"We expect to grow free cash flow by nearly 30% at the midpoint of our guidance. This growth is underpinned by our unreplicable solid waste network as well as the intentional investments we have made in recycling and renewable energy projects. - Jim Fish, CEO Waste Management"
While the S&P 500 remains flat and market volatility increases amid tariff concerns and weak consumer sentiment, certain stocks are performing well. Waste Management and Republic Services exemplify this trend as domestic-only waste haulers with essential services, zero tariff exposure, and consistent pricing power. Waste Management generated $25.2 billion in 2025 revenue with 14.24% year-over-year growth and achieved a 30% adjusted EBITDA margin. The company expects 30% free cash flow growth in 2026. Republic Services, the second-largest waste hauler, grew free cash flow 16.91% to $2.433 billion and guided 2026 revenue between $17.05-$17.15 billion. Both companies maintain pricing power that outpaces cost inflation, making them attractive during economic uncertainty and trade policy volatility.
Read at 24/7 Wall St.
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