RSG Republic Services (RSG) Q4 FY24 earnings call
Republic Services delivered a strong Q4 FY24, exceeding full-year guidance for adjusted EBITDA, EPS, and free cash flow, driven by solid pricing and digital platform benefits. The company continues to invest in sustainability initiatives like Polymer Centers and RNG projects, while maintaining a strong customer retention rate and improving employee turnover. Management anticipates continued profitable growth in 2025, supported by strategic acquisitions and ongoing operational efficiencies, despite some volume softness and commodity price headwinds.
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RSG operating KPIs by quarter
| KPI | This call Dec 2024 Q4 FY24 | 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.