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Republic Services Raises 2026 Outlook as Recycling Markets Improve


Key Highlights

  • Republic Services raised its full-year 2026 financial outlook after reporting robust second-quarter results.
  • Q2 revenue reached $4.4 billion, up 4.6% year over year, with net income up 2.9% to $566 million.
  • Adjusted EBITDA climbed 4.6% to $1.4 billion, supported by higher volumes and contributions from recent acquisitions.
  • Commodity prices averaged $136 per ton in Q2, below the $149 per ton recorded a year earlier, but recycling processing and commodity sales increased by $8 million to $122 million.
  • The company now expects commodity prices to average about $140 per ton for the remainder of 2026 and projects full-year revenue of $17.2 billion to $17.3 billion.
  • Republic Services is constructing its third polymer center in Allentown, Pennsylvania, expected to open early next year, and plans to expand its electric collection fleet to around 300 vehicles by year-end.

Republic Services Raises 2026 Outlook After Strong Q2 Results

SEATTLE (Recycling Monster): Republic Services has raised its full-year 2026 financial outlook after reporting robust second-quarter results. The quarterly results saw a big boost, driven by higher commodity prices, improving commodity markets and contributions from recent acquisitions.

The company generated $4.4 billion in revenue during the second quarter, up 4.6% from a year earlier. Net income increased 2.9% to $566 million, while adjusted EBITDA climbed 4.6% to $1.4 billion.

Commodity Prices and Recycling Sales Performance

Commodity prices averaged $136 per ton in the quarter, below the $149 recorded a year earlier. However, recycling processing and commodity sales increased by $8 million to $122 million.

Higher volumes helped offset weaker prices, supporting overall recycling revenue performance during the second quarter.

Updated 2026 Financial Guidance

Republic Services now expects commodity prices to average about $140 per ton during the remainder of 2026. It expects 2026 revenue of $17.2 billion to $17.3 billion, while adjusted EBITDA is projected at $5.525 billion to $5.55 billion.

Also, M&A contributions are expected to reach $1.2 billion for the year, reflecting the impact of recent acquisitions on overall financial performance.

Infrastructure and Fleet Expansion Plans

The company noted that construction of its third polymer center in Allentown, Pennsylvania, is progressing, with the facility expected to open early next year.

Additionally, it plans to expand its electric collection fleet to around 300 vehicles by the end of the current year, supporting both operational efficiency and sustainability goals.

Frequently Asked Questions

What was Republic Services’ second-quarter revenue?

The company generated $4.4 billion in revenue during the second quarter, up 4.6% from a year earlier.

How did adjusted EBITDA perform in Q2 2026?

Adjusted EBITDA climbed 4.6% to $1.4 billion in the second quarter.

What are the updated 2026 revenue and EBITDA projections?

Republic Services expects 2026 revenue of $17.2 billion to $17.3 billion and adjusted EBITDA of $5.525 billion to $5.55 billion.

What commodity price assumption is used for the rest of 2026?

The company expects commodity prices to average about $140 per ton during the remainder of 2026.

What infrastructure and fleet projects are underway?

Construction of the third polymer center in Allentown, Pennsylvania is progressing with an expected opening early next year, and the electric collection fleet is planned to expand to around 300 vehicles by year-end.

Market Relevance

This updated outlook underscores how improving commodity markets, acquisition-driven growth and strategic investments in recycling infrastructure and electric fleets are shaping financial performance and operational capacity for major waste and recycling companies in 2026.

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