Waste Management is a defensive compounder with pricing power and renewable natural gas (RNG) optionality from landfill methane capture. Stericycle acquisition adds healthcare logistics scale. Limited explicit geopolitical signal exposure; primarily a domestic GDP-plus story.
Thesis reviewed May 29, 2026
Waste Management, Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🏭Industrials29WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WM | Waste Management, Inc. | 36 | +3% | ↓6% | NEUTRAL |
| NSC | Norfolk Southern Corporation | 36 | +3% | ↓6% | NEUTRAL |
| HON | Honeywell International Inc. | 33 | +8% | ↓6% | EARLY |
| PH | Parker Hannifin Corporation | 33 | +9% | ↓6% | EARLY |
| ETN | Eaton Corporation plc | 33 | +16% | ↓6% | EARLY |
| OTIS | Otis Worldwide Corporation | 33 | +7% | ↓6% | NEUTRAL |
| UNP | Union Pacific Corporation | 33 | +7% | ↓6% | EARLY |
Investors who hold WM may also have indirect exposure through these country funds.
WM RNG facility pipeline on schedule; 20 plants operational by EOY 2026
Estimates · Yahoo Finance · Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] TAKING STOCK OF THE STOCK ACT ======================================================================= HEARING BEFORE THE COMMITTEE ON HOUSE ADMINISTRATION HOUSE OF REPRESENTATIVES ONE HUNDRED NINETEENTH CONGRESS …
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Donald J. TrumpFL | R | Buy | Unknown amount | Jan 6, 26 | |
| Donald J. TrumpFL | R | Buy | $250k–$250k | Mar 17, 26 | |
| Donald J. TrumpFL | R | Buy | $15k–$50k | Mar 18, 26 | |
| Rick LarsenWA | D | Buy | $1k–$15k | Jan 7, 26 | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Jul 5, 24 | |
| Jared MoskowitzFL | D | Sell | $1k–$15k | Jul 5, 24 | |
| Rick LarsenWA | D | Buy | $1k–$15k | Jul 2, 24 |