| RSG |
Report |
Adj. EBITDA Margin (Q2 2026) |
BEAT |
pred ~32.1% vs. cons 31.88% |
MEDIUM |
| RSG |
Report |
ES Revenue (Q2 2026) |
MISS |
pred ~$440M vs. cons $446M |
MEDIUM |
| RSG |
Report |
Adj. EPS Diluted Operating (Q2 2026) |
BEAT |
pred ~$1.87 vs. cons $1.82 |
MEDIUM |
| RSG |
Guide |
Adj. EPS (FY 2026) |
LOWER |
guide $7.10-$7.28 (reaffirm) vs. cons $7.30 |
MEDIUM |
| RSG |
Guide |
Revenue (FY 2026) |
LOWER |
guide $16.85B-$17.15B (reaffirm) vs. cons $17.21B |
MEDIUM |
| RSG |
Guide |
Adj. EBITDA (FY 2026) |
LOWER |
guide $5.40B-$5.50B (reaffirm) vs. cons $5.53B |
MEDIUM |
| RSG |
Guide |
Qualitative: H2 volume flip (FY 2026) |
UNCHANGED |
confirm on track, no pull-forward |
HIGH |
| RSG |
Guide |
Qualitative: ES inflection (H2 2026) |
UNCHANGED |
confirm H2 growth, cautious on Q3 |
HIGH |
| RSG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| RSG |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE - sell-side re-anchors Q3/Q4 to guide midpoint; implicit FY cut pulls estimates down modestly despite Q2 beat |
MEDIUM |