Overview

• Environmental services firm's Q4 adjusted EPS beat analyst expectations

• Q4 revenue missed analyst expectations

• Company invested $1.1 bln in acquisitions and returned $1.6 bln to shareholders in 2025

Outlook

• Republic expects 2026 revenue between $17.050 bln and $17.150 bln

• Company anticipates adjusted EBITDA between $5.475 bln and $5.525 bln for 2026

• Republic projects 2026 adjusted EPS between $7.20 and $7.28

Result Drivers

• RECYCLING AND WASTE GROWTH - Organic growth in recycling and waste businesses contributed 2.9% to total revenue growth

• PRICING STRATEGY - Core price increases raised total revenue by 5.8%, with related business revenue up by 7.1%

• SUSTAINABILITY INVESTMENTS - Completed three renewable natural gas projects during the quarter

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the environmental services & equipment peer group is "buy"

• Wall Street's median 12-month price target for Republic Services Inc is $243.00, about 8.9% above its February 13 closing price of $223.17

• The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nPn588mjHa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.