Slide 1: Second Quarter 2026 Earnings Presentation
Second Quarter 2026 Earnings Presentation June 5, 2026
Slide 2: Forward Looking Statements
Forward Looking Statements This press release contains both historical and forward-looking statements about ABM Industries Incorporated (“ABM”) and its subsidiaries (collectively referred to as “ABM,” “we,” “us,” “our,” or the “Company”). We make forward-looking statements related to future expectat
Slide 3: Use of Non-GAAP Financial Information
Use of Non-GAAP Financial Information To supplement ABM’s consolidated financial information, the Company has presented net income and net income per diluted share as adjusted for items impacting comparability for the second quarter and the first six months of fiscal years 2026 and 2025. These adjus
Slide 4: Q2 2026 Review
Q2 2026 Review Financial Results Demand Environment Highlights • Record Q2 revenue of $2.3B • B & I’s Prime office space • Healthy organic revenue markets largely stable growth • 6.1% organic growth • M&D markets remain • Sequential segment margin • 2.3% acquisition growth improvement constructive,
Slide 5: End-to-End Facility Solutions Across Diverse Markets
End-to-End Facility Solutions Across Diverse Markets Business & Industry Aviation Manufacturing & Education Technical Solutions Distribution • Facility cleaning • Facility cleaning • Facility cleaning • Facility cleaning • Cleanroom services • Building engineering & • Building engineering • Building
Slide 6: Q2 2026 Revenue
Q2 2026 Revenue Segment Growth Rates 27.2% (2) $2,290 • Revenue of $2.3B, up 8.4% 16.5% (1) 1.9% • 6.1% organic growth • ATS growth driven by 19.5% strong battery energy storage system and Flat $2,112 HVAC activity • Aviation growth reflects Heathrow win and strong domestic travel markets • M&D grow
Slide 7: Q2 2026 Profitability
Q2 2026 Profitability $ in millions NET INCOME (1) EARNINGS PER SHARE (1) • Changes in GAAP net income and adjusted net income largely reflect $54.1 $52.9 $0.86 $0.90 higher interest and $4M incremental $42.2 $43.1 $0.67 $0.73 amortization expense related to the WGNSTAR acquisition, offset by lower
Slide 8: Q2 2026 Segment Performance
Q2 2026 Segment Performance Business & Industry Aviation Revenue Operating Profit & Margin Revenue Operating Profit & Margin $ in millions $ in millions $1,015.5 $1,015.8 $83.0 $310.8 $16.5 $76.7 $16.3 7.7% $260.1 Flat +19.5% 8.2% 6.3% 7.6% 5.3% Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 202
Slide 9: Q2 2026 Segment Performance
Q2 2026 Segment Performance Manufacturing & Distribution Education Technical Solutions Revenue Operating Profit & Revenue Operating Profit & Revenue Operating Profit & Margin Margin $267.3 Margin $463.8 $ in millions $ in millions $ in millions +5.7% $16.8 +9.2% $39.9 $40.6 $227.8 $232.2 $398.1 7.7%
Slide 10: Q2 2026 Leverage & Shareholder Returns
Q2 2026 Leverage & Shareholder Returns Leverage Shareholder Returns $2,000 4.0x $ in millions $ in millions $120 $1,600 3.0x $90 $1,200 2.0x $60 $91.1 $800 $73.0 1.0x $400 $30 $27.1 $21.3 $3.0 $16.4 $16.5 $16.5 $16.2 $17.3 $17.3 $0 0.0x $0 Total Indebtedness (Incl. LCs) Leverage Ratio Shares Repurch
Slide 11: Fiscal 2026 – Unchanged Adjusted EPS Outlook
Fiscal 2026 – Unchanged Adjusted EPS Outlook Metric Full Year Outlook Comments Organic revenue growth 3% - 4% Toward high end Total revenue growth 4% - 5% Toward high end Segment operating profit margin (1) 7.8% - 8.0% Toward low end Tax rate - excluding discrete tax items and impact of non-taxable
Slide 12: Appendix
@ ABM Appendix _ ji
Slide 13: Unaudited Reconciliation of Non-GAAP Financial Measures
Unaudited Reconciliation of Non-GAAP Financial Measures $ in millions Three Months Ended April 30, Six Months Ended April 30, 2026 2025 2026 2025 Reconciliation of Net Income to Adjusted Net Income Net income $ 43.1 $ 42.2 $ 81.8 $ 85.8 (a)(b) Items impacting comparability Restructuring and related(
Slide 14: Unaudited Reconciliation of Non-GAAP Financial Measures - Footnotes
Unaudited Reconciliation of Non-GAAP Financial Measures - Footnotes (a) The Company adjusts income to exclude the impact of certain items that are unusual, non-recurring, or otherwise do not reflect management's views of the underlying operational results and trends of the Company. (b) After communi
Slide 15: Unaudited Reconciliation of Non-GAAP Financial Measures
Unaudited Reconciliation of Non-GAAP Financial Measures $ in millions. except per share amounts Three Months Ended April 30, Six Months Ended April 30, 2026 2025 2026 2025 Reconciliation of Net Income to Adjusted EBITDA Net Income $ 43.1 $ 42.2 $ 81.8 $ 85.8 Items impacting comparability 13.7 16.6 2
Slide 16: Unaudited Reconciliation of Non-GAAP Financial Measures
Unaudited Reconciliation of Non-GAAP Financial Measures $ in millions Three Months Ended April 30, Six Months Ended April 30, 2026 2025 2026 2025 Reconciliation of Net Cash Provided by (Used in) Operating Activities to Free Cash Flow Net cash provided by (used in) operating activities $ 66.2 $ 32.3
Slide 17: Thank You
Thank You Get in touch with us Paul Goldberg Senior Vice President – Investor Relations Paul.Goldberg@ABM.com ABM.com A white letter on a black background Description automatically generated ABM drives possibility through facility, engineering, and infrastructure solutions across a wide range of ind