Waste Connections Q3 revenue $2.638B, adjusted EPS $1.58; raises 2026 outlook and lifts dividend 10%

Waste Connections, Inc.

Q3 revenue $2.638B vs $2.458B a year ago; net income $359.2M, or $1.43 per diluted share; adjusted EPS $1.58 vs $1.44.
Adjusted EBITDA $895.8M, 34.0% of revenue, up from $830.3M; operating income $541.7M; 50 bps underlying margin expansion despite late-quarter diesel surge.
Second raise to 2026 outlook: revenue ~$10.09B, net income ~$1.18B, adjusted EBITDA ~$3.345B, capex ~$1.25B, adjusted free cash flow $1.40-$1.45B.
Quarterly cash dividend raised 10%, the 16th consecutive double-digit annual increase; YTD share repurchases top $1B, about 2.5% of shares outstanding.
YTD closed acquisitions of ~$130M annualized revenue; solid waste unit volumes improved 70 bps sequentially, led by higher landfill volumes.

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