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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Noah Kaye | Oppenheimer | 16 questions · 0% challenging |
| Tyler Brown | Raymond James | 14 questions · 14% challenging |
| Toni Kaplan | Morgan Stanley | 14 questions · 0% challenging |
| Trevor Romeo | William Blair | 14 questions · 0% challenging |
| Faiza Alwy | Deutsche Bank | 13 questions · 23% challenging |
| Konark Gupta | Scotiabank | 13 questions · 8% challenging |
| Jim Schumm | TD Cowen | 13 questions · 8% challenging |
| Sabahat Khan | RBC Capital Markets | 12 questions · 0% challenging |
| Jerry Revich | Wells Fargo | 11 questions · 0% challenging |
| Bryan Burgmeier | Citigroup | 10 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Oppenheimer | 1 analyst | 16 questions · 0% challenging |
| Raymond James | 1 analyst | 14 questions · 14% challenging |
| William Blair | 1 analyst | 14 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 14 questions · 0% challenging |
| Deutsche Bank | 1 analyst | 13 questions · 23% challenging |
| Scotiabank | 1 analyst | 13 questions · 8% challenging |
| TD Cowen | 1 analyst | 13 questions · 8% challenging |
| RBC Capital Markets | 1 analyst | 12 questions · 0% challenging |
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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 | Demand | Revenue Growth | Capex Investment | Guidance Reliability | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 5 | 6 | 3 | 8 | 5 | 2 | 4 |
| 2025Q1 | 11 | 6 | 7 | 3 | 5 | 2 | 4 | 2 |
| 2025Q2 | 8 | 6 | 5 | 6 | 4 | 3 | 5 | 2 |
| 2025Q3 | 13 | 6 | 5 | 5 | 4 | 4 | 3 | 2 |
| 2025Q4 | 8 | 7 | 8 | 5 | 6 | 7 | 6 | 2 |
| 2026Q1 | 7 | 10 | 7 | 7 | 2 | 1 | 1 | 2 |
| '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 |
| Demand | 3 | 3 | 6 | 5 | 5 | 7 |
| Revenue Growth | 8 | 5 | 4 | 4 | 6 | 2 |
| Capex Investment | 5 | 2 | 3 | 4 | 7 | 1 |
| Guidance Reliability | 2 | 4 | 5 | 3 | 6 | 1 |
| Cost Pressure | 4 | 2 | 2 | 2 | 2 | 2 |
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Waste Management (WM), FY2026 Q1: 6/10. Scores: Waste Management’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: WM daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| 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 Q1Selected | $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 |
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).
GAAP revenue YoY +3.47% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What WM and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Part of that 10%, David, is having the Stericycle business onboard because prior to Stericycle, the number was approaching 9%.”
WM discusses its acquired Stericycle business (now WM Healthcare Solutions), whose high-teens SG&A ratio is being brought down through synergy capture toward WM's core cost structure.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WM Waste Management | 6 | +3.5% | |
| RSG Republic Services | 5 | +2.6% |