{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-117838","form_type":"8-K","ticker":"WCN","cik":"0001318220","company_name":"Waste Connections, Inc.","filed_at":"2026-10-21T20:08:48+00:00","discovered_at":"2026-10-21T20:12:10.263583+00:00","generated_at":"2026-10-21T20:12:28.954351+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Waste Connections Q3 revenue $2.638B, adjusted EPS $1.58; raises 2026 outlook and lifts dividend 10%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-117838","json":"https://secwatch.observer/filing/0001104659-26-117838.json","markdown":"https://secwatch.observer/filing/0001104659-26-117838.md","text":"https://secwatch.observer/filing/0001104659-26-117838.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1318220/000110465926117838/0001104659-26-117838-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1318220/000110465926117838/wcn-20261021x8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-21T20:12:28.954351+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}