ABM Industries slightly beats Q4 revenue estimates on increased microgrid project activity

ABM Industries

17/12/2025 12:10

Overview

Facility solutions provider's Q4 revenue slightly beat analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company repurchased $73 mln of shares in Q4

Outlook

ABM expects fiscal 2026 adjusted EPS between $3.85 and $4.15

Company forecasts 2026 organic revenue growth of 3% to 4%

ABM anticipates total 2026 revenue growth of 4% to 5% with WGNSTAR acquisition

Result Drivers

TECHNICAL SOLUTIONS - Strong performance with 16% growth driven by increased microgrid project activity

NEW CLIENT WINS - Manufacturing & Distribution and Aviation segments grew due to new client wins and expansions

RESTRUCTURING IMPACT - Adjusted EPS impacted by prior year self-insurance adjustments and restructuring costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$2.3 bln
$2.28 bln (7 Analysts)
Q4 Adjusted EPS
Miss
$0.88
$1.09 (7 Analysts)
Q4 EPS
$0.56
Q4 Adjusted Net Income
Miss
$54.7 mln
$66.40 mln (6 Analysts)
Q4 Net Income
$34.80 mln
Q4 Adjusted EBITDA
Miss
$124.20 mln
$147.70 mln (7 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the business support services peer group is "buy"

Wall Street's median 12-month price target for ABM Industries Inc is $55.00, about 20.2% above its December 16 closing price of $45.74

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nGNXpn3ch

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)