RSG
Market read
RSG accounts for 5.7% of the group's measured movement across 6.6 effective names. raw member direction is mixed; 0 of 12 SPY-adjusted paths align to the mixed. Capital-flow agreement is 13%, so confirmation is not yet clean. No verified headline preceded the measured group move.
HII, NOC, LMT moved materially before RSG. RSG crossed its material path threshold at 11:40 ET, 65 minutes after the first measured mover. KRMN, GD followed.
5 of 12 members in Aerospace & Defense are active. 0 of 2 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 4 of 12 members or fewer.
Research brief
RSG accounts for 5.7% of the group's measured movement across 6.6 effective names. raw member direction is mixed; 0 of 12 SPY-adjusted paths align to the mixed. Capital-flow agreement is 13%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“34 Table of Contents Interest Expense The following table provides the components of interest expense, including accretion of debt discounts and accretion of discounts primarily associated with environmental and risk insurance liabilities assumed in acquisiti…”10-Q · Aug 7, 2026 ↗
“Cost of operations increased for the three months ended June 30, 2026 primarily due to an increase in subcontract and fuel costs relative to the same period in 2025.”10-Q · Aug 7, 2026 ↗
“Cost of operations increased primarily due to an increase in fuel, subcontract and labor costs.”10-Q · Aug 7, 2026 ↗
“Cost of operations increased primarily due to an increase in fuel, subcontract and labor costs.”10-Q · Aug 7, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for RSG. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-08 against the comparable filing from 2025-04-25.
No thresholded deterioration was identified.
“Interest Expense The following table provides the components of interest expense, including accretion of debt discounts and accretion of discounts primarily associated with environmental and risk insurance liabilities assumed in acquisitions, for the three months ended March 31, 2026 and 2025 (in millions of dollars): Three Months Ended March 31, 2026 2025 Interest expense on debt $ 131 $ 124 Non-cash interest 21 18 Less: capitalized interest (1) (2) Total interest expense $ 151 $ 140 Total interest expense for the three months ended March 31, 2026 increased primarily due to a higher overall debt balance, partially offset by lower interest rates on our debt compared to the same period in 20...”
“The most significant items impacting Adjusted EBITDA in Group 3 during the three months ended March 31, 2026 compared to the three months ended March 31, 2025 include: • Net revenue for the three months ended March 31, 2026 decreased 9.8% primarily due to a decline in emergency response activity, partially offset by acquisition related growth and price increases relative to the same period in 2025.”
“Cost of operations increased primarily due to an increase in labor costs and fuel costs.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“However, in the larger, more densely populated markets where we operate, we typically compete against one or more of the large national solid waste companies, including Waste Management, Inc., Republic Services, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
RSG is currently a Early Follower in the organic co-movement group Aerospace & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.