Symbols

CWST

Casella Waste·NASDAQ

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CWST fundamentals

CWST Q4 2025 Earnings

Casella Waste (CWST) released its earnings on Feb 19, 2026: revenue was 469.06M (YoY +9.72%), missed estimates; EPS was 0.3 (YoY -26.83%), beat estimates.

Revenue / YoY

469.06M

+9.72%

EPS / YoY

0.3

-26.83%

Report date

Feb 19, 2026

CWST Earnings Call Summary for Q4,2025

Record Growth: 2025 revenue up 18% to $1.97B, with EBITDA and free cash flow growing 17% and 14% respectively.
Margin Expansion: Adjusted EBITDA margin expanded 55bps YoY, driven by pricing, landfill volumes, and operational efficiency.
Acquisition Momentum: $115M in 2025 acquisitions, plus $30M Mountain State Waste deal in Q1 2026, with $500M+ pipeline for 2026.
Strategic Initiatives:
- Mid-Atlantic automation to deliver $5M+ savings in 2026, with multiyear margin benefits.
- Landfill expansions (Hyland to 1M tons/year) to offset closures.
- G&A reduction target: 10%+ of revenue by 2027.
2026 Outlook: Guidance for 8% revenue growth, 9% EBITDA expansion, and 11% free cash flow growth, supported by pricing, automation, and acquisitions.

Earnings

EPS

Revenue

Revenue & Expenses

CWST has released its 2025 Q4 earnings report, with revenue of 469.06M, reflecting a YoY change of 9.72%, and net profit of -2.51M, showing a YoY change of -151.50%. The Sankey diagram below clearly presents CWST's revenue sources and cost distribution.

Key Indicators

Casella Waste (CWST) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Casella Waste (CWST)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Casella Waste (CWST)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Casella Waste (CWST)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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