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Analyst
Harold Antor
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 4).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 4with 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 9 of 9 questions from 4 companies
CTASCintas3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
are you seeing any new business wins in any particular vertical this quarter or any in the pipeline that you would like to call out
Show response
All verticals performing well. Cited healthcare privacy curtain win achieving 100% compliance and 20% cost savings, plus 14-hospital scrub dispensing conversion.
you talk about SAP, SmartTracking, MyCintas portal. I know you're still rolling out. So if you could just provide us, you know, a sense of where you are
Show response
MyCintas portal rolled out. Once fire business deploys SAP, all route-based businesses will share same portal. Continued investment for years to come.
Calendar 2024 Q4
what other innovations have you done in some of your other vertical across hospitality, state and local governments
Show response
CEO highlighted healthcare innovations: microfiber mops for infection prevention, garment dispensing technology, and patented privacy curtains for compliance.
ROLRollins, Inc.3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
Could you talk about retention in the hiring that you've seen, do you associate a $50 million opportunity
Show response
CFO tied margin opportunity to employee retention but said the quarter's people-cost pressure was mainly medical expense, not core salaries.
Calendar 2025 Q2
there can be some changes at the state level in terms of products that we use in pest control products
Show response
Jerry acknowledged active regulatory states (CA, NY, MA) but said strong technical and government relations teams handle changes proactively.
where you are in that journey seems though there's a lot under the hood there that could be some puts and takes
Show response
Ken broke SG&A into S&M (14%) and administrative (16%), noting the 16% has benchmarking opportunity. Value creation program targets both areas.
RSGRepublic Services2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
how far you are through that process, implement those additional fees and that. How are conversations going with customers
Show response
Jon quantified 63% of restricted contracts converted to alternative indices or favorable fixed rates since the initiative began.
given your administration you guys are looking at or any other regulations
Show response
Jon noted conservative RIN assumptions and described PFAS as a bipartisan issue with upside opportunity for ES remediation services.
WMWaste Management1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
just getting an update on what labor turnover is now, when inflation isn't running in the business
Show response
Devina reported record-low 15% frontline turnover (300bp improvement) with 4-5% wage pressure for 2025. John stressed automation reduces labor dependency long-term.
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 | 3 | 0%none of 3 questions |
| ROL Rollins, Inc. | 3 | 0%none of 3 questions |
| RSG Republic Services | 2 | —Rate withheld: fewer than 3 questions |
| WM Waste Management | 1 | —Rate withheld: fewer than 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 |
|---|---|---|---|
| 2024 Q4 | 4 | 0%none of 4 questions | 3 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q44 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D4
- Labor Market2
- Margin2
- Capex Investment2
- Regulation Policy2
- Demand1
- Revenue Growth1
- Product Launch1
- Competitive Dynamics1
- Pricing1
Show all 11 topics
- Cost Pressure1