Casella Waste raises FY26 revenue view to $2.06B-$2.08B from $1.97B-$1.99B

Consensus $2.07B. Raises FY26 adjusted EBITDA view to $473M-$483M. Raises FY26 adjusted free cash flow view to $200M-$210M from $195M-$205M. “Given the strong start to the year and early execution against our acquisition growth plan, we are updating our guidance ranges,” Coletta said. “The increase in our guidance ranges for revenue, Adjusted EBITDA and Adjusted Free Cash Flow reflects acquisitions closed to date and our confidence in the base business, and as stated earlier, we are highly confident that our mature fuel recovery fee program will effectively offset increased fuel costs.”