Republic Services misses Q4 revenue estimates

Republic Services

17/02/2026 21:18

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$4.14 bln
$4.21 bln (23 Analysts)
Q4 Adjusted EPS
Beat
$1.76
$1.62 (24 Analysts)
Q4 EPS
$1.76
Q4 Adjusted Net Income
Beat
$547 mln
$504.91 mln (15 Analysts)
Q4 Net Income
$545 mln
Q4 Adjusted EBITDA Margin
31.30%


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.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)