earnings
confidence high
sentiment neutral
materiality 0.70
Casella Waste Q2 rev $543.7M (+16.9%); net inc $3.8M (-27.6%); raises FY rev guidance, lowers net inc outlook
CASELLA WASTE SYSTEMS INC
- Revenue $543.7M (+16.9% YoY); solid waste pricing up 5.5%.
- Net income $3.8M (-27.6% YoY); Adjusted Net Income $25.3M (+4.6%).
- Adjusted EBITDA $123.2M (+12.5% YoY); operating cash flow $161.0M YTD (+15.3%).
- FY 2026 guidance: revenue raised to $2.09-2.11B; net income lowered to $0-6M; Adj. EBITDA reaffirmed $473-483M.
- Acquired five businesses in 2026 with ~$165M annualized revenues.