Added10-Q 2026-10-30 vs 10-K 2026-02-18
ITEM 2. UNREGISTERED SALES OF EQUITY SECURITIES AND USE OF PROCEEDS AND ISSUER PURCHASES OF EQUITY SECURITIES.
RSGRepublic Services
Republic Services is one of the largest providers of environmental services in North America, as measured by revenue. 10-K, Item 1
- Headquarters
- Phoenix, AZ
- CEO
- Mr. Vander Ark
- Next results
- around Feb 16, 2027
1 paragraph in Risk Factors of the 10-K filed Feb 18, 2026 with nothing like it in the 10-K filed Feb 14, 2025. Quoted exactly. Paragraphs that were only edited are under 10-K change.
Compared with the Risk Factors in the latest 10-K of the other 81 Industrials companies: a paragraph with at least half its words the same at another company is called similar, and the companies are listed under it. A paragraph most of them have is marked boilerplate. No line means no other company has one like it. This counts text; it does not say how serious a risk is.
At the U.S. state level, California has taken action to require greenhouse gas emission disclosure, as well as information on climate-related financial risks, some of which are subject to legal challenge. Similar bills have been introduced in other U.S. states; to-date, none have passed into law.
Read in the 10-K ↗
New in the latest 10-Q
8 paragraphs in the 10-Q filed Oct 30, 2026 with nothing like them in the 10-Q filed Aug 7, 2026 (at least half the words must differ; new numbers alone do not count). Quoted exactly, grouped by the item heading above them. This is text that changed, not a judgement of how serious it is.
Financial statements and notes
Distributions paid to non-controlling interests in consolidated subsidiary — (1)
Read in the 10-Q ↗
Other segment items consist of the impact from labor disruptions that we experienced in certain isolated markets during the three and nine months ended September 30, 2025.
Read in the 10-Q ↗
Our financial guidance is based on current economic conditions and does not assume any significant changes in the overall economy during the remainder of 2026. It is also subject to the Disclosure Regarding Forward-Looking Statements above.
Read in the 10-Q ↗
Labor disruption. During the three and nine months ended September 30, 2025, we experienced labor disruptions in certain isolated markets. The impact of these labor disruptions was $56 million during both the three and nine months ended September 30, 2025, including $16 million of customer credits and $40 million of cost of operations.
Read in the 10-Q ↗
(1) Other represents customer credits recognized in connection with labor disruptions for the three and nine months ended September 30, 2025, and the impact of revenue recognized from the related customer contracts during the three and nine months ended September 30, 2026.
Read in the 10-Q ↗
• Maintenance and repairs expense increased in aggregate dollars primarily due to acquisition related growth and higher costs associated with our fleet and equipment. As a percentage of revenue, maintenance and repairs expense decreased 40 basis points and 30 basis points, respectively, primarily due to revenue growth.
Read in the 10-Q ↗
• Risk management expenses decreased primarily due to favorable actuarial developments.
Read in the 10-Q ↗
• During the three and nine months ended September 30, 2025, we experienced labor disruptions in certain isolated markets. We incurred $40 million of cost of operations primarily as a result of an increase in labor and other cost of operations.
Read in the 10-Q ↗
The 10-Q's risk factors against the 10-K
Item 1A of the 10-Q filed Oct 30, 2026 against Item 1A of the 10-K filed Feb 18, 2026.
A 10-Q repeats only the risks that changed, so a 10-K paragraph that is missing from it is not counted as removed.
Added is a paragraph with nothing like it in the 10-K, Reworded a sentence that is in both with several words changed,
Quiet changes a sentence in both where one to four words changed and one is a hedge or a modal
(cut words struck through, new words highlighted and underlined).
Text on the page, not a score; each links to the filing at sec.gov.
What the 10-Q itself says about its risk factors:
Read in the 10-Q ↗
There have been no material changes to the risk factors disclosed in Part I, Item 1A of our Annual Report on Form 10-K for the year ended December 31, 2025.
Added10-Q 2026-10-30 vs 10-K 2026-02-18
The following table provides information relating to our purchases of shares of our common stock during the three months ended September 30, 2026:
Added10-Q 2026-10-30 vs 10-K 2026-02-18
(a) In October 2023, our Board of Directors approved a $3.0 billion share repurchase authorization effective January 1, 2024 and extending through December 31, 2026. In October 2026, our Board of Directors approved a $5.0 billion share repurchase authorization effective January 1, 2027 and extending through December 31, 2029. Share repurchases under the program may be made through open market purchases or privately negotiated transactions in accordance with applicable federal securities laws. While the Board of Directors has approved the program, the timing of any purchases, the prices and the number of shares of common stock to be purchased will be determined by our management, at its discretion, and will depend upon market conditions and other factors. The share repurchase program may be extended, suspended or discontinued at any time. As of September 30, 2026, there were no repurchased shares pending settlement.
Added10-Q 2026-10-30 vs 10-K 2026-02-18
(b) The total number of shares purchased as part of the publicly announced program were all purchased pursuant to the October 2023 authorization.
Added10-Q 2026-10-30 vs 10-K 2026-02-18
(c) Shares that may be purchased under the program exclude shares of common stock that may be surrendered to satisfy statutory minimum tax withholding obligations in connection with the vesting of restricted stock units and performance stock units issued to employees.
Work on RSG in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/RSG/export.csv") into a cell.