earnings
confidence high
sentiment positive
materiality 0.85
Casella Waste Systems Q4 revenue up 19% to $427.5M; Adj EBITDA $95M; FY2025 guidance $1.78-1.80B rev
CASELLA WASTE SYSTEMS INC
2024-FY EPS reported
$0.23
revenue$1,557,283,000
- Q4 revenue $427.5M (+18.9% YoY); net income $4.9M vs $(1.8M) loss year ago; diluted EPS $0.08.
- FY2024 revenue $1.557B (+23.1%); Adj EBITDA $360.6M (+22.4%); net income $13.5M (down 46.7% on $8.4M Southbridge landfill closure charge).
- FY2025 guidance: revenue $1.775-1.805B, Adj EBITDA $410-425M, Adj FCF $165-180M, net income $10-25M.
- Acquired 8 businesses in FY2024 (>$200M annualized revenue) and 3 YTD 2025 (~$40M annualized revenue).
- Solid waste pricing up 5.7% in FY2024; collection price growth 6.5%; disposal price growth 3.9%.