Oppenheimer analysts shared their key takeaways from Republic Services, Inc. (NYSE:RSG) management meeting. According to the analysts, management voiced confidence in solid waste pricing ahead of cost outside of productivity improvements for 2022, supporting underlying margin expansion, while restricted pricing tailwinds now extend into mid-2024.

The US Ecology acquisition underpins the company’s playbook to expand wallet share while improving financial and operational discipline in the $25 billion environmental services industry.

The analysts highlighted the company’s planned forward integration into plastics recycling as financially attractive and strategically important for increasing circularity within the industry.