What Republic Services's latest 10-Q says: 6 signals
Republic Services filed its latest 10-Q with the SEC on Aug 6, 2026. It discusses automation investment, capex increase and debt refinancing.
Public (RSG)Environmental Services10,000+ employeesrepublicservices.comLinkedIn
- Filed
- Aug 6, 2026
- Filings
- 2
- Signals
- 18
10-Q · latest 10
What Republic Services's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 6 signals
Fuel costs increased by $65M YoY in H1 2026, now representing 3.5% of revenue.
A significant increase in fuel costs from $230M to $295M year-over-year is eroding profitability, with fuel now consuming 3.5% of revenue versus 2.8% previously.
$65M
Year-over-year increase in fuel costs for the first six months of the year.
70%
Increase in fuel costs as a percentage of revenue.
RSG secures $100M bond for California solid waste facility expansion and upgrades.
Republic Services is using $100 million in bond proceeds to acquire, construct, and equip solid waste facilities in California.
$100M
Bond proceeds to fund the acquisition, construction, improvement, installation, and/or equipping of certain solid waste disposal facilities located within...
RSG to deploy $100M from new bonds for California solid waste facility projects.
In March 2026, the company secured $100 million in Solid Waste Disposal Revenue Bonds to fund the acquisition, construction, and improvement of solid waste facilities in California.
$100M
Solid Waste Disposal Revenue Bonds for California facility projects
RSG raises $1.2B in new debt and increases commercial paper program capacity to $2.0B.
The company issued $1.2 billion in senior notes in June 2026 and increased its commercial paper program by $500 million in August 2026.
$1.7B
Combined value of new senior notes issued ($1.2B) and increase in commercial paper capacity ($500M)
U.S. Bank Trust Company, National Association
- SEC EDGAR
10-Q
Filed · 12 signals
Investing $100M in California solid waste facilities for construction and improvements.
RSG is using proceeds from a $100M bond issuance to fund the acquisition, construction, and improvement of solid waste disposal facilities in California.
$100M
Bond issuance for California solid waste facility projects
RSG increased capital expenditures by 11% YoY to $882 million in Q1 2026.
The company accelerated investments in its facilities and equipment, spending $87 million more than the same period last year.
$882M
Capital expenditures for the three months ended March 31, 2026
11%
Year-over-year increase in quarterly capital expenditures
Fuel costs increased by $10M in Q1 YoY, creating significant operating expense pressure.
RSG's fuel costs rose to $124M in Q1 2026 from $114M in Q1 2025, now comprising 3.0% of revenue.
$10M
Increase in quarterly fuel costs year-over-year (Q1 2026 vs Q1 2025)
RSG signals readiness for acquisitions exceeding $200M per quarter.
The company's credit facility includes a specific 'elevated ratio period' to accommodate acquisitions over $200M, signaling a clear strategy and capability for large-scale M&A to expand its market share.
$200M
Quarterly acquisition threshold that triggers special debt covenant terms.
RSG increased short-term debt by $400M in Q1 2026 to fund growth initiatives.
Republic Services' outstanding commercial paper borrowings grew from $1.0B to $1.4B in the first quarter.
$400M
Increase in outstanding commercial paper borrowings in Q1 2026.
RSG spent $232 million on acquisitions in Q1 2026, continuing its M&A strategy.
The company continues its growth-by-acquisition strategy, spending a significant amount to acquire other businesses in the first quarter.
$232M
Aggregate purchase price for acquisitions in Q1 2026
Showing 10 of 18 filing signals. The Signal API returns all of them.
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Republic Services earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Investing over $1B in acquisitions YTD with a strong ongoing pipeline.The company has spent over $1 billion on acquisitions year-to-date and maintains a very strong pipeline for continued M&A in both its waste and environmental solutions businesses. This aggressive growth and integration activity creates significant opportunities for vendors supporting M&A due diligence, system integration, and operational consolidation. | |
| Environmental Solutions division faces significant revenue and margin pressure.The Environmental Solutions business is down $32M YoY due to manufacturing softness and lower event-driven work. Its fixed-cost structure amplifies the negative impact on EBITDA, creating a clear pain point and a need for solutions to improve efficiency or capture new revenue streams. | |
| Executed over $1B in acquisitions YTD with a strong ongoing pipeline.Republic Services has spent over $1 billion on acquisitions this year and states the pipeline remains strong. This high level of M&A activity creates significant needs for integration services, system consolidation, and operational efficiency tools to absorb the new companies. | |
| Experiencing delays in ramping up new Polymer Center production facilities.The CEO admitted that ramping up new Polymer Centers to full capacity is taking longer than planned due to the challenges of starting new plants. This indicates potential operational pain points and a need for process optimization, automation, or specialized consulting services. | |
| Leveraging RISE platform to drive labor productivity and margin expansion.The company credits its RISE platform for delivering productivity benefits and improving labor as a percentage of revenue. This success with a core technology platform indicates a strong appetite for further digital tools that can prove ROI and enhance operational efficiency. | |
| Confident in long-term growth algorithm for 2026 despite market headwinds.Despite acknowledging tough market comparisons and macro softness, the CEO reaffirmed the company's long-term growth model for 2026, expecting mid-single-digit revenue growth with even faster EBITDA and free cash flow growth. This confidence signals a stable, growing enterprise receptive to investments that support efficiency and expansion. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .