ABM Industries shares have risen 13.4% over the past three months, outpacing the industry's 1.8% gain and the S&P 500's 10.8% rally. The company achieved a record $1.2 billion in sales bookings for the first half of fiscal 2026, while organic revenue growth accelerated from 5.5% in the first quarter to 6.1% in the second quarter. The completion of the WGNSTAR acquisition at the start of the second quarter strengthened ABM's semiconductor fabrication presence and contributed high double-digit organic revenue growth in that market. Free cash flow swung to $71.2 million in the first six months of fiscal 2026 from a negative $107.8 million a year earlier, improving liquidity. ABM reaffirmed its full-year outlook, targeting the top end of 3% to 4% organic growth and 4% to 5% top-line improvement.
Applovin Corp
Coherent IncABM Industries IncorporatedRecord $1.2B sales bookings and accelerated organic revenue growth indicate strong end-customer demand.