RSG Republic Services (RSG) Q1 FY25 earnings call
Republic Services delivered strong Q1 FY25 results, achieving significant adjusted EBITDA growth and margin expansion driven by robust pricing that outpaced cost inflation. The company navigated top-line headwinds from challenging winter weather and persistent softness in cyclical volumes, particularly in construction and manufacturing. Strategic investments in acquisitions, sustainability initiatives like Polymer Centers and RNG projects, and digital capabilities continue to position the company for long-term value creation, with management reaffirming its full-year guidance.
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RSG operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | This call Mar 2025 Q1 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Customer retention rate | 94%+Our customer retention rate remained strong at more than 94%.Source: earnings call transcript | 94%+Our customer retention rate remains strong at more than 94%.Source: earnings call transcript | 94%Our customer retention rate remained strong at 94%.Source: earnings call transcript | 94%With respect to customer zeal, our customer retention rate remained strong at 94%.Source: earnings call transcript | 94%With respect to customer zeal, our customer retention rate remained high at 94%.Source: earnings call transcript | 94%+With respect to customer zeal, our customer retention rate remained strong at more than 94%.Source: earnings call transcript | — |
| Electric collection vehicles | 52We had 52 electric collection vehicles in operation at the end of 2024.Source: earnings call transcript | 80We had 80 electric collection vehicles in operation at the end of the first quarter.Source: earnings call transcript | — | 180+We had more than 180 electric collection vehicles in operations, supported by 32 commercial-scale EV charging facilities at the end of 2025.Source: earnings call transcript | 200+We had more than 200 electric collection vehicles in operation at the end of the first quarter.Source: earnings call transcript | 250+We had more than 250 electric collection vehicles in operation at the end of the second quarter.Source: earnings call transcript | — |
| Facilities with commercial scale EV charging infrastructure | 22We now have 22 facilities with commercial scale EV charging infrastructure.Source: earnings call transcript | 27We now have 27 facilities with commercial-scale EV charging infrastructure.Source: earnings call transcript | 32We currently have 32 facilities with commercial scale EV charging infrastructure.Source: earnings call transcript | 32We had more than 180 electric collection vehicles in operations, supported by 32 commercial-scale EV charging facilities at the end of 2025.Source: earnings call transcript | — | — | 0% |
| Recycled commodity price | $153Commodity prices were $153 per ton during the fourth quarter.Source: earnings call transcript | $155Commodity prices were $155 per ton during the first quarter.Source: earnings call transcript | $126Commodity prices were $126 per ton during the quarter.Source: earnings call transcript | $112Commodity prices were $112 per ton during the fourth quarter.Source: earnings call transcript | $120Commodity prices were $120 per ton during the first quarter.Source: earnings call transcript | $136Commodity prices were $136 per ton during the second quarter.Source: earnings call transcript | +13.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.