earnings
confidence high
sentiment positive
materiality 0.80
Waste Connections Q3 revenue $2.458B beats; adj. EPS $1.44; dividend raised 11.1%
Waste Connections, Inc.
2025-Q3 EPS reported
$3.16
revenue$7,093,609,000
- Revenue $2.458B, up from $2.338B; net income $286.3M ($1.11/dil) vs $308M ($1.19) YoY.
- Adjusted net income $372M ($1.44) vs $350M ($1.35); adj. EBITDA $830.3M (33.8% margin) vs $787.4M.
- Dividend increased 11.1%; share repurchases of ~1% of shares outstanding completed.
- Acquisitions YTD ~$300M in annualized revenue closed or under definitive agreement.
- Full-year 2025 outlook unchanged; solid waste margin expanded ~80 bps.