| RSG |
Report |
Adjusted EPS |
IN-LINE |
pred ~$1.82 vs. cons $1.81 |
MEDIUM |
| RSG |
Report |
Total Revenue |
IN-LINE |
pred ~$4.41B vs. cons $4.40B |
MEDIUM |
| RSG |
Report |
Organic volume growth (total revenue impact) |
MISS |
pred ~-1.0% vs. cons ~-0.5% |
MEDIUM |
| RSG |
Guide |
FY2026 Adjusted EBITDA guidance |
UNCHANGED |
guide ~$5.50B (reaffirmed midpoint) vs. cons $5.50B (FY2026) |
MEDIUM |
| RSG |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$7.24 (reaffirmed midpoint) vs. cons $7.24 (FY2026) |
MEDIUM |
| RSG |
Guide |
Environmental Solutions 2H26 growth commentary |
UNCHANGED |
guide ~+2% organic growth vs. cons ~+2% (2H FY2026) |
LOW |
| RSG |
Guide |
Q3 2026 volume/margin commentary |
LOWER |
guide ~-1.0% organic volume vs. cons ~-0.5% (Q3 2026) |
MEDIUM |
| RSG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| RSG |
Return |
5-day cumulative residual |
-3.7% (FOLLOW-THROUGH) |
Headline EPS/revenue likely land in-line and FY26 EBITDA/EPS guidance is reaffirmed, but the pre-warned volume softness (residential losses, tough landfill comp) plus a WM-style cautious tone on 2H volume trajectory should trigger sell-side model trims to out-quarter volume and ES-recovery assumptions even without a formal guidance cut — the same 'implicit cut' dynamic that drove WM's shares to keep drifting lower for several sessions after its July 28 print despite reaffirmed EBITDA/FCF targets. With RSG already down ~8% into the print, day-1 reaction should be moderately negative rather than sharp, but analyst estimate revisions over the following days (2H26 ES inflection pushed further out, Q3 volume caution) likely extend the drawdown modestly rather than stabilize or reverse it. |
LOW |