earnings
confidence high
sentiment positive
materiality 0.75
Waste Connections Q1 revenue $2.371B (+6.4% YoY); adj. EBITDA $769.5M (+8.0%) beat expectations
Waste Connections, Inc.
2026-Q1 EPS reported
$0.86
revenue$2,370,631,000
- Adjusted EPS $1.23 vs $1.13 YoY; GAAP EPS $0.86 on net income $219.3M.
- Adjusted EBITDA margin 32.5%, up 50 bps YoY, despite weather and higher fuel costs.
- Year-to-date share repurchases of ~1% of outstanding shares, or over $360M.
- Management cites strong pricing retention, special waste activity, and robust M&A pipeline.
- 2026 outlook has upside potential from commodity impacts, organic growth, and acquisitions.
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