earnings
confidence high
sentiment negative
materiality 0.75
Casella Waste Q4 net loss $2.5M; revenue up 9.7% to $469M; FY2026 EBITDA guidance $455-465M
CASELLA WASTE SYSTEMS INC
2025-FY EPS
reported $0.12
vs consensus $0.23
▼ miss
(-48.5%)
- Quarterly revenues $469.1M (+9.7% YoY); net loss $(2.5)M vs. profit $4.9M in Q4 2024.
- Full-year FY2025 net income $7.9M, down 41.9% YoY; Adjusted EBITDA $422.8M (+17.3%).
- Adjusted diluted EPS $1.27 for FY2025, down 3.8% from $1.32 on higher share count.
- Acquired nine businesses in FY2025 (~$115M annualized revenue); Mountain State Waste closed Jan 1, 2026.
- FY2026 guidance: revenue $1.97-1.99B, net income $16-22M, Adjusted EBITDA $455-465M.