10:55 AM EDT, 07/22/2024 (MT Newswires) -- RBC Capital Markets on Monday outlined its preview of the topics investors will focus on as North American waste services companies report their second-quarter earnings.
RBC expects investors to focus on price-led organic growth and the outlook for pricing in the second half and into 2025.
RBC also said focus will be on any inflection in volume trends for the second half; margin expansion driven by price/cost spread management across the majors; and results from recycling operations amid a favorable commodity backdrop.
RBC also noted expected updates on strategic activity/M&A across the space especially from Waste Management (WCN.TO) and GFL Environmental ( GFL ) .
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