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Republic Services

RSGLeader

Republic Services is the second-largest waste management company in the US, providing non-hazardous solid waste collection, recycling, and disposal services to residential, commercial, and municipal customers.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($15.8B)

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Collection (55%)
Transfer & Disposal (25%)
Recycling (10%)
Environmental Solutions (10%)

Segment Breakdown & Key Customers

Product Details

Collection55%

Residential, commercial, and industrial non-hazardous waste collection

Transfer & Disposal25%

Transfer stations and municipal solid waste landfills

Recycling & Sustainability10%

Recycling centers, polymer centers, and renewable energy

Environmental Solutions10%

Treatment, recovery, and disposal of hazardous and specialty waste

Supply Chain Relationships

Competitors

Waste Management

Waste collection and disposal

Impact: Primary competitor

Key Customers

Caterpillar Inc.

Waste trucks and equipment

Impact: $200M+ in equipment

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Republic Services.

Company Info

Headquarters

Phoenix, Arizona, USA

Founded

1998

Employees

41,000+

Sector Overview — 산업재

Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Key Themes

  • •CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • •GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • •방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • ◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • ◆보잉 737 MAX 생산 재개 일정