RSG · 10-Q · 2026Q3 · Full report
Market Demand Trends
REPUBLIC SERVICES, INC. · 2026-10-30 · Importance 26 · Surprise 24
For the nine months ended September 30, 2026, Republic reported lower collection volumes, with residential declines primarily attributable to municipal contract losses and large-container declines tied to slower construction-related activity and certain manufacturing end markets. Landfill volumes also decreased as construction and demolition activity fell from the prior-year period, when non-recurring Hurricane Helene recovery efforts increased volumes; event-based special-waste volumes partly offset the decline. Group 1 reported higher landfill special-waste volumes and increased small- and large-container collection, while Group 2 saw increased special-waste landfill volume but lower collection and construction-and-demolition volumes.
Key facts
- Republic Services' volume decreased revenue by 0.6% in the three months ended September 30, 2026 due to residential collection decline, and by 1.0% in the nine months due to declines in residential and large-container collection; residential declines were primarily attributable to municipal contract losses. source
- Severe weather can increase waste collected under existing contracts without corresponding compensation, delay collection and disposal, reduce waste delivered to disposal sites, or delay landfill and facility construction or expansion. source
- Severe weather can increase waste volumes in situations where Republic can charge for additional services. source
- Republic Services' landfill volume decreased in the three and nine months ended September 30, 2026 because construction and demolition volumes declined, primarily due to non-recurring Hurricane Helene recovery efforts in 2025; this was partly offset by increased event-based special-waste landfill volumes. source
- Republic Services' large-container collection revenue declined primarily because of slowing construction-related activity and certain manufacturing end markets. source