Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Connor Cerniglia
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 5questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 8 of 8 questions from 5 companies
CTASCintas2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
is growth coming from new account wins? Or is it more same account growth
Show response
Todd said healthcare is organized as a full vertical (products, services, routing) and is growing faster than the company average; direct.
Calendar 2026 Q1
Are you seeing any changes in the conversion cycle or win rate for first-time buyers? And within that specific verticals, call it, health care or education, are they proving more resilient
Show response
No change in conversion rate. Healthcare, hospitality, education, state/local government all faring well on employment. Verticals chosen really well and future looks bright.
GWWW. W. Grainger2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
Is that more of a hint that you could see more refunds in the future beyond the $43 million you mentioned this quarter
Show response
CEO clarified the point was that total tariff costs far exceeded the refund; no significant further refunds expected.
Calendar 2025 Q4
you touched on the Zoro branded private label product. You talk a little bit about the progress you've seen so far maybe just some customer feedback, repeat rates
Show response
DG said Zoro private brand not yet material to margins but seeing good early success in repeat rates; core B2B customers like the brand.
WMWaste Management2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
is this a one-off? Or do you think this is early signs of maybe greater competition in the commercial segment.
Show response
Fish called it a one-off, distinguished broker price competition in national accounts from SMB competition, and said national accounts has grown significantly over 3 to 4 years.
Calendar 2026 Q1
Others in the industry have talked about some of the benefits they've seen from a pricing standpoint. I think there's been commentary that there's -- they expect a 100 basis point improvement
Show response
Fish described AI cameras on trucks for contamination detection and pricing, used for 6-7 years. Did not provide specific margin improvement quantification comparable to peers.
ROLRollins, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
Am I right in thinking that there's a pretty stark difference in margins between Q3 and Q4?
Show response
Management confirmed a tough Q3 comp from last year's insurance and claims tailwind, with margin improvement weighted to Q4.
RSGRepublic Services1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
Can you talk about whether or not you’ve evaluated those technologies yet and any early views on how landfill automation could impact your operations
Show response
CEO said automation will touch everything but sees limited labor arbitrage from autonomy; recycling-center robotics remain the clearer opportunity, subject to returns.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| CTAS Cintas | 2 | —Rate withheld: fewer than 3 questions |
| GWW W. W. Grainger | 2 | —Rate withheld: fewer than 3 questions |
| WM Waste Management | 2 | —Rate withheld: fewer than 3 questions |
| ROL Rollins, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| RSG Republic Services | 1 | —Rate withheld: fewer than 3 questions |
- CTASCintas · 2 questions—rate withheld: under 3 questions
- GWWW. W. Grainger · 2 questions—rate withheld: under 3 questions
- WMWaste Management · 2 questions—rate withheld: under 3 questions
- ROLRollins, Inc. · 1 question—rate withheld: under 3 questions
- RSGRepublic Services · 1 question—rate withheld: under 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
| 2026 Q2 | 5 | 0%none of 5 questions | 5 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q25 questions · challenge rate 0% (none of 5 questions) · 5 companies
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Margin2
- Cloud & AI2
- Competitive Dynamics2
- Pricing2
- Geographic Expansion1
- Trade Tariffs1
- Innovation & R&D1