Republic Services, Inc. RSG reported mixed fourth-quarter 2025 results. Earnings surpassed the Zacks Consensus Estimate, while revenues missed the same.
RSG’s earnings per share (EPS) of $1.76 beat the Zacks Consensus Estimate by 8.7% and grew 11.4% from the year-ago quarter. Revenues of $4.1 billion missed the consensus mark by 1.8% but increased 2.2% year over year.
RSG stock has declined 6.1% in the past year compared with 4.5% decline of the industry. In contrast, the Zacks S&P 500 composite has risen 14% in the said time frame.
Republic Services, Inc. Price, Consensus and EPS Surprise
Republic Services, Inc. price-consensus-eps-surprise-chart | Republic Services, Inc. Quote
Q4 Segmental Revenues of Republic Services
Revenues from Collection totaled $2.8 billion, rising 3.8% from the year-ago quarter but missing the consensus estimate of $2.9 billion. Environmental Solutions' revenues (net) of $422 million declined 12.4% year over year, missing the consensus projection of $438.2 million.
Revenues (net) in the Transfer and Landfill segments were $214 million and $467 million, respectively, both increasing 5.4% on a year-over-year basis. Revenues of the Transfer segment surpassed the consensus estimate of $213.5 million, while the Landfill segment fell short of the consensus projection of $484 million.
The Other segment’s revenues of $200 million rose 5.3% from the year-ago quarter but missed the consensus estimate of $208.6 million.
Operating Results of RSG
Adjusted EBITDA for the quarter was $1.3 billion, up 3.4% from the year-ago quarter. The adjusted EBITDA margin was 31.3%, up 30 basis points from the year-ago quarter.
Key Balance Sheet and Cash Flow Figures
Republic Services exited the fourth quarter of 2025 with cash and cash equivalents of $76 million compared with $84 million at the end of the third quarter of 2025. The long-term debt (net of current maturities) was $13 billion compared with $12.4 billion at the end of the preceding quarter.
RSG generated $981 million in cash from operating activities in the fourth quarter of 2025. The adjusted free cash flow was $242 million. Capital expenditure was $577 million.
RSG’s 2026 Guidance
For 2026, RSG expects its revenues to be between $17.05 billion and $17.15 billion. The guided range is lower than the consensus mark of $17.33 billion.
The company anticipates adjusted EPS in the range of $7.20-$7.28. The mid-point ($7.24) of the guided range is below the Zacks Consensus Estimate of $7.26. Adjusted EBITDA is estimated to be $5.475-$5.525 billion, while adjusted free cash flow is expected to be $2.52-$2.56 billion.
Republic Services currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Earnings Snapshots
Aptiv Plc APTV reported better-than-expected fourth-quarter 2025 results. APTV’s adjusted earnings per share of $1.86 beat the Zacks Consensus Estimate by 2.2% and increased 6.3% from the year-ago quarter. Aptiv’s revenues of $5.2 billion surpassed the consensus estimate by 1.5% and improved 5% year over year.
Broadridge Financial Solutions, Inc. BR posted impressive second-quarter fiscal 2026 results. BR’s adjusted earnings of $1.59 per share outpaced the consensus mark by 18.7% and rose 1.9% from the year-ago quarter. Broadridge’s total revenues of $1.7 billion surpassed the consensus mark by 7.6% and increased 7.9% year over year.
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
