ABM Industries
ABM
$44.63 0.77%
Exchange: NYSE | Sector: Industrials | Industry: Specialty Business Services
Q1 2025
Published: Mar 12, 2025

Earnings Highlights

  • Revenue of $2.11B up 2.2% year-over-year
  • EPS of $0.69 increased by 0% from previous year
  • Gross margin of 12.3%
  • Net income of 43.60M
  • ""We posted 2% organic revenue growth, and delivered adjusted EPS of $0.87. So, we're off to a great start and we're firmly on track to hit our full year financial goals."" - Scott Salmirs
ABM
Company ABM

Executive Summary

ABM’s QQ1 2025 results reflect a diversified portfolio across five reportable segments, with 2% reported organic revenue growth and a robust backlog in Technical Solutions (ATS) that frames a constructive multi-year growth trajectory. Adjusted EPS of $0.87 and Adjusted EBITDA of $120.6 million underscored operating leverage across segments, particularly ATS and Aviation, even as the company advanced a large ERP transition that temporarily pressured cash flow. Management reaffirmed and raised the lower bound of full-year guidance to $3.65–$3.80 per share, while reiterating a normalized free cash flow target of $250–$290 million, excluding integration costs and earnouts. The quarter also featured strategic investments in technology (ABM Connect, AI-enabled deal desk) and governance actions (credit facility upsizing to $2.2 billion), positioning ABM to capitalize on secular demand for power resilience, data-driven facilities management and onshore manufacturing support. However, near-term cash flow volatility remains a theme due to ERP-related working capital timing and the ongoing labor-market dynamics amid immigration policy considerations. The following analysis integrates segment results, liquidity dynamics, and management commentary to present a balanced view for investors.

Key Performance Indicators

Revenue
Increasing
2.11B
QoQ: -2.87% | YoY: 2.19%
Gross Profit
Increasing
259.80M
12.28% margin
QoQ: -26.59% | YoY: 6.78%
Operating Income
Increasing
77.60M
QoQ: 304.17% | YoY: 4.72%
Net Income
Decreasing
43.60M
QoQ: 472.65% | YoY: -2.46%
EPS
Stable
0.70
QoQ: 468.42% | YoY: 0.00%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2025 2,224.00 0.67 +6.2% View
Q2 2025 2,111.70 0.67 +4.6% View
Q1 2025 2,114.90 0.69 +2.2% View
Q4 2024 2,177.40 -0.19 +4.0% View
Q3 2024 2,094.20 0.07 +3.3% View