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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Waste Management (WM) is 6/10.
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.
Scored from Waste Management’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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On August 24, 2026, James C. Fish, Jr. notified the Board of his intention to retire as CEO and resign from the Board, effective January 4, 2027, after more than a decade as CEO. The Board appointed President John J. Morris, Jr., age 57, to succeed him as President and CEO and elected him a director, effective the same date. Mr. Fish will continue in an advisory role until mid-February 2027.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.89B | +13.0% | $1.48 | +21.3% | 16.0% | 10.1% | $396M |
| FY2025 Q1 | $6.02B | +16.7% | $1.58 | -9.7% | 17.1% | 10.6% | $377M |
| FY2025 Q2 | $6.43B | +19.0% | $1.80 | +6.5% | 18.5% |
| 11.3% |
| $813M |
| FY2025 Q3 | $6.44B | +14.9% | $1.49 | -20.7% | 18.9% | 9.4% | $816M |
| FY2025 Q4 | $6.31B | +7.1% | $1.83 | +23.6% | 18.6% | 11.8% | $810M |
| FY2026 Q1 | $6.23B | +3.5% | $1.79 | +13.3% | 17.9% | 11.6% | $851M |
| FY2026 Q2 | $6.68B | +4.0% | $1.95 | +8.3% | 18.7% | 11.7% | $1.10B |