RS

Republic Services, Inc. stock research

Jun 30, 2025

FY2025 Q2

Republic Services (RSG) Gross Margin — Quarter Ended Jun 30, 2025

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin was stable versus the prior quarter and improved relative to the year-ago period, as cost of revenue grew at a slower pace than revenue.

Gross margin takeaway

Quarter ended Jun 30, 2025 · FY2025 Q2

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin was stable versus the prior quarter and improved relative to the year-ago period, as cost of revenue grew at a slower pace than revenue.

  • The strongest observable margin driver is the relationship between revenue growth and cost of revenue growth. Revenue increased while cost of revenue remained unchanged year over year, leading to an improved gross margin.
  • Compared to the immediately preceding quarter, revenue and gross profit were higher, while gross margin was stable. Compared to the same quarter one year earlier, revenue and gross profit were higher, and gross margin improved.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

42.2%

Gross profit

$1.8B

Revenue

$4.2B

Cost of revenue

$2.4B

Quarter-over-quarter change

-0.1 pts

Year-over-year change

+1.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2024$4.1B$1.7B$2.4B41.9%
Dec 31, 2024$4.0B$1.7B$2.3B42.7%
Mar 31, 2025$4.0B$1.7B$2.3B42.3%
Jun 30, 2025$4.2B$1.8B$2.4B42.2%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 31, 2025

-0.1 pts

Year-over-year change

Jun 30, 2024

+1.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the relationship between revenue growth and cost of revenue growth. Revenue increased while cost of revenue remained unchanged year over year, leading to an improved gross margin.

Compared to the immediately preceding quarter, revenue and gross profit were higher, while gross margin was stable. Compared to the same quarter one year earlier, revenue and gross profit were higher, and gross margin improved.

Monitor whether cost of revenue remains stable relative to revenue in future quarters, as this relationship has been a key factor in margin performance.