| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 6, 2026 | 3/12 | 3 medium, 1 low flags | 0 | 0 | Call sheet → |
| Q1'26 | May 7, 2026 | 10/12 | 1 medium, 5 low flags | 2 | 0 | Call sheet → |
| Q4'25 | February 17, 2026 | 10/12 | 1 high, 2 medium, 3 low flags | 4 | 1 | Call sheet → |
| Q3'25 | October 30, 2025 | 10/12 | 2 medium, 4 low flags | 3 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | "We believe these investments in digital will deliver at least $100 million of annual benefit by 2028." Current quarter only says they are still experimenting; no near‑term dollar impact disclosed. |
| Q1'26 | Exceeded | Commodity prices baseline of $115 per ton for 2026 Q1 averaged $120/ton, currently ~$125/ton - ahead of assumption |
| Q1'26 | Pending | Organic volume decrease total revenue by approximately 1% in 2026 Q1 at -80 bps, weather-adjusted tracking in line |
| Q1'26 | Pending | Average yield on related revenue in range of 4% to 4.5% for 2026 Q1 at 4.1%, tracking toward low end of range |
| Q1'26 | Delivered | Expect to exceed $1 billion of acquisition investment this year Already $700M invested including Q1, raised guidance to >$1B |
| Q1'26 | Pending | 4 additional RNG projects to begin operations in 2026 Reiterated same commitment, no delays mentioned |
| Q1'26 | Pending | Environmental Solutions relatively flat growth for full year 2026 Q1 down $44M as expected, still tracking to flat for year with H2 recovery |
| Q4'25 | Delivered | Pipeline remains supportive of continued M&A activity Closed $1.1B in 2025 acquisitions, $400M already closed for 2026 |
| Q4'25 | Missed | ES demand stabilized exiting third quarter with expanding pipeline Q4 revenue decline accelerated to $60M vs $32M in Q3, recovery pushed to second half of 2026 |
| Q4'25 | Pending | Long-term growth algorithm of mid-single-digit revenue growth intact 2026 guidance at midpoint shows 3.1% revenue growth, below mid-single-digit range |
| Q4'25 | Exceeded | We expect to have more than 150 EVs in our fleet by the end of the year Reached 180+ vehicles, 20% ahead of target |
| Q4'25 | Delivered | We expect commercial production to begin at the Blue Polymers facility late in the fourth quarter Blue Polymers Indianapolis facility began production in Q4 as promised |
| Q4'25 | Exceeded | We expect a total of 7 RNG projects to commence operations in 2025 Delivered 9 projects vs 7 promised, ahead of schedule |
| Q3'25 | Exceeded | More than $1 billion M&A investment in 2025 Already exceeded $1B with strong Q4 pipeline remaining |
| Q3'25 | Delivered | Price/cost spread of 75-100 bps maintained Reaffirmed for 2026 despite inflationary pressures |
| Q3'25 | Missed | Continue ES margin expansion over time ES margins compressed 340 bps to 20.3%, though management blames macro |
| Q3'25 | Pending | Blue Polymers commercial production in Q4 Still expected 'late in Q4' per Q3 call |
| Q3'25 | Pending | More than 150 EVs in fleet by end of 2025 At 137 currently, need 13+ more in Q4 but seems achievable |
| Q3'25 | Delivered | 7 RNG projects to commence operations in 2025 6 completed YTD with 7th expected by year-end, tracking to commitment |
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