Management remarks
Call period: 2026 Q2 · 2026-08-06
Guidance: Jon Vander Ark: Building on the strong results delivered through the first half of the year and continued momentum we see across the business, we raised our full year 2026 guidance as follows.Demand and orders: Brian DelGhiaccio: This was more than offset by large container volumes, which declined 2.2%, primarily due to continued softness in construction-related activity; residential volume, which declined 4.3% due to known contract losses; and landfill special waste, which declined 30 basis points. It's important to note that landfill special waste increased 10.7%, excluding the tough comp from wildfire volumes received in the prior year.Margins: Brian DelGhiaccio: Margin performance during the quarter included margin expansion in the underlying business of 90 basis points, which was offset by a 50 basis point decrease from landfill event volumes, a 30 basis point decrease from net fuel and a 10 basis point decrease from recycled commodity prices.Analyst Q&A
Analyst Jerry Revich asked: And Jon, in terms of just to shift the conversation to the AI opportunities, you had sized that as $100 million 3 months ago. Can you just talk about has that estimate changed at all? Management Jon Vander Ark answered: I don't think we'll be ahead of it in 2027. Over the long term, we certainly could. I think what we've learned both in pricing and in routing have confirmed our assumptions that, that $100 million is on the table. The exact pace of rollout, I think, will certainly be trending toward that number in the end of 2027.管理层陈述
电话会期间：2026 Q2 · 2026-08-06
指引：乔恩·范德阿克：基于今年上半年的出色业绩以及我们在整个业务中看到的持续增长势头，我们上调了2026年全年业绩指引，具体如下。需求与订单：布莱恩·德尔贾奇奥：这被大型集装箱货运量下降2.2%（主要由于建筑相关活动持续疲软）、住宅货运量下降4.3%（由于已知的合同损失）以及填埋特种垃圾量下降30个基点所抵消。需要注意的是，若剔除去年野火相关货运量带来的严苛基数效应，填埋特种垃圾量增长了10.7%。利润率：布莱恩·德尔贾奇奥：本季度的利润率表现包括基础业务利润率扩张90个基点，但这被填埋活动货运量带来的50个基点下降、净燃料成本带来的30个基点下降以及回收商品价格带来的10个基点下降所抵消。分析师问答
分析师杰里·雷维奇询问公司此前3个月给出的1亿美元AI业务机会规模的预估是否有调整。管理层乔恩·范德阿尔克回应称，公司2027年无法达成该目标，长期来看可以实现；目前确认1亿美元的预估仍有效，业务推广进度预计将在2027年底接近该数字。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
