ABM Industries Incorporated (ABM)
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American Electric Power: the data-center load rush now has a $78B utility bill
AEP has turned the utility growth story into a transmission-led data-center and industrial load story, lifting its 2026-2030 capital plan to $78 billion while preserving 2026 guidance. The investment case now depends on rate recovery, balance-sheet funding and
OpenABM Industries (ABM) Coverage Bootstrap: facility services scale, margin recovery, WGNSTAR integration, and labor execution
Official-source baseline for ABM Industries using SEC submissions, SEC company facts, the FY2025 Form 10-K, Q1 FY2026 Form 10-Q, filed earnings releases, the 2026 proxy, WGNSTAR disclosures, and official peer filings.
OpenArcosa (ACA): the infrastructure stock that sold its barge anchor before the grid boom
Arcosa just became a cleaner infrastructure bet: fewer barges, more aggregates, and a bigger utility-structure backlog. The question is whether the simpler company can turn those tailwinds into cash instead of another capital cycle.
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