Republic Services, Inc. · RSG · Next earnings

Republic Services, Inc. reports Thursday, Oct 29, 2026

RSG reports after market close with consensus EPS at $1.92 and revenue at $4.40B. Last quarter: Republic Services Beats Q1 Estimates on Pricing Power and Margin Expansion

Reports After market close39 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.92 Calendar consensus
Consensus revenue $4.40B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session After market close 39 days away

Where RSG left off: FY2026 Q1

Full report

Republic Services Beats Q1 Estimates on Pricing Power and Margin Expansion

EPS surprise +3.7% Reported $1.70 vs $1.64
Revenue surprise +0.4% Reported $4.11B vs $4.10B
Stock move -0.8% Event window
Subsequent drift +2.5% Up to 20 sessions

Full-year 2026 guidance was maintained. Management reiterated approximately 3.1% revenue growth, approximately 3.6% adjusted EBITDA growth, and an acquisition target exceeding $1 billion. Capex outlook remained stable. This is consistent with the prior quarter's guidance posture, where the same targets were introduced and subsequently reaffirmed.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Fuel price volatility and the timing of fuel recovery fees could pressure margins.
  • Severe weather events may disrupt volume performance and revenue.
  • Residential contract losses and declining residential volumes remain a structural headwind.
  • Fluctuating recycled commodity prices can affect recycling revenue unpredictably.
  • Potential driver shortages related to CDL regulations, though management deemed the impact de minimis.

Questions analysts left open

  • Timing and magnitude of AI-derived cost savings and revenue benefits remain uncertain.
  • Margin outlook for Q2 is clouded by fuel costs and volume headwinds.
  • Approximately 20% of contracts are CPI-indexed, creating uncertainty about future pricing power if inflation moderates.
  • Residential volume trajectory and contract renewal risk could weigh on top-line growth.
  • The spread between core price and average yield and its underlying drivers are not fully transparent.

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Recent RSG quarters

All RSG earnings
-0.8%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.