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does Avery ship a meaningful amount of products from Canada and Mexico in or out of the United States?
Curious if there's any impact to Ball from sort of the latest changes announced early last month, specifically just thinking about covering some of the derivative products
maybe some reports like energy shortages or material shortages. Just curious if that region has been impacted at all by what's going on in the Middle East
Just curious if there was any change in demand kind of throughout the quarter into April, just following the kind of cost spike that took place in March
if you could maybe share some high-level thoughts on sort of the supply-demand outlook in Europe. I think we've seen some closure announcements, maybe higher energy prices kind of pressure -- high-...
are you expecting or forecasting any impact to EBITDA in 2Q from fuel? And then can you just help us frame maybe the margin impact
can you maybe just provide some details on how you're thinking about 2Q. I just want to be mindful of the wildfire comps, the fuel impacts, M&A integration
you could touch on your sort of inflation expectations across some of the major buckets, labor, maintenance, repair
trying to gauge that sequential recovery maybe into '26
Should we continue to expect kind of those mid-single-digit declines in the top line or just the pipeline that you're mentioning
I think that's a little bit different than your Polymer Centers, is may be more of a reclaimer
Are you able to share sort of what comprises the estimated impact that you forecasted
how Republic has historically sort of mitigated the impact from higher wages? What that could sort of look like flowing through the P&L
Maybe what went better than you expected? It seems like it's maybe all-time high margins, and I guess we normally don't think about Q1
on one hand, leverage is still pretty low, but then on the other hand, the macro outlook is quite uncertain
was just wondering, Jon, if you could touch on the margin bridge year over year for 2025
is it fair to say there's almost another sort of leg up for this business since it's fully integrated
I thought that Footnote h seemed to say that maybe discussion on the 2027 financial targets would be put on hold for a little while
can you give us an idea of maybe the level of margin expansion that you're looking for in collection and disposal this year
What do you think maybe it takes to make flexible plastic recycling work at scale? Do you think we need EPR legislation
Is that sort of back on the table for this year? Or should we think about margins being maybe closer to flattish year-on-year, similar to 2Q
Are we still kind of maybe looking in the range of 50 basis points of growth year-on-year
I was wondering if you could shed a little bit more light on your outlook for 2Q
It just seems like the spread maybe between core price and yield is widening a little bit
do you think the earning sensitivity will kind of scale with earnings growth or do you think the new earnings will rely maybe more on processing fees