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ABABM

ABM Industries Inc.

$ABM·$2.6B·Specialty Business Services·Industrials
$48.17+3.7%YTD+13.9%1Y+0.1%
Mentions · last 7 days
2026-07-09: 1 posts2026-07-10: 3 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 4 posts2026-07-14: 1 posts2026-07-15: 6 posts17+10%
Price updated 5h ago·X counts updated 1d ago
ABABM
$ABMABM Industries Inc.
$48.17+3.66%17 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ABM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Facility-services compounder posting 8% revenue growth, five broker Buys, and a stock now above both moving averages.

ABM Industries provides janitorial, engineering, parking, and electrical services across commercial, aviation, and technical facilities — a labour-heavy defensive services model where operating leverage and contract mix drive most of the EPS story.

  • Fiscal-Q2 revenue grew 8.4% year-on-year (an acceleration from Q1's 6.1%) and the last EPS surprise was a modest 2% beat at $0.90 versus the $0.88 estimate.
  • Consensus across five analysts models $3.98 EPS in fiscal-26 rising to $4.35 in fiscal-27 — a mid-teens P/E on the forward number is unusual for the sector.
  • Shares are up 8.3% year-to-date and 9.9% above the 50-day, sitting at the 72nd percentile of the 52-week range — the trend is up but the tape hasn't yet extended.
  • Only one small insider datapoint in July: officer Dean Chin sold 3,958 shares at $45.31, an in-line administrative-scale disposition against a $46 tape.

The setup into the 3 September fiscal-Q3 print is a business where the numbers already stopped disappointing; a third consecutive top-line acceleration is what would extend the accelerating trajectory rather than confirm a mid-cycle plateau.

What to watch: The 3 September fiscal-Q3 print — segment-level revenue growth for Technical Solutions and Aviation, operating-margin expansion from labour productivity, and any commentary on data-centre engineering pipeline exposure.

On the calendar: Fiscal Q3 earnings 3 September 2026

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Read the AI verdict + X sentiment for $ABM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Facility services contractor providing janitorial, engineering, parking, and technical infrastructure solutions to commercial, healthcare, and aviation clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Business Services sits in its cycle right now — and what that implies for $ABM.

Specialty Business Services · Industrials

No material change from last week — new Diehl Defence agreement for space-based early warning adds government defense to its maritime, weather, and aviation data streams.

What this means for $ABM

Neutral — engages in the provision of facility, infrastructure, and mobility solutions; end markets and revenue mix have limited overlap with the defense/space government contract expansion layered on data services.

Industry benchmark

4-name peer basket
-10.2%YTD
-20.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 5, 2026$0.90$0.88+2.3%
Q4 2025Mar 10, 2026$0.83$0.87-4.6%
Q3 2025Dec 17, 2025$0.88$1.09-19.3%
Q2 2025Sep 5, 2025$0.82$0.95-13.7%
Next earningsThu, Sep 3·consensus EPS $1.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.3B+8.4%12.1%3.8%$0.73$22.4M
Q1 FY26$2.2B+6.1%11.1%3.5%$0.64$48.8M
Q4 FY25$2.3B+5.4%11.2%3.6%$0.57$112.7M
Q3 FY25$2.2B+6.2%11.7%3.8%$0.67$150.1M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.2B$9.2B – $9.2B$3.98$3.93 – $4.016
FY27$9.6B$9.4B – $9.7B$4.35$4.30 – $4.486
FY28$9.8B$9.8B – $9.8B$4.54$4.48 – $4.603
FY29$10.2B$10.0B – $10.3B$4.77$4.70 – $4.861
FY30$10.4B$10.3B – $10.6B$5.03$4.95 – $5.131

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.85%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 57.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 13Dean A ChinSVP - Chief Accounting Officer4.0K sh$179KSellJun 12Scott B SalmirsCEO50.0K sh$2.3MSellFeb 9Rene JacobsenCOO9.3K sh$441K
+ 1 other (1 inkind) in window

See when $ABM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMar 258-K — Item 5.07: Shareholder vote
3New insider — initial holdingsFeb 273
8-KMaterial agreementFeb 58-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 10 other (3 13Gs · 2 10-Qs · 2 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ABM Named to Selling Power's 60 Best Companies to Sell for List for Fifth Consecutive Yearglobenewswire.com·3d agoABM Industries: A Hold Despite Trading For A Possible Discountseekingalpha.com·4d agoHere's Why You Should Retain ABM Stock in Your Portfolio for Nowzacks.com·4d agoABM Stock Gains 13% in 3 Months: Here's What You Should Knowzacks.com·8d ago5 Stocks Liked by Brokers Despite the Current Tumultuous Environmentzacks.com·23d ago

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