Republic Services, Inc.

Republic Services, Inc.

RSG

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Market Cap$61.67B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Republic Services, Inc.Republic Services, Inc.28.61.22%18%3.80.1

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Strong Q1 performance; on track for full-year guidance (good) - Revenue +2.6%, adjusted EBITDA +4.3%, adjusted EBITDA margin +50 bps to 32.1% - Adjusted EPS: $1.70 - Adjusted free cash flow: $984m ( +35% YoY ) - Company attributes results to disciplined pricing, cost management, and ongoing investments; customer retention 94% and Net Promoter Score remains strong.
Pricing holding up; volume down but improving sequentially (mixed) - Core price on total revenue +5.7%; core yield on related revenue +4.1% (average yield total +3.4%) - Volume decreased related revenue by ~1% (total revenue -80 bps), but sequential improvement noted in landfill, large container, and small container - Temporary large container business: YoY revenue growth for first time in >2 years (a notable positive “surprise”) - Ongoing headwind: known residential contract losses (consistent with full-year guidance), and severe weather estimated ~$30m negative impact in the quarter.
Margin drivers and Q2 outlook: broadly flat to slightly down YoY (bad/neutral) - Margin expansion came despite headwinds: - Offset effects: fuel recovery lag, commodity price decrease, and costs - Diesel price spike in March hurt EBITDA by ~$8m in Q1 (with expectation that fuel recovery fees start offsetting beginning Q2) - Nonrecurring benefit: ~+20 bps from a favorable legal settlement - Q2 expectation: margin flat to slightly down YoY primarily due to project-related landfill volume headwinds (and related volume softness); otherwise no change vs February plan. - Fuel surcharge timing: management reiterated the month-lag behavior and expects cash recovery of rising fuel starting in Q2.

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$234.17

Target Price by Analysts

14.7% upsideRepublic Services Target Price DetailsTarget Price
$205.81

Current Fair Value

0.8% upside

Undervalued by 0.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$61.67 Billion
Enterprise Value$62.58 Billion
Dividend Yield$2.46 (1.22%)
Earnings per Share$6.86
Beta0.44
Outstanding Shares309,100,000

Return

Return on Equity18.11%ROE
Return on Assets6.27%
Return on Invested Capital7.74%

Valuation & Multiples

P/E Ratio28.56P/E Ratio
PEG471.31PEG
Price to Sales3.78Price to Sales
Price to Book Ratio5.37Price to Book Ratio
Enterprise Value to Revenue3.75
Enterprise Value to EBIT26.19
Enterprise Value to Net Income28
Total Debt to Enterprise0.02
Debt to Equity0.09Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$1.64
Average shareholder expectation
Revenue Estimate
$4.10 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$1.81
Average shareholder expectation
Revenue Estimate
$4.35 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3541 15.47%
Total Calls311,800 67.33%
Total Puts110,400 16.46%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %58.16% 1.04%
Total Invested$39.44B 0.85%
Investors Holding1,338 2.00%

ESG Score

No data

About Republic Services, Inc.

CEO: Donald Slager

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation. Its work directly shapes the specifics of tax law, which has a significant and direct financial impact on Republic Services, giving members highly detailed, non-public information on tax policy.

Finance

This powerful committee controls taxation, trade, and entitlement spending. Its decisions on corporate tax rates, credits, and trade policy directly impact Republic Services' profitability, capital investment, and equipment costs, making insider knowledge highly valuable.

Appropriations

This committee directly allocates federal discretionary spending. Any federal contracts for waste management, environmental remediation, or infrastructure that Republic Services secures are dependent on these appropriations, giving members direct insight into potential revenue streams.

Health, Education, Labor, and Pensions

Republic Services is a major employer with a large operational workforce. This committee's jurisdiction over labor laws, minimum wage, union regulations, and workplace safety directly impacts the company's labor costs, operational practices, and overall employment environment.

Environment and Public Works

This is highly relevant as the committee regulates the EPA, which sets standards for waste disposal, recycling, pollution control, and remediation – core services for Republic Services. Members would have direct insight into impending environmental regulations, permitting, and infrastructure funding affecting the company's operations and opportunities.

Homeland Security and Governmental Affairs

This committee oversees government procurement and the Department of Homeland Security. Republic Services likely bids on and holds federal waste management contracts, making insights into federal spending, agency needs, and contracting policies highly valuable.