| RSG |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$1.85 vs. cons $1.83 |
MEDIUM |
| RSG |
Report |
2Q26 revenue |
IN-LINE |
pred ~$4.40B vs. cons $4.41B |
MEDIUM |
| RSG |
Report |
2Q26 adjusted EBITDA margin |
IN-LINE |
pred ~31.7% vs. cons 31.8% |
HIGH |
| RSG |
Guide |
FY26 adjusted EPS guidance |
UNCHANGED |
guide ~$7.24 vs. cons $7.25 (FY26) |
HIGH |
| RSG |
Guide |
FY26 adjusted EBITDA guidance |
UNCHANGED |
guide ~$5.50B vs. cons $5.50B (FY26) |
HIGH |
| RSG |
Guide |
FY26 adjusted free-cash-flow guidance |
UNCHANGED |
guide ~$2.54B vs. cons $2.54B (FY26) |
MEDIUM |
| RSG |
Guide |
Environmental Solutions second-half revenue-growth commentary |
UNCHANGED |
guide ~2.0% vs. cons 2.0% (2H26) |
MEDIUM |
| RSG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| RSG |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
A modest EPS beat (~$1.85 vs. $1.83) is likely outweighed by revenue/margin that are only in line (~$4.40B vs. $4.41B and ~31.7% vs. 31.8%) and an unchanged FY26 EPS midpoint (~$7.24 vs. $7.25). With premium valuation, unchanged guide math and still-back-half-weighted ES recovery leave little basis for upward out-period revisions. |
MEDIUM |