CWST
Casella Waste·NASDAQ
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CWST fundamentals
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.
EPS
Actual | 0.05 | 0.27 | 0.37 | 0.17 | 0.09 | 0.25 | 0.34 | 0.21 | 0.11 | 0.36 | 0.45 | 0.18 | 0.1 | 0.36 | 0.35 | 0.13 | -0.01 | 0.22 | 0.27 | 0.41 | 0.19 | 0.36 | 0.42 | 0.3 | ||||||||||
Forecast | -0.0283 | 0.0604 | 0.292 | 0.1381 | 0.0445 | 0.2407 | 0.2679 | 0.1811 | 0.1032 | 0.2728 | 0.3625 | 0.2293 | 0.0677 | 0.3698 | 0.3873 | 0.157 | -0.0187 | 0.2782 | 0.2719 | 0.1581 | 0.0398 | 0.326 | 0.3399 | 0.2469 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +276.68% | +347.02% | +26.71% | +23.10% | +102.25% | +3.86% | +26.91% | +15.96% | +6.59% | +31.96% | +24.14% | -21.50% | +47.71% | -2.65% | -9.63% | -17.20% | +46.52% | -20.92% | -0.70% | +159.33% | +377.39% | +10.43% | +23.57% | +21.51% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 182.91M | 188.77M | 202.67M | 200.24M | 189.53M | 215.88M | 241.97M | 241.84M | 234.03M | 283.67M | 295.27M | 272.13M | 262.60M | 289.64M | 352.74M | 359.57M | 341.01M | 377.16M | 411.63M | 427.49M | 417.10M | 465.33M | 485.35M | 469.06M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 177.05M | 183.79M | 200.54M | 197.52M | 188.46M | 209.71M | 226.49M | 230.35M | 220.26M | 251.92M | 269.49M | 264.10M | 254.37M | 301.93M | 360.67M | 360.08M | 340.70M | 373.87M | 412.59M | 418.91M | 404.21M | 454.35M | 476.31M | 470.95M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.31% | +2.71% | +1.06% | +1.38% | +0.57% | +2.94% | +6.84% | +4.99% | +6.25% | +12.60% | +9.57% | +3.04% | +3.23% | -4.07% | -2.20% | -0.14% | +0.09% | +0.88% | -0.23% | +2.05% | +3.19% | +2.42% | +1.90% | -0.40% |
Earnings Call
You can ask Aime
What factors drove the changes in Casella Waste's revenue and profit?What is the market's earnings forecast for Casella Waste next quarter?What were the key takeaways from Casella Waste's earnings call?What is Casella Waste's latest dividend and current dividend yield?What were the key takeaways from Casella Waste’s earnings call?What is Casella Waste's gross profit margin?What is the revenue and EPS growth rate for Casella Waste year over year?What guidance did Casella Waste's management provide for the next earnings period?
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