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Sentiment · FY2026 Q2
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.05B | +5.6% | $1.63 | +17.3% | 20.1% | 12.7% | $524M |
| FY2025 Q1 | $4.01B | +3.8% | $1.58 | +9.7% | 20.1% | 12.3% | $566M |
| FY2025 Q2 | $4.24B | +4.6% | $1.75 | +8.0% | 20.5% | 13.0% | $702M |
| FY2025 Q3 | $4.21B | +3.3% | $1.76 | -2.2% | 19.9% | 13.1% | $737M |
| FY2025 Q4 | $4.13B | +2.2% | $1.76 | +8.0% | 19.5% | 13.2% | $404M |
| FY2026 Q1 | $4.11B | +2.6% | $1.70 | +7.6% | 20.2% | 12.8% | $751M |
| FY2026 Q2 | $4.43B | +4.6% | $1.84 | +5.1% | 20.3% | 12.8% | $1.51B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tyler Brown | Raymond James | 16 (13%) |
| Noah Kaye | Oppenheimer | 15 (13%) |
| Bryan Burgmeier | Citigroup | 13 (0%) |
| Trevor Romeo | William Blair | 12 (0%) |
| Kevin Chiang | CIBC Capital Markets | 11 (0%) |
| Stephanie Moore | Jefferies | 10 (0%) |
| Tobey Sommer | Truist Securities | 9 (11%) |
| Sabahat Khan | RBC Capital Markets | 9 (0%) |
| Jerry Revich | Wells Fargo | 9 (0%) |
| Dave Manthey | Robert W. Baird | 9 (22%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Raymond James | 1 | 16 (13%) |
| Oppenheimer | 1 | 15 (13%) |
| William Blair | 2 | 13 (0%) |
| Citigroup | 1 |
| 13 (0%) |
| Jefferies | 2 | 12 (0%) |
| Morgan Stanley | 2 | 11 (9%) |
| CIBC Capital Markets | 1 | 11 (0%) |
| Truist Securities | 2 | 11 (9%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
RSG Republic Services | 5 | +2.6% | |
| WM Waste Management | 6 | +3.5% |