Republic Services (RSG) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Republic Services reported revenue of $4.14 billion for the quarter ended December 2025, reflecting a 2.2% increase year-over-year, while EPS rose to $1.76 from $1.58 in the previous year [1] - The revenue fell short of the Zacks Consensus Estimate of $4.21 billion, resulting in a surprise of -1.76%, whereas the EPS exceeded expectations by 8.74% against a consensus estimate of $1.62 [1] Revenue Breakdown - Environmental solutions revenue was $422 million, below the average estimate of $438.21 million, marking a year-over-year decline of 12.5% [4] - Recycling & Waste revenue reached $3.71 billion, slightly below the estimated $3.78 billion [4] - Total Collection revenue was $2.83 billion, compared to an estimate of $2.87 billion, showing a year-over-year increase of 3.9% [4] - Small-container Collection revenue matched estimates at $1.29 billion, with a year-over-year increase of 5.4% [4] - Large-container Collection revenue was $768 million, below the estimated $791.85 million, reflecting a year-over-year increase of 2.8% [4] - Residential Collection revenue was $761 million, slightly below the estimate of $768.99 million, with a year-over-year increase of 2.4% [4] - Transfer revenue was $457 million, below the average estimate of $470.21 million, with a year-over-year increase of 2.7% [4] - Landfill revenue was $781 million, below the estimated $803.64 million, showing a year-over-year increase of 4.6% [4] - Other non-core revenue was $95 million, slightly below the estimate of $96.67 million, with a year-over-year increase of 4.4% [4] - Recycling processing and commodity sales revenue was $105 million, exceeding the estimate of $99.67 million, with a year-over-year increase of 6.1% [4] - Environmental solutions revenue was $435 million, below the average estimate of $465.3 million, marking a year-over-year decline of 12.8% [4] Stock Performance - Shares of Republic Services have returned +5.8% over the past month, outperforming the Zacks S&P 500 composite, which declined by -1.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]