ABM Industries Incorporated (ABM) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

slide presentation can be found on our website, abn.com. After Scott and David's prepared remarks, we will host a Q&A session. Before we begin today, I would like to remind you that our call and presentation contain predictions, estimates, and other forward-looking statements. Our use of the words estimate, expect, and similar A reconciliation of historical non-GAAP numbers to GAAP financial measures is available at the end of the presentation and on the company's website under the Investor tab. And with that, I would now like to turn the call over to Scott. Good morning, everyone, and thank you for joining us to discuss ABM's fourth quarter and full year fiscal 2025 results, as well as our 2026 outlook. I appreciate you taking the time and I'll get right into our performance and the progress we're making as a company. We finished the year on a strong note, posting record quarterly revenue supported by 4.8% organic growth. Encouragingly, if you exclude the impact of the prior year self-insurance adjustment, our adjusted EPS and adjusted EBITDA and adjusted EBITDA margin, We're all ahead of our expectations heading into the quarter. This performance reflects strong volume, favorable mix, disciplined cost management, and the benefits from our restructuring actions. Across the portfolio, our teams executed exceptionally well. Technical Solutions delivered another standout quarter, completing a significant number of complex projects, particularly in microgrids and mission critical infrastructure. We also saw strong revenue growth in aviation and manufacturing and distribution, fueled by recent client wins and customer expansions. Meanwhile, in business and industry and education, Margins improved year over year, demonstrating the resiliency of these segments and our cont...