NYSE · Consumer Discretionary

ABM INDS INC ABM

ABM Industries Incorporated, through its subsidiaries, engages in the provision of facility maintenance, engineering and infrastructure solutions in the United States and internationally. The company operates through five segments: Business & Industry, Manufacturing & Distribution, Education, Aviation, and Technical Solutions.

Diversified Commercial Services

Company profile

Business mix

  • The company operates through five segments: Business & Industry, Manufacturing & Distribution, Education, Aviation, and Technical Solutions.
  • It offers janitorial, facilities engineering, and parking services for commercial real estate properties.
  • The company also offers integrated facility services, engineering, and other specialized services in various types of manufacturing, distribution, and data center facilities.
  • In addition, it delivers custodial and landscaping and grounds for public school districts, private schools, colleges, and universities.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in specialty business services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 16.38 FCF 13.4% Buyback 3.48%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.1% $111.0M 2026-03-31
Vulcan Value Partners C.T. Fitzpatrick 0.6% $24.3M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $4.4M Estimated from net added shares
Reduction amount $1.3M Estimated from net reduced shares
Net share change / base shares +2.3% +79,276 / 3,433,164
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.1% 13F value change -$13.0M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 6.3% 13F value change -$3.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,769,110 Last 2 periods +113,034 (+4.1%) Total shares 2,882,144 Value $111.0M
Vulcan Value Partners C.T. Fitzpatrick 2 filing periods
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -0.8% 13F value change -$2.8M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -4.3% 13F value change -$3.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 664,054 Last 2 periods -33,758 (-5.1%) Total shares 630,296 Value $24.3M

Recent mentions

No public mentions.