Republic Services, Inc.
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+ FollowMarket Cap$75.27B
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Earnings Call Q3 2026
October 29, 2026 - AI Summary
Strong Q3 performance with disciplined pricing + improving volumes
- Revenue up 8.2% YoY; Adjusted EBITDA up 4.8%; Adjusted EPS $1.94.
- Adjusted free cash flow (YTD) $2.28B.
- Customer retention >94% (supports revenue durability).
- Core price on total revenue 5.3%; core price on related revenue 6.3% (open market 7.6%, restricted 4.1%) plus higher fuel recovery fees drove >8% combined price increase vs cost inflation.
- Volume was a headwind overall (related revenue volume -70 bps, total revenue volume -60 bps) due to event-driven landfill volumes comping against a prior-year spike; however, “same-store” container businesses improved.
Volume/cycle inflection is real—small & large container both positive for first time in 3+ years
- Related revenue volume: -70 bps, but after adjusting for one-time prior-year landfill event volumes, organic volume was +20 bps.
- Key positive: Small container +50 bps and Large container +50 bps (first time in >3 years both positive).
- Residential remained pressured (residential volume -4.3%) due to municipal contract losses and lower C&D landfill volume, but management reiterated residential “shedding” is largely decisions taken in prior year.
Environmental Solutions (ES) momentum: 21% YoY revenue growth; upside supported by industrial/ER demand
- ES revenue up 21% YoY, contributing +2.1% to total company growth; +~9% even excluding a few large emergency response (ER) jobs.
- ES profitability strong: ES adjusted EBITDA margin 25.4%, up 440 bps YoY.
- Management expects positive ES revenue growth to continue through the rest of 2026 and into 2027, citing improving macro/industrial economy (PMI >50, reshoring/build activity) and a solid pipeline.
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$210.48
14.2% downside
Current Fair Value
14.2% downsideOvervalued by 14.2% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $75.27 Billion |
|---|---|
| Enterprise Value | $89.71 Billion |
| Annual dividend | $2.54 |
| Dividend yield | 1.04% |
| Earnings per Share | $6.86 |
| Beta | 0.4 |
| Outstanding Shares | 306,308,000 |
Return
| Return on Equity | 18.53% |
|---|---|
| Return on Assets | 6.34% |
| Return on Invested Capital | 9.90% |
Valuation & Multiples
| P/E Ratio | 33.75 |
|---|---|
| PEG | 421.92 |
| Price to Sales | 4.38 |
| Price to Book Ratio | 6.29 |
| Enterprise Value to Revenue | 5.2 |
| Enterprise Value to EBIT | 29.06 |
| Enterprise Value to Net Income | 40 |
| Total Debt to Enterprise | 0.16 |
| Debt to Equity | 1.21 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 29, 2026
EPS Estimate
$1.93
Consensus analyst estimateRevenue Estimate
$4.42 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 16, 2027
EPS Estimate
$1.76
Consensus analyst estimateRevenue Estimate
$4.37 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 98.41% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.00%▼ 56.37% |
|---|---|
| Total Invested | $1.90B▼ 95.15% |
| Investors Holding | 475▼ 862.00% |
About Republic Services, Inc.
42,000 employees
CEO: Donald Slager
Republic Services, Inc., along with its affiliated entities, stands as a prominent provider of environmental solutions throughout the United States. The company specializes in comprehensive waste management, encompassing the collection, ...