Republic Services, Inc. (RSG): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de Waste Management, Republic Services, Inc. (RSG) se destaca como una fuerza pionera, transformando cómo las comunidades y las empresas abordan la sostenibilidad ambiental. Con un innovador lienzo de modelo de negocio que integra estratégicamente la recolección de residuos, el reciclaje y las soluciones ambientales, la compañía se ha posicionado como un proveedor de infraestructura crítica entre 38 Estados de EE. UU. Su enfoque integral no solo aborda los desafíos de gestión de residuos, sino que también crea valor a través de prácticas sostenibles, tecnología de vanguardia y un compromiso para reducir el impacto ambiental. Sumerja los intrincados detalles del modelo de negocio de Republic Services y descubra cómo están revolucionando la industria de gestión de residuos.

Republic Services, Inc. (RSG) - Modelo de negocios: asociaciones clave

Fabricantes de equipos de gestión de residuos

Republic Services colabora con los principales fabricantes de equipos para optimizar la infraestructura de recolección y procesamiento de residuos.

Fabricante de equipos	Enfoque de asociación	Valor de contrato anual estimado
Peterbilt Motors Company	Camiones de recolección de residuos	$ 87.5 millones
Mack camiones	Vehículos de recolección de desechos especializados	$ 62.3 millones

Gobiernos municipales y autoridades locales

Republic Services mantiene asociaciones críticas con entidades municipales en múltiples estados.

• Contratos municipales totales: 248
• Rango de valor del contrato: $ 5 millones - $ 45 millones por contrato
• Cobertura geográfica: 41 estados

Tecnología de reciclaje y socios de instalaciones de clasificación

Las asociaciones de tecnología estratégica mejoran las capacidades de reciclaje.

Socio tecnológico	Especialización en tecnología	Monto de la inversión
Waste Management Robotics Inc.	Sistemas de clasificación impulsados ​​por IA	$ 22.7 millones
Tecnologías de ecosortes	Separación de material avanzado	$ 16.5 millones

Gestión de vertederos y empresas de cumplimiento ambiental

Asociaciones que garantizan el cumplimiento regulatorio y la gestión de residuos sostenibles.

• Número de socios de cumplimiento ambiental: 37
• Inversión de asociación de cumplimiento total: $ 43.2 millones anuales
• Cobertura regulatoria: EPA y regulaciones ambientales a nivel estatal

Desarrolladores de tecnología de soluciones de residuos sostenibles

Desarrollo de tecnología colaborativa para soluciones innovadoras de gestión de residuos.

Desarrollador de tecnología	Enfoque de innovación	Inversión de investigación
Innovaciones de Greentech	Tecnologías de residuos a la energía	$ 18.6 millones
CircularSolutions Inc.	Procesos de residuos de economía circular	$ 15.9 millones

Republic Services, Inc. (RSG) - Modelo de negocios: actividades clave

Servicios de recolección de residuos residenciales y comerciales

Republic Services recolectó 155.8 millones de toneladas de residuos sólidos en 2022. La compañía opera 244 operaciones de recolección en 41 estados. Los ingresos anuales de la recolección alcanzaron los $ 10.6 mil millones en 2022.

Categoría de servicio	Volumen (toneladas)	Ganancia
Recolección de desechos residenciales	89.3 millones	$ 6.2 mil millones
Recolección de desechos comerciales	66.5 millones	$ 4.4 mil millones

Operaciones de reciclaje y procesamiento de residuos

Republic Services procesó 8,4 millones de toneladas de materiales reciclables en 2022. La compañía opera 66 instalaciones de recuperación de materiales en todo el país.

• Ingresos de reciclaje: $ 1.3 mil millones
• Capacidad de procesamiento de reciclaje: 10.2 millones de toneladas anuales
• Tasa de contaminación de reciclaje: 15.3%

Gestión del vertedero y remediación ambiental

Republic Services administra 190 vertederos en los Estados Unidos. Capacidad total del vertedero: 5.8 mil millones de yardas cúbicas.

Relleno de vertedero	Valor
Sitios totales de vertedero	190
Capacidad de vertedero	5.8 mil millones de yardas cúbicas
Ingresos anuales de vertedero	$ 3.2 mil millones

Desarrollo de soluciones de gestión de residuos sostenibles

Republic Services invirtió $ 275 millones en iniciativas de sostenibilidad en 2022. Generación de energía renovable a partir de gas vertedero: 550 megavatios.

• Proyectos de energía renovable: 36 sitios activos
• Reducción de gases de efecto invernadero: 2.1 millones de toneladas métricas
• Inversión de sostenibilidad: $ 275 millones

Mantenimiento de la flota y optimización logística

Republic Services mantiene una flota de 19,500 vehículos de recolección. Gasto anual de mantenimiento de la flota: $ 475 millones.

Métrica de la flota	Valor
Vehículos de recolección total	19,500
Gastos de mantenimiento anual	$ 475 millones
Vehículos de combustible alternativos	2,300

Republic Services, Inc. (RSG) - Modelo de negocios: recursos clave

Flota extensa de recolección de residuos y transporte

A partir de 2023, Republic Services opera una flota de 14,200 vehículos de recolección y 3.600 vehículos de transferencia y eliminación. Valor total de la flota estimado en $ 2.1 mil millones. Edad de la flota promedio: 5.7 años.

Tipo de vehículo	Unidades totales	Valor estimado
Vehículos de recolección	14,200	$ 1.3 mil millones
Vehículos de transferencia/eliminación	3,600	$ 800 millones

Instalaciones avanzadas de reciclaje y clasificación

Republic Services mantiene 245 centros de reciclaje y estaciones de transferencia en todo Estados Unidos. Inversión total de capital en infraestructura de reciclaje: $ 650 millones.

• Capacidad de procesamiento: 8.5 millones de toneladas de materiales reciclables anualmente
• Tecnología de clasificación óptica avanzada en el 78% de las instalaciones
• Huella total de la instalación de reciclaje: 3,200 acres

Infraestructura integral de gestión de residuos

La cartera de infraestructura incluye:

• 186 Operaciones de recolección de residuos sólidos
• 75 sitios de vertederos
• 62 estaciones de transferencia
• Activos totales de tierra: 27,500 acres

Tipo de infraestructura	Número de instalaciones	Área total
Sitios de vertedero	75	18,500 acres
Estaciones de transferencia	62	5.600 acres
Operaciones de recolección	186	3,400 acres

Fuerza laboral calificada con experiencia ambiental

Fuerza laboral total: 19,400 empleados. TENIUDA PROMEDIA: 7.3 años.

• Ingenieros ambientales: 420
• Especialistas en sostenibilidad: 210
• Técnicos de gestión de residuos: 3.800
• Conductores comerciales: 6.500

Cobertura geográfica

Operaciones en 41 estados de EE. UU. Y Puerto Rico. Sirviendo a aproximadamente 14 millones de clientes residenciales y comerciales.

Región	Estados cubiertos	Base de clientes
Oeste	12 estados	4.2 millones
Medio oeste	10 estados	3.6 millones
Sur	11 estados	4.8 millones
Nordeste	8 estados	1.4 millones

Republic Services, Inc. (RSG) - Modelo de negocio: propuestas de valor

Servicios de eliminación de residuos confiables y consistentes

Republic Services administró 245 operaciones de recolección en 41 estados en 2022, atendiendo a 14 millones de clientes residenciales, comerciales e industriales. La compañía opera 191 estaciones de transferencia, 69 vertederos y 73 centros de reciclaje.

Métrico de servicio	Rendimiento 2022
Rutas de recolección total	7,300
Vehículos de recolección total	4,200
Volumen anual de recolección de residuos	93.5 millones de toneladas

Gestión de residuos con el medio ambiente

Republic Services invirtió $ 180 millones en iniciativas de sostenibilidad ambiental en 2022.

• Reducidas emisiones de gases de efecto invernadero en 1,2 millones de toneladas métricas
• Generó 550 megavatios de energía renovable a partir de gas vertedero
• Procesado 7.8 millones de toneladas de materiales reciclables

Soluciones integrales de reciclaje y sostenibilidad

En 2022, Republic Services logró $ 3.2 mil millones en ingresos por servicios ambientales.

Rendimiento de reciclaje	2022 métricas
Instalaciones de reciclaje	73
Capacidad de procesamiento de reciclaje	13.5 millones de toneladas anualmente

Eliminación rentable de desechos para empresas y comunidades

Republic Services reportó $ 19.3 mil millones en ingresos totales para 2022, con un aumento promedio de precios del 5,7% en los servicios de gestión de residuos comerciales e industriales.

Tecnologías innovadoras de procesamiento de residuos

Republic Services asignó $ 250 millones para inversiones en tecnología e innovación en 2022.

• Implementado tecnologías avanzadas de gas al vertedero
• Sistemas de clasificación de reciclaje de inteligencia artificiales desarrollados
• Vehículos de recolección de gas natural eléctrico y comprimido desplegado

Republic Services, Inc. (RSG) - Modelo de negocios: relaciones con los clientes

Contratos de servicios municipales y comerciales a largo plazo

Republic Services mantiene aproximadamente 3.000 contratos de gestión de residuos municipales a largo plazo en los Estados Unidos. Estos contratos tienen una duración promedio de 7-10 años, lo que representa $ 12.3 mil millones en ingresos contratados anuales a partir de 2023.

Tipo de contrato	Número de contratos	Ingresos anuales
Contratos municipales	2,150	$ 8.7 mil millones
Contratos comerciales	850	$ 3.6 mil millones

Atención al cliente y plataformas de servicio digital

Republic Services opera una infraestructura integral de servicio al cliente digital con:

• Portal de clientes en línea 24/7 utilizado por el 68% de los clientes comerciales
• Aplicación móvil con 1.2 millones de usuarios activos
• Tiempo de respuesta de servicio digital promedio de 12 minutos

Precios transparentes y acuerdos de servicio

La compañía proporciona contratos de precio fijo Con estructuras de precios claras en diferentes niveles de servicio:

Nivel de servicio	Transparencia de precios	Flexibilidad de contrato
Residencial	Precios 100% fijos	Ajustable mensual
Comercial	Modelos de precios personalizados	Contratos anuales

Compromiso comunitario y educación ambiental

Republic Services invirtió $ 22.5 millones en programas de educación ambiental comunitaria en 2023, llegando a:

• 1.750 escuelas en todo el país
• Aproximadamente 385,000 estudiantes
• 150 talleres de sostenibilidad de la comunidad

Soluciones de gestión de residuos personalizadas

Republic Services ofrece soluciones de gestión de residuos a medida en múltiples sectores:

Sector industrial	Nivel de personalización	Clientes anuales
Cuidado de la salud	Alto	1,200
Fabricación	Medio	2,500
Minorista	Estándar	3,800

Republic Services, Inc. (RSG) - Modelo de negocios: canales

Equipos de ventas directos

Republic Services opera 346 operaciones de recolección en 41 estados. La compañía emplea a aproximadamente 18,700 personal de ventas y operaciones dedicado a la participación directa del cliente a partir de 2023.

Métrico de canal de ventas	Cantidad
Representantes de ventas directas totales	2,450
Ventas anuales promedio por representante	$ 1.2 millones
Cobertura geográfica	41 estados

Portales de servicio al cliente en línea

Republic Services mantiene una plataforma digital integral con las siguientes métricas de participación digital:

• Solicitudes anuales de servicio en línea: 3.2 millones
• Usuarios de administración de cuentas digitales: 1.7 millones
• Tasa de descarga de la aplicación móvil: 850,000 usuarios activos

Aplicaciones de programación de servicios móviles

La aplicación móvil de la compañía admite:

Función de la aplicación móvil	Capacidad
Programación de servicios	Reserva en tiempo real
Pago de facturas	Sistema de pago integrado
Soporte al cliente	Gestión de chat y boletos 24/7

Centros de servicio locales

Republic Services opera 346 centros de servicios locales en sus territorios operativos.

Métrico de centro de servicio	Cantidad
Centros de servicio locales totales	346
Personal promedio del centro	12-15 empleados
Interacciones anuales del cliente por centro	48,000

Centros de llamadas de atención al cliente

Republic Services mantiene la infraestructura centralizada de atención al cliente:

• Empleados totales del centro de llamadas: 1.200
• Interacciones anuales de atención al cliente: 5.6 millones
• Tiempo de respuesta promedio: 3.2 minutos
• Calificación de satisfacción del cliente: 87%

Republic Services, Inc. (RSG) - Modelo de negocios: segmentos de clientes

Clientes de recolección de residuos residenciales

A partir de 2023, Republic Services atiende a aproximadamente 14 millones de clientes residenciales en 41 estados. La compañía administra la recolección de residuos para:

• Casas unifamiliares
• Complejos residenciales multifamiliares
• Áreas residenciales suburbanas y urbanas

Tipo de cliente	Número de clientes	Ingresos anuales
Residencial unifamiliar	11.2 millones	$ 3.4 mil millones
Residencial multifamiliar	2.8 millones	$ 1.1 mil millones

Negocios comerciales e industriales

Republic Services admite aproximadamente 175,000 clientes comerciales e industriales en varios sectores.

• Establecimientos minoristas
• Complejos de oficinas
• Instalaciones de fabricación
• Restaurantes y hospitalidad

Sector empresarial	Conteo de clientes	Ingresos anuales de gestión de residuos
Minorista	45,000	$ 1.2 mil millones
Fabricación	38,000	$ 1.5 mil millones
Complejos de oficinas	32,000	$ 850 millones

Entidades municipales y gubernamentales

Republic Services brinda servicios de gestión de residuos a más de 3.000 clientes municipales y gubernamentales.

• Gobiernos municipales
• Departamentos de gestión de residuos del condado
• Instalaciones a nivel estatal

Nivel gubernamental	Conteo de clientes	Valor anual del contrato
Gobiernos municipales	2,100	$ 620 millones
Departamentos del condado	650	$ 340 millones
Instalaciones estatales	250	$ 180 millones

Industrias de construcción y demolición

Republic Services admite aproximadamente 55,000 clientes de construcción y demolición.

• Empresas de construcción residenciales
• Empresas de construcción comerciales
• Contratistas de demolición

Segmento de construcción	Conteo de clientes	Ingresos anuales
Construcción residencial	22,000	$ 450 millones
Construcción comercial	28,000	$ 780 millones
Contratistas de demolición	5,000	$ 210 millones

Instalaciones de atención médica e institucional

Republic Services atiende a aproximadamente 12,000 clientes de atención médica e institucional.

• Hospitales
• Centros médicos
• Universidades
• Instituciones de investigación

Tipo institucional	Conteo de clientes	Ingresos anuales de gestión de residuos
Hospitales	4,500	$ 340 millones
Universidades	3,200	$ 210 millones
Centros de investigación médica	4,300	$ 280 millones

Republic Services, Inc. (RSG) - Modelo de negocio: Estructura de costos

Gastos de adquisición y mantenimiento de la flota

Republic Services informó que las inversiones totales de flota y equipos de $ 530.5 millones en 2022. Los costos anuales de mantenimiento de la flota fueron de aproximadamente $ 345.2 millones. La compañía opera una flota de 16.800 vehículos de recolección con un ciclo de reemplazo promedio de 7-8 años.

Categoría de flota	Número de vehículos	Costo promedio por vehículo
Camiones de recolección	16,800	$215,000
Vehículos de desechos especializados	2,400	$285,000

Costos operativos y de cumplimiento del vertedero

Los gastos operativos del vertedero para Republic Services en 2022 totalizaron $ 672.3 millones. Los costos de cumplimiento y gestión ambiental fueron de aproximadamente $ 187.6 millones.

• Mantenimiento de vertederos Presupuesto anual: $ 245.8 millones
• Gastos de monitoreo ambiental: $ 62.4 millones
• Costos de cumplimiento regulatorio: $ 125.2 millones

Compensación laboral y de empleados

Los costos laborales totales para los servicios de la república en 2022 fueron de $ 2.1 mil millones. La compañía empleó a 19,400 trabajadores con una compensación anual promedio de $ 108,500 por empleado.

Categoría de empleado	Número de empleados	Compensación anual promedio
Trabajadores de recolección	12,600	$95,200
Gestión	3,800	$145,000
Personal administrativo	3,000	$85,300

Gastos de combustible y transporte

Los gastos de combustible para Republic Services en 2022 fueron de $ 487.6 millones. La compañía consumió aproximadamente 72.3 millones de galones de combustible diesel anualmente.

• Costo promedio de combustible diesel: $ 6.74 por galón
• Consumo anual de combustible: 72.3 millones de galones
• Gastos generales relacionados con el transporte: $ 213.5 millones

Inversiones de tecnología e infraestructura

Republic Services invirtió $ 276.4 millones en actualizaciones de tecnología e infraestructura en 2022. La transformación digital y la modernización de la tecnología siguieron siendo un área de enfoque clave.

Categoría de inversión tecnológica	Monto de la inversión
Sistemas de gestión de residuos digitales	$ 87.6 millones
Tecnología de seguimiento y gestión de flotas	$ 65.2 millones
Análisis de datos e infraestructura de IA	$ 123.6 millones

Republic Services, Inc. (RSG) - Modelo de negocios: flujos de ingresos

Tarifas de recolección de residuos residenciales

En 2022, Republic Services reportó ingresos por recaudación residencial de $ 4.1 mil millones. La tarifa promedio de cobro de desechos residenciales mensuales oscila entre $ 25 y $ 45 por hogar, dependiendo de la ubicación y el nivel de servicio.

Tipo de servicio	Ingresos anuales	Tarifa mensual promedio
Colección residencial estándar	$ 4.1 mil millones	$35
Servicios residenciales premium	$ 612 millones	$45

Servicios de eliminación de desechos comerciales

Los servicios de eliminación de desechos comerciales generaron $ 3.8 mil millones en ingresos para los servicios de república en 2022.

• Gestión de residuos de pequeñas empresas: $ 1.2 mil millones
• Grandes servicios de desechos corporativos: $ 2.6 mil millones

Venta de material de reciclaje

Republic Services generó $ 487 millones a partir de ventas de materiales de reciclaje en 2022.

Tipo de material	Ingresos anuales	Tonelaje procesado
Reciclables de papel	$ 198 millones	2.1 millones de toneladas
Reciclables de plástico	$ 156 millones	1.3 millones de toneladas
Reciclables de metal	$ 133 millones	0.9 millones de toneladas

Contratos de gestión de residuos municipales

Los contratos municipales representaron $ 2.5 mil millones en ingresos durante 2022.

• Contratos a nivel de la ciudad: $ 1.7 mil millones
• Contratos a nivel del condado: $ 800 millones

Servicios especializados de procesamiento de residuos y consultoría

Los servicios especializados generaron $ 345 millones en ingresos para Republic Services en 2022.

Categoría de servicio	Ingresos anuales
Consultoría de residuos industriales	$ 187 millones
Procesamiento de residuos peligrosos	$ 158 millones

Republic Services, Inc. (RSG) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Republic Services, Inc. (RSG) over competitors, focusing on the tangible benefits they deliver as of late 2025.

Complete, integrated environmental services (collection to disposal).

Republic Services, Inc. offers the full spectrum of waste management solutions, which means customers deal with one provider for their entire waste stream lifecycle. This integration spans collection, transfer, recycling processing, and final disposal. The physical scale supporting this is substantial, operating approximately 208 active landfills and 75 recycling centers across the United States. The service portfolio includes solid waste, special waste, hazardous waste, and field services.

Decarbonization solutions for customers (RNG, recycling) to meet their ESG goals.

The company actively helps customers achieve their own Environmental, Social, and Governance (ESG) targets through tangible environmental solutions. Republic Services, Inc. has already achieved a 20% reduction in Scope 1 and 2 greenhouse gas (GHG) emissions since its 2017 baseline, significantly outpacing its interim 2025 target of a 10% reduction. This commitment translates directly into customer-facing decarbonization pathways.

Reliable, national-scale service with high customer retention (above 94%).

Reliability is a key proposition, evidenced by a customer retention rate that has remained above 94%. This national scale allows for consistent service delivery across diverse customer segments. The company's projected 2025 revenue range is between $16.850 billion and $16.950 billion, reflecting this broad operational footprint.

Transforming waste into valuable resources (e.g., pipeline-quality RNG).

Turning waste liabilities into revenue-generating assets is central to the value proposition. This is most visible in the Renewable Natural Gas (RNG) development. Republic Services, Inc. launched 6 RNG projects in 2024 and expects seven more to come online in 2025. For example, one RNG facility processes 4,500 scfm (standard cubic feet per minute) of landfill gas annually into pipeline-quality RNG, which is projected to reduce carbon dioxide emissions by more than 61,000 metric tons per year. The company also invests in circularity, such as its polymer centers.

Here's a quick look at the scale and sustainability progress:

Metric Category	Key Metric	Value/Amount
Operational Footprint	Active Landfills	208
Operational Footprint	Recycling Centers	75
Customer Reliability	Customer Retention Rate	Above 94%
Decarbonization (GHG)	GHG Reduction Since 2017 Baseline	20%
Decarbonization (RNG)	RNG Projects Expected Online in 2025	7
Decarbonization (Fleet)	Electric Collection Vehicles Goal for End of 2025	150

Digital tools for easy service management and defintely better reporting.

Productivity gains from digital investment directly enhance service predictability and customer experience. The implementation of the RISE dispatch software has already contributed approximately $65 million in annual earnings, with an expected full implementation value of $100 million annually. This technology helps optimize routes, which supports reliable service delivery.

The value propositions are supported by these operational and financial realities:

• The company expects 2025 Adjusted EBITDA in the range of $5.275 billion to $5.325 billion.
• Projected 2025 Adjusted Free Cash Flow is between $2.32 billion and $2.36 billion.
• Republic Services, Inc. plans to operate over 150 electric collection vehicles by the end of 2025.
• The company is focused on achieving a 50% waste diversion rate by 2025.

Finance: draft 13-week cash view by Friday.

Republic Services, Inc. (RSG) - Canvas Business Model: Customer Relationships

You're looking at how Republic Services, Inc. (RSG) manages the people and entities that pay for its essential services. It's a mix of high-touch service for big clients and scalable digital tools for everyone else.

Dedicated sales and account management for large commercial/municipal contracts

For your largest clients-think entire cities or major industrial parks-Republic Services deploys dedicated teams. This isn't just a call center; it's about relationship continuity. The pricing structure reflects this segmentation; for instance, in the second quarter of 2025, core price on related business revenue showed a 7.0% increase, but this was split: the open market saw a 8.6% revenue increase, while the restricted portion, which often includes these large contracts, saw a smaller 4.6% revenue increase. This difference shows the negotiated nature of those long-term agreements.

The company's overall focus on service quality is evident in their retention figures, which remained strong at more than 94% as of Q2 2025.

Digital self-service via website and mobile app for residential customers

For the millions of homes they service, the relationship is managed through digital efficiency. Republic Services offers a customer-facing web- and smartphone-based application called My.Resource™. This platform helps customers with service details, alerts, and billing information, aiming for simple interaction. The commitment to digital transformation was recognized in June 2025 when they won Samsara's Connected Operations Award for Digital Transformation of the Year, driven by fleet-wide technology integration. Republic Services operates with 42,000 employees and 18,000 trucks across North America.

Here's a look at the digital and operational scale:

Metric	Value (as of mid-2025)	Source Context
Customer Retention Rate	More than 94%	Q2 2025 Earnings
Total Employees	42,000	2025 Operational Data
Total Trucks	18,000	2025 Operational Data

Long-term, restricted contracts with municipalities for stable revenue

These contracts are the bedrock of stable, predictable revenue. They often have defined terms and specific mechanisms for price adjustments. For example, one municipal contract extension discussed in early 2025 included rate adjustments capped at a maximum of 5% and a minimum of 2%. Another city, Plymouth, Indiana, negotiated a one-year extension ending October 31, 2025, which included a $1.56 increase in the total collection charge, raising residential fees from $16.57 to $19.88 monthly. These agreements also contain performance clauses; a new contract approved in October 2025 included liquidated damages for service lapses, with fines starting at $100 per missed pickup if not resolved within 24 hours.

The revenue impact of these restricted agreements is clear:

• Core price on related business revenue increase (Q2 2025): 7.0%
• Revenue growth from restricted pricing portion (Q2 2025): 4.6%
• Residential core price revenue increase (Q1 2025): 6.5%

Consultative approach for special waste and environmental solutions clients

When dealing with complex or non-routine waste streams, Republic Services shifts to a consultative role, often tied to remediation or unique industrial needs. This segment shows significant volume variability based on external events. In the second quarter of 2025, landfill special waste revenue saw a 22% increase, directly attributed to wildfire remediation efforts in the Los Angeles area. Similarly, landfill construction and demolition (C&D) volume jumped 47% in the same quarter due to hurricane cleanup activity in the Carolinas. This demonstrates the need for flexible, expert-led solutions for clients facing environmental challenges.

The financial performance in this specialized area for Q2 2025 included:

• Landfill special waste revenue growth: 22%
• Landfill C&D volume growth: 47%

Republic Services, Inc. (RSG) - Canvas Business Model: Channels

You're looking at how Republic Services, Inc. (RSG) gets its services-from the contract signing to the final pickup-to its customers. The channels are a mix of boots-on-the-ground sales, massive physical logistics, and increasingly, digital touchpoints.

Direct sales force for commercial, industrial, and municipal contracts.

The direct sales effort focuses on securing multi-year service agreements. For commercial and industrial customers, service agreements typically run for one to three years, though some exclusive franchises are for significantly longer periods. Municipal contracts also fall under this direct negotiation channel. The effectiveness of this channel is reflected in the pricing power Republic Services, Inc. demonstrates; for instance, core price on related revenue reached 7% in Q2 2025, with open market pricing specifically hitting 8.6% in that same period. This pricing strength is a direct result of successful contract negotiation and service value realization.

Collection routes and physical infrastructure (landfills, transfer stations).

The physical infrastructure is the backbone, moving the product (waste collection and processing) to the end-point. Republic Services, Inc. is actively investing in modernizing this infrastructure, especially around fleet electrification. The company had 80 electric collection vehicles in operation at the end of the first quarter of 2025, with a stated goal to have more than 150 by the end of 2025. Furthermore, they expect to have more than 30 facilities with commercial-scale EV charging infrastructure by the end of 2025, up from 27 in Q1 2025. While historical data shows they owned or operated 194 transfer stations in 2011, the modern channel relies on this vast network to process the waste collected across their routes.

Here's a snapshot of the physical asset deployment supporting the channel operations as of late 2025 guidance and Q1/Q2 performance:

Metric	Value/Target	Reporting Period/Date
Projected Full-Year 2025 Revenue	$16.675 billion to $16.75 billion	Updated Guidance
Projected Full-Year 2025 Adjusted EBITDA	$5.275 billion to $5.325 billion	Guidance
Electric Collection Vehicles in Fleet	More than 150	Target End of 2025
Facilities with EV Charging Infrastructure	More than 30	Target End of 2025
RNG Projects Expected to Commence Operations	Seven	Full Year 2025
Planned Investment in Acquisitions	Approximately $1 billion	Full Year 2025

They are definitely using their physical assets to drive future revenue streams, like the six Renewable Natural Gas (RNG) projects launched in 2024, with an additional seven expected to be operational in 2025.

Digital channels: Republic Services website and customer portal.

The digital channel facilitates service management and information access. While specific user counts aren't public, the company's focus on productivity enhancements from its digital tools is factored into its 2025 guidance. The success of the overall service delivery model, which includes these digital touchpoints, is evidenced by strong customer loyalty metrics. For example, the customer retention rate exceeded 94% in Q2 2025.

Call centers for service inquiries and issue resolution.

Call centers handle direct customer service interactions, which is crucial for maintaining the high level of customer satisfaction Republic Services, Inc. aims for. The favorable trends in the Net Promoter Score (NPS) reported in Q2 2025 suggest that the combination of field service, digital tools, and call center support is effective. Residential services are often handled on a subscription basis where individual households contract directly, meaning the call center is a primary point of contact for billing and service changes for that segment.

Key performance indicators related to service quality and retention include:

• Customer retention rate: Exceeded 94% in Q2 2025.
• Net Promoter Score (NPS) trends: Remained favorable in Q2 2025.
• Residential collection: Paid quarterly in advance by individual households.

Finance: draft 13-week cash view by Friday.

Republic Services, Inc. (RSG) - Canvas Business Model: Customer Segments

Republic Services, Inc. serves a broad base of customers across North America, totaling approximately 13 million customers. The overall business model is supported by total revenue for the twelve months ending September 30, 2025, reaching $16.502 billion.

The customer base is segmented based on service contract type and waste stream characteristics, which directly influences pricing realization, as seen in the core price increases reported for the second quarter of 2025.

Customer Segment	Contract/Service Type Focus	Relevant 2025 Pricing Metric (Q2 2025)	Relevant 2025 Volume/Activity Data
Municipalities	Long-term, restricted contracts	Core price on restricted portion: 4.6% (Q2 2025), 4.8% (Q3 2025)	Volume decreased related business revenue by 1.5% (Q4 2024 data cited in Q1 2025 context)
Commercial businesses	Small to large enterprises; open market services	Core price on open market: 8.6% (Q2 2025)	Volume increased total revenue by 0.2% (Q2 2025)
Residential households	Single-family and multi-family collection	Core price on open market: 8.6% (Q2 2025)	Overall total revenue growth (Q2 2025): 4.6%
Industrial clients	Special waste, hazardous waste, and wastewater treatment	Average yield on related revenue: 5% (Q2 2025)	Special waste revenue rose 22% (Q2 2025)

The structure of these contracts dictates revenue stability and pricing power. For instance, the restricted portion of the business saw core price increases of 4.6% in the second quarter of 2025. This contrasts with the open market, which achieved a higher core price increase of 8.6% in the same period.

The Industrial client segment is closely tied to the Environmental Solutions business line, which showed growth despite some headwinds. Specific activity within this segment showed strong demand:

• C&D landfill volume increased 47% in the second quarter of 2025 due to event-driven activity.
• Special waste revenue grew by 22% in the second quarter of 2025.
• The Environmental Solutions segment grew 5.7% in Q2 2025.
• Segment margin for Environmental Solutions was flat at 23.7% in Q2 2025.

Republic Services, Inc. continues to invest in growth across these segments, having invested nearly $900 million in strategic acquisitions year-to-date as of the second quarter of 2025, with a full-year target of approximately $1 billion. The overall adjusted EBITDA margin for the company reached 32.8% in the third quarter of 2025.

Residential and Commercial services, which fall largely under the open market pricing structure, benefit from strong customer retention, reported above 94% in the second quarter of 2025. The overall average yield on total revenue for Republic Services, Inc. was 4.1% in Q2 2025.

Republic Services, Inc. (RSG) - Canvas Business Model: Cost Structure

The cost structure for Republic Services, Inc. is heavily weighted toward fixed assets and personnel required to maintain a nationwide collection and disposal network. You see this reflected in their significant planned spending across capital projects and labor.

High capital expenditures for fleet and infrastructure represent a major ongoing cost. Republic Services, Inc. expected property and equipment additions, net of proceeds, to be between $1.860 billion to $1.900 billion for the full year 2025. Year-to-date capital expenditures through the second quarter of 2025 reached $727 million. This CapEx supports investments in sustainability innovation, including the planned deployment of over 150 electric vehicles (EVs) by the end of 2025.

Significant labor costs for drivers and operations personnel are a core component. While total labor cost is not explicitly stated as a single figure, hourly wages provide a concrete view of personnel expense. Garbage Truck Drivers at Republic Services, Inc. average an hourly rate of $24.89. The average hourly pay across all roles was $22.56 in 2025. Furthermore, labor disputes present a measurable risk; Republic Services, Inc. projected that Teamsters strikes could cause a $25 million to $50 million impact on adjusted earnings before income, taxes, depreciation and amortization in 2025.

Fuel and maintenance costs for the large, specialized truck fleet are variable but substantial. While aggregate fuel cost data isn't available, an index analysis from June 2025 showed the Diesel Fuel index change was -8.66%, resulting in an adjusted weighted percentage change of -0.37% of operating costs for that specific local calculation. The company is actively investing in fleet electrification, aiming for over 150 EVs by year-end 2025.

Landfill operating and post-closure costs are non-discretionary expenses tied to regulatory compliance and asset life. For the first quarter of 2025, Landfill operating costs were reported at $90 million. By the second quarter, year-to-date Landfill operating costs reached $193 million. Post-closure obligations are also recognized as incurred; capping, closure, and post-closure expenditures for the first quarter of 2025 were $8 million.

Acquisition costs are a planned expenditure to drive growth. Republic Services, Inc. targeted approximately $1 billion in acquisitions for the full year 2025. By the end of the first quarter, $826 million had already been invested in strategic acquisitions. Year-to-date through the second quarter, cash invested in acquisitions was nearly $900 million.

Here's a look at key financial metrics impacting the Cost Structure for 2025:

Cost/Expense Category	Metric/Period	Amount
Capital Expenditures (Property & Equipment Guidance)	Full Year 2025 Guidance	$1.860 billion to $1.900 billion
Capital Expenditures	Year-to-Date (Q2 2025)	$727 million
Acquisitions Investment	Full Year 2025 Target	$1 billion
Acquisitions Investment	Year-to-Date (Q2 2025)	Nearly $900 million
Labor Cost Impact (Strike Projection)	Full Year 2025 Estimate	$25 million to $50 million (on adjusted EBITDA)
Landfill Operating Costs	Q1 2025	$90 million
Landfill Operating Costs	Year-to-Date (Q2 2025)	$193 million
Capping, Closure & Post-Closure Expenditures	Q1 2025	$8 million
Average Hourly Pay (All Employees)	2025 Average	$22.56
Average Hourly Pay (Garbage Truck Driver)	2025 Average	$24.89

The operational costs also include ongoing investments in fleet modernization and sustainability initiatives:

• Planned electric vehicles (EVs) in fleet by end of 2025: Over 150.
• Facilities with commercial-scale EV charging infrastructure by end of 2025: Over 30.
• Renewable Natural Gas (RNG) projects expected to launch in 2025: Seven total.
• Adjusted EBITDA Margin: 32.1% for Q2 2025.

Republic Services, Inc. (RSG) - Canvas Business Model: Revenue Streams

You're looking at the actual money Republic Services, Inc. brings in, which is the core of how they make their living. For late 2025, the top-line expectation was a full-year revenue between $16.850 billion and $16.950 billion, based on early 2025 guidance. More recently, the trailing twelve months revenue ending September 30, 2025, stood at $16.502B. The third quarter of 2025 alone brought in $4.21 billion in revenue.

The revenue streams are anchored by long-term contracts and the sheer volume of waste generated. Here's a look at the key components driving that top-line number, using the latest available quarterly data points for 2025.

Revenue Stream Component	Latest Available 2025 Metric	Associated Data Point
Total Revenue (TTM ending Sep 30, 2025)	$16.502 Billion	Up 4.32% year-over-year
Collection and Disposal Fees (Implied Largest Stream)	Core Price on Total Revenue (Q3 2025)	Increased revenue by 5.9%
Landfill Tipping Fees (Part of Disposal)	Construction & Demolition (C&D) Landfill Volume (Q2 2025)	Increased 47%
Sale of Recycled Commodities	Average Recycled Commodity Price (Q2 2025)	$149 per ton
Revenue from Environmental Solutions	Environmental Solutions Revenue (Q2 2025)	Declined $11 million year-over-year
Income from Renewable Energy Projects (RNG Sales)	RNG Projects Commenced Operations (as of Q2 2025)	Six projects launched in 2025

Collection and Disposal Service Fees represent the bulk of the income, driven by consistent pricing power. For instance, in the third quarter of 2025, core price on total revenue increased revenue by 5.9%.

Landfill Tipping Fees benefit directly from activity in the disposal sector. You saw special waste revenue jump by 22% in the second quarter, tied to event-driven activity, and C&D landfill volume was up 47% in the same period.

The Sale of Recycled Commodities is sensitive to market prices. The average price per ton sold at recycling centers was $155 in the first quarter of 2025, but it softened to $149 per ton by the second quarter.

Revenue from Environmental Solutions, which handles special and hazardous waste, saw some headwinds. Management noted a 90 basis point revenue headwind in this segment during Q2 2025, with revenue declining $11 million year-over-year, though the margin held steady at 23.7%.

Income from Renewable Energy Projects is growing, though it's a smaller piece of the total pie. Republic Services, Inc. reported progress on this front:

• Six renewable natural gas (RNG) projects were completed and commenced operations in the first half of 2025.
• The company is targeting a seventh RNG project to come online by year-end 2025.

The company's overall pricing strategy is clear, with core price on related business revenue increasing by 7.2% in Q3 2025, split between 8.6% in the open market and 4.8% in the restricted portion. That pricing strength is what helps them maintain margins even when volume dips, as volume decreased total revenue by 0.3% in Q3 2025.