The earnings call reflected a mixed outlook. While the company reported solid revenue and EBITDA growth, strong customer retention, and strategic investments in sustainability and acquisitions, it faced challenges in its Environmental Solutions segment and declining recycling commodity prices. The sentiment is balanced due to both positive growth metrics and notable operational challenges.
Company Guidance
During the Republic Services Third Quarter 2025 Investor Conference Call, the company provided a detailed update on its performance and future guidance. Republic Services reported a revenue growth of 3.3% and an adjusted EBITDA growth of 6.1%, with an expansion of adjusted EBITDA margin by 80 basis points. Adjusted earnings per share stood at $1.90, and the company generated $2.19 billion in adjusted free cash flow on a year-to-date basis. The customer retention rate remained strong at 94%, and the average yield on total revenue was 4%, while the average yield on related revenue was 4.9%. Organic volume decreased total revenue by 30 basis points and related revenue by 40 basis points for the quarter. The Environmental Solutions business faced a 140 basis point headwind due to softness in manufacturing activity and fewer emergency response jobs. Republic Services has also been advancing its sustainability initiatives, including the development of Polymer Centers and renewable natural gas projects, with one new project commencing in the third quarter. The company has invested over $1 billion in strategic acquisitions and returned $1.13 billion to shareholders through dividends and share repurchases. The pipeline for future acquisitions remains robust, supporting continued growth in both the Recycling and Waste and Environmental Solutions sectors.
Revenue and EBITDA Growth
Republic Services achieved revenue growth of 3.3% and adjusted EBITDA growth of 6.1% with an adjusted EBITDA margin expansion of 80 basis points.
Sustainability and Innovation
Progress on Polymer Centers and Blue Polymers joint venture, with commercial production commenced at the Indianapolis Polymer Center and advancement in renewable natural gas projects.
Strong Customer Retention and Pricing
Customer retention rate at 94% with strong pricing leading to an average yield on total revenue of 4% and 4.9% on related revenue.
Strategic Acquisitions and Shareholder Returns
Over $1 billion invested in strategic acquisitions and $1.13 billion returned to shareholders through dividends and share repurchases.
Republic Services (RSG) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RSG Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$209.92
$208.24
-0.80%
Jul 29, 2025
$245.33
$231.05
-5.82%
Apr 24, 2025
$239.53
$242.31
+1.16%
Feb 13, 2025
$222.81
$229.64
+3.07%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Republic Services (RSG) report earnings?
Republic Services (RSG) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
What is Republic Services (RSG) earnings time?
Republic Services (RSG) earnings time is at Feb 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.