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21:00
Aug 06 ◎

RSG FY2026 Q2 Watch

Republic Services, Inc. (RSG) FY2026 Q2 Earnings Call

RSG ▾

Jon Vander Ark

Management raised full-year revenue, EBITDA, EPS, and free cash flow guidance, citing stronger fuel recovery fee revenue, higher commodity prices, and incremental acquisitions, indicating improving confidence in the second half of 2026.

"We raised our full-year 2026 guidance as follows. Revenue is expected to be in the range of $17.2 billion to $17.3 billion. Adjusted EBITDA is expected to be in a range of $5.525 billion to $5.55 billion."

RSG WATCH

HIGH

21:00
May 07 ◎

RSG FY2026 Q1 Watch

Republic Services, Inc. (RSG) FY2026 Q1 Earnings Call

RSG ▾

John VanderArk

Management's tone is confident and reiterates full-year guidance, driven by strong pricing execution, cost management, and investments despite commodity and fuel headwinds.

"We are pleased with our first quarter results, which position us well to achieve the full year guidance that we provided in February."

RSG WATCH

HIGH

22:00
Feb 17 ◎

RSG FY2025 Q4 Watch

Republic Services, Inc. (RSG) FY2025 Q4 Earnings Call

WM CLH RSG ▾

Brian DelGaccio

Republic Services expects the first quarter of 2026 to be negatively impacted by weather-related volume losses, estimating $30-35 million in impact, which is not yet fully reflected in the guidance. — This indicates a softer start to the year for the waste industry due to weather, which could pressure near-term volumes and revenues for competitors as well.

"So just in the month of January alone, we're estimating about $25 million impact from weather, and the first week of February experienced weather as well. So that could be a $30, $35 million number..."

WM WATCH

John VanderArk

Plastics recycling is experiencing a squeeze, but Republic's vertical integration and premium product output are stabilizing its spreads; however, a fourth polymer center is deferred due to market conditions. — The delay in expanding its polymer network signals caution about recycled plastics demand, with feedstock costs and PET pricing pressures persisting in the near term.

"It certainly is a delayed, which kind of pushed everything a little bit to the right. But now, as you heard in our prepared remarks, nine projects coming online in 2025."

CLH WATCH

Brian DelGaccio

The company is guiding to a steady year, with margin expansion expected in the second half as it laps prior year one-time events. The tone is neutral to positive, acknowledging stable pricing and underlying margin growth.

"So when you think about the timing, so what I would just say, and more of this is having to do with what happened in the prior year. So think, you know, slightly positive in Q1, Q2, and Q3 flat to slightly negative just because we're"

RSG WATCH

HIGH

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