Casella Waste Systems（WA3）株式概要カゼラ・ウェイスト・システムズ社は、その子会社とともに、垂直統合型の固形廃棄物サービス会社として米国で事業を展開している。 詳細WA3 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績0/6財務の健全性3/6配当金0/6報酬当社が推定した公正価値より46.5%で取引されている 収益は年間70.4%増加すると予測されています アナリストらは、株価が30.1%上昇するだろうとほぼ一致している。 リスク分析利払いは収益で十分にカバーされない 利益率(0.4%)は昨年より低い(0.8%) 財務結果に影響を与える大きな一時的項目 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るWA3 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€74.1611.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-25m3b2016201920222025202620282031Revenue US$2.8bEarnings US$10.5mAdvancedSet Fair ValueView all narrativesCasella Waste Systems, Inc. 競合他社BefesaSymbol: XTRA:BFSAMarket cap: €1.4bBilfingerSymbol: XTRA:GBFMarket cap: €3.3bGomero GroupSymbol: DB:EO8Market cap: €36.5mWolftank GroupSymbol: XTRA:WAHMarket cap: €22.0m価格と性能株価の高値、安値、推移の概要Casella Waste Systems過去の株価現在の株価US$74.1652週高値US$101.9052週安値US$64.90ベータ0.781ヶ月の変化-2.06%3ヶ月変化2.26%1年変化-26.02%3年間の変化-5.50%5年間の変化38.49%IPOからの変化2,372.00%最新ニュースBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. President, CEO & Director Ned Coletta was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 03Casella Waste Systems, Inc. Revises Earnings Guidance for Fiscal Year Ending December 31, 2026Casella Waste Systems, Inc. revised earnings guidance for fiscal year ending December 31, 2026. For the period, the company expects Revenues between $2.060 billion and $2.080 billion (raised from a range of $1.970 billion to $1.990 billion) and Net income between $4 and $10 million (lowered from a range of $16 million to $22 million). Raised 2026 guidance for revenues.お知らせ • Apr 21Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026.お知らせ • Apr 08Casella Waste Systems, Inc. to Report Q1, 2026 Results on Apr 30, 2026Casella Waste Systems, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Apr 03Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Star Waste Systems, LLC.Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Star Waste Systems, LLC on April 1, 2026. The deal was funded through a combination of cash on hand and debt from the company's revolving credit facility. The acquired business includes three solid waste collection locations and a construction and demolition (C&D) processing and transfer station. The acquisition is expected to contribute approximately $100 million in annualized revenue. Casella Waste Systems, Inc. (NasdaqGS:CWST) completed the acquisition of Star Waste Systems, LLC on April 1, 2026.お知らせ • Mar 17Casella Waste Systems, Inc. Appoints Christopher A. Rains as Senior Vice President and Chief Revenue OfficerCasella Waste Systems, Inc. announced that Christopher A. Rains has joined its executive leadership team as Senior Vice President and Chief Revenue Officer (CRO). Mr. Rains brings more than two decades of senior commercial, operational, and customer-focused leadership experience across Fortune 300, private equity-backed, and founder-led organizations. He has a proven track record of driving profitable revenue growth, building high-performing teams, and leading complex organizational transformations. Prior to joining Casella, Mr. Rains served as Chief Commercial Officer and Head of Sales Excellence at Hidden Harbor Capital Partners, where he led revenue growth initiatives across more than 20 portfolio companies and implemented scalable sales processes to enhance commercial performance. Mr. Rains previously served as Chief Operating Officer of Keter Environmental Services, where he oversaw a $650 million operating platform and more than 450 employees, leading initiatives to scale operations and improve profitability. Earlier in his career, Mr. Rains served as Vice President of Sales at United States Steel Corporation, where he was responsible for commercial strategy, business development, and sales operations. Prior to U.S. Steel, he spent more than 20 years at Republic Services, Inc., holding several senior leadership roles including Vice President of Customer Experience, Area President, and Region Vice President of Sales, where he led large operating regions and enterprise customer experience initiatives across the company’s national platform. Mr. Rains holds a Bachelor of Science degree in Marketing from Delta State University and is a Lean Six Sigma Black Belt certified through Villanova University.最新情報をもっと見るRecent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. President, CEO & Director Ned Coletta was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 03Casella Waste Systems, Inc. Revises Earnings Guidance for Fiscal Year Ending December 31, 2026Casella Waste Systems, Inc. revised earnings guidance for fiscal year ending December 31, 2026. For the period, the company expects Revenues between $2.060 billion and $2.080 billion (raised from a range of $1.970 billion to $1.990 billion) and Net income between $4 and $10 million (lowered from a range of $16 million to $22 million). Raised 2026 guidance for revenues.お知らせ • Apr 21Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026.お知らせ • Apr 08Casella Waste Systems, Inc. to Report Q1, 2026 Results on Apr 30, 2026Casella Waste Systems, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Apr 03Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Star Waste Systems, LLC.Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Star Waste Systems, LLC on April 1, 2026. The deal was funded through a combination of cash on hand and debt from the company's revolving credit facility. The acquired business includes three solid waste collection locations and a construction and demolition (C&D) processing and transfer station. The acquisition is expected to contribute approximately $100 million in annualized revenue. Casella Waste Systems, Inc. (NasdaqGS:CWST) completed the acquisition of Star Waste Systems, LLC on April 1, 2026.お知らせ • Mar 17Casella Waste Systems, Inc. Appoints Christopher A. Rains as Senior Vice President and Chief Revenue OfficerCasella Waste Systems, Inc. announced that Christopher A. Rains has joined its executive leadership team as Senior Vice President and Chief Revenue Officer (CRO). Mr. Rains brings more than two decades of senior commercial, operational, and customer-focused leadership experience across Fortune 300, private equity-backed, and founder-led organizations. He has a proven track record of driving profitable revenue growth, building high-performing teams, and leading complex organizational transformations. Prior to joining Casella, Mr. Rains served as Chief Commercial Officer and Head of Sales Excellence at Hidden Harbor Capital Partners, where he led revenue growth initiatives across more than 20 portfolio companies and implemented scalable sales processes to enhance commercial performance. Mr. Rains previously served as Chief Operating Officer of Keter Environmental Services, where he oversaw a $650 million operating platform and more than 450 employees, leading initiatives to scale operations and improve profitability. Earlier in his career, Mr. Rains served as Vice President of Sales at United States Steel Corporation, where he was responsible for commercial strategy, business development, and sales operations. Prior to U.S. Steel, he spent more than 20 years at Republic Services, Inc., holding several senior leadership roles including Vice President of Customer Experience, Area President, and Region Vice President of Sales, where he led large operating regions and enterprise customer experience initiatives across the company’s national platform. Mr. Rains holds a Bachelor of Science degree in Marketing from Delta State University and is a Lean Six Sigma Black Belt certified through Villanova University.お知らせ • Feb 20Casella Waste Systems, Inc. Provides Earnings Guidance for Fiscal Year Ending December 21, 2026Casella Waste Systems, Inc. provided earnings guidance for fiscal year ending December 21, 2026. For the period, the company expects Revenues between $1.970 billion and $1.990 billion and Net income between $16 million and $22 million.お知らせ • Jan 28Casella Waste Systems, Inc. to Report Q4, 2025 Results on Feb 19, 2026Casella Waste Systems, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Director Gary Sova was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 31Casella Waste Systems, Inc. Reaffirms Earnings Guidance for Fiscal Year Ending December 31, 2025Casella Waste Systems, Inc. updated earnings guidance for fiscal year ending December 31, 2025. The Company updated guidance for the fiscal year ending December 31, 2025 by estimating Revenues between $1.830 billion and $1.840 billion (raised the lower end from $1.820 billion to $1.830 billion); and reaffirmed guidance for fiscal year 2025 by estimating Net income between $8 million and $18 million.お知らせ • Oct 14Casella Waste Systems, Inc. to Report Q3, 2025 Results on Oct 30, 2025Casella Waste Systems, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025お知らせ • Aug 07+ 1 more updateCasella Waste Systems, Inc. Announces Board Changes, Effective January 1, 2026Casella Waste Systems, Inc. announced that John W. Casella will transition from Chief Executive Officer to Executive Chairman of the Board, effective January 1, 2026. As Executive Chairman, Mr. Casella will continue to serve as Chair of the Board and, in collaboration with the CEO, support the Company’s strategic development, stakeholder engagement, and organizational culture. Edmond R. “Ned” Coletta, currently the Company’s President, will join the Board as a Class II director effective on the same date. Ned Coletta joined the Company in December 2004 and has held several leadership positions, including President and Chief Financial Officer, Senior Vice President, Chief Financial Officer and Treasurer, and Vice President of Finance and Investor Relations. Prior to joining the Company, Mr. Coletta co-founded and served as Chief Financial Officer of Avedro, Inc. and held a research and development engineering role at Lockheed Martin Michoud Space Systems. He holds an MBA from the Tuck School of Business at Dartmouth College and a Bachelor of Science degree from Brown University.お知らせ • Aug 01Casella Waste Systems, Inc. Revises Earnings Guidance for the Year Ending December 31, 2025Casella Waste Systems, Inc. revised earnings guidance for the year ending December 31, 2025. For the year company expects Revenues between $1.820 billion and $1.840 billion (raised from a range of $1.775 billion to $1.805 billion); Net income between $8 million and $18 million (revised from a range of $10 million to $25 million).お知らせ • Jul 15Casella Waste Systems, Inc. to Report Q2, 2025 Results on Jul 31, 2025Casella Waste Systems, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025お知らせ • May 02Casella Waste Systems, Inc. Reaffirms Earnings Guidance for the Fiscal Year Ending December 31, 2025Casella Waste Systems, Inc. reaffirmed earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expects Revenues between $1.775 billion and $1.805 billion, and Net income between $10 million and $25 million.お知らせ • Apr 21Casella Waste Systems, Inc., Annual General Meeting, Jun 05, 2025Casella Waste Systems, Inc., Annual General Meeting, Jun 05, 2025.お知らせ • Apr 10Casella Waste Systems, Inc. to Report Q1, 2025 Results on May 01, 2025Casella Waste Systems, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025お知らせ • Feb 13Casella Waste Systems, Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2025Casella Waste Systems, Inc. provided earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expects revenues between $1.775 billion and $1.805 billion and net income between $10 million and $25 million.お知らせ • Feb 06Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Save That Stuff, Inc.Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Save That Stuff, Inc on February 3, 2025. Erik Levy and his team have joined the company as part of the transaction. Casella Waste Systems, Inc. (NasdaqGS:CWST) completed the acquisition of Save That Stuff, Inc on February 3, 2025.お知らせ • Jan 21Casella Waste Systems, Inc. to Report Q4, 2024 Results on Feb 12, 2025Casella Waste Systems, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025Recent Insider Transactions • Nov 06President recently sold €1.8m worth of stockOn the 4th of November, Edmond Coletta sold around 20k shares on-market at roughly €91.95 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Edmond has been a net seller over the last 12 months, reducing personal holdings by €2.6m.Buy Or Sell Opportunity • Nov 06Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 5.1% to €97.96. The fair value is estimated to be €78.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 48%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 983% in the next 2 years.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.098 (vs US$0.31 in 3Q 2023)Third quarter 2024 results: EPS: US$0.098 (down from US$0.31 in 3Q 2023). Revenue: US$411.6m (up 17% from 3Q 2023). Net income: US$5.77m (down 68% from 3Q 2023). Profit margin: 1.4% (down from 5.2% in 3Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Oct 31Casella Waste Systems, Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Casella Waste Systems, Inc. revised earnings guidance for the fiscal year ending December 31, 2024. For the year, the company expects revenues between $1.520 billion and $1.550 billion. Net income between $10 million and $20 million (lowered from a range of $15 million and $25 million).お知らせ • Oct 15Casella Waste Systems, Inc. to Report Q3, 2024 Results on Oct 30, 2024Casella Waste Systems, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024New Risk • Sep 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).お知らせ • Sep 19Casella Waste Systems, Inc. has completed a Follow-on Equity Offering in the amount of $450 million.Casella Waste Systems, Inc. has completed a Follow-on Equity Offering in the amount of $450 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 4,500,000 Price\Range: $100 Discount Per Security: $4お知らせ • Sep 18Casella Waste Systems, Inc. has filed a Follow-on Equity Offering in the amount of $400 million.Casella Waste Systems, Inc. has filed a Follow-on Equity Offering in the amount of $400 million. Security Name: Class A Common Stock Security Type: Common Stockお知らせ • Aug 02+ 1 more updateCasella Waste Systems, Inc. (NasdaqGS:CWST) acquired Lmr Disposal LLC.Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Lmr Disposal LLC on July 1, 2024. Casella Waste Systems, Inc. (NasdaqGS:CWST) completed the acquisition of Lmr Disposal LLC on July 1, 2024.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.12 (vs US$0.10 in 2Q 2023)Second quarter 2024 results: EPS: US$0.12 (up from US$0.10 in 2Q 2023). Revenue: US$377.2m (up 30% from 2Q 2023). Net income: US$7.01m (up 28% from 2Q 2023). Profit margin: 1.9% (in line with 2Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Aug 02+ 1 more updateCasella Waste Systems, Inc. Raises Earnings Guidance for the Fiscal Year Ending December 31, 2024Casella Waste Systems, Inc. raised earnings guidance for the fiscal year ending December 31, 2024. For the period, the company expects Revenues between $1.520 billion and $1.550 billion (raised from a range of $1.480 billion to $1.510 billion).お知らせ • Jul 09Casella Waste Systems, Inc. to Report Q2, 2024 Results on Aug 01, 2024Casella Waste Systems, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024Buy Or Sell Opportunity • Jul 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to €90.18. The fair value is estimated to be €75.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 44%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 290% in the next 2 years.お知らせ • Apr 27Casella Waste Systems, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2024Casella Waste Systems, Inc. reaffirmed earnings guidance for the year ending December 31, 2024. For the year, the company expects revenues between $1.480 billion and $1.510 billion and net income between $35 million and $45 million.Reported Earnings • Apr 26First quarter 2024 earnings released: US$0.071 loss per share (vs US$0.069 profit in 1Q 2023)First quarter 2024 results: US$0.071 loss per share (down from US$0.069 profit in 1Q 2023). Revenue: US$341.0m (up 30% from 1Q 2023). Net loss: US$4.12m (down 216% from profit in 1Q 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Apr 21Casella Waste Systems, Inc., Annual General Meeting, Jun 06, 2024Casella Waste Systems, Inc., Annual General Meeting, Jun 06, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect three Class III directors, each to serve for a term expiring at the 2027 Annual Meeting of Stockholders; to approve the amendment and restatement of the Casella Waste Systems, Inc. 2016 Incentive Plan; to approve, in an advisory “say-on-pay” vote, the compensation of named executive officers; to ratify the appointment of RSM US LLP, an independent registered public accounting firm, as independent auditors for the fiscal year ending December 31, 2024; and to transact such other business as may properly come before the 2024 Annual Meeting and any postponement, adjournment, rescheduling or continuation thereof.お知らせ • Apr 09Casella Waste Systems, Inc. to Report Q1, 2024 Results on Apr 25, 2024Casella Waste Systems, Inc. announced that they will report Q1, 2024 results After-Market on Apr 25, 2024Buy Or Sell Opportunity • Mar 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €88.04. The fair value is estimated to be €72.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 40%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.Recent Insider Transactions • Mar 03Chairman recently sold €1.7m worth of stockOn the 28th of February, John Casella sold around 20k shares on-market at roughly €83.32 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by €4.4m.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.46 (vs US$1.03 in FY 2022)Full year 2023 results: EPS: US$0.46 (down from US$1.03 in FY 2022). Revenue: US$1.26b (up 17% from FY 2022). Net income: US$25.4m (down 52% from FY 2022). Profit margin: 2.0% (down from 4.9% in FY 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 3.8% decline forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.お知らせ • Feb 16Casella Waste Systems, Inc. Provides Earnings Guidance for the Year Ending December 31, 2024Casella Waste Systems, Inc. provided earnings guidance for the year ending December 31, 2024. For the year, the company expects revenues between $1.480 billion and $1.510 billion (as compared to $1.265 billion in fiscal year 2023) and net income between $35 million and $45 million (as compared to $25.4 million in fiscal year 2023). Overall, the Company expects revenue growth of between approximately 17% and 19% in fiscal year 2024, including approximately 14% (or $175 million) of revenue growth from the roll-over impact of acquisitions completed during fiscal year 2023.お知らせ • Feb 06Casella Waste Systems, Inc. to Report Q4, 2023 Results on Feb 15, 2024Casella Waste Systems, Inc. announced that they will report Q4, 2023 results After-Market on Feb 15, 2024お知らせ • Nov 04Casella Waste Systems, Inc. Appoints Bradford J. Helgeson as Chief Financial Officer, Effective November 6, 2023On October 31, 2023, the Board of Directors of Casella Waste Systems, Inc. appointed Bradford J. Helgeson as a Chief Financial Officer of the Company, effective November 6, 2023. Mr. Helgeson previously served as the Executive Vice President and Chief Financial Officer of Covanta Holding Corporation, a waste and energy services company (“Covanta”), from November 2013 until June 2022. Prior to that, he served as Vice President and Treasurer of Covanta from May 2007 to November 2013. Mr. Helgeson started in the environmental services industry as the Vice President of Finance and Treasurer at Waste Services, Inc. from 2004 to 2007 after an investment banking career at Lehman Brothers and Donaldson, Lufkin & Jenrette from 1998 to 2004. Mr. Helgeson holds a Bachelor of Arts degree in Economics and History from Bowdoin College.お知らせ • Nov 03+ 1 more updateCasella Waste Systems, Inc. Appoints Bradford J. Helgeson as Executive Vice President, Effective November 6, 2023On October 31, 2023, the Board of Directors of Casella Waste Systems, Inc. appointed Bradford J. Helgeson as Executive Vice President of the Company, effective November 6, 2023. Mr. Helgeson previously served as the Executive Vice President and Chief Financial Officer of Covanta Holding Corporation, a waste and energy services company (“Covanta”), from November 2013 until June 2022. Prior to that, he served as Vice President and Treasurer of Covanta from May 2007 to November 2013. Mr. Helgeson started in the environmental services industry as the Vice President of Finance and Treasurer at Waste Services, Inc. from 2004 to 2007 after an investment banking career at Lehman Brothers and Donaldson, Lufkin & Jenrette from 1998 to 2004. Mr. Helgeson holds a Bachelor of Arts degree in Economics and History from Bowdoin College.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$0.31 (vs US$0.44 in 3Q 2022)Third quarter 2023 results: EPS: US$0.31 (down from US$0.44 in 3Q 2022). Revenue: US$352.7m (up 20% from 3Q 2022). Net income: US$18.2m (down 20% from 3Q 2022). Profit margin: 5.2% (down from 7.7% in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Oct 20Casella Waste Systems, Inc. to Report Q3, 2023 Results on Nov 01, 2023Casella Waste Systems, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023Recent Insider Transactions • Aug 26President & CFO recently sold €753k worth of stockOn the 23rd of August, Edmond Coletta sold around 10k shares on-market at roughly €75.26 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.7m. This was Edmond's only on-market trade for the last 12 months.Recent Insider Transactions • Aug 06Chairman recently sold €2.7m worth of stockOn the 2nd of August, John Casella sold around 36k shares on-market at roughly €74.44 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by €4.2m.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Gary Sova was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Jul 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks High level of debt (55% net debt to equity). Large one-off items impacting financial results. Shareholders have been diluted in the past year (12% increase in shares outstanding).お知らせ • Jul 28Casella Waste Systems, Inc. Revises Earnings Guidance for the Year Ending December 31, 2023Casella Waste Systems, Inc. revised earnings guidance for the year ending December 31, 2023. For the year 2023, the company expects revenues between $1.240 billion and $1.265 billion (raised from a range of $1.150 billion to $1.180 billion); Net income between $41 million and $47 million (updated from a range of $56 million to $62 million).Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.10 (vs US$0.34 in 2Q 2022)Second quarter 2023 results: EPS: US$0.10 (down from US$0.34 in 2Q 2022). Revenue: US$289.6m (up 2.1% from 2Q 2022). Net income: US$5.49m (down 69% from 2Q 2022). Profit margin: 1.9% (down from 6.3% in 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Jul 14Casella Waste Systems, Inc. to Report Q2, 2023 Results on Jul 27, 2023Casella Waste Systems, Inc. announced that they will report Q2, 2023 results After-Market on Jul 27, 2023New Risk • Jul 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.2% per year for the foreseeable future. Minor Risks High level of debt (95% net debt to equity). Shareholders have been diluted in the past year (12% increase in shares outstanding).お知らせ • Jun 15Casella Waste Systems, Inc. has completed a Follow-on Equity Offering in the amount of $450.000009 million.Casella Waste Systems, Inc. has completed a Follow-on Equity Offering in the amount of $450.000009 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 5,263,158 Price\Range: $85.5New Risk • Jun 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (95% net debt to equity). Shareholders have been diluted in the past year (11% increase in shares outstanding).お知らせ • Jun 13Casella Waste Systems, Inc. (NasdaqGS:CWST) entered in an asset purchase agreement to acquire Assets of Consolidated Waste Services, LLC for approximately $220 million.Casella Waste Systems, Inc. (NasdaqGS:CWST) entered in an asset purchase agreement to acquire Assets of Consolidated Waste Services, LLC for approximately $220 million on June 9, 2023. In connection with the Twin Bridges Acquisition, Casella entered into a commitment letter with Raymond James Bank, Stifel Bank & Trust and Stifel, Nicolaus & Company, Incorporated to obtain an unsecured 364-day bridge loan facility of up to $200.0 million. The transaction will be funded with a portion of the net proceeds from the offering, together with cash on hand. The transaction is subject to customary closing conditions, including the expiration or termination of any applicable waiting period under the HSR Act, and the absence of any order issued by any governmental authority or law restraining, enjoining or otherwise prohibiting the consummation of the transactions contemplated by the Twin Bridges Purchase Agreement. The acquisition was unanimously approved by Casella's Board of Directors, and is subject to customary closing conditions, including regulatory approvals. The transaction is expected to close by the fourth quarter of 2023.Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: US$0.069 (vs US$0.081 in 1Q 2022)First quarter 2023 results: EPS: US$0.069 (down from US$0.081 in 1Q 2022). Revenue: US$262.6m (up 12% from 1Q 2022). Net income: US$3.55m (down 15% from 1Q 2022). Profit margin: 1.4% (down from 1.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$1.03 (vs US$0.80 in FY 2021)Full year 2022 results: EPS: US$1.03 (up from US$0.80 in FY 2021). Revenue: US$1.09b (up 22% from FY 2021). Net income: US$53.1m (up 29% from FY 2021). Profit margin: 4.9% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 17Casella Waste Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2023Casella Waste Systems, Inc. provided earnings guidance for the fiscal year 2023. For the period, the company expects revenues between $1.150 billion and $1.180 billion (as compared to $1.085 billion in fiscal year 2022); Net income between $56 million and $62 million (as compared to $53.1 million in fiscal year 2022).お知らせ • Jan 18Casella Waste Systems, Inc. to Report Q4, 2022 Results on Feb 16, 2023Casella Waste Systems, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 16, 2023お知らせ • Dec 09Casella Waste Systems, Inc. Announces First Electric Refuse Vehicle in VermontCasella Waste Systems, Inc. introduced its Mack®LR Electric model, the first electric refuse vehicle in the State of Vermont, in a ceremony at the Killington Grand Hotel in front of over 100 onlookers including local and state representatives, local business leaders, customers, employees, and more. The event was highlighted by remarks from Vermont Governor, Phil Scott, who referred to the announcement as another exciting step in Vermont’s efforts to electrify the transportation sector. Casella’s LR Electric refuse truck is the first in its fleet and has been equipped with an automated side-loader with a split body for collecting waste and recycling simultaneously. By switching one truck from diesel to electric, Casella expects to conserve over 7,500 gallons of diesel fuel per year, which has an immediate benefit to air and climate. Because the fleet will be charging with Green Mountain Power, which delivers 100% carbon-free electricity, the company expects to eliminate over 78 metric tons of greenhouse gas emissions per year, which is equivalent to taking around 16 passenger vehicles off the road. The Mack LR E will be used on residential routes in the Rutland Region and was partially made possible when Casella successfully secured grant funding through the Vermont Department of Environmental Conservation’s Volkswagen Environmental Mitigation Trust. Casella believes that Vermont will provide the right proving ground for the pilot program, testing against the mountainous terrain and cold winters.Recent Insider Transactions • Nov 16Vice Chairman recently sold €4.1m worth of stockOn the 7th of November, Douglas Casella sold around 50k shares on-market at roughly €81.00 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Douglas has been a net seller over the last 12 months, reducing personal holdings by €7.2m.Recent Insider Transactions • Nov 09Vice Chairman recently sold €4.1m worth of stockOn the 7th of November, Douglas Casella sold around 50k shares on-market at roughly €81.00 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Douglas has been a net seller over the last 12 months, reducing personal holdings by €7.2m.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.44 (vs US$0.31 in 3Q 2021)Third quarter 2022 results: EPS: US$0.44 (up from US$0.31 in 3Q 2021). Revenue: US$295.3m (up 22% from 3Q 2021). Net income: US$22.7m (up 43% from 3Q 2021). Profit margin: 7.7% (up from 6.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 28Casella Waste Systems, Inc. Raises Earnings Guidance for the Fiscal Year 2022Casella Waste Systems, Inc. revised earnings guidance for the fiscal year 2022. For the period, the company expects revenue to be between $1.065 billion and $1.080 billion (raised from a range of $1.035 billion to $1.050 billion) and net income to be between $53 million and $56 million (raised from a range of $50 million to $54 million).Buying Opportunity • Oct 11Now 21% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €92.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.お知らせ • Oct 05Casella Waste Systems, Inc. to Report Q3, 2022 Results on Oct 27, 2022Casella Waste Systems, Inc. announced that they will report Q3, 2022 results After-Market on Oct 27, 2022Recent Insider Transactions • Aug 25Vice Chairman recently sold €1.7m worth of stockOn the 22nd of August, Douglas Casella sold around 20k shares on-market at roughly €84.48 per share. This was the largest sale by an insider in the last 3 months. Douglas has been a seller over the last 12 months, reducing personal holdings by €3.1m.Recent Insider Transactions • Aug 07President & CFO recently sold €819k worth of stockOn the 4th of August, Edmond Coletta sold around 10k shares on-market at roughly €81.90 per share. This was the largest sale by an insider in the last 3 months. Edmond has been a seller over the last 12 months, reducing personal holdings by €2.2m.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.34 (vs US$0.23 in 2Q 2021)Second quarter 2022 results: EPS: US$0.34 (up from US$0.23 in 2Q 2021). Revenue: US$283.7m (up 31% from 2Q 2021). Net income: US$17.8m (up 51% from 2Q 2021). Profit margin: 6.3% (up from 5.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.4%, compared to a 5.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year and the company’s share price has also increased by 28% per year.お知らせ • Jul 29Casella Waste Systems, Inc. Revises Earnings Guidance for the Fiscal Year 2022Casella Waste Systems, Inc. revised earnings guidance for the fiscal year 2022. For the year, the company expects revenues between $1.035 billion and $1.050 billion and · net income between $50 million and $54 million against raised from revenues range of $1.005 billion to $1.020 billion) and raised net income from a range of $48 million to $52 million.お知らせ • Jul 08Casella Waste Systems, Inc. to Report Q2, 2022 Results on Jul 28, 2022Casella Waste Systems, Inc. announced that they will report Q2, 2022 results After-Market on Jul 28, 2022お知らせ • Jun 26+ 1 more updateCasella Waste Systems, Inc.(NasdaqGS:CWST) dropped from Russell 2000 Value-Defensive IndexCasella Waste Systems, Inc.(NasdaqGS:CWST) dropped from Russell 2000 Value-Defensive IndexReported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.081 (vs US$0.084 in 1Q 2021)First quarter 2022 results: EPS: US$0.081 (down from US$0.084 in 1Q 2021). Revenue: US$234.0m (up 24% from 1Q 2021). Net income: US$4.19m (down 2.8% from 1Q 2021). Profit margin: 1.8% (down from 2.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 22Casella Waste Systems Announces Senior Leadership Succession PlanCasella Waste Systems, Inc. announced that the Company’s President & Chief Operating Officer, Edwin D. Johnson, plans to retire on June 30, 2022. The Company also announced that its Senior Vice President, Chief Financial Officer and Treasurer, Edmond “Ned” R. Coletta, will assume the role of President & Chief Financial Officer effective July 1, 2022. Also, on July 1, 2022, the Company plans to promote Sean M. Steves, its current Senior Vice President of Operations, to Senior Vice President and Chief Operating Officer of Solid Waste Operations; and promote Jason M. Mead from his current role of Vice President of Finance to Senior Vice President of Finance & Treasurer. Ned Coletta has served as Senior Vice President, Chief Financial Officer and Treasurer since December 2012. Mr. Coletta joined the Company in December 2004 and previously served as Vice President of Finance and Investor Relations from January 2011 to December 2012. From 2002 until he joined the Company, Mr. Coletta served as the Chief Financial Officer and was a member of the Board of Directors of Avedro, Inc. an early-stage medical device company that he co-founded. From 1997 to 2001, he served as a research and development engineer for Lockheed Martin Michoud Space Systems. Mr. Coletta holds an MBA from the Tuck School of Business at Dartmouth College and a Bachelor of Science degree from Brown University in Materials Science Engineering. Sean Steves has served as Senior Vice President of Operations since 2019. Mr. Steves joined the Company in April 2018 as Vice President of Operational Initiatives. Mr. Steves has helped to improve operating performance through his leadership and implementation of key programs such as service excellence, fleet automation, dynamic route optimization and on-board computing. From 2016 until he joined the Company in 2018, he was the Director of Operations Support for Republic Services, Inc. Mr. Steves has 25 years of Operations experience in the waste industry starting as a transfer station scale operator. He has held roles of increasing responsibility ever since, including Operations Supervisor, Operations Manager, and General Manager. Mr. Steves holds a Bachelor of Arts degree from DePaul University with a concentration in Sustainable Management. Jason Mead has served as Vice President of Finance since February 2021. Mr. Mead joined the Company in June 2010 and has served in finance roles of increasing responsibility during this period. Mr. Mead has been instrumental in improving budgeting and forecasting process, implementing pricing strategy and improving execution, and helping to create and implement risk management programs. From 2007 until he joined the Company, Mr. Mead held various finance roles at Fidelity Investments Inc.Mr. Mead holds a BS in Business Administration with a concentration in Finance from the University of Vermont. Mr. Johnson plans to stay on in an advisory capacity for the remainder of 2022 to ensure a seamless transition.お知らせ • Apr 16Casella Waste Systems, Inc., Annual General Meeting, Jun 02, 2022Casella Waste Systems, Inc., Annual General Meeting, Jun 02, 2022, at 10:00 US Eastern Standard Time. Agenda: To consider to elect three Class I directors, each to serve for a term expiring at the 2025 Annual Meeting of Stockholders; to approve, in an advisory say-on-pay vote, the compensation of company named executive officers, as described in the Compensation Discussion and Analysis, executive compensation tables and accompanying narrative disclosures in this proxy statement; to ratify the appointment of RSM US LLP, an independent registered public accounting firm, as our independent auditors for the fiscal year ending December 31, 2022; and to transact such other business as may properly come before the 2022 Annual Meeting and any postponement, adjournment, rescheduling or continuation thereof.お知らせ • Apr 07Casella Waste Systems, Inc. to Report Q1, 2022 Results on Apr 28, 2022Casella Waste Systems, Inc. announced that they will report Q1, 2022 results After-Market on Apr 28, 2022お知らせ • Apr 01Casella Waste Systems, Inc. Announces Appointment of Kevin J. Drohan as Chief Accounting OfficerCasella Waste Systems, Inc. announced the promotion of Kevin J. Drohan, its Corporate Controller, to Chief Accounting Officer effective April 1, 2022. As previously announced, Christopher B. Heald retired March 31, 2022 from his position as the Company’s Chief Accounting Officer, after a 20-year career with the company. Since August 2021, Mr. Drohan has served as Corporate Controller for Casella. From 2015 until he joined Casella, Mr. Drohan served as the Corporate Controller for Sprague Resources, LP.Recent Insider Transactions • Mar 12Senior VP recently sold €1.4m worth of stockOn the 8th of March, Edmond Coletta sold around 18k shares on-market at roughly €77.09 per share. This was the largest sale by an insider in the last 3 months. Edmond has been a seller over the last 12 months, reducing personal holdings by €2.0m.お知らせ • Mar 04Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Assets of Northstar Pulp & Paper Co., Inc., Northstar Disposal Corp. and Real Estate Holdings from Northstar Pulp & Paper Co., Inc. and Northstar Disposal Corp.Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Assets of Northstar Pulp & Paper Co., Inc., Northstar Disposal Corp. and Real Estate Holdings from Northstar Pulp & Paper Co., Inc. and Northstar Disposal Corp. on March 1, 2022. Casella Waste Systems, Inc. (NasdaqGS:CWST) completed the acquisition of Assets of Northstar Pulp & Paper Co., Inc., Northstar Disposal Corp. and Real Estate Holdings from Northstar Pulp & Paper Co., Inc. and Northstar Disposal Corp. on March 1, 2022.Reported Earnings • Feb 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.80 (down from US$1.87 in FY 2020). Revenue: US$889.2m (up 15% from FY 2020). Net income: US$41.1m (down 55% from FY 2020). Profit margin: 4.6% (down from 12% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 9.1%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 18Casella Waste Systems, Inc. Provides Earnings Guidance for the Year Ending December 31, 2022 2022Casella Waste Systems, Inc. provided earnings guidance for the year ending December 31, 2022. For the year, revenues between $980 million and $995 million (as compared to $889.2 million in fiscal year 2021) and net income between $48 million and $52 million (as compared to $41.1 million in fiscal year 2021). Overall, the Company expects revenue growth of between 10.2% and 11.9% in fiscal year 2022, including approximately 6.2% (or $55 million) revenue growth from the roll-over impact of acquisitions completed during fiscal year 2021 and those already completed in early fiscal year 2022.Recent Insider Transactions • Nov 24President & COO recently sold €2.4m worth of stockOn the 18th of November, Edwin Johnson sold around 31k shares on-market at roughly €78.22 per share. This was the largest sale by an insider in the last 3 months. Edwin has been a seller over the last 12 months, reducing personal holdings by €3.7m.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$0.31 (vs US$0.31 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: US$242.0m (up 19% from 3Q 2020). Net income: US$15.9m (up 4.9% from 3Q 2020). Profit margin: 6.6% (down from 7.5% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Aug 08Chairman recently sold €6.5m worth of stockOn the 6th of August, John Casella sold around 112k shares on-market at roughly €58.35 per share. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.23 (vs US$0.25 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$215.9m (up 14% from 2Q 2020). Net income: US$11.8m (down 2.7% from 2Q 2020). Profit margin: 5.5% (down from 6.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Casella Waste Systems, Inc.(NasdaqGS:CWST) dropped from Russell 2000 Dynamic IndexCasella Waste Systems, Inc.(NasdaqGS:CWST) dropped from Russell 2000 Dynamic IndexExecutive Departure • Jun 17Independent Director James Callahan has left the companyOn the 14th of June, James Callahan's tenure as Independent Director ended after 18.3 years in the role. As of March 2021, James still personally held 78.07k shares (€4.2m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 10.42 years.Executive Departure • Jun 09Independent Director James O'Connor has left the companyOn the 2nd of June, James O'Connor's tenure as Independent Director ended after 5.9 years in the role. As of March 2021, James still personally held 15.22k shares (€815k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 10.42 years.Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.084 (vs US$0.02 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$189.5m (up 3.6% from 1Q 2020). Net income: US$4.31m (up 350% from 1Q 2020). Profit margin: 2.3% (up from 0.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 30Casella Waste Systems, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2021Casella Waste Systems, Inc. reaffirmed earnings guidance for the fiscal year 2021. For the year, the company expects revenues between $815 million and $830 million. Net income between $33 million and $37 million.Is New 90 Day High Low • Mar 06New 90-day high: €51.52The company is up 9.0% from its price of €47.38 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €39.69 per share.株主還元WA3DE Commercial ServicesDE 市場7D-4.2%5.2%2.4%1Y-26.0%7.7%5.0%株主還元を見る業界別リターン: WA3過去 1 年間で7.7 % の収益を上げたGerman Commercial Services業界を下回りました。リターン対市場: WA3は、過去 1 年間で5 % のリターンを上げたGerman市場を下回りました。価格変動Is WA3's price volatile compared to industry and market?WA3 volatilityWA3 Average Weekly Movement6.2%Commercial Services Industry Average Movement7.5%Market Average Movement5.9%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.8%安定した株価: WA3 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: WA3の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19755,600Ned Colettawww.casella.comカゼラ・ウェイスト・システムズ社は、その子会社とともに、垂直統合型の固形廃棄物サービス会社として米国で事業を展開している。同社は、主に固形廃棄物の収集・処分、移送、リサイクル、有機物サービスの分野で、住宅、商業、自治体、施設、工業の顧客に資源管理サービスを提供している。また、非有害固形廃棄物サービスも提供しており、収集、中継所、リサイクル、処分業務などを含む。さらに、繊維、段ボール、新聞用紙、プラスチック、ガラス、鉄、アルミ金属などの資材の販売も行っている。カゼラ・ウェイスト・システムズ社は1975年に設立され、バーモント州ラトランドに本社を置いている。もっと見るCasella Waste Systems, Inc. 基礎のまとめCasella Waste Systems の収益と売上を時価総額と比較するとどうか。WA3 基礎統計学時価総額€4.80b収益（TTM）€6.21m売上高(TTM)€1.63b766.8xPER（株価収益率2.9xP/SレシオWA3 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計WA3 損益計算書（TTM）収益US$1.88b売上原価US$1.25b売上総利益US$631.99mその他の費用US$624.85m収益US$7.14m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.11グロス・マージン33.67%純利益率0.38%有利子負債／自己資本比率68.0%WA3 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 05:03終値2026/06/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Casella Waste Systems, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関William GrippinBarclaysSamuel EnglandBerenbergMichael FenigerBofA Global Research17 その他のアナリストを表示
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. President, CEO & Director Ned Coletta was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 03Casella Waste Systems, Inc. Revises Earnings Guidance for Fiscal Year Ending December 31, 2026Casella Waste Systems, Inc. revised earnings guidance for fiscal year ending December 31, 2026. For the period, the company expects Revenues between $2.060 billion and $2.080 billion (raised from a range of $1.970 billion to $1.990 billion) and Net income between $4 and $10 million (lowered from a range of $16 million to $22 million). Raised 2026 guidance for revenues.
お知らせ • Apr 21Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026.
お知らせ • Apr 08Casella Waste Systems, Inc. to Report Q1, 2026 Results on Apr 30, 2026Casella Waste Systems, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Apr 03Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Star Waste Systems, LLC.Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Star Waste Systems, LLC on April 1, 2026. The deal was funded through a combination of cash on hand and debt from the company's revolving credit facility. The acquired business includes three solid waste collection locations and a construction and demolition (C&D) processing and transfer station. The acquisition is expected to contribute approximately $100 million in annualized revenue. Casella Waste Systems, Inc. (NasdaqGS:CWST) completed the acquisition of Star Waste Systems, LLC on April 1, 2026.
お知らせ • Mar 17Casella Waste Systems, Inc. Appoints Christopher A. Rains as Senior Vice President and Chief Revenue OfficerCasella Waste Systems, Inc. announced that Christopher A. Rains has joined its executive leadership team as Senior Vice President and Chief Revenue Officer (CRO). Mr. Rains brings more than two decades of senior commercial, operational, and customer-focused leadership experience across Fortune 300, private equity-backed, and founder-led organizations. He has a proven track record of driving profitable revenue growth, building high-performing teams, and leading complex organizational transformations. Prior to joining Casella, Mr. Rains served as Chief Commercial Officer and Head of Sales Excellence at Hidden Harbor Capital Partners, where he led revenue growth initiatives across more than 20 portfolio companies and implemented scalable sales processes to enhance commercial performance. Mr. Rains previously served as Chief Operating Officer of Keter Environmental Services, where he oversaw a $650 million operating platform and more than 450 employees, leading initiatives to scale operations and improve profitability. Earlier in his career, Mr. Rains served as Vice President of Sales at United States Steel Corporation, where he was responsible for commercial strategy, business development, and sales operations. Prior to U.S. Steel, he spent more than 20 years at Republic Services, Inc., holding several senior leadership roles including Vice President of Customer Experience, Area President, and Region Vice President of Sales, where he led large operating regions and enterprise customer experience initiatives across the company’s national platform. Mr. Rains holds a Bachelor of Science degree in Marketing from Delta State University and is a Lean Six Sigma Black Belt certified through Villanova University.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. President, CEO & Director Ned Coletta was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 03Casella Waste Systems, Inc. Revises Earnings Guidance for Fiscal Year Ending December 31, 2026Casella Waste Systems, Inc. revised earnings guidance for fiscal year ending December 31, 2026. For the period, the company expects Revenues between $2.060 billion and $2.080 billion (raised from a range of $1.970 billion to $1.990 billion) and Net income between $4 and $10 million (lowered from a range of $16 million to $22 million). Raised 2026 guidance for revenues.
お知らせ • Apr 21Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026.
お知らせ • Apr 08Casella Waste Systems, Inc. to Report Q1, 2026 Results on Apr 30, 2026Casella Waste Systems, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Apr 03Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Star Waste Systems, LLC.Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Star Waste Systems, LLC on April 1, 2026. The deal was funded through a combination of cash on hand and debt from the company's revolving credit facility. The acquired business includes three solid waste collection locations and a construction and demolition (C&D) processing and transfer station. The acquisition is expected to contribute approximately $100 million in annualized revenue. Casella Waste Systems, Inc. (NasdaqGS:CWST) completed the acquisition of Star Waste Systems, LLC on April 1, 2026.
お知らせ • Mar 17Casella Waste Systems, Inc. Appoints Christopher A. Rains as Senior Vice President and Chief Revenue OfficerCasella Waste Systems, Inc. announced that Christopher A. Rains has joined its executive leadership team as Senior Vice President and Chief Revenue Officer (CRO). Mr. Rains brings more than two decades of senior commercial, operational, and customer-focused leadership experience across Fortune 300, private equity-backed, and founder-led organizations. He has a proven track record of driving profitable revenue growth, building high-performing teams, and leading complex organizational transformations. Prior to joining Casella, Mr. Rains served as Chief Commercial Officer and Head of Sales Excellence at Hidden Harbor Capital Partners, where he led revenue growth initiatives across more than 20 portfolio companies and implemented scalable sales processes to enhance commercial performance. Mr. Rains previously served as Chief Operating Officer of Keter Environmental Services, where he oversaw a $650 million operating platform and more than 450 employees, leading initiatives to scale operations and improve profitability. Earlier in his career, Mr. Rains served as Vice President of Sales at United States Steel Corporation, where he was responsible for commercial strategy, business development, and sales operations. Prior to U.S. Steel, he spent more than 20 years at Republic Services, Inc., holding several senior leadership roles including Vice President of Customer Experience, Area President, and Region Vice President of Sales, where he led large operating regions and enterprise customer experience initiatives across the company’s national platform. Mr. Rains holds a Bachelor of Science degree in Marketing from Delta State University and is a Lean Six Sigma Black Belt certified through Villanova University.
お知らせ • Feb 20Casella Waste Systems, Inc. Provides Earnings Guidance for Fiscal Year Ending December 21, 2026Casella Waste Systems, Inc. provided earnings guidance for fiscal year ending December 21, 2026. For the period, the company expects Revenues between $1.970 billion and $1.990 billion and Net income between $16 million and $22 million.
お知らせ • Jan 28Casella Waste Systems, Inc. to Report Q4, 2025 Results on Feb 19, 2026Casella Waste Systems, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026
Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Director Gary Sova was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 31Casella Waste Systems, Inc. Reaffirms Earnings Guidance for Fiscal Year Ending December 31, 2025Casella Waste Systems, Inc. updated earnings guidance for fiscal year ending December 31, 2025. The Company updated guidance for the fiscal year ending December 31, 2025 by estimating Revenues between $1.830 billion and $1.840 billion (raised the lower end from $1.820 billion to $1.830 billion); and reaffirmed guidance for fiscal year 2025 by estimating Net income between $8 million and $18 million.
お知らせ • Oct 14Casella Waste Systems, Inc. to Report Q3, 2025 Results on Oct 30, 2025Casella Waste Systems, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
お知らせ • Aug 07+ 1 more updateCasella Waste Systems, Inc. Announces Board Changes, Effective January 1, 2026Casella Waste Systems, Inc. announced that John W. Casella will transition from Chief Executive Officer to Executive Chairman of the Board, effective January 1, 2026. As Executive Chairman, Mr. Casella will continue to serve as Chair of the Board and, in collaboration with the CEO, support the Company’s strategic development, stakeholder engagement, and organizational culture. Edmond R. “Ned” Coletta, currently the Company’s President, will join the Board as a Class II director effective on the same date. Ned Coletta joined the Company in December 2004 and has held several leadership positions, including President and Chief Financial Officer, Senior Vice President, Chief Financial Officer and Treasurer, and Vice President of Finance and Investor Relations. Prior to joining the Company, Mr. Coletta co-founded and served as Chief Financial Officer of Avedro, Inc. and held a research and development engineering role at Lockheed Martin Michoud Space Systems. He holds an MBA from the Tuck School of Business at Dartmouth College and a Bachelor of Science degree from Brown University.
お知らせ • Aug 01Casella Waste Systems, Inc. Revises Earnings Guidance for the Year Ending December 31, 2025Casella Waste Systems, Inc. revised earnings guidance for the year ending December 31, 2025. For the year company expects Revenues between $1.820 billion and $1.840 billion (raised from a range of $1.775 billion to $1.805 billion); Net income between $8 million and $18 million (revised from a range of $10 million to $25 million).
お知らせ • Jul 15Casella Waste Systems, Inc. to Report Q2, 2025 Results on Jul 31, 2025Casella Waste Systems, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
お知らせ • May 02Casella Waste Systems, Inc. Reaffirms Earnings Guidance for the Fiscal Year Ending December 31, 2025Casella Waste Systems, Inc. reaffirmed earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expects Revenues between $1.775 billion and $1.805 billion, and Net income between $10 million and $25 million.
お知らせ • Apr 21Casella Waste Systems, Inc., Annual General Meeting, Jun 05, 2025Casella Waste Systems, Inc., Annual General Meeting, Jun 05, 2025.
お知らせ • Apr 10Casella Waste Systems, Inc. to Report Q1, 2025 Results on May 01, 2025Casella Waste Systems, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025
お知らせ • Feb 13Casella Waste Systems, Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2025Casella Waste Systems, Inc. provided earnings guidance for the fiscal year ending December 31, 2025. For the year, the company expects revenues between $1.775 billion and $1.805 billion and net income between $10 million and $25 million.
お知らせ • Feb 06Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Save That Stuff, Inc.Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Save That Stuff, Inc on February 3, 2025. Erik Levy and his team have joined the company as part of the transaction. Casella Waste Systems, Inc. (NasdaqGS:CWST) completed the acquisition of Save That Stuff, Inc on February 3, 2025.
お知らせ • Jan 21Casella Waste Systems, Inc. to Report Q4, 2024 Results on Feb 12, 2025Casella Waste Systems, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025
Recent Insider Transactions • Nov 06President recently sold €1.8m worth of stockOn the 4th of November, Edmond Coletta sold around 20k shares on-market at roughly €91.95 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Edmond has been a net seller over the last 12 months, reducing personal holdings by €2.6m.
Buy Or Sell Opportunity • Nov 06Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 5.1% to €97.96. The fair value is estimated to be €78.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 48%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 983% in the next 2 years.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.098 (vs US$0.31 in 3Q 2023)Third quarter 2024 results: EPS: US$0.098 (down from US$0.31 in 3Q 2023). Revenue: US$411.6m (up 17% from 3Q 2023). Net income: US$5.77m (down 68% from 3Q 2023). Profit margin: 1.4% (down from 5.2% in 3Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Oct 31Casella Waste Systems, Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2024Casella Waste Systems, Inc. revised earnings guidance for the fiscal year ending December 31, 2024. For the year, the company expects revenues between $1.520 billion and $1.550 billion. Net income between $10 million and $20 million (lowered from a range of $15 million and $25 million).
お知らせ • Oct 15Casella Waste Systems, Inc. to Report Q3, 2024 Results on Oct 30, 2024Casella Waste Systems, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
New Risk • Sep 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Shareholders have been diluted in the past year (8.1% increase in shares outstanding).
お知らせ • Sep 19Casella Waste Systems, Inc. has completed a Follow-on Equity Offering in the amount of $450 million.Casella Waste Systems, Inc. has completed a Follow-on Equity Offering in the amount of $450 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 4,500,000 Price\Range: $100 Discount Per Security: $4
お知らせ • Sep 18Casella Waste Systems, Inc. has filed a Follow-on Equity Offering in the amount of $400 million.Casella Waste Systems, Inc. has filed a Follow-on Equity Offering in the amount of $400 million. Security Name: Class A Common Stock Security Type: Common Stock
お知らせ • Aug 02+ 1 more updateCasella Waste Systems, Inc. (NasdaqGS:CWST) acquired Lmr Disposal LLC.Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Lmr Disposal LLC on July 1, 2024. Casella Waste Systems, Inc. (NasdaqGS:CWST) completed the acquisition of Lmr Disposal LLC on July 1, 2024.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.12 (vs US$0.10 in 2Q 2023)Second quarter 2024 results: EPS: US$0.12 (up from US$0.10 in 2Q 2023). Revenue: US$377.2m (up 30% from 2Q 2023). Net income: US$7.01m (up 28% from 2Q 2023). Profit margin: 1.9% (in line with 2Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Aug 02+ 1 more updateCasella Waste Systems, Inc. Raises Earnings Guidance for the Fiscal Year Ending December 31, 2024Casella Waste Systems, Inc. raised earnings guidance for the fiscal year ending December 31, 2024. For the period, the company expects Revenues between $1.520 billion and $1.550 billion (raised from a range of $1.480 billion to $1.510 billion).
お知らせ • Jul 09Casella Waste Systems, Inc. to Report Q2, 2024 Results on Aug 01, 2024Casella Waste Systems, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024
Buy Or Sell Opportunity • Jul 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to €90.18. The fair value is estimated to be €75.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 44%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 290% in the next 2 years.
お知らせ • Apr 27Casella Waste Systems, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2024Casella Waste Systems, Inc. reaffirmed earnings guidance for the year ending December 31, 2024. For the year, the company expects revenues between $1.480 billion and $1.510 billion and net income between $35 million and $45 million.
Reported Earnings • Apr 26First quarter 2024 earnings released: US$0.071 loss per share (vs US$0.069 profit in 1Q 2023)First quarter 2024 results: US$0.071 loss per share (down from US$0.069 profit in 1Q 2023). Revenue: US$341.0m (up 30% from 1Q 2023). Net loss: US$4.12m (down 216% from profit in 1Q 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Apr 21Casella Waste Systems, Inc., Annual General Meeting, Jun 06, 2024Casella Waste Systems, Inc., Annual General Meeting, Jun 06, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect three Class III directors, each to serve for a term expiring at the 2027 Annual Meeting of Stockholders; to approve the amendment and restatement of the Casella Waste Systems, Inc. 2016 Incentive Plan; to approve, in an advisory “say-on-pay” vote, the compensation of named executive officers; to ratify the appointment of RSM US LLP, an independent registered public accounting firm, as independent auditors for the fiscal year ending December 31, 2024; and to transact such other business as may properly come before the 2024 Annual Meeting and any postponement, adjournment, rescheduling or continuation thereof.
お知らせ • Apr 09Casella Waste Systems, Inc. to Report Q1, 2024 Results on Apr 25, 2024Casella Waste Systems, Inc. announced that they will report Q1, 2024 results After-Market on Apr 25, 2024
Buy Or Sell Opportunity • Mar 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €88.04. The fair value is estimated to be €72.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 40%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.
Recent Insider Transactions • Mar 03Chairman recently sold €1.7m worth of stockOn the 28th of February, John Casella sold around 20k shares on-market at roughly €83.32 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by €4.4m.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.46 (vs US$1.03 in FY 2022)Full year 2023 results: EPS: US$0.46 (down from US$1.03 in FY 2022). Revenue: US$1.26b (up 17% from FY 2022). Net income: US$25.4m (down 52% from FY 2022). Profit margin: 2.0% (down from 4.9% in FY 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 3.8% decline forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
お知らせ • Feb 16Casella Waste Systems, Inc. Provides Earnings Guidance for the Year Ending December 31, 2024Casella Waste Systems, Inc. provided earnings guidance for the year ending December 31, 2024. For the year, the company expects revenues between $1.480 billion and $1.510 billion (as compared to $1.265 billion in fiscal year 2023) and net income between $35 million and $45 million (as compared to $25.4 million in fiscal year 2023). Overall, the Company expects revenue growth of between approximately 17% and 19% in fiscal year 2024, including approximately 14% (or $175 million) of revenue growth from the roll-over impact of acquisitions completed during fiscal year 2023.
お知らせ • Feb 06Casella Waste Systems, Inc. to Report Q4, 2023 Results on Feb 15, 2024Casella Waste Systems, Inc. announced that they will report Q4, 2023 results After-Market on Feb 15, 2024
お知らせ • Nov 04Casella Waste Systems, Inc. Appoints Bradford J. Helgeson as Chief Financial Officer, Effective November 6, 2023On October 31, 2023, the Board of Directors of Casella Waste Systems, Inc. appointed Bradford J. Helgeson as a Chief Financial Officer of the Company, effective November 6, 2023. Mr. Helgeson previously served as the Executive Vice President and Chief Financial Officer of Covanta Holding Corporation, a waste and energy services company (“Covanta”), from November 2013 until June 2022. Prior to that, he served as Vice President and Treasurer of Covanta from May 2007 to November 2013. Mr. Helgeson started in the environmental services industry as the Vice President of Finance and Treasurer at Waste Services, Inc. from 2004 to 2007 after an investment banking career at Lehman Brothers and Donaldson, Lufkin & Jenrette from 1998 to 2004. Mr. Helgeson holds a Bachelor of Arts degree in Economics and History from Bowdoin College.
お知らせ • Nov 03+ 1 more updateCasella Waste Systems, Inc. Appoints Bradford J. Helgeson as Executive Vice President, Effective November 6, 2023On October 31, 2023, the Board of Directors of Casella Waste Systems, Inc. appointed Bradford J. Helgeson as Executive Vice President of the Company, effective November 6, 2023. Mr. Helgeson previously served as the Executive Vice President and Chief Financial Officer of Covanta Holding Corporation, a waste and energy services company (“Covanta”), from November 2013 until June 2022. Prior to that, he served as Vice President and Treasurer of Covanta from May 2007 to November 2013. Mr. Helgeson started in the environmental services industry as the Vice President of Finance and Treasurer at Waste Services, Inc. from 2004 to 2007 after an investment banking career at Lehman Brothers and Donaldson, Lufkin & Jenrette from 1998 to 2004. Mr. Helgeson holds a Bachelor of Arts degree in Economics and History from Bowdoin College.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$0.31 (vs US$0.44 in 3Q 2022)Third quarter 2023 results: EPS: US$0.31 (down from US$0.44 in 3Q 2022). Revenue: US$352.7m (up 20% from 3Q 2022). Net income: US$18.2m (down 20% from 3Q 2022). Profit margin: 5.2% (down from 7.7% in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Oct 20Casella Waste Systems, Inc. to Report Q3, 2023 Results on Nov 01, 2023Casella Waste Systems, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
Recent Insider Transactions • Aug 26President & CFO recently sold €753k worth of stockOn the 23rd of August, Edmond Coletta sold around 10k shares on-market at roughly €75.26 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.7m. This was Edmond's only on-market trade for the last 12 months.
Recent Insider Transactions • Aug 06Chairman recently sold €2.7m worth of stockOn the 2nd of August, John Casella sold around 36k shares on-market at roughly €74.44 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by €4.2m.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Gary Sova was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Jul 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks High level of debt (55% net debt to equity). Large one-off items impacting financial results. Shareholders have been diluted in the past year (12% increase in shares outstanding).
お知らせ • Jul 28Casella Waste Systems, Inc. Revises Earnings Guidance for the Year Ending December 31, 2023Casella Waste Systems, Inc. revised earnings guidance for the year ending December 31, 2023. For the year 2023, the company expects revenues between $1.240 billion and $1.265 billion (raised from a range of $1.150 billion to $1.180 billion); Net income between $41 million and $47 million (updated from a range of $56 million to $62 million).
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.10 (vs US$0.34 in 2Q 2022)Second quarter 2023 results: EPS: US$0.10 (down from US$0.34 in 2Q 2022). Revenue: US$289.6m (up 2.1% from 2Q 2022). Net income: US$5.49m (down 69% from 2Q 2022). Profit margin: 1.9% (down from 6.3% in 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Jul 14Casella Waste Systems, Inc. to Report Q2, 2023 Results on Jul 27, 2023Casella Waste Systems, Inc. announced that they will report Q2, 2023 results After-Market on Jul 27, 2023
New Risk • Jul 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.2% per year for the foreseeable future. Minor Risks High level of debt (95% net debt to equity). Shareholders have been diluted in the past year (12% increase in shares outstanding).
お知らせ • Jun 15Casella Waste Systems, Inc. has completed a Follow-on Equity Offering in the amount of $450.000009 million.Casella Waste Systems, Inc. has completed a Follow-on Equity Offering in the amount of $450.000009 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 5,263,158 Price\Range: $85.5
New Risk • Jun 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (95% net debt to equity). Shareholders have been diluted in the past year (11% increase in shares outstanding).
お知らせ • Jun 13Casella Waste Systems, Inc. (NasdaqGS:CWST) entered in an asset purchase agreement to acquire Assets of Consolidated Waste Services, LLC for approximately $220 million.Casella Waste Systems, Inc. (NasdaqGS:CWST) entered in an asset purchase agreement to acquire Assets of Consolidated Waste Services, LLC for approximately $220 million on June 9, 2023. In connection with the Twin Bridges Acquisition, Casella entered into a commitment letter with Raymond James Bank, Stifel Bank & Trust and Stifel, Nicolaus & Company, Incorporated to obtain an unsecured 364-day bridge loan facility of up to $200.0 million. The transaction will be funded with a portion of the net proceeds from the offering, together with cash on hand. The transaction is subject to customary closing conditions, including the expiration or termination of any applicable waiting period under the HSR Act, and the absence of any order issued by any governmental authority or law restraining, enjoining or otherwise prohibiting the consummation of the transactions contemplated by the Twin Bridges Purchase Agreement. The acquisition was unanimously approved by Casella's Board of Directors, and is subject to customary closing conditions, including regulatory approvals. The transaction is expected to close by the fourth quarter of 2023.
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: US$0.069 (vs US$0.081 in 1Q 2022)First quarter 2023 results: EPS: US$0.069 (down from US$0.081 in 1Q 2022). Revenue: US$262.6m (up 12% from 1Q 2022). Net income: US$3.55m (down 15% from 1Q 2022). Profit margin: 1.4% (down from 1.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$1.03 (vs US$0.80 in FY 2021)Full year 2022 results: EPS: US$1.03 (up from US$0.80 in FY 2021). Revenue: US$1.09b (up 22% from FY 2021). Net income: US$53.1m (up 29% from FY 2021). Profit margin: 4.9% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 17Casella Waste Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2023Casella Waste Systems, Inc. provided earnings guidance for the fiscal year 2023. For the period, the company expects revenues between $1.150 billion and $1.180 billion (as compared to $1.085 billion in fiscal year 2022); Net income between $56 million and $62 million (as compared to $53.1 million in fiscal year 2022).
お知らせ • Jan 18Casella Waste Systems, Inc. to Report Q4, 2022 Results on Feb 16, 2023Casella Waste Systems, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 16, 2023
お知らせ • Dec 09Casella Waste Systems, Inc. Announces First Electric Refuse Vehicle in VermontCasella Waste Systems, Inc. introduced its Mack®LR Electric model, the first electric refuse vehicle in the State of Vermont, in a ceremony at the Killington Grand Hotel in front of over 100 onlookers including local and state representatives, local business leaders, customers, employees, and more. The event was highlighted by remarks from Vermont Governor, Phil Scott, who referred to the announcement as another exciting step in Vermont’s efforts to electrify the transportation sector. Casella’s LR Electric refuse truck is the first in its fleet and has been equipped with an automated side-loader with a split body for collecting waste and recycling simultaneously. By switching one truck from diesel to electric, Casella expects to conserve over 7,500 gallons of diesel fuel per year, which has an immediate benefit to air and climate. Because the fleet will be charging with Green Mountain Power, which delivers 100% carbon-free electricity, the company expects to eliminate over 78 metric tons of greenhouse gas emissions per year, which is equivalent to taking around 16 passenger vehicles off the road. The Mack LR E will be used on residential routes in the Rutland Region and was partially made possible when Casella successfully secured grant funding through the Vermont Department of Environmental Conservation’s Volkswagen Environmental Mitigation Trust. Casella believes that Vermont will provide the right proving ground for the pilot program, testing against the mountainous terrain and cold winters.
Recent Insider Transactions • Nov 16Vice Chairman recently sold €4.1m worth of stockOn the 7th of November, Douglas Casella sold around 50k shares on-market at roughly €81.00 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Douglas has been a net seller over the last 12 months, reducing personal holdings by €7.2m.
Recent Insider Transactions • Nov 09Vice Chairman recently sold €4.1m worth of stockOn the 7th of November, Douglas Casella sold around 50k shares on-market at roughly €81.00 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Douglas has been a net seller over the last 12 months, reducing personal holdings by €7.2m.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.44 (vs US$0.31 in 3Q 2021)Third quarter 2022 results: EPS: US$0.44 (up from US$0.31 in 3Q 2021). Revenue: US$295.3m (up 22% from 3Q 2021). Net income: US$22.7m (up 43% from 3Q 2021). Profit margin: 7.7% (up from 6.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 28Casella Waste Systems, Inc. Raises Earnings Guidance for the Fiscal Year 2022Casella Waste Systems, Inc. revised earnings guidance for the fiscal year 2022. For the period, the company expects revenue to be between $1.065 billion and $1.080 billion (raised from a range of $1.035 billion to $1.050 billion) and net income to be between $53 million and $56 million (raised from a range of $50 million to $54 million).
Buying Opportunity • Oct 11Now 21% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €92.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.
お知らせ • Oct 05Casella Waste Systems, Inc. to Report Q3, 2022 Results on Oct 27, 2022Casella Waste Systems, Inc. announced that they will report Q3, 2022 results After-Market on Oct 27, 2022
Recent Insider Transactions • Aug 25Vice Chairman recently sold €1.7m worth of stockOn the 22nd of August, Douglas Casella sold around 20k shares on-market at roughly €84.48 per share. This was the largest sale by an insider in the last 3 months. Douglas has been a seller over the last 12 months, reducing personal holdings by €3.1m.
Recent Insider Transactions • Aug 07President & CFO recently sold €819k worth of stockOn the 4th of August, Edmond Coletta sold around 10k shares on-market at roughly €81.90 per share. This was the largest sale by an insider in the last 3 months. Edmond has been a seller over the last 12 months, reducing personal holdings by €2.2m.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.34 (vs US$0.23 in 2Q 2021)Second quarter 2022 results: EPS: US$0.34 (up from US$0.23 in 2Q 2021). Revenue: US$283.7m (up 31% from 2Q 2021). Net income: US$17.8m (up 51% from 2Q 2021). Profit margin: 6.3% (up from 5.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.4%, compared to a 5.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year and the company’s share price has also increased by 28% per year.
お知らせ • Jul 29Casella Waste Systems, Inc. Revises Earnings Guidance for the Fiscal Year 2022Casella Waste Systems, Inc. revised earnings guidance for the fiscal year 2022. For the year, the company expects revenues between $1.035 billion and $1.050 billion and · net income between $50 million and $54 million against raised from revenues range of $1.005 billion to $1.020 billion) and raised net income from a range of $48 million to $52 million.
お知らせ • Jul 08Casella Waste Systems, Inc. to Report Q2, 2022 Results on Jul 28, 2022Casella Waste Systems, Inc. announced that they will report Q2, 2022 results After-Market on Jul 28, 2022
お知らせ • Jun 26+ 1 more updateCasella Waste Systems, Inc.(NasdaqGS:CWST) dropped from Russell 2000 Value-Defensive IndexCasella Waste Systems, Inc.(NasdaqGS:CWST) dropped from Russell 2000 Value-Defensive Index
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.081 (vs US$0.084 in 1Q 2021)First quarter 2022 results: EPS: US$0.081 (down from US$0.084 in 1Q 2021). Revenue: US$234.0m (up 24% from 1Q 2021). Net income: US$4.19m (down 2.8% from 1Q 2021). Profit margin: 1.8% (down from 2.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 22Casella Waste Systems Announces Senior Leadership Succession PlanCasella Waste Systems, Inc. announced that the Company’s President & Chief Operating Officer, Edwin D. Johnson, plans to retire on June 30, 2022. The Company also announced that its Senior Vice President, Chief Financial Officer and Treasurer, Edmond “Ned” R. Coletta, will assume the role of President & Chief Financial Officer effective July 1, 2022. Also, on July 1, 2022, the Company plans to promote Sean M. Steves, its current Senior Vice President of Operations, to Senior Vice President and Chief Operating Officer of Solid Waste Operations; and promote Jason M. Mead from his current role of Vice President of Finance to Senior Vice President of Finance & Treasurer. Ned Coletta has served as Senior Vice President, Chief Financial Officer and Treasurer since December 2012. Mr. Coletta joined the Company in December 2004 and previously served as Vice President of Finance and Investor Relations from January 2011 to December 2012. From 2002 until he joined the Company, Mr. Coletta served as the Chief Financial Officer and was a member of the Board of Directors of Avedro, Inc. an early-stage medical device company that he co-founded. From 1997 to 2001, he served as a research and development engineer for Lockheed Martin Michoud Space Systems. Mr. Coletta holds an MBA from the Tuck School of Business at Dartmouth College and a Bachelor of Science degree from Brown University in Materials Science Engineering. Sean Steves has served as Senior Vice President of Operations since 2019. Mr. Steves joined the Company in April 2018 as Vice President of Operational Initiatives. Mr. Steves has helped to improve operating performance through his leadership and implementation of key programs such as service excellence, fleet automation, dynamic route optimization and on-board computing. From 2016 until he joined the Company in 2018, he was the Director of Operations Support for Republic Services, Inc. Mr. Steves has 25 years of Operations experience in the waste industry starting as a transfer station scale operator. He has held roles of increasing responsibility ever since, including Operations Supervisor, Operations Manager, and General Manager. Mr. Steves holds a Bachelor of Arts degree from DePaul University with a concentration in Sustainable Management. Jason Mead has served as Vice President of Finance since February 2021. Mr. Mead joined the Company in June 2010 and has served in finance roles of increasing responsibility during this period. Mr. Mead has been instrumental in improving budgeting and forecasting process, implementing pricing strategy and improving execution, and helping to create and implement risk management programs. From 2007 until he joined the Company, Mr. Mead held various finance roles at Fidelity Investments Inc.Mr. Mead holds a BS in Business Administration with a concentration in Finance from the University of Vermont. Mr. Johnson plans to stay on in an advisory capacity for the remainder of 2022 to ensure a seamless transition.
お知らせ • Apr 16Casella Waste Systems, Inc., Annual General Meeting, Jun 02, 2022Casella Waste Systems, Inc., Annual General Meeting, Jun 02, 2022, at 10:00 US Eastern Standard Time. Agenda: To consider to elect three Class I directors, each to serve for a term expiring at the 2025 Annual Meeting of Stockholders; to approve, in an advisory say-on-pay vote, the compensation of company named executive officers, as described in the Compensation Discussion and Analysis, executive compensation tables and accompanying narrative disclosures in this proxy statement; to ratify the appointment of RSM US LLP, an independent registered public accounting firm, as our independent auditors for the fiscal year ending December 31, 2022; and to transact such other business as may properly come before the 2022 Annual Meeting and any postponement, adjournment, rescheduling or continuation thereof.
お知らせ • Apr 07Casella Waste Systems, Inc. to Report Q1, 2022 Results on Apr 28, 2022Casella Waste Systems, Inc. announced that they will report Q1, 2022 results After-Market on Apr 28, 2022
お知らせ • Apr 01Casella Waste Systems, Inc. Announces Appointment of Kevin J. Drohan as Chief Accounting OfficerCasella Waste Systems, Inc. announced the promotion of Kevin J. Drohan, its Corporate Controller, to Chief Accounting Officer effective April 1, 2022. As previously announced, Christopher B. Heald retired March 31, 2022 from his position as the Company’s Chief Accounting Officer, after a 20-year career with the company. Since August 2021, Mr. Drohan has served as Corporate Controller for Casella. From 2015 until he joined Casella, Mr. Drohan served as the Corporate Controller for Sprague Resources, LP.
Recent Insider Transactions • Mar 12Senior VP recently sold €1.4m worth of stockOn the 8th of March, Edmond Coletta sold around 18k shares on-market at roughly €77.09 per share. This was the largest sale by an insider in the last 3 months. Edmond has been a seller over the last 12 months, reducing personal holdings by €2.0m.
お知らせ • Mar 04Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Assets of Northstar Pulp & Paper Co., Inc., Northstar Disposal Corp. and Real Estate Holdings from Northstar Pulp & Paper Co., Inc. and Northstar Disposal Corp.Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Assets of Northstar Pulp & Paper Co., Inc., Northstar Disposal Corp. and Real Estate Holdings from Northstar Pulp & Paper Co., Inc. and Northstar Disposal Corp. on March 1, 2022. Casella Waste Systems, Inc. (NasdaqGS:CWST) completed the acquisition of Assets of Northstar Pulp & Paper Co., Inc., Northstar Disposal Corp. and Real Estate Holdings from Northstar Pulp & Paper Co., Inc. and Northstar Disposal Corp. on March 1, 2022.
Reported Earnings • Feb 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.80 (down from US$1.87 in FY 2020). Revenue: US$889.2m (up 15% from FY 2020). Net income: US$41.1m (down 55% from FY 2020). Profit margin: 4.6% (down from 12% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 9.1%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 18Casella Waste Systems, Inc. Provides Earnings Guidance for the Year Ending December 31, 2022 2022Casella Waste Systems, Inc. provided earnings guidance for the year ending December 31, 2022. For the year, revenues between $980 million and $995 million (as compared to $889.2 million in fiscal year 2021) and net income between $48 million and $52 million (as compared to $41.1 million in fiscal year 2021). Overall, the Company expects revenue growth of between 10.2% and 11.9% in fiscal year 2022, including approximately 6.2% (or $55 million) revenue growth from the roll-over impact of acquisitions completed during fiscal year 2021 and those already completed in early fiscal year 2022.
Recent Insider Transactions • Nov 24President & COO recently sold €2.4m worth of stockOn the 18th of November, Edwin Johnson sold around 31k shares on-market at roughly €78.22 per share. This was the largest sale by an insider in the last 3 months. Edwin has been a seller over the last 12 months, reducing personal holdings by €3.7m.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$0.31 (vs US$0.31 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: US$242.0m (up 19% from 3Q 2020). Net income: US$15.9m (up 4.9% from 3Q 2020). Profit margin: 6.6% (down from 7.5% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Aug 08Chairman recently sold €6.5m worth of stockOn the 6th of August, John Casella sold around 112k shares on-market at roughly €58.35 per share. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.23 (vs US$0.25 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$215.9m (up 14% from 2Q 2020). Net income: US$11.8m (down 2.7% from 2Q 2020). Profit margin: 5.5% (down from 6.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Casella Waste Systems, Inc.(NasdaqGS:CWST) dropped from Russell 2000 Dynamic IndexCasella Waste Systems, Inc.(NasdaqGS:CWST) dropped from Russell 2000 Dynamic Index
Executive Departure • Jun 17Independent Director James Callahan has left the companyOn the 14th of June, James Callahan's tenure as Independent Director ended after 18.3 years in the role. As of March 2021, James still personally held 78.07k shares (€4.2m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 10.42 years.
Executive Departure • Jun 09Independent Director James O'Connor has left the companyOn the 2nd of June, James O'Connor's tenure as Independent Director ended after 5.9 years in the role. As of March 2021, James still personally held 15.22k shares (€815k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 10.42 years.
Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.084 (vs US$0.02 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$189.5m (up 3.6% from 1Q 2020). Net income: US$4.31m (up 350% from 1Q 2020). Profit margin: 2.3% (up from 0.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 30Casella Waste Systems, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2021Casella Waste Systems, Inc. reaffirmed earnings guidance for the fiscal year 2021. For the year, the company expects revenues between $815 million and $830 million. Net income between $33 million and $37 million.
Is New 90 Day High Low • Mar 06New 90-day high: €51.52The company is up 9.0% from its price of €47.38 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Commercial Services industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €39.69 per share.
