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S&P 500 Industrials Sector SEC Filings — July 29, 2026

USA S&P 500 Industrials

By Gunpowder Editorial ·

5 high priority 4 medium priority 9 total filings analysed

Executive Summary

The S&P 500 Industrials stream shows a bifurcated landscape: capital goods and defense companies (Johnson Controls, General Dynamics) are delivering strong revenue growth (8-9% YoY) and margin expansion, while waste management firms (WM, Republic Services) are experiencing mixed results with margin pressure and elevated capex.

Insider activity is a key signal—Honeywell's Process Technologies CEO sold $1.75M in stock, a bearish flag for that segment, while Norfolk Southern's COO received restricted stock, signaling retention. Forward-looking guidance is positive: JCI raised FY26 EPS guidance by 4% and organic sales growth by 200 bps, while ADP guided 5-6% revenue growth for FY27. Capital allocation is aggressive—WM repurchased $1B in H1 2026 (vs $0 in H1 2025) and raised dividends 14.5%, while GD reduced debt and buybacks. The portfolio-level theme is 'growth with selectivity': companies with strong order books (JCI orders +27%, GD book-to-bill 1.4x) are outperforming those facing segment-specific headwinds (WM Healthcare Solutions revenue -1.2%, GD Combat Systems earnings -1.9%). BlackRock's 13G filing for Republic Services shows a passive stake reduction to 4.96%, suggesting institutional caution on the waste sector.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Filing types in this digest: 8-K · 10-Q · Form 4 · Schedule 13G

Tracking the trend? Catch up on the prior S&P 500 Industrials Sector SEC Filings digest from July 22, 2026.

Investment Signals (9)

  • Johnson Controls ↓ (BULLISH)
    ▲

    Q3 FY26 GAAP EPS $1.23 (+31% YoY), orders surged 27% organically, backlog $21B (+32% organically), guidance raised: FY26 organic sales growth ~8% (from ~6%) and Adjusted EPS ~$5.05 (from ~$4.85)

  • General Dynamics ↓ (BULLISH)
    ▲

    Q2 2026 revenue $14.1B (+8.1% YoY), diluted EPS $4.24 (+13.4% YoY), total orders $20B (book-to-bill 1.4x), operating cash flow $1.9B (162% of net earnings)

  • ADP (BULLISH)
    ▲

    Fiscal 2026 revenue $21.9B (+7% YoY), adjusted diluted EPS $11.12 (+11% YoY), adjusted EBIT margin 26.8% (+80 bps YoY), FY27 guidance: revenue growth 5-6% and adjusted EPS growth 9-11%

  • Waste Management ↓ (MIXED)
    ▲

    H1 2026 net income $1,508M (+10.6% YoY), cash flow from operations $3,227M (+17.2% YoY), dividend raised 14.5% to $0.945/share, but Healthcare Solutions segment loss of $2M in Q2

  • Honeywell ↓ (BEARISH)
    ▲

    Pres/CEO Process Technologies West Kenneth J sold $1.75M in stock at $243.77, exercising options at lower strike prices ($181-$194), reducing holdings to 2,132 shares—a bearish signal for the Process Technologies segment

  • Republic Services ↓
    ▲

    BlackRock filed 13G/A showing 4.96% ownership (15.27M shares), down from prior level, indicating passive institutional reduction—suggests caution on waste sector valuation [NEUTRAL/BEARISH]

  • Johnson Controls ↓ (BULLISH)
    ▲

    Gross profit margin improved to 37.4% in Q3 FY26 from 37.1% in Q3 FY25, SG&A decreased slightly to $1,407M, and cash flow from operations surged to $2,572M in 9 months (from $1,586M), signaling operational efficiency

  • General Dynamics ↓ (BULLISH)
    ▲

    Operating cash flow surged to $4,035M in H1 2026 (from $1,450M in H1 2025), interest expense improved to $49M (from $88M), and debt levels reduced—strong balance sheet management

  • Norfolk Southern ↓
    ▲

    COO Barr Brian awarded 1,456 RSUs—a retention signal for key operations leadership, neutral for immediate stock direction but positive for long-term operational stability [NEUTRAL/BULLISH]

Risk Flags (9)

  • Johnson Controls/Geographic Risk↓ [MEDIUM RISK]
    ▼

    EMEA sales declined 1% YoY due to Middle East conflicts, corporate expenses rose 18% to $167M—geopolitical exposure and cost creep

  • General Dynamics/Combat Systems↓ [MEDIUM RISK]
    ▼

    Operating earnings declined 1.9% YoY to $318M despite flat revenue growth of 0.3%, indicating margin compression in defense land systems

  • General Dynamics/Technologies Segment↓ [MEDIUM RISK]
    ▼

    Operating margin contracted 20 bps to 9.4% from 9.6% a year ago, and total estimated contract value decreased slightly to $186.9B from $188.4B in Q1 2026

  • Waste Management/Healthcare Segment↓ [LOW-MEDIUM RISK]
    ▼

    Healthcare Solutions revenue declined 1.2% in Q2 to $638M and reported a loss from operations of $2M (though improved from -$23M)—still a drag on overall profitability

  • Waste Management/Debt Increase↓ [LOW RISK]
    ▼

    Total debt increased to $23,356M at June 30, 2026 from $22,907M at December 31, 2025, despite strong cash flow—leverage is rising

  • ADP/PEO Margin Decline [MEDIUM RISK]
    ▼

    PEO Services segment margin declined 110 bps for fiscal 2026, and Employer Services client revenue retention remained flat at 92.1%—stagnant retention and margin pressure in key segment

  • General Dynamics/OCI Volatility↓ [LOW-MEDIUM RISK]
    ▼

    Other comprehensive income swung sharply negative to a loss of $26M from a gain of $574M in Q2 2025, driven by unfavorable foreign currency translation and unrealized cash flow hedges—FX exposure

  • Johnson Controls/Discontinued Operations↓ [LOW RISK]
    ▼

    Recorded a loss from discontinued operations of $27M in the nine-month period versus income of $301M a year ago—non-recurring but notable drag

  • Honeywell/Insider Selling Concentration↓
    ▼

    18 transactions reported in one filing, all by Process Technologies CEO, with net selling of $1.75M—concentrated insider selling in a key division [HIGH RISK for segment]

Opportunities (8)

  • Johnson Controls/Order Momentum↓ (OPPORTUNITY)
    ◆

    Orders surged 27% organically, backlog $21B (+32% organically), guidance raised—strong demand signals for HVAC and building solutions, likely to drive revenue visibility for 12-18 months

  • General Dynamics/Defense Backlog↓ (OPPORTUNITY)
    ◆

    Total orders $20B (book-to-bill 1.4x), operating cash flow 162% of net earnings, debt reduction—defense spending cycle tailwind, potential for further margin expansion

  • ADP/Consistent Growth (OPPORTUNITY)
    ◆

    Fiscal 2026 revenue +7%, adjusted EPS +11%, FY27 guidance 5-6% revenue growth and 9-11% EPS growth—steady compounder with margin expansion (EBIT +80 bps)

  • Waste Management/Shareholder Returns↓ (OPPORTUNITY)
    ◆

    H1 2026 buybacks $1,003M (vs $0 in H1 2025), dividend raised 14.5% to $0.945/share—aggressive capital return, potential for further increases if cash flow sustains

  • General Dynamics/Interest Expense Improvement↓ (OPPORTUNITY)
    ◆

    Interest expense net improved to $49M from $88M in Q2 2025, reflecting debt reduction—lower financing costs boost EPS

  • Johnson Controls/Cash Flow Surge↓ (OPPORTUNITY)
    ◆

    Cash from operations $2,572M in 9 months (up 62% YoY), free cash flow $1,194M in Q3 alone—strong cash generation supports M&A or buybacks

  • Republic Services/BlackRock Stake↓
    ◆

    BlackRock still holds 4.96% ($15.27M shares)—large passive holder, but reduction may create buying opportunity if valuation dips [OPPORTUNITY if price weakens]

  • Norfolk Southern/Operational Stability↓ (OPPORTUNITY)
    ◆

    COO awarded RSUs signals retention of key operations leadership—railroad operational improvements may follow, potential for margin recovery

Sector Themes (6)

  • Defense & Capital Goods Outperformance
    ◆

    Johnson Controls (revenue +9%, orders +27%) and General Dynamics (revenue +8.1%, EPS +13.4%) are outperforming waste management peers (WM revenue +3.9%), driven by defense spending and commercial building demand. Aggregate revenue growth for these two is ~8.5% vs ~3.9% for waste sector.

  • Margin Divergence by Subsector
    ◆

    Capital goods (JCI gross margin +30 bps to 37.4%, ADP EBIT margin +80 bps) are expanding margins, while defense (GD Technologies -20 bps) and waste (ADP PEO -110 bps) face compression. This suggests pricing power is stronger in building solutions and HR tech than in defense services and PEO.

  • Aggressive Capital Return
    ◆

    WM repurchased $1,003M in H1 2026 (vs $0 in H1 2025) and raised dividend 14.5%, while GD reduced debt and buybacks. JCI generated $2.6B in operating cash flow. The theme is 'cash-rich industrials returning capital to shareholders'—watch for sustainability.

  • Insider Selling Signals Caution in Select Segments
    ◆

    Honeywell's Process Technologies CEO sold $1.75M in stock (18 transactions) while GD and JCI had no insider selling. This divergence suggests management sees headwinds in industrial process automation vs. defense and building solutions.

  • Guidance Raises Signal Confidence
    ◆

    JCI raised FY26 organic sales growth to ~8% (from ~6%) and EPS to ~$5.05 (from ~$4.85), while ADP guided 5-6% revenue growth for FY27. Both indicate management confidence in demand durability despite macro uncertainty.

  • FX and Geopolitical Headwinds
    ◆

    GD's OCI swung -$600M due to FX, JCI's EMEA sales declined 1% due to Middle East conflicts. Multi-national industrials face currency and geopolitical risks that may pressure earnings in H2 2026.

Watch List (8)

  • Johnson Controls/Earnings Call↓
    👁

    Q3 FY26 results beat, guidance raised—watch Oct 2026 Q4 FY26 call for FY27 outlook and backlog conversion [Date: Late Oct 2026]

  • General Dynamics/Backlog Conversion↓
    👁

    Total estimated contract value $186.9B, book-to-bill 1.4x—monitor Q3 2026 for order flow and margin trends in Combat Systems and Technologies [Date: Oct 2026]

  • Waste Management/Healthcare Segment↓
    👁

    Healthcare Solutions loss of $2M in Q2—watch for turnaround or divestiture in Q3 2026 [Date: Oct 2026]

  • Honeywell/Insider Activity↓
    👁

    Pres/CEO Process Technologies sold $1.75M—monitor for further insider selling across other divisions, especially if stock price weakens [Ongoing]

  • ADP/FY27 Guidance Execution
    👁

    FY27 revenue growth 5-6% and EPS growth 9-11%—watch Q1 FY27 (Oct 2026) for retention rates and PEO margin trends [Date: Oct 2026]

  • Republic Services/BlackRock Stake↓
    👁

    BlackRock reduced to 4.96%—monitor for further 13G filings or a 13D filing if activist interest emerges [Ongoing]

  • Norfolk Southern/Operational Metrics↓
    👁

    COO RSU award—watch Q3 2026 earnings for operating ratio improvement and volume trends [Date: Oct 2026]

  • General Dynamics/FX Impact↓
    👁

    OCI swung to -$26M from +$574M—monitor Q3 2026 for currency translation effects on reported earnings [Date: Oct 2026]

Filing Analyses (9)
Johnson Controls International plc 8-K positive materiality 8/10

29-07-2026

Johnson Controls International plc reported strong fiscal Q3 2026 results with GAAP EPS of $1.23 (up 31% YoY) and Adjusted EPS of $1.42, on sales of $6.6 billion (+9% YoY). Organic sales grew 10% and orders surged 27% organically, while backlog reached $21.0 billion (+32% organically). However, EMEA sales declined 1% YoY due to Middle East conflicts, and corporate expenses rose 18% to $167 million. The company raised its full-year FY26 guidance: organic sales growth now ~8% (from ~6%) and Adjusted EPS ~$5.05 (from ~$4.85).

  • · Q3 FY26 GAAP net income from continuing operations attributable to JCI was $749 million, up from $618 million in Q3 FY25.
  • · Adjusted net income from continuing operations was $868 million.
  • · Cash provided by operating activities was $1,289 million; free cash flow was $1,194 million; adjusted free cash flow was $1,179 million.
  • · Dividends paid totaled $245 million.
  • · Americas segment: sales $4,504M (+11%), segment EBIT $847M (+30%), EBIT margin 18.8% (+260 bp), adjusted segment EBITA margin 21.1% (+260 bp). Orders +37% organically, backlog $15.9B (+40% organically).
  • · EMEA segment: sales $1,264M (-1%), organic sales +1%, segment EBIT $172M (+8%), EBIT margin 13.6% (+110 bp), adjusted segment EBITA margin 14.3% (+20 bp). Orders +6% organically, backlog $3.1B (+14% organically).
  • · APAC segment: sales $846M (+15%), organic sales +15%, segment EBIT $171M (+23%), EBIT margin 20.2% (+130 bp), adjusted segment EBITA margin 21.2% (+180 bp). Orders +12% organically, backlog $2.0B (+12% organically).
  • · Corporate expense (GAAP) increased 18% to $167 million; adjusted corporate expense increased 8% to $100 million, driven by higher incentive compensation accruals.
  • · FY26 full-year guidance raised: organic sales growth ~8% (from ~6%), operating leverage 45%-50% (from ~50%), Adjusted EPS ~$5.05 (from ~$4.85), adjusted free cash flow conversion ~100% (unchanged).
  • · Q4 FY26 guidance: organic sales growth 9%-10%, operating leverage 45%-50%, Adjusted EPS ~$1.55.
AUTOMATIC DATA PROCESSING INC 8-K positive materiality 8/10

29-07-2026

ADP reported strong fiscal 2026 results with revenue up 7% to $21.9B and adjusted diluted EPS up 11% to $11.12. However, PEO Services segment margin declined 110 bps for the year, and Employer Services client revenue retention remained flat at 92.1%. Fiscal 2027 outlook includes revenue growth of 5-6% and adjusted diluted EPS growth of 9-11%.

  • · Fiscal 2026 adjusted EBIT margin was 26.8%, up 80 bps.
  • · Q4 fiscal 2026 adjusted EBIT margin was 25.1%, up 140 bps.
  • · Fiscal 2026 effective tax rate was 23.0% on both reported and adjusted basis.
  • · Q4 fiscal 2026 effective tax rate was 22.2% reported, 22.4% adjusted.
  • · Fiscal 2027 outlook includes adjusted effective tax rate of approximately 23%.
  • · Fiscal 2027 outlook for Employer Services: revenue growth 5-6%, new business bookings growth 4-7%, client revenue retention decrease of 10-30 bps, U.S. pays per control growth 0-1%.
  • · Fiscal 2027 outlook for PEO Services: revenue growth 5-7%, revenue ex zero-margin pass-throughs growth 3-5%, average worksite employee count growth ~2%.
  • · Fiscal 2027 client funds interest revenue outlook: $1.540-$1.560 billion, based on average client funds balances growth of 3-4% and average yield ~3.7%.
  • · Fiscal 2027 total contribution from client funds extended investment strategy: $1.545-$1.565 billion.
  • · Fiscal 2026 pre-tax gain of ~$5M from partial reversal of workforce optimization initiatives.
  • · Fiscal 2026 pre-tax charges of ~$91M related to business alignment program.
  • · Fiscal 2026 pre-tax gain of ~$8M from ADP Ventures' investments.
  • · Fiscal 2026 pre-tax net charges of ~$18M from settlement of a legal matter.
  • · PEO Services segment margin decreased 100 bps in Q4 and 110 bps for the fiscal year.
  • · Employer Services client revenue retention remained flat at 92.1% for the fiscal year.
  • · U.S. pays per control increased only 1% for both Q4 and fiscal year.
  • · Fiscal 2027 outlook includes diluted EPS growth of 11-13% (GAAP) vs adjusted diluted EPS growth of 9-11%.
WASTE MANAGEMENT INC 10-Q mixed materiality 8/10

29-07-2026

Waste Management Inc. reported Q2 2026 operating revenues of $6,684M, up 3.9% from $6,430M in Q2 2025, and net income attributable to WM of $785M versus $726M in the prior year, an 8.1% increase. For the first half of 2026, revenues rose 3.7% to $12,911M and net income grew 10.6% to $1,508M. However, the company's Healthcare Solutions segment saw a slight revenue decline of 1.2% in Q2 (to $638M from $646M) and reported a loss from operations of $2M versus a $23M loss in the prior year. Cash flow from operations improved to $3,227M in H1 2026 from $2,753M in H1 2025, while capital expenditures decreased to $1,280M from $1,563M.

  • · Q2 2026 dividend declared was $0.945 per share, up from $0.825 per share in Q2 2025.
  • · H1 2026 common stock repurchases totaled $1,003M, compared to zero in H1 2025.
  • · Total debt increased to $23,356M at June 30, 2026 from $22,907M at December 31, 2025.
  • · Weighted average basic shares outstanding declined to 401.5M in Q2 2026 from 402.6M in Q2 2025.
  • · Goodwill increased to $14,001M from $13,880M at year-end 2025.
  • · Accounts receivable net increased to $3,495M from $3,435M at year-end 2025.
  • · Current portion of long-term debt rose to $1,075M from $711M at year-end 2025.
  • · Accumulated other comprehensive loss worsened to $(71)M from $(10)M at year-end 2025.
  • · H1 2026 acquisitions of businesses totaled $85M, down from $366M in H1 2025.
  • · H1 2026 proceeds from divestitures were $77M versus $103M in H1 2025.
  • · Q2 2026 East Tier segment income from operations was $784M (up from $721M), West Tier $761M (up from $757M).
  • · Q2 2026 Renewable Energy income from operations was $47M (up from $38M).
  • · Q2 2026 Recycling Processing and Sales income from operations was $36M (up from $24M).
  • · Q2 2026 Corporate and Other segment loss from operations was $(382)M versus $(349)M in Q2 2025.
  • · Weighted average interest rate on commercial paper was 3.95% at June 30, 2026, down from 4.05% at December 31, 2025.
  • · Senior notes weighted average interest rate was 4.27% at June 30, 2026, down from 4.28% at December 31, 2025.
HONEYWELL INTERNATIONAL INC 4 negative materiality 9/10

29-07-2026

Pres/CEO Process Technologies West Kenneth J sold 7,161 Common Stock at $243.77 (~$1.75M). 18 transactions reported in total. West Kenneth J holds 2,132 shares after the transaction.

  • · Pres/CEO Process Technologies West Kenneth J exercised/converted 1,531 Common Stock at $193.82 (~$297K)
  • · Pres/CEO Process Technologies West Kenneth J sold 1,531 Common Stock at $243.77 (~$373K)
  • · Pres/CEO Process Technologies West Kenneth J exercised/converted 2,319 Common Stock at $181.39 (~$421K)
  • · Pres/CEO Process Technologies West Kenneth J sold 2,319 Common Stock at $243.77 (~$565K)
  • · Pres/CEO Process Technologies West Kenneth J exercised/converted 1,731 Common Stock at $185.78 (~$322K)
  • · Pres/CEO Process Technologies West Kenneth J sold 1,731 Common Stock at $243.77 (~$422K)
  • · Pres/CEO Process Technologies West Kenneth J exercised/converted 2,667 Common Stock at $189.01 (~$504K)
  • · Pres/CEO Process Technologies West Kenneth J sold 2,667 Common Stock at $243.77 (~$650K)
GENERAL DYNAMICS CORP 8-K mixed materiality 8/10

29-07-2026

General Dynamics reported strong Q2 2026 results with revenue of $14.1B (+8.1% YoY) and diluted EPS of $4.24 (+13.4% YoY). Operating cash flow was $1.9B (162% of net earnings) and total orders reached $20B, yielding a 1.4x book-to-bill ratio. However, Combat Systems operating earnings declined 1.9% YoY and Technologies operating margin contracted 20 bps to 9.4%, showing mixed segment performance.

  • · Combat Systems operating earnings declined 1.9% YoY to $318M despite flat revenue growth of 0.3%.
  • · Technologies operating margin contracted 20 bps to 9.4% from 9.6% a year ago.
  • · Total estimated contract value decreased slightly to $186.9B from $188.4B in Q1 2026.
  • · Gulfstream large-cabin aircraft deliveries increased to 35 units in Q2 2026 from 32 in Q2 2025.
  • · Net debt reduced significantly to $3.183B from $5.680B at year-end 2025.
  • · Company repurchased $319M of common stock in H1 2026, down from $600M in H1 2025.
GENERAL DYNAMICS CORP 10-Q mixed materiality 8/10

29-07-2026

General Dynamics Corp reported strong Q2 2026 results with revenue increasing 8.1% YoY to $14,094M and net earnings rising 14.4% to $1,160M. Diluted EPS grew 13.4% to $4.24. However, other comprehensive income swung sharply negative to a loss of $26M from a gain of $574M in the prior year quarter, driven by unfavorable foreign currency translation adjustments and unrealized cash flow hedges. Operating cash flow surged to $4,035M in the first half, up from $1,450M a year ago, while the company reduced share repurchases and debt levels.

  • · Q2 2026 product revenue grew 8.7% YoY to $8,711M; services revenue grew 7.0% to $5,383M.
  • · Q2 2026 operating earnings increased 11.9% to $1,460M from $1,305M.
  • · Interest expense net improved to $49M from $88M in Q2 2025.
  • · Effective tax rate for Q2 2026 was 17.6% vs 17.7% in prior year.
  • · Total assets rose 5.1% from year-end 2025 to $60,163M.
  • · Long-term debt decreased to $6,260M from $7,007M at year-end 2025.
  • · Customer advances and deposits increased to $11,034M from $9,824M.
  • · H1 2026 capital expenditures were $437M, up from $340M in H1 2025.
  • · Dividends declared in H1 2026 were $863M vs $800M in H1 2025.
  • · Treasury stock balance increased to $23,110M from $22,860M at year-end 2025.
  • · Accumulated other comprehensive loss widened to $583M from $483M at year-end 2025.
Johnson Controls International plc 10-Q positive materiality 8/10

29-07-2026

Johnson Controls International plc reported strong Q3 FY2026 results with net sales up 9.3% YoY to $6,614M and net income attributable to Johnson Controls rising 6.8% to $749M. However, the company recorded a loss from discontinued operations of $27M in the nine-month period versus income of $301M a year ago, and cash flow from operations improved significantly to $2,572M from $1,586M. The balance sheet strengthened with total equity increasing to $13,515M from $12,954M at September 30, 2025.

  • · Products and systems net sales grew 11.5% YoY to $4,596M in Q3 FY2026, while services net sales increased 4.6% to $2,018M.
  • · Gross profit margin improved to 37.4% in Q3 FY2026 from 37.1% in Q3 FY2025.
  • · Selling, general and administrative expenses decreased slightly to $1,407M in Q3 FY2026 from $1,417M in Q3 FY2025.
  • · Restructuring and impairment costs increased to $80M in Q3 FY2026 from $51M in Q3 FY2025.
  • · Net financing charges decreased to $71M in Q3 FY2026 from $77M in Q3 FY2025.
  • · Income tax provision increased to $165M in Q3 FY2026 from $87M in Q3 FY2025, reflecting higher effective tax rate.
  • · Basic EPS from continuing operations was $1.23 in Q3 FY2026, up from $0.94 in Q3 FY2025.
  • · Diluted EPS from continuing operations was $1.23 in Q3 FY2026, up from $0.94 in Q3 FY2025.
  • · Cash dividends declared per ordinary share increased to $0.40 in Q3 FY2026 from $0.37 in Q3 FY2025.
  • · Goodwill remained relatively stable at $16,612M at June 30, 2026 vs $16,633M at September 30, 2025.
  • · Long-term debt decreased to $8,299M at June 30, 2026 from $8,591M at September 30, 2025.
  • · Accumulated other comprehensive loss improved to $(431)M from $(642)M at September 30, 2025.
  • · Capital expenditures decreased to $243M for nine months FY2026 from $304M for nine months FY2025.
  • · Acquisitions of businesses, net of cash acquired, totaled $291M for nine months FY2026 vs $9M for nine months FY2025.
  • · Divestitures of businesses, net of cash divested, provided $331M for nine months FY2026 vs $2M for nine months FY2025.
NORFOLK SOUTHERN CORP 4 neutral materiality 4/10

29-07-2026

Chief Operating Officer Barr Brian was awarded 1,456 Restricted Stock Units.

  • · Chief Operating Officer Barr Brian was awarded 1,456 Restricted Stock Units
REPUBLIC SERVICES, INC. SC 13G/A neutral materiality 3/10

29-07-2026

BlackRock, Inc. filed an amended Schedule 13G with the SEC on July 29, 2026, reporting beneficial ownership of 15,273,473 shares of Republic Services, Inc. common stock, representing 4.96% of the outstanding shares. The filing reflects a decrease from the prior reported position of 13,998,135 shares (sole voting power) to a total of 15,273,473 shares, though the percentage ownership declined from a prior level (not explicitly stated) to 4.96%, indicating that Republic Services may have issued additional shares or BlackRock reduced its relative stake. The filing is a routine disclosure under Rule 13d-1(b) and certifies that the securities were acquired in the ordinary course of business, not for changing or influencing control.

  • · The filing is an amendment (SC 13G/A) to a prior Schedule 13G, indicating a change in BlackRock's holdings.
  • · BlackRock reported sole voting power over 13,998,135 shares and sole dispositive power over 15,273,473 shares.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
  • · The filing lists 20 BlackRock affiliates that may beneficially own shares, with one entity (not named) owning 5% or more of the class.

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