earnings
confidence high
sentiment neutral
materiality 0.70
Casella Q2 revenue up 23.4%, net income down 25.7%; raises rev guidance, cuts NI guidance
CASELLA WASTE SYSTEMS INC
2025-Q2 EPS
reported $0.01
vs consensus $0.34
▼ miss
(-97.0%)
- Revenue $465.3M (+23.4% YoY); net income $5.2M (-25.7% YoY) due to higher D&A.
- Adjusted EBITDA $109.5M (+19.5% YoY); Adjusted FCF YTD $70.8M (+$31.3M).
- Completed 6 acquisitions YTD with ~$90M annualized revenue; pending Mountain State Waste.
- FY2025 revenue guidance raised to $1.82-1.84B; net income guidance cut to $8-18M.
- Adjusted EBITDA reaffirmed $410-425M; Adjusted FCF guidance raised to $170-180M.
item 2.02item 9.01