earnings
confidence high
sentiment positive
materiality 0.85
Waste Connections Q2 beats; raises FY 2026 revenue and EBITDA outlook
Waste Connections, Inc.
- Q2 revenue $2.562B (+6.4% YoY); adjusted EBITDA $840.1M (+6.8%); margin 32.8%.
- Adjusted EPS $1.50 vs $1.29 YoY; net income $296.4M ($1.17 diluted).
- FY 2026 revenue guidance raised to $10.02-10.05B; adjusted EBITDA to $3.33-3.34B.
- Record YTD share repurchases of $614.5M (~1.5% of shares outstanding).
- Completed acquisitions with >$100M annualized revenue; positioned for outsized activity.