CWST

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Casella Waste Systems stock has delivered a 54.0% gain over the past five years, yet its valuation picture is split, with a Discounted Cash Flow (DCF) estimate pointing to meaningful upside while market multiples and a low overall value score suggest the shares are already pricing in a lot of optimism. Over the last five years, Casella Waste Systems has returned 54.0%, which puts the current share price into sharper focus for anyone thinking about what is already priced in. Upcoming earnings, with investors watching for signs on cash flow growth and capital needs, can support the intrinsic value case, while any disappointments around profitability or investment requirements may weigh on how sustainable the current valuation looks. Casella Waste Systems screens as undervalued on the Discounted Cash Flow (DCF) estimate by 36.2%, but with the stock only passing 2 of 6 valuation checks, the broader set of metrics leans more expensive than cheap. The issue now is whether investors should treat the Discounted Cash Flow (DCF) upside as the anchor, or give more weight to the richer market multiples and low value score when judging where Casella Waste Systems ought to trade. Find out why Casella Waste Systems' -8.8% return over the last year is lagging behind its peers. The Discounted Cash Flow (DCF) model values Casella Waste Systems by projecting future free cash flows and discounting them back to today. On this view, the company’s latest twelve month free cash flow sits at about $96.2 million, with the model assuming growing cash flows over time rather than a flat or shrinking profile. Feeding those projections into the 2 Stage Free Cash Flow to Equity model produces an estimated intrinsic value of about $156.68 per share, which implies the stock is 36.2% below the current market price on this valuation basis. Casella Waste Systems is set to report Q2 2026 results in early August, and that update on cash generation and capital needs may help investors judge whether these cash flow assumptions still look realistic. Despite the upcoming earnings release, the market price currently sits below what the discounted cash flow suggests the business could be worth based on its projected cash generation. Overall, the Discounted Cash Flow (DCF) analysis ind...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Casella (CWST), which belongs to the Zacks Waste Removal Services industry, could be a great candidate to consider. When looking at the last two reports, this provider of garbage-disposal and recycling services has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 68.18%, on average, in the last two quarters. For the last reported quarter, Casella came out with earnings of $0.2 per share versus the Zacks Consensus Estimate of $0.1 per share, representing a surprise of 100.00%. For the previous quarter, the company was expected to post earnings of $0.22 per share and it actually produced earnings of $0.3 per share, delivering a surprise of 36.36%. Thanks in part to this history, there has been a favorable change in earnings estimates for Casella lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Casella has an Earnings ESP of +34.54% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #1 (Strong Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on August 6, 2026. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric....

RUTLAND, Vt., July 13, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company, will release its financial results for the three months ended June 30, 2026, after the market closes on Thursday, August 6, 2026. The company will host a conference call to discuss these results on Friday, August 7, 2026, at 10:00 a.m. Eastern Time. Individuals interested in participating in the call should register by clicking here to obtain dial in and passcode details. The call will also be webcast; to listen, participants should visit the company’s website at http://ir.casella.com and follow the appropriate link to the webcast. A replay of the call will be available on the company’s website and accessible using the same link. For further information, contact Jason Mead, Senior Vice President of Finance and Treasurer, at (802) 772-2293 or visit the company’s website at http://www.casella.com.

Looking back on waste management stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Casella Waste Systems (NASDAQ:CWST) and its peers. Waste management companies can possess licenses permitting them to handle hazardous materials. Furthermore, many services are performed through contracts and statutorily mandated, non-discretionary, or recurring, leading to more predictable revenue streams. However, regulation can be a headwind, rendering existing services obsolete or forcing companies to invest precious capital to comply with new, more environmentally-friendly rules. Lastly, waste management companies are at the whim of economic cycles. Interest rates, for example, can greatly impact industrial production or commercial projects that create waste and byproducts. The 9 waste management stocks we track reported a mixed Q1. As a group, revenues missed analysts’ consensus estimates by 2.3%. While some waste management stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.2% since the latest earnings results. Starting with the founder picking up garbage with a pickup truck he purchased using savings from high school, Casella (NASDAQ:CWST) offers waste management services for businesses, residents, and the government. Casella Waste Systems reported revenues of $457.3 million, up 9.6% year on year. This print exceeded analysts’ expectations by 0.5%. Despite the top-line beat, it was still a mixed quarter for the company with a beat of analysts’ EPS estimates but a significant miss of analysts’ adjusted operating income estimates. “We are pleased with our strong start to the year as our execution delivered solid financial and operating performance in the quarter,” said Ned Coletta, President and CEO of Casella Waste Systems, Inc. Casella Waste Systems scored the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 6.4% since reporting and currently trades at $84.29. Is now the time to buy Casella Waste Systems? Access our full analysis of the earnings results here, it’s free. Cooling America’s first indoor ice rink in the 19th century, Enviri (NYSE:NVRI) offers steel and waste handling services. Enviri reported revenues of $549.8 million, flat year on year, outperforming analysts’ expectations by 0.7%. The business had a strong quarter with a beat of a...

Over the past six months, Casella Waste Systems’s shares (currently trading at $87.36) have posted a disappointing 9.9% loss, well below the S&P 500’s 10% gain. This might have investors contemplating their next move. Given the weaker price action, is this a buying opportunity for CWST? Find out in our full research report, it’s free. Starting with the founder picking up garbage with a pickup truck he purchased using savings from high school, Casella (NASDAQ:CWST) offers waste management services for businesses, residents, and the government. A company’s long-term performance is an indicator of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Thankfully, Casella Waste Systems’s 19.2% annualized revenue growth over the last five years was incredible. Its growth surpassed the average industrials company and shows its offerings resonate with customers. While long-term earnings trends give us the big picture, we also track EPS over a shorter period because it can provide insight into an emerging theme or development for the business. Casella Waste Systems’s EPS grew at an astounding 24.2% compounded annual growth rate over the last two years, higher than its 18.2% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Operating margin is a key measure of profitability. Think of it as net income - the bottom line - excluding the impact of taxes and interest on debt, which are less connected to business fundamentals. Analyzing the trend in its profitability, Casella Waste Systems’s operating margin decreased by 4.6 percentage points over the last five years. This raises questions about the company’s expense base because its revenue growth should have given it leverage on its fixed costs, resulting in better economies of scale and profitability. Casella Waste Systems’s performance was poor no matter how you look at it - it shows that costs were rising and it couldn’t pass them onto its customers. Its operating margin for the trailing 12 months was 3.5%. Casella Waste Systems’s merits more than compensate for its flaws. After the recent drawdown, the stock trades at 75× forward P/E (or $87.36 per share). Is now a good time to buy? See for yourself in our in-depth research report, it’s free. ONE MORE THING: Top 6 Stocks for This Week. This m...

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the first quarter of 2026, the Class A shares of the Alger Weatherbie Specialized Growth Fund underperformed the Russell 2500 Growth Index. The Information Technology and Consumer Staples sectors contributed to the relative performance, while Health Care and Financials detracted. US equities experienced volatility in the first quarter of 2026, with the S&P 500 Index falling 4.33%. The AI disruption and the U.S.-Iran conflict altered the economic landscape during this period. The Fund focuses on identifying companies that are leveraging AI technology for task automation and workflow management. In addition, please check the Fund’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Alger Weatherbie Specialized Growth Fund highlighted Casella Waste Systems, Inc. (NASDAQ:CWST). Casella Waste Systems, Inc. (NASDAQ:CWST) is a vertically integrated solid waste services company that offers resource management expertise and services. On May 22, 2026, Casella Waste Systems, Inc. (NASDAQ:CWST) closed at $87.41 per share. One-month return of Casella Waste Systems, Inc. (NASDAQ:CWST) was 13.89%, and its shares lost 24.42% over the past 52 weeks. Casella Waste Systems, Inc. (NASDAQ:CWST) has a market capitalization of $5.56 billion. Alger Weatherbie Specialized Growth Fund stated the following regarding Casella Waste Systems, Inc. (NASDAQ:CWST) in its Q1 2026 investor letter: Casella Waste Systems, Inc. (NASDAQ:CWST) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge fund portfolios held Casella Waste Systems, Inc. (NASDAQ:CWST) at the end of the fourth quarter, up from 26 in the previous quarter. Casella Waste Systems, Inc.’s (NASDAQ:CWST) Q1 2026 revenue increased 9.6% year-over-year to $457.3 million. While we acknowledge the potential of Casella Waste Systems, Inc. (NASDAQ:CWST) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-te...

Image source: The Motley Fool. Friday, May 1, 2026 at 10 a.m. ET President and Chief Executive Officer — Ned Coletta Chief Financial Officer — Bradford Helgeson Vice President of Finance and Investor Relations — Jason Mead Need a quote from a Motley Fool analyst? Email [email protected] Jason Mead: Good morning, and thank you for joining us on the call. Today, we'll be discussing our first quarter 2026 results, which were released yesterday afternoon. This morning, I'm joined by Ned Coletta, President and Chief Executive Officer of Casella Waste Systems; and Brad Helgeson, our Chief Financial Officer. After a review of these results and an update on the company's activities and business environment, we'll be happy to take your questions. But first, please note that various remarks we make about the company's future expectations, plans and prospects constitute forward-looking statements for the purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by these forward-looking statements as a result of various important factors, including those discussed in the Risk Factors section of our most recent Form 10-K, which is on file with the SEC. In addition, any forward-looking statements represent our views only as of today and should not be relied upon as representing our views on any subsequent date. While we may elect to update forward-looking statements at some point in the future, we specifically disclaim any obligation to do so even if our views change. These forward-looking statements should not be relied upon as representing our views as any date subsequent to today, May 1, 2026. Also during the call, we'll be referring to non-GAAP financial measures. These non-GAAP measures are not prepared in accordance with generally accepted accounting principles. Reconciliations of the non-GAAP financial measures to the most directly comparable GAAP measures, to the extent they are available without unreasonable efforts are included in our press release filed on Form 8-K with the SEC. And with that, I'll now turn it over to Ned to begin today's discussion. Ned Coletta: Good morning, and thank you, everyone, for joining us today. We are very pleased with our performance in the first quarter and the strong start it provides for 2026. Our team executed well across the business,...

This article first appeared on GuruFocus. Revenue: $457.3 million, up 9.6% year over year. Adjusted EBITDA: $97.1 million, up 12.3% year over year. Adjusted EBITDA Margin: 21.2%, up 50 basis points year over year. Solid Waste Pricing: Up 5.1% overall; 5.3% in collection, 4.7% in disposal. Adjusted Net Income: $12.8 million or $0.20 per diluted share. Adjusted Free Cash Flow: $30.7 million, up 5% year over year. Capital Expenditures: $50 million, down $5.5 million year over year. Net Cash Provided by Operating Activities: $62.3 million, up 24% year over year. Debt: $1.16 billion with $127 million of cash. 2026 Revenue Guidance: Increased to $2.06 billion to $2.08 billion. 2026 Adjusted EBITDA Guidance: Increased to $473 million to $483 million. 2026 Adjusted Free Cash Flow Guidance: Increased to $200 million to $210 million. Warning! GuruFocus has detected 5 Warning Signs with CWST. Is CWST fairly valued? Test your thesis with our free DCF calculator. Release Date: May 01, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Casella Waste Systems Inc (NASDAQ:CWST) reported a 9.6% year-over-year increase in revenues for the first quarter of 2026, reaching $457.3 million, driven by acquisitions and strong pricing across its collection and disposal lines. The company achieved a 12.3% year-over-year increase in adjusted EBITDA, with a 50 basis point margin expansion, indicating effective cost management and operational efficiency. Casella Waste Systems Inc (NASDAQ:CWST) successfully offset increased fuel costs through its fuel recovery program, maintaining stable and predictable operating results. The company completed four acquisitions in 2026, representing approximately $150 million in annualized revenues, enhancing its growth strategy and market presence. Casella Waste Systems Inc (NASDAQ:CWST) is on track to achieve $5 million in operating cost reductions in 2026 and an additional $10 million over the next two years, demonstrating a commitment to cost efficiency and operational improvements. Volume in the collection line of business was down 2.1% due to challenging winter weather, impacting overall performance. The company experienced a 22% year-over-year decline in average recycled commodity revenue per ton, reflecting market pressures and lower commodity prices. Despite acquisitions, new acquisitions cont...

Casella beat internal expectations in Q1 with revenue of $457.3 million (up 9.6%) and adjusted EBITDA of $97.1 million (up 12.3%), driven by pricing (+~5.1%), same‑store growth (~3.9%) and $23.9 million of acquisition contribution while adjusted EBITDA margin expanded to 21.2%. The company raised full‑year 2026 guidance after completed acquisitions (including the April 1 Star Waste deal), forecasting revenue of $2.06–2.08 billion, adjusted EBITDA of $473–483 million and adjusted free cash flow of $200–210 million, with acquisitions adding roughly $150 million of annualized revenue (Star Waste ~$100 million). Management emphasized margin and operational improvements—targeting Mid‑Atlantic synergies of $5 million in 2026 (+$10 million over two years) and $15 million of G&A savings—while advancing landfill permitting (Hakes by Q3 2026, Highland by Q1 2027), partnering on RNG projects (four online, expected to generate "several million" EBITDA in 2026), and maintaining $1.16 billion of debt with roughly $500 million available liquidity (net leverage ~2.29x, ~2.75x pro forma). Interested in Casella Waste Systems, Inc.? Here are five stocks we like better. Casella Waste Systems (NASDAQ:CWST) reported first-quarter 2026 results that management said came in ahead of internal expectations, supported by pricing, margin expansion, and acquisition activity. The company also raised its full-year guidance to reflect acquisitions closed to date, including the Star Waste deal that closed April 1. President and CEO Ned Coletta said Casella was “very pleased with our performance in the first quarter,” citing “solid financial results and margin expansion that exceeded our budget while also advancing our strategic priorities.” → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss Revenue for the quarter was $457.3 million, up 9.6% year-over-year. CFO Brad Helgeson said the increase included $23.9 million from acquisitions (including rollover) and $16.2 million of same-store growth, which he pegged at 3.9%. Adjusted EBITDA was $97.1 million, up 12.3% year-over-year, and adjusted EBITDA margin was 21.2%, an improvement of roughly 50 basis points. Helgeson said acquisitions diluted margins by about 15 basis points in the quarter, while the base business (excluding acquisitions completed in the past 12 months) expanded margin by 65 basis points on a same-store basis. → Meta Po...

Performance was driven by disciplined pricing and strong landfill asset positioning in the Northeast, despite weather-related volume headwinds in collection. The company achieved 65 basis points of margin expansion in the base business by focusing on route optimization, fleet efficiency, and automation. Strategic density was enhanced through four acquisitions totaling approximately $150 million in annualized revenue, including the $100 million Star Waste transaction. Management successfully mitigated fuel cost volatility through a floating recovery program that fully offset rising diesel prices with minimal lag. Landfill performance remained robust with total tons up year-over-year, specifically driven by a 13% increase in construction and demolition (C&D) volumes. The Mid-Atlantic integration reached a critical milestone with the near-completion of customer migration to a unified lead-to-cash system, enabling a shift toward operational synergies. Safety initiatives, including AI-enabled in-cab technology, resulted in a 20% improvement in the Total Recordable Incident Rate (TRIR). Management expects outsized margin expansion over the next 2-3 years, driven by $30 million in targeted cost reductions across G&A and Mid-Atlantic synergies. Guidance for 2026 was raised to reflect recent acquisitions, assuming approximately 20% EBITDA margins for acquired businesses with long-term improvement potential. The company is advancing major landfill expansions at Hakes and Hyland, with the Hyland permit expected to more than double annual capacity to 1 million tons by early 2027. A phased G&A savings plan will yield its first results in the second half of 2026, initially focusing on the implementation of credit card convenience fees. The McKean landfill rail transfer station completion allows for increased internalization of waste volumes from Massachusetts starting later this year. The planned closure of the Ontario landfill in late 2028 is expected to be EBITDA neutral as volumes shift to lower-cost capacity at Hakes and Hyland. Acquisition activity created a 15 basis point margin dilution in the quarter, a recurring dynamic management views as a 'regenerative' opportunity for future expansion. Resource Solutions revenue was impacted by a 22% decline in average recycled commodity revenue per ton, though contract structures limited the net revenue impact to $1 million....

Casella (CWST) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +96.66%. A quarter ago, it was expected that this provider of garbage-disposal and recycling services would post earnings of $0.22 per share when it actually produced earnings of $0.3, delivering a surprise of +36.36%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Casella, which belongs to the Zacks Waste Removal Services industry, posted revenues of $457.33 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.06%. This compares to year-ago revenues of $417.1 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Casella shares have lost about 20.3% since the beginning of the year versus the S&P 500's gain of 4.2%. While Casella has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Casella was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks...

Strategic Acquisitions and Steady First Quarter Execution Set the Table for a Strong Year of Performance RUTLAND, Vt., April 30, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (NASDAQ: CWST), a regional solid waste, recycling and resource management services company, today reported its financial results for the three month period ended March 31, 2026. Key Highlights: Revenues were $457.3 million for the quarter, up $40.2 million, or up 9.6%, from the same period in 2025. Solid waste pricing was up 5.1% from the same period in 2025, driven by 5.3% collection price growth and 4.7% disposal price growth. Net loss was $(5.5) million for the quarter, as compared to $(4.8) million for the same period in 2025. Adjusted Net Income, a non-GAAP measure, was $12.8 million for the quarter, up $0.6 million, or up 5.2%, from the same period in 2025. Adjusted EBITDA, a non-GAAP measure, was $97.1 million for the quarter, up $10.7 million, or up 12.3%, from the same period in 2025. Net cash provided by operating activities was $62.3 million for the quarter, up $12.1 million, or up 24.2%, from the same period in 2025. Adjusted Free Cash Flow, a non-GAAP measure, was $30.7 million for the quarter, up $1.6 million, from the same period in 2025. Acquired four businesses thus far in 2026 with approximately $150 million in aggregate annualized revenues, including $100 million associated with the previously announced acquisition of Star Waste Systems, LLC (“Star Waste”), which closed on April 1, 2026. Raised 2026 guidance for revenues, Adjusted EBITDA, and Adjusted Free Cash Flow. “We are pleased with our strong start to the year as our execution delivered solid financial and operating performance in the quarter,” said Ned Coletta, President and CEO of Casella Waste Systems, Inc. “In addition, we have closed four acquisitions to date in 2026 as we continue to grow the business through our disciplined acquisition strategy. This early success provides momentum for the remainder of the year.” “Our results were driven in part by our strong pricing programs, with positive landfill pricing of 4.3% in the quarter, including municipal solid waste pricing up 5.0% year-over-year, and total landfill tons also up in the quarter,” Coletta said. “Our floating fuel recovery fees were very effective during the quarter, fully offsetting the rapid rise in fuel costs across our legacy operatio...