earnings
confidence high
sentiment positive
materiality 0.75
Casella Waste Q1 revenues up 9.6% to $457.3M; raises FY2026 EBITDA guidance to $473M-$483M
CASELLA WASTE SYSTEMS INC
2026-Q1 EPS
reported -$0.09
vs consensus $0.10
▼ miss
(-186.6%)
- Revenues $457.3M (+9.6% YoY); solid waste pricing +5.1%, collection +5.3%, disposal +4.7%.
- Adjusted EBITDA $97.1M (+12.3% YoY); net loss $(5.5)M vs $(4.8)M prior year.
- Acquired four businesses in 2026 (~$150M annualized revenues), including Star Waste ($100M) closed April 1.
- Raised FY2026 guidance: revenue $2.06B-$2.08B; Adjusted EBITDA $473M-$483M; Adjusted FCF $200M-$210M.
- Lowered net income guidance to $4M-$10M from $16M-$22M due to higher interest and amortization.