ABM Industries, Inc. (ABM)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-05
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · ABM
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -17.4% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 3.5% |
Growth built into the price is above our model estimate.
The price assumes 20.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 14 industry peers
ABM — COO transition
Dated 2026-10-28
COO — Rene Jacobsen: The COO is voluntarily retiring with a planned transition period to an advisor role, indicating an orderly succession rather than a sudden loss of leadership.
Why it matters: Strong cash flow helped ABM cut debt sooner than planned. A miss would weaken evidence that this progress can last.
Watch forFiscal 2026 free cash flow reaches or exceeds $210 million.
Also watch forFiscal 2026 free cash flow falls below $210 million, or ABM lowers that goal.
Why it matters: A large client delayed some ATS projects in Q3. Management said ATS revenue would rise from Q3 as those projects moved ahead.
Supportive ifQ4 ATS revenue rises from Q3, and ABM reports that the deferred client projects moved ahead.
Worry ifQ4 ATS revenue does not rise from Q3, or the company reports further project delays.
Why it matters: The COO plans to retire and move to an advisor role. A smooth handoff can limit disruption to daily work.
Watch forABM names a successor and confirms the advisor transition as planned. The COO role stays filled.
Also watch forABM reports a delayed handoff, an unfilled COO role, or a change to the stated transition plan.
Why it matters: ABM kept its full-year growth goal near the range’s top end. The next report will test demand and recent client wins.
Watch forFiscal 2026 total revenue growth reaches 5%, the top of ABM’s 4%–5% range.
Also watch forFiscal 2026 total revenue growth falls below 4%, the low end of the range.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$77 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $213 loss on $10,000 · 2.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,200 loss on $10,000 · 22.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: ABM raised the midpoint after Q3. Q4 results will show whether it can meet the higher bar.
Watch forFiscal 2026 adjusted EPS lands at or above $4.025, the midpoint of the new range.
Also watch forFiscal 2026 adjusted EPS falls below $3.95, the low end of the new range.