REPUBLIC SERVICES, INC. (RSG) Earnings History

REPUBLIC SERVICES, INC. - Q4 2025 Earnings

Filed at: Feb 17, 2026, 4:06 PM EST|Read from source

EXECUTIVE SUMMARY

Republic Services reported a strong finish to 2025, exceeding guidance for adjusted earnings and free cash flow, driven by healthy pricing and disciplined cost management. The company demonstrated resilience against cyclical demand headwinds and continued to invest in growth initiatives and shareholder returns.

POSITIVE HIGHLIGHTS

  • •

    Full-year 2025 adjusted EPS increased 8.7% to $7.02, exceeding guidance.

    positive
  • •

    Full-year 2025 adjusted free cash flow increased 11.5% to $2.43 billion, exceeding guidance.

    positive
  • •

    Full-year 2025 adjusted EBITDA margin was 32.0%, an increase of 90 basis points over the prior year.

    positive
  • •

    Completed and commenced operations on nine renewable natural gas projects during the year.

    positive

CONCERNS & RISKS

  • •

    Average recycled commodity price per ton sold decreased by $41 year-over-year in Q4 2025 and $29 year-over-year for the full year.

    attention
  • •

    Environmental solutions revenue experienced a 2.0% organic decline in Q4 and a 1.0% organic decline for the full year.

    attention
  • •

    Volume decreased total revenue by 1.0% in Q4 and 0.6% for the full year.

    attention
  • •

    Labor disruptions in certain markets impacted the full year 2025 by $56 million.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$4.14B
+2.2%
Prior year: $4.05B
Annual (YTD)
$16.59B
N/A
Prior year: $16.03B
Net Income
Quarterly
$545.00M
+6.5%
Prior year: $512.00M
Annual (YTD)
$2.14B
N/A
Prior year: $2.04B
EPS (Diluted)
Quarterly
$1.76
+8.0%
Prior year: $1.63
Operating Income
Quarterly
$800.00M
-0.4%
Prior year: $803.00M
Annual (YTD)
$3.30B
N/A
Prior year: $3.20B
EPS (Basic)
Quarterly
$1.76
+8.0%
Prior year: $1.63

MARGIN ANALYSIS

Operating Margin
Current Quarter
19.3%
Prior Year
19.9%
YoY Change
-51 bps
Net Margin
Current Quarter
13.2%
Prior Year
12.7%
YoY Change
+52 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
Recycling & Waste
0.0%
N/A
Environmental Solutions
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Recycling & Waste
N/A———
Environmental Solutions
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

Revenue
$17050000.0B—$17150000.0B
Mid-point: $17100000.0B
Adjusted EBITDA
5,475,000,000—5,525,000,000
Mid-point: 5,500,000,000
Adjusted Diluted EPS
$7.20—$7.28
Mid-point: $7.24
Adjusted Free Cash Flow
2,520,000,000—2,560,000,000
Mid-point: 2,540,000,000

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Restructuring charges
Primarily related to the design and implementation of a new accounts receivable system.
+$7M
$0.01 per share
FY2025
Restructuring charges
Primarily related to the design and implementation of a new accounts receivable system.
+$20M
$0.05 per share
FY2025
Labor disruption
Impact of labor disruptions in certain isolated markets, including customer credits and cost of operations.
+$56M
$0.12 per share
Total Impact
+$83M$0.18 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Delivered another strong year of results in 2025, underscoring the resilience of our business model and the strength of our differentiated capabilities.

— REPUBLIC SERVICES, INC., Q4 2025 2025 Earnings Call

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.

— REPUBLIC SERVICES, INC., Q4 2025 2025 Earnings Call

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.

— REPUBLIC SERVICES, INC., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

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