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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Noah Kaye | Oppenheimer | 14 | 14% |
| Tyler Brown | Raymond James | 14 | 14% |
| Bryan Burgmeier | Citigroup | 12 | 0% |
| Trevor Romeo | William Blair | 12 | 0% |
| Kevin Chiang | CIBC Capital Markets | 10 | 0% |
| Stephanie Moore | Jefferies | 9 | 0% |
| Tobey Sommer | Truist Securities | 9 | 11% |
| Jerry Revich | Wells Fargo | 8 | 0% |
| Sabahat Khan | RBC Capital Markets | 8 | 0% |
| Dave Manthey | Robert W. Baird | 8 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Raymond James | 1 | 14 | 14% |
| Oppenheimer | 1 | 14 | 14% |
| William Blair | 1 | 12 | 0% |
| Citigroup | 1 |
| 12 |
| 0% |
| Jefferies | 2 | 11 | 0% |
| Truist Securities | 2 | 11 | 9% |
| Morgan Stanley | 2 | 10 | 10% |
| CIBC Capital Markets | 1 | 10 | 0% |
Republic Services reported Q1 revenue growth of 2.6% with adjusted EPS of $1.70 and adjusted free cash flow up 35% on working capital timing. Solid pricing execution offset volume softness from residential contract losses, and Environmental Solutions revenue decline appeared to be bottoming. AI and digital investments targeted $100 million in annual benefit, and management reiterated all FY2026 guidance.
Demand | Margin | Pricing | Revenue Growth | M&A | Guidance Reliability | Innovation & R&D | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 6 | 6 | 3 | 4 | 2 | 4 | 2 |
| 2025Q1 | 6 | 7 | 6 | 7 | 5 | 4 | 5 | 1 |
| 2025Q2 | 7 | 7 | 5 | 3 | 4 | 6 | 2 | 4 |
| 2025Q3 | 9 | 4 | 7 | 2 | 4 | 4 | 2 | 6 |
| 2025Q4 | 12 | 8 | 4 | 5 | 3 | 4 | 4 | 2 |
| 2026Q1 | 9 | 4 | 8 | 5 | 3 | 2 | 3 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 1 | 6 | 7 | 9 | 12 | 9 |
| Margin | 6 | 7 | 7 | 4 | 8 | 4 |
| Pricing | 6 | 6 | 5 | 7 | 4 | 8 |
| Revenue Growth | 3 | 7 | 3 | 2 | 5 | 5 |
| M&A | 4 | 5 | 4 | 4 | 3 | 3 |
| Guidance Reliability | 2 | 4 | 6 | 4 | 4 | 2 |
| Innovation & R&D | 4 | 5 | 2 | 2 | 4 | 3 |
| Competitive Dynamics | 2 | 1 | 4 | 6 | 2 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
RSG Republic Services | 5 | +2.6% | |
| WM Waste Management | 6 | +3.5% |