US · Industrials · Waste Management
EPS came in at 0.40 against a street estimate of 0.27 — a beat of 48.1%.
Analysts rate Casella Waste Systems Inc a buy (7 buy, 3 hold, 1 sell out of 11) with an average price target of $106.50.
CONFIDENT Q2 revenue +16.9% YoY to $543.7M driven by acquisitions and 5.5% pricing; adjusted EBITDA +12.5% to $123.2M. Raised FY26 revenue guidance by $30M, reaffirmed EBITDA. Mid-Atlantic integration progressing; landfill volumes +8.4%. Q2 2026 Northeast landfill capacity constraints (Hudson Falls closure 2026, Albany closure planned) driving third-party volume +62K tons and supporting 4-5% third-party pricing growth. Analysts probed margin compression (fuel headwind, M&A dilution offset by base pricing), Mid-Atlantic integration timing and profitability levers, and landfill volume sustainability amid regional capacity exits. Management emphasized infrastructure scaling, tuck-in deal focus, and Q3/Q4 margin inflection from integration and landfill sales initiatives. 2026-08-07…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 14.76% |
| Wasatch Advisors LP | 5.55% |
| Vanguard Portfolio Management, LLC | 5.42% |
| Vanguard Capital Management, LLC | 4.44% |
| State Street Corp | 3.96% |
| Conestoga Capital Advisors, LLC | 3.67% |
| T. Rowe Price Investment Management,Inc. | 3.27% |
| Capital Research & Mgmt Co - Division 3 | 3.23% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Casella Waste Systems announced that the North Country Environmental Services landfill in Bethlehem, New Hampshire, will stop acce | 2026-10-01 |
| Quarterly report · Q2 2026 CASELLA WASTE SYSTEMS, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenues: $543.7 million (up 16.8% from $465.3 million in Q2 2025) • S | 2026-08-07 |
| Results announced · Q3 2026 CASELLA WASTE SYSTEMS, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenues: $543.7 million, up $78.4 million or 16.9% vs Q2 2025 • S | 2026-08-06 |
| Board / officer change · Q2 2026 CASELLA WASTE SYSTEMS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • New Executive Vice President and Chief Operating Officer appointed effective July | 2026-07-01 |
| Shareholder vote results · Q2 2026 CASELLA WASTE SYSTEMS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 4, 2026 with 70,229,069 votes represented in person or by | 2026-06-08 |
| Company announcement · Q2 2026 CASELLA WASTE SYSTEMS, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • $15.0 million in bonds remarketed on June 1, 2026 • Interest rate set at 4.300% pe | 2026-06-01 |
| Quarterly report · Q1 2026 CASELLA WASTE SYSTEMS, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenues: $457.3 million (Q1 2026) vs. $417.1 million (Q1 2025) — increase of | 2026-05-01 |
| Proxy statement · Q2 2026 CASELLA WASTE SYSTEMS, INC. – 2026 PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect four Class II directors (Michael | 2026-04-17 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.