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ABABM

ABM Industries Inc.

$ABM·$2.8B·Specialty Business Services·Industrials
$47.20+0.1%YTD+13.8%1Y-5.0%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 0 posts0
Price updated 2d ago·X counts updated 6d ago
ABABM
$ABMABM Industries Inc.
$47.20+0.11%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 2026-08-21

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

ABM ground out a small Q2 beat and just launched an autonomous-robotics pilot at LaGuardia — the facility-services turnaround is quietly compounding.

ABM Industries provides janitorial, facilities engineering, parking, and technical solutions across five segments (Business and Industry, Manufacturing and Distribution, Education, Aviation, Technical Solutions) — a labor-intensive services business slowly modernizing with automation and robotics.

  • Q2 revenue was $2.29B, up 8% year-on-year, with EPS of $0.90 versus $0.88 consensus (2% beat) — the growth is steady, and the beat pattern has flipped positive after two prior quarters of misses (-4.6%, -19%).
  • Autonomous-robotics pilot launched with LaGuardia Gateway Partners at Terminal B on July 28 — the specific tell that Aviation-segment margin expansion is coming from automation, not just labor cost pass-through.
  • Trades at 17.1x trailing earnings, 0.29x sales, and 10.5x EV/EBITDA with a 12.8% free-cash-flow yield — value-oriented multiples with a debt-to-equity of 1.1 that reflects the services-firm capital structure.
  • Consensus analyst price target sits at $47 versus the $47.10 tape (Aug 11 defenseworld coverage) — the equity is trading at the sell-side target, so any further upside needs a fundamental catalyst rather than multiple expansion.

What extends the move is Sep 3 fiscal-Q3 confirming continued organic growth alongside a specific update on Aviation-segment robotics deployment scale or a new tuck-in acquisition. What breaks it is a commercial-real-estate occupancy softening headline or a specific labor-cost pressure event; ABM lives inside the services cycle, and the reading is currently supportive.

What to watch: Sep 3 fiscal-Q3 earnings — consensus $1.01 EPS. Watch Aviation-segment growth, Technical Solutions backlog, robotics deployment scale, and any specific M&A commentary.

On the calendar: 2026-09-03 — Q3 earnings

Read the AI verdict + X sentiment for $ABM

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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

Industrial distribution volumes track manufacturing PMI; value-add services and private-label fasteners/MRO are the margin differentiators. Restocking cycles in smaller manufacturers are the near-term demand swing factor.

What this means for $ABM

Neutral — cloud platform provides stable recurring revenue but limited direct tie to the macro structural driver.

Industry benchmark

5-name peer basket
-17.4%YTD
+6.2%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 earningsTue, Sep 8·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$9.7B – $9.9B$4.54$4.49 – $4.624
FY29$10.2B$10.0B – $10.3B$4.77$4.69 – $4.873
FY30$10.4B$10.3B – $10.6B$5.03$4.94 – $5.133

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.78%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.+1.0%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.+8.8%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 today0.5% 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.β0.685-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.

Recent material filings

8-KShareholder voteMar 258-K — Item 5.07: Shareholder vote
+ 7 other (3 13Gs · 2 10-Qs · 2 8-Ks) in window

Recent news

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

ABM Industries Incorporated $ABM Position Reduced by Algert Global LLCdefenseworld.net·4d agoBlackRock Inc. Acquires Shares of 9,289,062 ABM Industries Incorporated $ABMdefenseworld.net·5d agoABM to Announce Third Quarter 2026 Financial Resultsglobenewswire.com·5d agoThe 5 Safest Dividend Kings Are the Place to Be If We Have a 10%-20% Fall Sell-Off247wallst.com·6d agoA Solid Strategy & Recent Buyouts Aid ABM Amid Stiff Competitionzacks.com·11d ago

More in Specialty Business Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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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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