earnings
confidence high
sentiment positive
materiality 0.70
Casella Waste Q3 revenue $485.4M (+17.9% YoY); raises FY guidance lower end
CASELLA WASTE SYSTEMS INC
2025-Q3 EPS
reported $0.16
vs consensus $0.33
▼ miss
(-52.0%)
- Net income $10.0M, up 73% YoY; Adj. EBITDA $119.9M, up 16.4%.
- Solid waste pricing +4.6%; acquired 8 businesses YTD ($105M annualized revenue).
- FY revenue guidance raised to $1.830-1.840B; Adj. EBITDA to $415-425M (lower end up).
- Pending Mountain State Waste acquisition expected to add ~$30M annualized revenue.
- YTD operating cash flow $233.2M (+35.9%); Adj. FCF $119.5M (+21.0%).