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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. |
|---|---|---|---|
| Tyler Brown | Raymond James | 14 | 14% |
| Noah Kaye | Oppenheimer | 14 | 0% |
| Jim Schumm | TD Cowen | 13 | 8% |
| Trevor Romeo | William Blair | 12 | 0% |
| Toni Kaplan | Morgan Stanley | 12 | 0% |
| Konark Gupta | Scotiabank | 11 | 0% |
| Sabahat Khan | RBC Capital Markets | 10 | 0% |
| Faiza Alwy | Deutsche Bank | 10 | 10% |
| Bryan Burgmeier | Citigroup | 8 | 0% |
| Jerry Revich | Wells Fargo | 8 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Oppenheimer | 1 | 14 | 0% |
| Raymond James | 1 | 14 | 14% |
| TD Cowen | 1 | 13 | 8% |
| Morgan Stanley | 1 |
| 12 |
| 0% |
| William Blair | 1 | 12 | 0% |
| Scotiabank | 1 | 11 | 0% |
| RBC Capital Markets | 1 | 10 | 0% |
| Deutsche Bank | 1 | 10 | 10% |
Waste Management delivered Q1 with operating EBITDA growing nearly 6% on core price of 6.3% and yield of 3.9%, while free cash flow of $920M nearly doubled from the prior year. Sustainability businesses delivered accelerating returns and Healthcare Solutions integration progressed on plan, supporting full-year guidance confidence. Severe winter weather drove a volume shortfall but technology and AI initiatives drove operational excellence, and the $2B buyback program ramped shareholder returns.
M&A | Pricing | Margin | Revenue Growth | Demand | Capex Investment | Guidance Reliability | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 5 | 6 | 8 | 3 | 5 | 2 | 1 |
| 2025Q1 | 11 | 6 | 7 | 5 | 3 | 2 | 4 | 1 |
| 2025Q2 | 8 | 6 | 5 | 4 | 6 | 3 | 5 | 1 |
| 2025Q3 | 13 | 6 | 5 | 4 | 5 | 4 | 3 | 1 |
| 2025Q4 | 8 | 7 | 8 | 6 | 5 | 7 | 6 | 4 |
| 2026Q1 | 7 | 10 | 7 | 2 | 7 | 1 | 1 | 6 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| M&A | 10 | 11 | 8 | 13 | 8 | 7 |
| Pricing | 5 | 6 | 6 | 6 | 7 | 10 |
| Margin | 6 | 7 | 5 | 5 | 8 | 7 |
| Revenue Growth | 8 | 5 | 4 | 4 | 6 | 2 |
| Demand | 3 | 3 | 6 | 5 | 5 | 7 |
| Capex Investment | 5 | 2 | 3 | 4 | 7 | 1 |
| Guidance Reliability | 2 | 4 | 5 | 3 | 6 | 1 |
| Macroeconomic | 1 | 1 | 1 | 1 | 4 | 6 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WM Waste Management | 6 | +3.5% | |
| RSG Republic Services | 5 | +2.6% |