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John Trevor Romeo

Research Analyst at William Blair & Company L.L.C.

Trevor Romeo is a Research Analyst at William Blair & Company L.L.C., specializing in the global services sector with a primary focus on staffing, consulting, information services, and the solid waste and recycling industry. He covers specific companies including WM, Republic Services Inc., and Casella Waste Systems Inc., where he initiated coverage with outperform ratings, highlighting structural drivers like pricing power and landfill scarcity; performance metrics are not publicly detailed on platforms like TipRanks. Romeo joined William Blair in August 2016, spending his first six years as an associate covering consulting and information services before expanding into staffing and waste sectors, following his B.S. in finance and public policy from Indiana University. He holds the CFA credential and has been quoted in Barron's and Yahoo! Finance for his sector insights.

John Trevor Romeo's questions to REPUBLIC SERVICES (RSG) leadership

Question · Q4 2025

John Trevor Romeo asked about the PFAS remediation business, including expected revenue for the current year, the forward outlook based on regulatory and customer demand, and the long-term opportunity. He also inquired about the potential long-term tailwinds for the ES business from reshoring and infrastructure funding, asking what customers are saying and how meaningful these benefits could be.

Answer

CEO Jon Vander Ark estimated PFAS remediation revenue in the $50 million-$75 million range for the year, driven by ongoing recurring projects. He believes it's a significant long-term growth opportunity, though its development pace is influenced by the current administration. Mr. Vander Ark also noted Republic Services' dual position in PFAS (ES opportunity and landfill growth, but also potential R&W headwind). Regarding reshoring and infrastructure, he expects very real benefits from cheap energy and manufacturing reshoring policies, anticipating a demand tailwind for ES and the manufacturing portion of the recycling and waste business once policy uncertainties are resolved.

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