Feed / Theme
Confirmed

Waste Management Services

3 names are moving together; 67% are participating in the current session.

1 observed Confirmed episode

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
WCNWaste Connections, Inc.Industrials+0.6%2/2 observed active sessions
SCIService Corporation InternationConsumer Cyclical+1.1%2/2 observed active sessions
ROLRollins, Inc.Consumer Cyclical-1.0%Group member

Why we believe this

Cohort

3 names

Participation

67% this session

Observed history

4 daily builds

Filing coverage

3/3 members

credit / rates affecting interest expense

We define adjusted EBITDA as net income attributable to Waste Connections, plus or minus net income (loss) attributable to noncontrolling interests, plus income tax provision, plus interest expense, less interest income, plus depreciation and amortization expense, plus closure and post-closure accretion expense, plus or minus any loss or gain on impairments and other operating items, plus other expense, less other income.

WCN 10-Q

credit / rates

The increase was primarily attributable to an increase of $6.5 million from the issuance of $500.0 million of senior unsecured notes in June 2025 and an increase of $0.6 million due to an increase in the average borrowings outstanding under our credit facilities during the 42 Table of Contents three months ended September 30, 2025 , partially offset by a decrease of $6.2 million from lower interest rates on borrowings outstanding during the comparable periods.

WCN 10-Q

credit / rates affecting expense

The increase was primarily attributable to an increase of $6.6 million from the issuance of $500.0 million of senior unsecured notes in June 2025, an increase of $1.2 million from the issuance of $600.0 million of senior unsecured notes in March 2026 , an increase of $1.2 million due to an increase in the average borrowings outstanding under our credit facilities during the three months ended March 31, 2026 and $0.2 million of other net expense increases, partially offset by a decrease of $2.4 million from lower interest rates on borrowings outstanding during the comparable periods.

WCN 10-Q

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

CTAS

ROLpartner · Not moving with the group now

Filing receipt · CTAS / ROL

The companies included in the peer group are ABM Industries, Inc., Aramark, Rollins, Inc.

ROL · partner
CLH

WCNcompetitor · Not moving with the group now

Filing receipt · CLH / WCN

We also compete in certain markets with publicly held and privately owned companies such as Waste Management, Inc., Republic Services, Inc., Clean Harbors, Inc., Secure…

WCN · competitor
CWST

WCNtext peer · Moving with the group now · 115 min observed

No filing excerpt is available for this relationship.

COOT

ROLpartner · Current intraday read unavailable

Filing receipt · COOT / ROL

5 Table of Contents Franchising Programs We have franchise programs through Orkin, Critter Control, MissQuito, and our Australian subsidiaries.

ROL · partner
ECL

ROLcompetitor · Not moving with the group now

Filing receipt · ECL / ROL

Our major competitors include Rentokil, Ecolab, Anticimex, and numerous other regional and local companies.

ROL · competitor

History

2026-07-29 → 2026-07-302 observed active sessions · 66.7% of active names held across the episode