| RSG |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$2.04 vs. cons ~$2.00 |
MEDIUM |
| RSG |
Report |
Revenue (Q2'26) |
IN-LINE |
pred ~$4.34B vs. cons ~$4.36B |
MEDIUM |
| RSG |
Report |
Adjusted EBITDA margin (Q2'26) |
IN-LINE |
pred ~32.3% vs. cons ~32.3% (flat-to-slightly-down YoY as guided) |
MEDIUM |
| RSG |
Guide |
FY2026 Adjusted EPS guide |
UNCHANGED |
guide reaffirmed ~$7.20-7.28 (mid $7.24) vs. cons ~$7.24 (FY2026) |
MEDIUM |
| RSG |
Guide |
FY2026 Revenue guide |
UNCHANGED |
guide ~$17.05-17.15B vs. cons ~$17.05B (FY2026); modest trim risk on soft volume post-WM |
LOW |
| RSG |
Guide |
FY2026 Adjusted FCF guide |
UNCHANGED |
guide reaffirmed ~$2.52-2.56B vs. cons ~$2.54B (FY2026) |
MEDIUM |
| RSG |
Guide |
FY2026 organic volume / H2 inflection commentary |
UNKNOWN |
guide ~ -1% total volume vs. cons ~ -0.9% (FY2026); H2/Q4 flip-to-positive is the swing |
LOW |
| RSG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| RSG |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
Likely small EPS beat on pricing/cost/AI self-help with FY EPS/FCF reaffirmed drives a modest relief pop in a defensive, low-beta (~0.6) name that already corrected ~11% from its March high and ~5% post-WM. But the out-period math is demanding: FY guide implies an H2/Q4 volume flip to positive and back-half margin expansion while Q2 volume is still negative and WM just flagged soft volumes — so estimates don't get revised meaningfully higher and the day-1 gain largely holds rather than compounds. Net: stabilize near the initial move with mild give-back risk if the top-line guide is nudged lower. |
LOW |