind": "paragraph", "text": "Felix Boeschen\nVP Corporate Strategy & Investor Relations\nfboeschen@federalsignal.com", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65e50104-ba75-4eb8-9331-4c4e7ce9f89b", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.43, "x": 0.285, "y": 0.42 }, "kind": "paragraph", "text": "HEADQUARTERS\n1333 Butterfield Road, Suite 500\nDowners Grove, IL 60515", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9000c737-d933-42d8-8af1-eb26c4ad4327", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.64, "x": 0.175, "y": 0.186 }, "kind": "paragraph", "text": "Stock Ticker: NYSE:FSS\nCompany website: federalsignal.com/investors", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9990e8a-3968-4b9c-b521-8e4a3062d76f", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.025, "x": 0.913, "y": 0.94 }, "kind": "source-note", "text": "30", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afba5205-4ce1-4bc9-a317-71248a650507", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.458, "x": 0.049, "y": 0.036 }, "kind": "title", "text": "Appendix VI: Investor Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:37.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f354cd57-01e7-47f3-834c-bdf42866937e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "type": "appendix", "function": "front_matter", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 19, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:12:36.9+00", "seconds": 2.078, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-b63a-7208-9a0e-d4f9c12a5310/31", "deck": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310", "deckAnchor": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310#slide-31", "deckJson": "/decks/019de518-b63a-7208-9a0e-d4f9c12a5310.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.41, "x": 0.29, "y": 0.43 }, "kind": "image", "text": "Federal Signal logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:12:36.9+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cac873f-5d38-4ff4-94c6-49964c4e8656", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 4, "label": "Problem", "description": "The presentation starts by highlighting Federal Signal's leading position in safety equipment and specialty vehicles, and its growth strategy" }, { "from": 10, "to": 14, "label": "Solution", "description": "The company presents its strategic pillars as the solution to drive growth and expansion" }, { "from": 17, "to": 18, "label": "Market Size", "description": "The presentation highlights the potential of the 'safe digging' market and the impact of the Infrastructure Bill" }, { "from": 20, "to": 21, "label": "Financials", "description": "The company presents its financial performance and raised 2024 outlook" } ], "loops": [ { "from": 17, "to": 18, "label": "Cost Of Inaction", "description": "Highlighting the potential costs of inaction in the 'safe digging' market" }, { "from": 10, "to": 14, "label": "Quick Win Big Bet", "description": "Presenting strategic pillars as a way to drive growth and expansion" } ] }