secwatch.observer — SEC 8-K summary ====================================== Issuer: Waste Connections, Inc. (WCN) CIK: 0001318220 Form: 8-K Filed at: 2023-10-25T23:59:59+00:00 Accession: 0001558370-23-016716 Event type: earnings Sentiment: neutral Materiality: 0.80 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Waste Connections Q3 rev $2.07B (+9.8%); adj EBITDA margin 32.5%; warns of up to $20M Q4 headwinds from landfills -------------------------------------------------------------------------------- - Revenue $2.065B (+9.8% YoY); net income $229.0M ($0.89 EPS); adj. net income $1.17/share. - Adj. EBITDA $671.2M (+14.1% YoY); margin 32.5% (up 120 bps YoY, 140 bps sequentially). - YTD net cash from ops $1.571B; adj. free cash flow $969.3M. - Acquisitions: ~$250M in annualized revs signed/closed in 2023; ~2% rollover contribution in 2024. - Q4 outlook: potential up to $20M impact to rev, adj. EBITDA, and adj. FCF from landfill issues in CA and TX. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1318220/000155837023016716/0001558370-23-016716-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1318220/000155837023016716/wcn-20231025x8k.htm HTML page: https://secwatch.observer/filing/0001558370-23-016716 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer