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Analyst
Yehuda Silverman
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 10on tracked calls
- Challenge rate
- 0%none of 10 questions
- 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 10 of 10 questions from 4 companies
ROLRollins, Inc.4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q3
how you're focusing on targeting this younger demographic of customer base and just an update on if you've been able to convert leads faster
Show response
Jerry said lead closure rates are up. Orkin ads specifically target 30-45 year-old homebuyers across TikTok, Facebook, and other platforms.
Have some customers been more or less willing to accept any price increases? And do you see typically an increase more or less in one segment versus another?
Show response
Ken said evaluating similar 3-4% CPI-plus level for 2026; pricing expected to remain a contributor to margins.
Calendar 2025 Q2
just curious how you're seeing valuations and the competitive market in general?
Show response
Jerry said competitive with PE on smaller deals; no radical valuation shift. Ken highlighted Saela hitting all 5 acquisition metrics including EPS accretion and healthy cash flow.
Is that mainly in residential or across all segments?
Show response
Jerry confirmed June strength was broad-based across all service lines, with strong backlog carrying into July.
RSGRepublic Services4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
Can you talk to us a little bit about how the environment has been to get landfill expansions improved or opening of new landfills
Show response
Jon differentiated new siting (extremely hard) from expansion (geography-dependent), feeling good about 200+ landfill capacity with rail as a growing factor.
wanted to hear some of the levers that have been made on the cost side to make it a bit more manageable
Show response
Jon explained both pricing and costs are declining from peak inflation, maintaining the spread, while RISE and AI compress underlying costs to fund new investments.
Calendar 2025 Q3
Were the commodity headwinds this quarter worse than expected? And is there any way to sort of hedge
Show response
Jon noted commodity prices stepped down from $135-$140 to $120, with hedging impractical in a thin market; fee-for-service model with commodity splits provides partial insulation.
quick question about some of the cost uptick, specifically for fuel and landfill operating costs in the quarter
Show response
Jon noted cost increases reflect acquisition-related volume, with fuel as a percent of revenue remaining relatively flat year over year.
CTASCintas1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
what's the main driver for a customer to switch providers? Is there a certain product or area that's more or most attractive to customers
Show response
No single entry point, start with any product. Two-thirds of new business from no-programmers. Switching driven by cost savings, convenience, and consolidation.
FDSFactSet1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I know you previously mentioned 3 years for some of the heavier investments.
Show response
Mgmt said sales/marketing/tooling investments pay back in months, while structural core-infrastructure investments take longer but remain in line with prior expectations.
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 |
|---|---|---|
| ROL Rollins, Inc. | 4 | 0%none of 4 questions |
| RSG Republic Services | 4 | 0%none of 4 questions |
| CTAS Cintas | 1 | —Rate withheld: fewer than 3 questions |
| FDS FactSet | 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 |
|---|---|---|---|
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | 4 | 0%none of 4 questions | 2 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q34 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Competitive Dynamics3
- Pricing3
- Capex Investment2
- Margin2
- M&A2
- Cost Pressure2
- Macroeconomic1
- Revenue Growth1