Subtext

Republic Services, Inc. RSG

SectorIndustrials
Transcripts69
Date range2008-04-25 – 2025-04-24
Calls charted69

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-18-9+0+9+182008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · Overall: +1.02008 Q2 · Overall: +8.62008 Q3 · Overall: +0.42008 Q4 · Overall: -2.72009 Q1 · Overall: +2.12009 Q2 · Overall: +4.42009 Q3 · Overall: +7.22009 Q4 · Overall: +6.32010 Q1 · Overall: +6.92010 Q2 · Overall: +12.42010 Q3 · Overall: +4.92010 Q4 · Overall: +6.42011 Q1 · Overall: +7.82011 Q2 · Overall: +7.42011 Q3 · Overall: +9.52011 Q4 · Overall: +6.02012 Q1 · Overall: +5.32012 Q2 · Overall: +5.52012 Q3 · Overall: +0.22012 Q4 · Overall: +3.82013 Q1 · Overall: +9.42013 Q2 · Overall: +7.92013 Q3 · Overall: +9.22013 Q4 · Overall: +11.22014 Q1 · Overall: +10.12014 Q2 · Overall: +12.42014 Q3 · Overall: +11.32014 Q4 · Overall: +10.62015 Q1 · Overall: +7.12015 Q2 · Overall: +11.02015 Q3 · Overall: +7.82015 Q4 · Overall: +7.92016 Q1 · Overall: -0.22016 Q2 · Overall: +9.82016 Q3 · Overall: +5.82016 Q4 · Overall: +12.62017 Q1 · Overall: +10.42017 Q2 · Overall: +10.72017 Q3 · Overall: +7.82017 Q4 · Overall: +12.72018 Q1 · Overall: +10.02018 Q2 · Overall: +9.22018 Q3 · Overall: +15.52018 Q4 · Overall: +13.22019 Q1 · Overall: +12.52019 Q2 · Overall: +10.72019 Q3 · Overall: +11.02019 Q4 · Overall: +15.92020 Q1 · Overall: +5.12020 Q2 · Overall: +14.92020 Q3 · Overall: +7.42020 Q4 · Overall: +12.92021 Q1 · Overall: +6.72021 Q2 · Overall: +2.82021 Q3 · Overall: +9.22021 Q4 · Overall: +7.42022 Q1 · Overall: +10.52022 Q2 · Overall: +7.32022 Q3 · Overall: +8.52022 Q4 · Overall: +5.42023 Q1 · Overall: +10.32023 Q2 · Overall: +7.52023 Q3 · Overall: +7.32023 Q4 · Overall: +8.22024 Q1 · Overall: +8.52024 Q2 · Overall: +8.32024 Q3 · Overall: +8.52024 Q4 · Overall: +8.42025 Q1 · Overall: +7.0
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-41-20+0+20+412008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · CEO: +1.82008 Q2 · CEO: +11.32008 Q3 · CEO: +3.32008 Q4 · CEO: +3.62009 Q1 · CEO: +2.32009 Q2 · CEO: +7.92009 Q3 · CEO: +15.12009 Q4 · CEO: +18.62010 Q1 · CEO: +9.72010 Q2 · CEO: +18.72010 Q4 · CEO: +10.82011 Q1 · CEO: +11.62011 Q2 · CEO: +11.22011 Q3 · CEO: +15.62011 Q4 · CEO: +10.52012 Q1 · CEO: +10.42012 Q2 · CEO: +12.72012 Q3 · CEO: +8.32012 Q4 · CEO: +8.72013 Q1 · CEO: +13.62013 Q2 · CEO: +14.22013 Q3 · CEO: +13.92013 Q4 · CEO: +15.42014 Q1 · CEO: +16.92014 Q2 · CEO: +24.42014 Q3 · CEO: +16.12014 Q4 · CEO: +17.92015 Q1 · CEO: +15.52015 Q2 · CEO: +16.62015 Q3 · CEO: +16.52015 Q4 · CEO: +15.22016 Q1 · CEO: +7.02016 Q2 · CEO: +19.72016 Q3 · CEO: +8.72016 Q4 · CEO: +21.72017 Q1 · CEO: +18.12017 Q2 · CEO: +19.12017 Q3 · CEO: +12.02017 Q4 · CEO: +19.02018 Q1 · CEO: +16.62018 Q2 · CEO: +14.62018 Q3 · CEO: +21.32018 Q4 · CEO: +23.42019 Q1 · CEO: +20.12019 Q2 · CEO: +17.02019 Q3 · CEO: +21.72019 Q4 · CEO: +35.42020 Q1 · CEO: +11.22020 Q2 · CEO: +24.22020 Q3 · CEO: +11.22020 Q4 · CEO: +19.42021 Q1 · CEO: +15.62021 Q2 · CEO: +5.12021 Q3 · CEO: +18.02021 Q4 · CEO: +10.82022 Q1 · CEO: +18.22022 Q2 · CEO: +23.62022 Q3 · CEO: +13.82022 Q4 · CEO: +11.02023 Q1 · CEO: +21.12023 Q2 · CEO: +13.22023 Q3 · CEO: +17.72023 Q4 · CEO: +13.22024 Q1 · CEO: +19.72024 Q2 · CEO: +11.92024 Q3 · CEO: +16.32024 Q4 · CEO: +16.92025 Q1 · CEO: +12.62008 Q1 · CFO: +2.92008 Q2 · CFO: +11.32008 Q3 · CFO: +1.92008 Q4 · CFO: -10.82009 Q1 · CFO: +2.92009 Q2 · CFO: +2.82009 Q3 · CFO: -1.12009 Q4 · CFO: +3.12010 Q1 · CFO: +11.62010 Q2 · CFO: +14.42010 Q3 · CFO: +9.82010 Q4 · CFO: +8.62011 Q1 · CFO: +9.72011 Q2 · CFO: +10.72011 Q3 · CFO: +4.72011 Q4 · CFO: +3.82012 Q1 · CFO: +3.32012 Q2 · CFO: +0.82012 Q3 · CFO: -4.72012 Q4 · CFO: +1.02013 Q1 · CFO: +5.12013 Q2 · CFO: +2.12013 Q3 · CFO: +8.42013 Q4 · CFO: +8.32014 Q1 · CFO: +3.42014 Q2 · CFO: +10.92014 Q3 · CFO: +2.22014 Q4 · CFO: +2.42015 Q1 · CFO: +4.82015 Q2 · CFO: +2.12015 Q3 · CFO: +0.02015 Q4 · CFO: +2.52016 Q1 · CFO: -10.22016 Q2 · CFO: +3.72016 Q3 · CFO: +2.92016 Q4 · CFO: +9.72017 Q1 · CFO: +5.02017 Q2 · CFO: +10.42017 Q3 · CFO: +8.42017 Q4 · CFO: +7.02018 Q1 · CFO: +8.52018 Q2 · CFO: +10.92018 Q3 · CFO: +12.72018 Q4 · CFO: +8.52019 Q1 · CFO: +8.42019 Q2 · CFO: +13.82019 Q3 · CFO: +12.72019 Q4 · CFO: +14.32020 Q1 · CFO: +9.52020 Q2 · CFO: +17.92020 Q4 · CFO: +13.42021 Q1 · CFO: +2.22021 Q2 · CFO: +7.12021 Q3 · CFO: +5.82021 Q4 · CFO: +6.42022 Q1 · CFO: +7.12022 Q2 · CFO: +7.62022 Q3 · CFO: +7.72022 Q4 · CFO: +5.72023 Q1 · CFO: +4.82023 Q2 · CFO: +7.02023 Q3 · CFO: -1.32023 Q4 · CFO: +4.02024 Q2 · CFO: +9.72024 Q3 · CFO: +1.22024 Q4 · CFO: +0.92025 Q1 · CFO: +4.8
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-53-26+0+26+532008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · Prepared remarks: +7.32008 Q2 · Prepared remarks: +9.12008 Q3 · Prepared remarks: +5.62008 Q4 · Prepared remarks: -2.42009 Q1 · Prepared remarks: +3.82009 Q2 · Prepared remarks: +8.22009 Q3 · Prepared remarks: +6.02009 Q4 · Prepared remarks: +11.42010 Q1 · Prepared remarks: +16.42010 Q2 · Prepared remarks: +20.42010 Q3 · Prepared remarks: +16.82010 Q4 · Prepared remarks: +12.52011 Q1 · Prepared remarks: +10.32011 Q2 · Prepared remarks: +15.22011 Q3 · Prepared remarks: +15.62011 Q4 · Prepared remarks: +9.02012 Q1 · Prepared remarks: +8.82012 Q2 · Prepared remarks: +9.32012 Q3 · Prepared remarks: +0.82012 Q4 · Prepared remarks: +11.02013 Q1 · Prepared remarks: +14.42013 Q2 · Prepared remarks: +11.42013 Q3 · Prepared remarks: +16.02013 Q4 · Prepared remarks: +11.42014 Q1 · Prepared remarks: +17.62014 Q2 · Prepared remarks: +21.02014 Q3 · Prepared remarks: +17.42014 Q4 · Prepared remarks: +12.92015 Q1 · Prepared remarks: +14.62015 Q2 · Prepared remarks: +11.12015 Q3 · Prepared remarks: +9.12015 Q4 · Prepared remarks: +12.42016 Q1 · Prepared remarks: +3.22016 Q2 · Prepared remarks: +9.62016 Q3 · Prepared remarks: +8.32016 Q4 · Prepared remarks: +13.72017 Q1 · Prepared remarks: +18.62017 Q2 · Prepared remarks: +17.32017 Q3 · Prepared remarks: +11.22017 Q4 · Prepared remarks: +20.72018 Q1 · Prepared remarks: +18.12018 Q2 · Prepared remarks: +9.72018 Q3 · Prepared remarks: +18.22018 Q4 · Prepared remarks: +19.72019 Q1 · Prepared remarks: +21.22019 Q2 · Prepared remarks: +20.52019 Q3 · Prepared remarks: +21.22019 Q4 · Prepared remarks: +24.72020 Q1 · Prepared remarks: +8.92020 Q2 · Prepared remarks: +24.22020 Q3 · Prepared remarks: +46.02020 Q4 · Prepared remarks: +24.72021 Q1 · Prepared remarks: +15.72021 Q2 · Prepared remarks: +6.72021 Q3 · Prepared remarks: +17.62021 Q4 · Prepared remarks: +16.72022 Q1 · Prepared remarks: +11.02022 Q2 · Prepared remarks: +17.12022 Q3 · Prepared remarks: +14.02022 Q4 · Prepared remarks: +11.52023 Q1 · Prepared remarks: +17.32023 Q2 · Prepared remarks: +15.52023 Q3 · Prepared remarks: +13.62023 Q4 · Prepared remarks: +10.82024 Q1 · Prepared remarks: +27.82024 Q2 · Prepared remarks: +10.32024 Q3 · Prepared remarks: +11.52024 Q4 · Prepared remarks: +9.62025 Q1 · Prepared remarks: +10.92008 Q1 · Q&A responses: -3.22008 Q2 · Q&A responses: +15.32008 Q3 · Q&A responses: -1.52008 Q4 · Q&A responses: -0.92009 Q1 · Q&A responses: +2.62009 Q2 · Q&A responses: +6.92009 Q3 · Q&A responses: +12.52009 Q4 · Q&A responses: +4.42010 Q1 · Q&A responses: +4.12010 Q2 · Q&A responses: +12.22010 Q3 · Q&A responses: +0.02010 Q4 · Q&A responses: +3.22011 Q1 · Q&A responses: +8.82011 Q2 · Q&A responses: +4.12011 Q3 · Q&A responses: +9.82011 Q4 · Q&A responses: +6.02012 Q1 · Q&A responses: +7.42012 Q2 · Q&A responses: +5.02012 Q3 · Q&A responses: +5.12012 Q4 · Q&A responses: +0.42013 Q1 · Q&A responses: +6.42013 Q2 · Q&A responses: +9.32013 Q3 · Q&A responses: +8.52014 Q1 · Q&A responses: +9.22014 Q2 · Q&A responses: +13.32014 Q3 · Q&A responses: +10.82014 Q4 · Q&A responses: +12.12015 Q1 · Q&A responses: +7.72015 Q2 · Q&A responses: +12.92015 Q3 · Q&A responses: +13.12015 Q4 · Q&A responses: +11.02016 Q1 · Q&A responses: -0.52016 Q2 · Q&A responses: +16.12016 Q3 · Q&A responses: +8.82016 Q4 · Q&A responses: +16.32017 Q1 · Q&A responses: +12.52017 Q2 · Q&A responses: +14.22017 Q3 · Q&A responses: +10.02017 Q4 · Q&A responses: +12.52018 Q1 · Q&A responses: +8.72018 Q2 · Q&A responses: +14.22018 Q3 · Q&A responses: +17.72018 Q4 · Q&A responses: +17.82019 Q1 · Q&A responses: +14.82019 Q2 · Q&A responses: +14.52019 Q3 · Q&A responses: +13.72019 Q4 · Q&A responses: +19.02020 Q1 · Q&A responses: +9.22020 Q2 · Q&A responses: +16.72020 Q3 · Q&A responses: +12.32020 Q4 · Q&A responses: +15.82021 Q1 · Q&A responses: +4.52021 Q2 · Q&A responses: +3.22021 Q3 · Q&A responses: +10.92021 Q4 · Q&A responses: +5.82022 Q1 · Q&A responses: +14.72022 Q2 · Q&A responses: +9.92022 Q3 · Q&A responses: +8.92022 Q4 · Q&A responses: +6.02023 Q1 · Q&A responses: +14.12023 Q2 · Q&A responses: +8.92023 Q3 · Q&A responses: +7.72023 Q4 · Q&A responses: +8.02024 Q1 · Q&A responses: +12.92024 Q2 · Q&A responses: +10.52024 Q3 · Q&A responses: +10.52024 Q4 · Q&A responses: +13.72025 Q1 · Q&A responses: +9.2
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.65$4.36$7.082008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $2.022014 Q2: $2.062014 Q3: $2.112014 Q4: $2.052015 Q1: $2.062015 Q2: $2.112015 Q3: $2.172015 Q4: $2.162016 Q1: $2.192016 Q2: $2.262016 Q3: $2.312016 Q4: $2.352017 Q1: $2.422017 Q2: $2.502017 Q3: $2.592017 Q4: $2.572018 Q1: $3.172018 Q2: $3.222018 Q3: $3.222018 Q4: $3.262019 Q1: $3.342019 Q2: $3.422019 Q3: $3.492019 Q4: $3.482020 Q1: $3.572020 Q2: $3.022020 Q3: $3.422020 Q4: $3.722021 Q1: $3.802021 Q2: $4.032021 Q3: $4.332021 Q4: $4.632022 Q1: $4.752022 Q2: $4.952022 Q3: $5.212022 Q4: $5.032023 Q1: $5.332023 Q2: $5.572023 Q3: $5.782023 Q4: $5.952024 Q1: $6.182024 Q2: $6.412024 Q3: $6.71

Forward P/E

15.8923.5231.142008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 16.942014 Q2: 18.042014 Q3: 18.582014 Q4: 19.182015 Q1: 20.372015 Q2: 19.162015 Q3: 18.882015 Q4: 20.512016 Q1: 21.802016 Q2: 21.832016 Q3: 21.562016 Q4: 24.052017 Q1: 26.322017 Q2: 25.662017 Q3: 25.592017 Q4: 25.352018 Q1: 21.632018 Q2: 21.342018 Q3: 23.182018 Q4: 22.302019 Q1: 23.552019 Q2: 25.382019 Q3: 24.682019 Q4: 25.602020 Q1: 21.242020 Q2: 27.362020 Q3: 28.182020 Q4: 25.652021 Q1: 24.782021 Q2: 27.132021 Q3: 28.902021 Q4: 29.622022 Q1: 27.372022 Q2: 24.952022 Q3: 28.042022 Q4: 27.022023 Q1: 24.922023 Q2: 25.802023 Q3: 26.132023 Q4: 28.092024 Q1: 30.092024 Q2: 29.952024 Q3: 29.71

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q3 tone ↓ -3.2 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -8.1 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -4.1 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -2.2 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -2.9 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -2.7 fwd EPS ↑ +0.60 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -2.2 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -10.8 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +9.8 fwd EPS ↓ -0.55 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -7.5 fwd EPS ↑ +0.40 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -6.3 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -3.8 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -3.2 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -2.8 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+7.0——View →
2024 Q42025-02-13+8.4——View →
2024 Q32024-10-29+8.5$6.7129.7View →
2024 Q22024-07-24+8.3$6.4129.9View →
2024 Q12024-04-30+8.5$6.1830.1View →
2023 Q42024-02-27+8.2$5.9528.1View →
2023 Q32023-10-26+7.3$5.7826.1View →
2023 Q22023-07-31+7.5$5.5725.8View →