Investment case
Republic Services, Inc.
RSG · 11 developments mapped · last assessed 2026-09-24
Market Ontology has mapped 11 macro, policy, and market developments to Republic Services, Inc. since 2026-08-11. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for RSG yet, so no modelled value is shown. The RSG valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run RSG on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Strongest support
Waste Connections Raises 2026 Revenue Outlook to $10.02B-$10.05B on $100M Acquired Run-Rate
Sector sentiment improvement and potential for similar M&A opportunities.
· Moves sector growth outlook, m&a environment for waste management
- Open question
Waste Connections lifts 2026 revenue guidance to $10.02B-$10.05B on strong FCF
Peer performance comparison and potential competitive pressure/opportunity. Strong WCN performance might indicate sector-wide tailwinds or WCN gaining market share.
· Moves market share, industry growth rate
What changed, by assumption
- 2026-09-19Waste Connections Raises 2026 Revenue Outlook to $10.02B-$10.05B on $100M Acquired Run-Rate
- 2026-09-19Waste Connections lifts 2026 revenue guidance to $10.02B-$10.05B on strong FCF
- 2026-08-12Clean Harbors to Acquire EnviroServe for $470 Million
- 2026-09-16Capgemini: 83% of Firms Boost Climate Adaptation Spending While 15% Measure Risk
- 2026-09-19Waste Connections Raises 2026 Revenue Guidance to $10.05B on Strong M&A Additions
- 2026-09-19Waste Connections Raises 2026 Revenue Guidance to $10.05B on Acquisition Growth
- 2026-09-19Waste Connections raises 2026 revenue guidance to 10.02B-10.05B USD on M&A integration
- 2026-09-19Waste Connections Raises 2026 Full-Year Revenue Guidance to $10.05 Billion
Assumption changes
Full ledger →| Date | Assumption | Direction | Why | Conf. |
|---|---|---|---|---|
| 2026-06-24 | Cost of capital | Bearish | IG cost of debt is below blended cost of capital; weighting effect lowers WACC. | 0.70 |
| 2026-06-24 | Interest expense | Bullish | New IG coupon adds to recurring interest expense. | 0.70 |
| 2026-06-24 | Net debt | Bullish | Investment-grade issuance adds gross debt to the balance sheet. | 0.70 |
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-24 | Carbios Cuts H1 Loss to €9.4M and Secures Credit Committee Approvals for Plant | Bullish | 3-12m | 0.20 |
| 2026-09-19 | Waste Connections raises 2026 revenue guidance to 10.02B-10.05B USD on M&A integration | watch | 1-3m | 0.30 |
| 2026-09-19 | Waste Connections Raises 2026 Revenue Outlook to $10.02B-$10.05B on $100M Acquired Run-Rate | Bullish | 1-3m | 0.60 |
| 2026-09-19 | Waste Connections lifts 2026 revenue guidance to $10.02B-$10.05B on strong FCF | mixed | 1-3m | 0.60 |
| 2026-09-19 | Waste Connections Raises 2026 Full-Year Revenue Guidance to $10.05 Billion | mixed | 1-3m | 0.40 |
| 2026-09-19 | Waste Connections Raises 2026 Revenue Guidance to $10.05B on Strong M&A Additions | mixed | 1-3m | 0.40 |
| 2026-09-19 | Waste Connections Lifts 2026 Revenue Outlook to $10.05B Post-M&A | mixed | 3-12m | 0.40 |
| 2026-09-19 | Waste Connections Raises 2026 Revenue Guidance to $10.05B on Acquisition Growth | mixed | 3-12m | 0.40 |
| 2026-09-16 | Capgemini: 83% of Firms Boost Climate Adaptation Spending While 15% Measure Risk | Bullish | 3-12m | 0.50 |
| 2026-08-12 | Clean Harbors to Acquire EnviroServe for $470 Million | mixed | 3-12m | 0.30 |
| 2026-08-11 | Enviri Corporation Completes Sale of Clean Earth and Spin-off of Harsco Environmental and Harsco Rail | watch | 3-12m | 0.20 |