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Analyst
Seth Weber
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q3 (4 quarters).
- Questions
- 18on tracked calls
- Challenge rate
- 0%none of 18 questions
- Companies
- 6questioned 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 18 of 18 questions from 6 companies
RSGRepublic Services5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
it looks like free cash conversion goes a lot lower in the second half. Is that just a timing issue
Show response
CFO said it is normal seasonality: lower first-half cash taxes and back-end-loaded CapEx, consistent with prior years and on plan.
Calendar 2026 Q1
Wondering if you could just give us your updated thoughts on the cadence for the shedding into the residential contracts.
Show response
CEO explained 3 larger contract losses driving residential decline, with consistent volume impact across 2026, slight improvement in H2, and different outlook expected in 2027.
it sounds like you're now talking about $1 billion plus, which I think is a little bit stronger than what you mentioned last quarter.
Show response
CEO attributed higher M&A target to strong deal flow rather than financial capacity. Deals must pass both financial return and strategic fit screens.
Calendar 2025 Q4
have you seen a big impact related to the winter storms
Show response
Brian confirmed $25M January weather impact extending to potentially $30-35M for Q1, fully embedded in guidance.
can you just talk to how the early progress has gone with that, the integration
Show response
Jon reported integration going well with vertical integration benefits from being both customer and acquirer. Future expansion opportunities in other regions beyond Southeast.
CTASCintas4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2026 Q3
Have you seen any kind of extension in the sales cycles, or are contracts taking longer to execute
Show response
Todd said no changes to the sales cycle; the broad customer base is stable with normal puts and takes.
what your wallet share is today, your kind of penetration rate
Show response
Todd said cross-sell is 'in the early innings' and an important future driver but did not quantify wallet share or penetration.
Calendar 2026 Q2
can you just talk about the competitive environment when you are out bidding for deals
Show response
Todd framed Fire as a legally required service with a massive TAM and near-term margin headwinds from planting new market flags; direct.
Calendar 2026 Q1
I think we had previously talked about like 100 basis points margin headwind next year for '27? I just wanted to sort of mark-to-market
Show response
Full-year Fire segment impact would be 100bps as previously guided. Actual impact likely less since full rollout not expected by fiscal year start. Progress satisfactory.
ECLEcolab3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
do you feel like we are past the bottom in some of these categories? Or is it just maybe less bad and pricing is helping
Show response
Beck said paper turned positive in Q2 after more than a year of decline, with mill consolidation paused over the last 6 months and Ecolab gaining share against the industry.
Calendar 2026 Q1
can you just help us contextualize how this business is going to then react once the new capacity comes online?
Show response
Beck confirmed this is the sustained performance they've been building toward. Bioprocessing grew north of 100%. Mid-20s OI margins near-term with path to 30%.
Calendar 2025 Q4
Are these conquests from other providers or, you know, just new, you know, companies that are new to the space that are kind of just adding suppliers
Show response
Beck prioritized share of wallet expansion with existing top 35 customers ($3.5B potential) as most cost-effective growth. Second priority is large regional customers globally. Global sales blitz achieved 30% new business increase versus same week prior year.
WMWaste Management3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
in your experience, is that typically -- have you seen that as a good leading indicator of just sort of the broader macro?
Show response
Fish confirmed special waste is one of WM's best forward-looking macro indicators. Customer flexibility on project timing means materializing volume signals optimism.
Calendar 2025 Q4
can you update us on your national accounts business just across the whole company
Show response
Jim noted national accounts transformed from a mess a decade ago to a success story. Strong on both volume and price driven by differentiated service and data/analytics provided to customers.
I wanted to see if that's still the case or if you're getting any better traction with the large hospital networks at this point
Show response
Jim expects cross-selling to be more impactful with large A/B/C tier customers than small D/E/F. Same decision-maker handles both solid waste and healthcare waste at large customers. Strong services on both sides supports single-provider value proposition.
ROLRollins, Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
I was wondering what's actually driving this and if you guys are seeing any customer demand for bigger ticket ancillary services?
Show response
Ken cited strong ancillary demand (9 shots on goal) as a major topic for May Investor Day. Jerry said Ed Donahue (former Orkin VP Sales) moved to non-Orkin brands this year and is already driving improvements with RAC in-house financing and additional service training.
I was wondering if you guys expect this to -- this acquisition to push the full year M&A contribution above the 3%?
Show response
Ken said M&A contributed 3.6% in Q1 (bolstered by Saela anniversary) and expects it to moderate through the year. Pipeline is very active with opportunity to exceed 2-3% but not ready to raise guidance yet.
URIUnited Rentals1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
you've talked about implementing some AI into your pricing and rate calculus. Can you talk about where we're at with that
Show response
Ted said AI pricing tools are still largely in pilot mode; industry supply-demand discipline is the bigger current rate driver.
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 |
|---|---|---|
| RSG Republic Services | 5 | 0%none of 5 questions |
| CTAS Cintas | 4 | 0%none of 4 questions |
| ECL Ecolab | 3 | 0%none of 3 questions |
| WM Waste Management | 3 | 0%none of 3 questions |
| ROL Rollins, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| URI United Rentals | 1 | —Rate withheld: fewer than 3 questions |
- RSGRepublic Services · 5 questions0%none of 5 questions
- CTASCintas · 4 questions0%none of 4 questions
- ECLEcolab · 3 questions0%none of 3 questions
- WMWaste Management · 3 questions0%none of 3 questions
- ROLRollins, Inc. · 2 questions—rate withheld: under 3 questions
- URIUnited Rentals · 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 | 5 | 0%none of 5 questions | 3 |
| 2026 Q1 | 7 | 0%none of 7 questions | 5 |
| 2026 Q2 | 4 | 0%none of 4 questions | 4 |
| 2026 Q3 | 2 | 0%none of 2 questions | 1 |
- 2025 Q45 questions · challenge rate 0% (none of 5 questions) · 3 companies
- 2026 Q17 questions · challenge rate 0% (none of 7 questions) · 5 companies
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 4 companies
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand8
- Revenue Growth7
- M&A5
- Competitive Dynamics4
- Macroeconomic3
- Margin3
- Innovation & R&D2
- Capital Allocation2
- Pricing2