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Casella Waste Systems (CWST)
NASDAQ:CWST
US Market
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Casella Waste (CWST) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 12, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.25
Last Year’s EPS
0.41
Same Quarter Last Year
Based on 7 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected strong operational and financial performance with record-breaking revenue and EBITDA, successful acquisitions, and positive future growth projections. However, there were challenges such as commodity price headwinds and integration issues in the Mid-Atlantic segment. The overall sentiment is optimistic with significant achievements and a robust outlook for 2026.
Company Guidance
During the Casella Waste Systems Q3 2025 earnings call, the company reported record quarterly revenues and adjusted EBITDA of approximately $485 million and $120 million, respectively, marking significant year-over-year increases of 17.9% and 16.4%. These results were driven by strong solid waste pricing, healthy landfill volumes, and contributions from acquisitions, which added $53.4 million in revenues. Year-to-date adjusted free cash flow reached $119 million, up 21% year-over-year. The company's M&A strategy included eight acquisitions contributing approximately $105 million in annualized revenue, with an additional $30 million expected from the Mountain State Waste transaction. Looking ahead, Casella expects organic growth of 4% to 5% in 2026 and anticipates total revenue growth of 7% to 8%, alongside a target of 25 to 50 basis points of EBITDA margin improvement, driven by operational enhancements and acquisition rollovers.
Record Revenue and EBITDA
Revenue and adjusted EBITDA were quarterly records at approximately $485 million and $120 million, respectively, with year-over-year growth driven by strong waste pricing and landfill volumes.
Strong Free Cash Flow Growth
Year-to-date adjusted free cash flow totaled $119 million, up 21% year-over-year, supported by EBITDA growth and stronger working capital performance.
Successful Integration and Acquisition Strategy
Completed eight acquisitions year-to-date, adding $105 million in annualized revenue, with expectations to close Mountain State Waste transaction by year-end, contributing an additional $30 million.
Strategic Pricing and Operational Efficiency
Solid waste operations delivered strong performance with pricing and landfill volumes driving margin expansion. Mid-Atlantic integration progressing well with expected improvements in efficiency.
Sustainability Leadership Awards
Casella recognized customers for reducing waste, increasing recycling, and advancing the circular economy, showcasing their commitment to sustainability.
Positive Outlook for 2026
Anticipating strong growth across revenue, adjusted EBITDA, and cash flow for 2026, with planned margin improvements and acquisition rollovers.

Casella Waste (CWST) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CWST Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 12, 2026
2025 (Q4)
0.24 / -
0.41
Oct 30, 2025
2025 (Q3)
0.34 / 0.42
0.2755.56% (+0.15)
Jul 31, 2025
2025 (Q2)
0.33 / 0.36
0.2263.64% (+0.14)
May 01, 2025
2025 (Q1)
0.04 / 0.19
-0.012000.00% (+0.20)
Feb 12, 2025
2024 (Q4)
0.16 / 0.41
0.13215.38% (+0.28)
Oct 30, 2024
2024 (Q3)
0.27 / 0.27
0.35-22.86% (-0.08)
Aug 01, 2024
2024 (Q2)
0.28 / 0.22
0.36-38.89% (-0.14)
Apr 25, 2024
2024 (Q1)
-0.02 / -0.01
0.1-110.00% (-0.11)
Feb 15, 2024
2023 (Q4)
0.16 / 0.13
0.18-27.78% (-0.05)
Nov 01, 2023
2023 (Q3)
0.39 / 0.35
0.45-22.22% (-0.10)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

CWST Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$82.84$88.57+6.92%
Jul 31, 2025
$108.73$102.98-5.29%
May 01, 2025
$117.33$116.75-0.49%
Feb 12, 2025
$106.71$106.77+0.06%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Casella Waste Systems (CWST) report earnings?
Casella Waste Systems (CWST) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
    What is Casella Waste Systems (CWST) earnings time?
    Casella Waste Systems (CWST) earnings time is at Feb 12, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is CWST EPS forecast?
          CWST EPS forecast for the fiscal quarter 2025 (Q4) is 0.25.
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