Post-earnings recap
Reported
Thu, Aug 6, 2026
EPS actual
$1.85
EPS est.
$1.81
EPS surprise
+2.04%
1-day move
+1.24%
Republic Services, Inc. is a leading provider of environmental and facilities services, focusing on waste collection, recycling, and disposal. As a key player in the industrial sector, the company benefits from ongoing trends in sustainability and environmental responsibility.
Last quarter
In Q1-2026, Republic Services reported an EPS of $1.70, exceeding expectations by 3.53%. The stock rose 0.93% the following day, indicating positive market reception.
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+6.75%
Avg 1-day reaction
+0.63%
Analysts expect Republic Services to continue its trend of beating EPS estimates, with a consensus EPS of $1.82 for Q2-2026. Revenue expectations are also high at $4.4 billion.
Bull case
If the company delivers strong results, it could reinforce its reputation for reliability and growth, attracting more investors.
Bear case
Any miss on earnings or revenue could raise concerns about the company's growth prospects, especially in a competitive market.
Key metrics to watch
EPS
$1.82Earnings per share is a crucial indicator of profitability and helps gauge the company's financial health.
Revenue
$4.4BRevenue reflects the company's ability to generate sales and is essential for assessing growth.
The print will turn on these.
Q1
Will EPS exceed the consensus estimate of $1.82?
A beat on EPS would reinforce the company's strong performance history and could lead to a positive market reaction.
Q2
What are the revenue expectations for the upcoming quarter?
Revenue growth is crucial for assessing the company's ability to expand and compete effectively in the market.
—
Est. EPS
$0.12
Est. Rev
$656M
Impl. Move
±21.3%
Why consensus could be wrong
The Street may underestimate the impact of recent operational efficiencies that could drive higher margins, leading to better-than-expected EPS.
Supporting evidence
Republic Services has consistently beaten EPS estimates in the past, suggesting a potential for continued outperformance.
The options market is pricing a significant move, indicating that traders expect more volatility than historical averages.
Recent trends in waste management and recycling could provide unexpected revenue boosts.
Key risk
If operational efficiencies lead to an EPS above $1.85, it could challenge the current consensus and shift market sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is critical as it will indicate whether the company can maintain its growth momentum amidst market challenges.
Bull confirmed if
An EPS of $1.85 or higher would confirm strong operational performance and growth.
Bear confirmed if
An EPS below $1.75 would raise concerns about the company's growth trajectory.
What the market is pricing for the move.
Implied Move
±3.73%
Historical Avg
±1.0%
The options market is pricing in a move of approximately 3.73%, suggesting that traders expect some volatility around the earnings report.
Options are pricing ±3.7% while RSG has averaged ±1.0% over the last 8 prints — setup is pricing rich.
ATM IV
0.2%
30d HV
24.6%
Smart-money positioning from the most recent 13F filings.
Institutional
99.10%
of float
Insider
0.18%
of float
Holders
1,812
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
17,824,725 sh · $3.9B
5.82%
5.6%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Republic Services beats expectations, history suggests the stock could rise by about 0.52%, confirming strong operational health.
In line / cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance.
Miss
Should the company miss expectations, the stock could decline, reflecting the average historical move of around 0.87% when misses occur.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
1
1 buy·0 sells
Members
1
House only
Est. Notional
$1,001.00–$15,000.00
disclosed dollar ranges
Most Active Members
1 trade
The lines on the call that would change the story.
Vanguard Capital Management LLC
13,061,578 sh · $2.8B
4.27%
0.0%
State Street Corporation
9,953,507 sh · $2.2B
3.25%
1.6%
Vanguard Portfolio Management LLC
7,116,030 sh · $1.5B
2.32%
68.2%
Price (T.Rowe) Associates Inc
6,492,467 sh · $1.4B
2.12%
3.0%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net buying
Recent Transactions
Traded Aug 6, 2026 · disclosed Sep 14, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.