Republic Services (RSG)
NYSEIndustrialsWaste ManagementSnapshot 2026-11-05
$249.42+1.63%
Close 2026-11-05 · 1-day change
NYSEIndustrialsWaste ManagementSnapshot 2026-11-05
QuarterlyIQ Insights · RSG
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks RSG against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We remain focused on disciplined pricing, effective cost management and strategic investments that are designed to strengthen our competitive position and create long-term value for our customers and…
Stated in 8 of 8 supplied quarters. Management reported: “The Company updated its revenue, adjusted EBITDA, and adjusted free cash flow financial guidance as follows: • Revenue: Increased most recent guidance to a range of $17.425 billion to $17.475 billion • Adjusted EBITDA: Increased most recent guidance to a range of $5.550 billion to $5.575 billion • Adjusted Free Cash Flow: Increased most recent guidance to a range of $2.565 billion to $2.585 billion Board Authorized $5 Billion for Share Repurchases On October 28, 2026, the Board of Directors approved a $5 billion share repurchase authorization effective January 1, 2027, and extending through December 31, 2029.” Revenue was $5.205 billion in 2026-Q3.
“We remain focused on disciplined pricing, effective cost management and strategic investments that are designed to strengthen our competitive position and create long-term value for our customers and…”
““Pricing in excess of cost inflation and our disciplined cost management supported accelerated growth in revenue and EBITDA.”
““Disciplined pricing and effective cost management drove solid earnings growth and 50 basis points of adjusted EBITDA margin expansion in the first quarter.”
“Through healthy pricing and disciplined cost management, we successfully navigated cyclical demand headwinds and exceeded expectations for full-year adjusted earnings and adjusted free cash flow," sa…”
““Despite ongoing cyclical volume pressures, our ability to price ahead of cost inflation and disciplined operational execution drove an 80-basis-point expansion in adjusted EBITDA margin.”
“"We produced double-digit growth in EBITDA and 100 basis points of adjusted EBITDA margin expansion by continuing to price ahead of cost inflation and consistently executing our operational plan."”
The Company updated its revenue, adjusted EBITDA, and adjusted free cash flow financial guidance as follows: • Revenue: Increased most recent guidance to a range of $17.425 billion to $17.475 billion…
Stated in 8 of 8 supplied quarters. Management reported: “The Company updated its revenue, adjusted EBITDA, and adjusted free cash flow financial guidance as follows: • Revenue: Increased most recent guidance to a range of $17.425 billion to $17.475 billion • Adjusted EBITDA: Increased most recent guidance to a range of $5.550 billion to $5.575 billion • Adjusted Free Cash Flow: Increased most recent guidance to a range of $2.565 billion to $2.585 billion Board Authorized $5 Billion for Share Repurchases On October 28, 2026, the Board of Directors approved a $5 billion share repurchase authorization effective January 1, 2027, and extending through December 31, 2029.”
We remain focused on disciplined pricing, effective cost management and strategic investments that are designed to strengthen our competitive position and create long-term value for our customers and…
Stated in 8 of 8 supplied quarters. Management reported: “We remain focused on disciplined pricing, effective cost management and strategic investments that are designed to strengthen our competitive position and create long-term value for our customers and shareholders.”” “• Acquisitions: Republic expects to invest approximately $1 billion in acquisitions in 2026.”
Pursue profitable revenue growth through pricing, organic business growth and acquisitions.
Pursue profitable growth, with annual revenue guidance updated during 2026 as results and expectations changed.
Over the trailing year it converted 2.07x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“EBITDA and EBITDA margin demonstrate our ability to execute our financial strategy, which includes reinvesting in existing capital assets to ensure a high level of customer service, investing in capi…”
““Our outlook is supported by pricing in excess of cost inflation, continued contribution from acquisitions, productivity enhancements from our digital tools and investments in sustainability innovati…”
“The Company updated its revenue, adjusted EBITDA, and adjusted free cash flow financial guidance as follows: • Revenue: Increased most recent guidance to a range of $17.425 billion to $17.475 billion…”
“The Company provided additional details as follows: • Revenue: Increased original guidance to a range of $17.200 billion to $17.300 billion • Adjusted EBITDA: Increased original guidance to a range o…”
“EBITDA and EBITDA margin demonstrate our ability to execute our financial strategy, which includes reinvesting in existing capital assets to ensure a high level of customer service, investing in capi…”
““We continued to invest across the business to position us for sustained, value-creating growth while returning $1.6 billion to shareholders through dividends and share repurchases.””
““We delivered strong third-quarter results as we continue to execute our strategy for sustainable, profitable growth,” said Jon Vander Ark, president and chief executive officer.”
“The Company provided additional details as follows: • Revenue: Now expected in the range of $16.675 billion to $16.750 billion • Adjusted EBITDA: Reiterated original guidance in the range of $5.275 b…”
“EBITDA and EBITDA margin demonstrate our ability to execute our financial strategy, which includes reinvesting in existing capital assets to ensure a high level of customer service, investing in capi…”
““We continued to make investments across our business that support our differentiated capabilities and returned nearly $1.2 billion to shareholders through dividends and share repurchases.””
“We remain focused on disciplined pricing, effective cost management and strategic investments that are designed to strengthen our competitive position and create long-term value for our customers and…”
““Our second quarter results reflect the strength and resilience of our business model, as we continue to execute our strategy and deliver differentiated value for our customers,” said Jon Vander Ark,…”
“We remain focused on executing our strategy and investing for growth to deliver long‑term value for our customers and shareholders."”
“• Acquisitions: Republic expects to invest approximately $1 billion in acquisitions in 2026.”
““We delivered strong third-quarter results as we continue to execute our strategy for sustainable, profitable growth,” said Jon Vander Ark, president and chief executive officer.”
“Document EXHIBIT 99.1 Republic Services, Inc. Reports Second Quarter 2025 Results ● Reported Earnings Per Share of $1.75 and Adjusted Earnings Per Share of $1.77 ● Expanded Net Income Margin 40 Basis…”
“EBITDA and EBITDA margin demonstrate our ability to execute our financial strategy, which includes reinvesting in existing capital assets to ensure a high level of customer service, investing in capi…”
““Our outlook is supported by pricing in excess of cost inflation, continued contribution from acquisitions, productivity enhancements from our digital tools and investments in sustainability innovati…”