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ABABM

ABM Industries Inc.

$ABM·$2.9B·Specialty Business Services·Industrials
$51.15+0.8%YTD+20.9%1Y+14.5%
Price updated 5h ago·X counts updated 5d ago
ABABM
$ABMABM Industries Inc.
$51.15+0.77%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ABM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
Sep 29Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

ABM Industries Q3 beats revenue ($2.317B vs $2.30B est) and adj EPS ($1.04 vs $1.01, +27% YoY) with raised FCF outlook of ~$210M. Manufacturing/Distribution +17.6% and Aviation +12.4% offset softer Business & Industry.

Read what X is saying about $ABM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ABM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Facility-services operator with Q3 revenue beat ($2.317B vs $2.30B), adj EPS +27% YoY and the technical-training center launch for semi talent.

ABM Industries provides janitorial, parking, HVAC and technical services across Business & Industry, Manufacturing & Distribution, Education, Aviation and Technical Solutions segments, so revenue scales with facilities-capex and specialty-service contract wins.

  • Q2 FY26 revenue $2.29B, +8.4% YoY with 3.8% operating margin; four consecutive quarters of 5.4-8.4% revenue growth, operating margin consistently 3.5-3.8%
  • TTM: 17x earnings, 0.29x sales, 9% ROE, 12% gross margin, 3.6% operating margin, FCF yield 12.8%, debt-to-equity 1.13 — scaled-services economics
  • FY26 (ending Oct) estimate: $9.22B revenue, $4.01 EPS; FY27 $9.54B, $4.35 EPS
  • YTD +15%, trailing-12m +3.6% at $48.46 against a $2.92B market cap
  • Sep 3: Q3 FY26 earnings — revenue $2.317B vs $2.30B estimate, adj EPS $1.04 vs $1.01 (+27% YoY), FCF outlook raised to ~$210M
  • Mfg/Distribution segment +17.6%, Aviation +12.4% offsetting softer Business & Industry
  • Launched Technical Training Center for semi talent

The operating line is doing what defensive-services compounders do — HSD revenue growth across quarters with technical-services mix driving acceleration. The 17x TTM multiple with 13% FCF yield is attractive against the segment story.

Agrees with X sentimentX cites the Q3 beat (revenue $2.317B vs $2.30B, adj EPS $1.04 vs $1.01, +27% YoY), raised FCF outlook of ~$210M, with Mfg/Distribution +17.6% and Aviation +12.4% offsetting softer Business & Industry. The attention aligns with the segment-driven operating acceleration.

What to watch: Dec 16 Q4 FY26 earnings and FY27 guidance — whether technical-services mix lifts operating margin past 4% or the current 3.8% proves the ceiling.

On the calendar: 2026-12-16 Q4 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — non-cyclical outsourcing demand underpins steady compounding across facility management, pest control, and vehicle auctions.

What this means for $ABM

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

Industry benchmark

6-name peer basket
+44.1%YTD
+24.0%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
Q2 2026Sep 8, 2026$1.04$1.01+3.0%
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%
Next earningsWed, Dec 16·consensus EPS $1.24

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 – $9.3B$4.01$4.00 – $4.026
FY27$9.5B$9.4B – $9.7B$4.35$4.26 – $4.526
FY28$9.8B$9.6B – $9.9B$4.60$4.55 – $4.665
FY29$10.2B$10.0B – $10.3B$4.67$4.58 – $4.722
FY30$10.5B$10.3B – $10.6B$4.91$4.81 – $4.962

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.0.9×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.94%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.+5.1%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.+15.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 57.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β0.645-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 16Valentin Raul JavierEVP and CHRO1.6K sh$79KSellJul 13Dean A ChinSVP - Chief Accounting Officer4.0K sh$179KSellJun 12Scott B SalmirsCEO50.0K sh$2.3M
+ 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.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 6 other (2 10-Qs · 2 8-Ks · 2 13Gs) in window

Recent news

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

Here's Why You Should Hold ABM Stock in Your Portfolio Nowzacks.com·4d ago3 Business Services Stocks to Consider Amid Industry Woeszacks.com·4d agoABM Industries (ABM) Down 2% Since Last Earnings Report: Can It Rebound?zacks.com·9d agoContrasting ABM Industries (NYSE:ABM) and UniFirst (NYSE:UNF)defenseworld.net·13d agoBest Dividend Kings: September 2026seekingalpha.com·21d ago

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Voices on X · last 7 days

No standout posts about $ABM on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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