View Future GrowthCasella Waste Systems 過去の業績過去 基準チェック /06Casella Waste Systemsの収益は年間平均-44.6%の割合で減少していますが、 Commercial Services業界の収益は年間 増加しています。収益は年間9.1% 17.9%割合で 増加しています。 Casella Waste Systemsの自己資本利益率は0.5%であり、純利益率は0.4%です。主要情報-44.58%収益成長率-47.61%EPS成長率Commercial Services 業界の成長8.53%収益成長率17.92%株主資本利益率0.46%ネット・マージン0.38%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 01First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.087 loss per share (further deteriorated from US$0.076 loss in 1Q 2025). Revenue: US$457.3m (up 9.6% from 1Q 2025). Net loss: US$5.54m (loss widened 15% from 1Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 142%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.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, 2026Reported Earnings • Feb 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.12 (down from US$0.23 in FY 2024). Revenue: US$1.84b (up 18% from FY 2024). Net income: US$7.87m (down 42% from FY 2024). Profit margin: 0.4% (down from 0.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.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, 2026Reported Earnings • Nov 02Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.16 (up from US$0.098 in 3Q 2024). Revenue: US$485.4m (up 18% from 3Q 2024). Net income: US$9.98m (up 73% from 3Q 2024). Profit margin: 2.1% (up from 1.4% in 3Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.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すべての更新を表示Recent updatesお知らせ • Jul 01Casella Waste Systems, Inc. Announces Management ChangesCasella Waste Systems, Inc. announced that Damian Ribar would join its executive leadership team as Executive Vice President and Chief Operating Officer, effective July 20, 2026. As Executive Vice President and Chief Operating Officer, Mr. Ribar would oversee the Company's operations and partner with the executive leadership team to execute Casella's long-term growth strategy. Mr. Ribar has more than 30 years of solid waste industry experience. He has excelled throughout his career in driving operational execution, developing high-performing teams, effectively developing and executing financial plans, and successfully integrating acquisitions. Prior to joining Casella, Mr. Ribar served as Division Vice President of North Florida at Waste Connections, Inc., where he was responsible for operations across more than 30 operating locations. During his tenure he served in a variety of leadership roles. Earlier in his career, Mr. Ribar served as Area Manager for Progressive Waste Solutions, where he managed collection, disposal, and recycling operations. In addition, he previously served as Vice President and Operations Controller at Waste Services, Inc. as well as Chief Accounting Officer and Corporate Controller at Regus Industries, LLC, and Region Controller at Waste Management, Inc. Throughout his career, he has successfully led the integration of acquired businesses while building strong operating teams and driving sustainable performance across diverse markets. Mr. Ribar holds a Bachelor of Science degree in Accounting, with a Minor in Finance and Economics, from The University of Pittsburgh at Johnstown. Casella Waste Systems, Inc. also announced the promotion of Shelley Sayward from Senior Vice President and General Counsel to Executive Vice President and General Counsel. Since joining Casella in 2008, Ms. Sayward has played an integral role in the Company’s growth and has served as Senior Vice President and General Counsel since January 2021. In her role, she oversees the Company's legal and governmental affairs, engineering, permitting and compliance, risk management, and related strategic initiatives.分析記事 • Jun 19Casella Waste Systems (CWST) Stock Could Be 22.3% Undervalued After Zacks Strong Sell CallCasella Waste Systems (CWST) recently drew attention after Zacks Investment Research added the stock to its Rank #5 (Strong Sell) list and cut its current year earnings estimate by 6.7% over the past 60 days. See our latest analysis for Casella Waste Systems. Casella Waste Systems' share price has faced pressure this year, with the stock down 11.83% year to date despite an 11.93% 90 day share price return and a 5 year total shareholder return of 36.27%. This suggests longer term holders have...ナラティブの更新 • Jun 15CWST: Pricing Algorithm And 2026 Guidance Will Support Future Upside PotentialAnalysts have maintained their fair value estimate for Casella Waste Systems at $112, incorporating a slightly lower discount rate and largely unchanged growth and margin assumptions. This view is supported by recent positive research highlighting the company's pricing algorithm and long term EBITDA outlook.ナラティブの更新 • Jun 01CWST: Pricing Power And RNG Projects Will Shape Future Upside PotentialNarrative Update: Casella Waste Systems The updated analyst price target for Casella Waste Systems holds steady at $112, reflecting analysts' views that the company's pricing algorithm and potential for sustained EBITDA growth support the current fair value. Some firms have recently adjusted individual targets, such as UBS moving from $140 to $130, while others, including Goldman Sachs and Barclays, have maintained positive ratings.ライブニュース • May 30Casella Waste Systems Delivers Double-Digit Growth While Operating Margin Faces Continued PressureCasella Waste Systems reported its fifth consecutive year of double-digit growth in revenue, earnings, and free cash flow in Q1 2026, with revenue slightly ahead of analyst expectations by 0.5%. The stock rose 6.4% after the earnings release, although it has declined over the past six months and trailed the broader market over that period. Management is working through muted volume growth, a leadership transition, integration issues from a recent acquisition, and a multi-year decrease in operating margin driven by rising costs and pressure on profitability. The key tension here is that the company is delivering strong top-line and cash flow growth while facing clear execution and cost challenges that are weighing on margins and recent share performance. For investors, the trade-off to monitor is whether management can address integration issues and margin pressure in a way that sustains confidence in the growth narrative without adding further operational risk.Recent Insider Transactions Derivative • May 20President notifies of intention to sell stockEdmond Coletta intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of May. If the sale is conducted around the recent share price of US$89.21, it would amount to US$677k. For the year to December 2019, Edmond's total compensation was 22% salary and 78% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2025, Edmond's direct individual holding has increased from 134.87k shares to 142.46k. Company insiders have collectively sold US$2.6m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • May 15CWST: Landfill Positioning And 2026 Guidance Will Drive Future UpsideAnalysts have trimmed their fair value estimate for Casella Waste Systems slightly to $112.0 from $112.8, reflecting updated assumptions around growth, margins and forward P/E after a mix of target cuts and one upgrade across recent research reports. Analyst Commentary Recent research shows a mix of target cuts and one upgrade, with analysts recalibrating their views around Casella Waste Systems' valuation, execution and growth profile rather than making wholesale changes to their broader stance on the stock.Major Estimate Revision • May 08Consensus EPS estimates fall by 45%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.282 to US$0.154 per share. Revenue forecast steady at US$2.07b. Net income forecast to grow 169% next year vs 18% growth forecast for Commercial Services industry in the US. Consensus price target broadly unchanged at US$112. Share price rose 7.8% to US$85.45 over the past week.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.Seeking Alpha • May 02Casella Waste Systems Deserves A Bullish Outlook After A Nice Increase In GuidanceSummary Casella Waste Systems delivered strong Q1 FY2026 results, with revenue up 9.6% to $457.3 million and adjusted EPS beating expectations. Management raised FY2026 guidance: revenue is now $2.06–$2.08 billion and EBITDA is $473–$483 million, reflecting robust acquisition-driven growth. Acquisitions remain a key driver, with $150 million in annualized revenue added so far in 2026, including the significant Star Waste Systems purchase. I maintain a soft ‘buy’ rating on CWST, citing stable growth, resilient cash flows, and reasonable valuation versus peers. Read the full article on Seeking AlphaReported Earnings • May 01First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.087 loss per share (further deteriorated from US$0.076 loss in 1Q 2025). Revenue: US$457.3m (up 9.6% from 1Q 2025). Net loss: US$5.54m (loss widened 15% from 1Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 142%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.ナラティブの更新 • Apr 24CWST: Landfill Execution And 2026 Guidance Will Support Upside PotentialThe updated analyst price target for Casella Waste Systems edges down by about $1 to $112.80, as analysts align their models with recent Street target revisions while still highlighting the company’s landfill positioning and operational improvements as key drivers in their underlying assumptions. Analyst Commentary Recent Street research around Casella Waste Systems points to a mixed but generally constructive view, with most analysts lowering their price targets while still seeing room for execution on landfill assets and operations to support the investment case.お知らせ • Apr 21Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026.Buy Or Sell Opportunity • Apr 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to US$79.54. The fair value is estimated to be US$99.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 69%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 455% in the next 2 years.Major Estimate Revision • Apr 13Consensus EPS estimates increase by 29%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.22 to US$0.283. Revenue forecast steady at US$2.06b. Net income forecast to grow 130% next year vs 19% growth forecast for Commercial Services industry in the US. Consensus price target of US$114 unchanged from last update. Share price was steady at US$84.89 over the past week.ナラティブの更新 • Apr 10CWST: Landfill Footprint And Operational Improvements Will Underpin 2026 Upside PotentialCasella Waste Systems' refreshed analyst price target holds steady at $113.50, as analysts fine tune assumptions on discount rates and margins while pointing to updated peer price targets between about $101 and $130 and to ongoing potential for operational improvement. Analyst Commentary Recent Street research on Casella Waste Systems shows a mix of optimism about the company’s long term execution and some caution reflected in lower price targets, even as ratings generally remain supportive.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.ナラティブの更新 • Mar 27CWST: Mid Atlantic Integration And Landfill Footprint Are Set To Unlock 2026 TailwindCasella Waste Systems' updated analyst price target has shifted toward a tighter range around $101 to $130, as analysts factor in slightly higher discount rates, a higher projected profit margin, and a lower future P/E multiple following recent research updates across major firms. Analyst Commentary Recent research updates cluster Casella Waste Systems' fair value views between roughly $101 and $130, with price target revisions reflecting mixed opinions on execution, integration progress, and margin potential.Buy Or Sell Opportunity • Mar 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$77.71. The fair value is estimated to be US$101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 69%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.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.ナラティブの更新 • Mar 11CWST: Mid Atlantic Integration Progress May Turn 2026 Setup Into TailwindAnalysts have trimmed their average price targets on Casella Waste Systems by single digits to a range of about $101 to $130, reflecting updated models after recent results. The revised targets still point to ongoing operational improvements, integration progress, and potential margin opportunities.Recent Insider Transactions Derivative • Mar 01Executive Chairman notifies of intention to sell stockJohn Casella intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of February. If the sale is conducted around the recent share price of US$93.35, it would amount to US$644k. Since March 2025, John's direct individual holding has decreased from 512.89k shares to 494.79k. Company insiders have collectively sold US$8.0m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Feb 27Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.665 to US$0.413 per share. Revenue forecast steady at US$1.98b. Net income forecast to grow 211% next year vs 20% growth forecast for Commercial Services industry in the US. Consensus price target broadly unchanged at US$115. Share price fell 9.0% to US$92.13 over the past week.ナラティブの更新 • Feb 23CWST: Mid Atlantic Integration Progress And Index Adds May Support 2026 MarginsAnalysts have modestly trimmed their average price target on Casella Waste Systems to about $115 per share, citing updated models that reflect slightly lower growth assumptions, improved margin expectations, and ongoing operational progress. Analyst Commentary Recent research updates on Casella Waste Systems present a mixed picture, with most firms adjusting price targets while refining their views on execution, integration progress, and long term growth potential.Reported Earnings • Feb 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.12 (down from US$0.23 in FY 2024). Revenue: US$1.84b (up 18% from FY 2024). Net income: US$7.87m (down 42% from FY 2024). Profit margin: 0.4% (down from 0.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.New Risk • Feb 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 0.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Significant insider selling over the past 3 months (US$700k sold).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.ナラティブの更新 • Feb 08CWST: Mid Atlantic Integration Progress And Index Additions May Support 2026 MarginsAnalysts have nudged their price expectations for Casella Waste Systems higher, with the updated average target moving from about $114.70 to roughly $115.33. They cite improving integration in the Mid-Atlantic region, as well as potential synergies, pricing power, and margin expansion as key supports for the new view.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ナラティブの更新 • Jan 24CWST: Mid Atlantic Integration Tailwinds And Index Additions Will Shape 2026 MarginsOur analyst price target for Casella Waste Systems has been raised to $120, up from $114.70. Analysts point to easing Mid-Atlantic integration headwinds and potential synergies in fleet, labor, and systems that could support pricing power and margin improvement into 2026.ナラティブの更新 • Jan 10CWST: Mid Atlantic Integration Tailwinds Will Support Margin Expansion Through 2026Our analyst fair value estimate for Casella Waste Systems has moved from US$112.70 to US$114.70, reflecting analysts’ higher Street targets and their view that easing Mid-Atlantic integration headwinds and potential synergies, along with pricing power and margin expansion into 2026, support a modestly stronger outlook. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a US$95 to US$120 range, suggesting they see the current share price as not fully reflecting their updated outlook.Buy Or Sell Opportunity • Jan 06Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to US$103. The fair value is estimated to be US$84.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 66%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 269% in the next 2 years.ナラティブの更新 • Dec 14CWST: Easing Integration Progress Will Drive Free Cash Flow Compounding Through 2026Analysts have nudged their price target on Casella Waste Systems slightly higher to approximately $113 per share from about $112.78, citing easing integration headwinds, a constructive 2026 growth outlook, and confidence in the company’s long runway for inorganic expansion and free cash flow compounding. Analyst Commentary Recent Street research on Casella Waste Systems reflects a more balanced, but still constructive, view as analysts reassess both the company’s growth runway and its execution risks.Recent Insider Transactions • Dec 11President recently sold US$700k worth of stockOn the 8th of December, Edmond Coletta sold around 7k shares on-market at roughly US$100 per share. This transaction amounted to 4.9% 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 US$2.6m.New Risk • Dec 10New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$123k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$123k sold).Recent Insider Transactions Derivative • Dec 10President notifies of intention to sell stockEdmond Coletta intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of December. If the sale is conducted around the recent share price of US$99.22, it would amount to US$695k. Since March 2025, Edmond's direct individual holding has decreased from 149.43k shares to 143.87k. Company insiders have collectively sold US$7.5m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 28CWST: Easing Integration Headwinds Will Support Free Cash Flow Leadership Through 2026Casella Waste Systems' analyst price target rose from $88 to $95 per share as analysts point to easing integration headwinds and a more constructive multi-year outlook, despite ongoing execution risks. Analyst Commentary Recent Street research highlights a shift in sentiment toward Casella Waste Systems, with analysts weighing both the opportunities and challenges facing the company.ナラティブの更新 • Nov 14CWST: Free Cash Flow Compounding Will Drive Shares Higher Through 2026Analysts have modestly lowered their price target for Casella Waste Systems from $115 to approximately $112.78 per share. They cite slightly slower revenue growth projections, improved profit margin estimates, and a more constructive outlook for 2026 as reasons for the adjustment.分析記事 • Nov 05Casella Waste Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsIt's been a good week for Casella Waste Systems, Inc. ( NASDAQ:CWST ) shareholders, because the company has just...Reported Earnings • Nov 02Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.16 (up from US$0.098 in 3Q 2024). Revenue: US$485.4m (up 18% from 3Q 2024). Net income: US$9.98m (up 73% from 3Q 2024). Profit margin: 2.1% (up from 1.4% in 3Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Oct 31Now 26% overvaluedOver the last 90 days, the stock has fallen 14% to US$88.62. The fair value is estimated to be US$70.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 62%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 372% in the next 2 years.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.ナラティブの更新 • Oct 31CWST: Inorganic Expansion Will Drive Long-Term Compounding Despite Short-Term ChallengesAnalysts have modestly lowered their fair value estimate for Casella Waste Systems from $116.68 to $115.00 per share. This adjustment reflects mixed sector sentiment and tempered expectations for the company's growth trajectory, even as industry optimism continues.分析記事 • Oct 20What Does Casella Waste Systems, Inc.'s (NASDAQ:CWST) Share Price Indicate?Casella Waste Systems, Inc. ( NASDAQ:CWST ), might not be a large cap stock, but it saw significant share price...ナラティブの更新 • Oct 16Northeast And Mid-Atlantic Trends Will Reshape Waste ManagementAnalysts have slightly lowered their price target for Casella Waste Systems from $118.51 to $116.68 as the company's updated profit forecasts, margin estimates, and sector evaluations point to a modestly more cautious outlook. Analyst Commentary Recent analyst coverage reflects a mix of optimism and caution regarding Casella Waste Systems, centered on the company's growth trajectory, sector dynamics, and execution risks.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ナラティブの更新 • Sep 19Northeast And Mid-Atlantic Trends Will Reshape Waste ManagementCasella Waste Systems’ consensus price target has been revised downward as analysts highlight operational challenges tied to its geographic expansion and sector-specific headwinds, resulting in a new fair value of $118.51. Analyst Commentary Bearish analysts point to “growing pains” related to Casella Waste's geographic expansion, which may be underestimated by consensus.分析記事 • Sep 15Casella Waste Systems, Inc.'s (NASDAQ:CWST) Price In Tune With RevenuesWhen close to half the companies in the Commercial Services industry in the United States have price-to-sales ratios...分析記事 • Aug 25Is Casella Waste Systems (NASDAQ:CWST) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Aug 07Consensus EPS estimates fall by 37%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$1.81b to US$1.84b. EPS estimate fell from US$0.321 to US$0.201 per share. Net income forecast to grow 159% next year vs 22% growth forecast for Commercial Services industry in the US. Consensus price target down from US$126 to US$123. Share price fell 8.6% to US$99.35 over the past week.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.Reported Earnings • Aug 01Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.082 (down from US$0.12 in 2Q 2024). Revenue: US$465.3m (up 23% from 2Q 2024). Net income: US$5.21m (down 26% from 2Q 2024). Profit margin: 1.1% (down from 1.9% in 2Q 2024). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.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).Buy Or Sell Opportunity • Jul 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to US$108. The fair value is estimated to be US$135, however this is not to be taken as a buy 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 52%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 375% in the next 2 years.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, 2025Recent Insider Transactions • May 09President recently sold US$663k worth of stockOn the 6th of May, Edmond Coletta sold around 6k shares on-market at roughly US$119 per share. This transaction amounted to 3.7% 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 US$1.5m. Edmond has been a net seller over the last 12 months, reducing personal holdings by US$3.9m.Recent Insider Transactions Derivative • May 08President notifies of intention to sell stockEdmond Coletta intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of May. If the sale is conducted around the recent share price of US$119, it would amount to US$663k. Since December 2024, Edmond's direct individual holding has increased from 143.87k shares to 149.43k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.076 loss per share (further deteriorated from US$0.071 loss in 1Q 2024). Revenue: US$417.1m (up 22% from 1Q 2024). Net loss: US$4.81m (loss widened 17% from 1Q 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.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.Major Estimate Revision • Apr 13Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.502 to US$0.568. Revenue forecast steady at US$1.79b. Net income forecast to grow 100% next year vs 21% growth forecast for Commercial Services industry in the US. Consensus price target broadly unchanged at US$117. Share price rose 6.0% to US$115 over the past week.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, 2025Recent Insider Transactions • Mar 17President recently sold US$661k worth of stockOn the 13th of March, Edmond Coletta sold around 6k shares on-market at roughly US$105 per share. This transaction amounted to 4.0% 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 US$1.5m. Edmond has been a net seller over the last 12 months, reducing personal holdings by US$3.3m.Recent Insider Transactions Derivative • Mar 14President notifies of intention to sell stockEdmond Coletta intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of March. If the sale is conducted around the recent share price of US$105, it would amount to US$525k. Since March 2024, Edmond's direct individual holding has decreased from 164.87k shares to 153.22k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Mar 05Chairman recently sold US$1.5m worth of stockOn the 3rd of March, John Casella sold around 14k shares on-market at roughly US$114 per share. This transaction amounted to 46% 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 US$4.2m.Recent Insider Transactions Derivative • Mar 04Chairman notifies of intention to sell stockJohn Casella intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$114, it would amount to US$1.5m. For the year to December 2018, John's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, John's direct individual holding has decreased from 518.30k shares to 494.79k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Feb 19Consensus EPS estimates fall by 59%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$1.73b to US$1.79b. EPS estimate fell from US$0.924 to US$0.38 per share. Net income forecast to grow 68% next year vs 24% growth forecast for Commercial Services industry in the US. Consensus price target broadly unchanged at US$117. Share price rose 8.6% to US$116 over the past week.Reported Earnings • Feb 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$0.23 (down from US$0.46 in FY 2023). Revenue: US$1.56b (up 23% from FY 2023). Net income: US$13.5m (down 47% from FY 2023). Profit margin: 0.9% (down from 2.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% 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 • 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, 2025Seeking Alpha • Dec 18Casella Waste Systems: Not Trash, But Not Treasure EitherSummary Casella Waste Systems shows growth potential through acquisitions and operational improvements but faces valuation concerns, trading above historical and peer multiples. Q3'24 results missed expectations, with revenue growth driven by acquisitions and organic expansion, but lower landfill volumes and insurance events impacted margins. The company maintains a bullish outlook on acquisitions and operational productivity, expecting EBITDA margin expansion into 2025 despite ongoing volume challenges. High leverage and integration risks, along with persistent volume declines in landfill materials, are potential risks to Casella's investment thesis. Above all, Casella's valuation at 18x forward EV/EBITDA doesn't offer compelling value. Read the full article on Seeking AlphaRecent Insider Transactions • Nov 27Vice Chairman recently sold US$2.2m worth of stockOn the 22nd of November, Douglas Casella sold around 20k shares on-market at roughly US$112 per share. This transaction amounted to 15% 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 US$2.4m. Douglas has been a net seller over the last 12 months, reducing personal holdings by US$2.3m.Seeking Alpha • Nov 24Casella Waste Systems: Is It Time To Take Out The Trash?Summary Casella Waste Systems has seen strong growth through strategic acquisitions and organic expansion, but its high valuation multiples raise concerns. Despite increasing revenues and dealmaking activities, falling free cash flows and adjusted earnings per share make me cautious about the stock. The company's recession-resilient business model and integrated waste solutions are appealing, yet traditional financial metrics suggest caution. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Nov 15Chairman notifies of intention to sell stockJohn Casella intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of November. If the sale is conducted around the recent share price of US$108, it would amount to US$3.0m. For the year to December 2017, John's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, John's direct individual holding has decreased from 518.30k shares to 494.79k. Company insiders have collectively sold US$9.2m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Nov 07Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.36 to US$0.249 per share. Revenue forecast steady at US$1.55b. Net income forecast to grow 552% next year vs 27% growth forecast for Commercial Services industry in the US. Consensus price target broadly unchanged at US$114. Share price rose 8.8% to US$107 over the past week.Recent Insider Transactions • Nov 06President recently sold US$2.0m worth of stockOn the 4th of November, Edmond Coletta sold around 20k shares on-market at roughly US$100 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 US$2.9m.Buy Or Sell Opportunity • Nov 03Now 21% overvaluedOver the last 90 days, the stock has fallen 2.4% to US$99.34. The fair value is estimated to be US$82.38, 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: EPS misses analyst expectationsThird 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 57%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. 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 4% 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).Buy Or Sell Opportunity • Oct 15Now 21% overvaluedOver the last 90 days, the stock has fallen 2.7% to US$104. The fair value is estimated to be US$85.88, 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 46%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 245% in the next 2 years.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, 2024Major Estimate Revision • Sep 19Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.433 to US$0.36 per share. Revenue forecast steady at US$1.54b. Net income forecast to grow 106% next year vs 32% growth forecast for Commercial Services industry in the US. Consensus price target of US$116 unchanged from last update. Share price fell 4.9% to US$101 over the past week.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: $4Seeking Alpha • Sep 18Casella Waste Systems Dives On Its Big Capital Raise (Rating Upgrade)Summary Casella Waste Systems, Inc.'s stock dropped over 5% due to a sizable new share offering to fund acquisitions and reduce debt, causing market displeasure over dilution. Despite the market's reaction, I view the share issuance positively, as it allows for accretive acquisitions and debt reduction, upgrading my rating to 'hold'. The acquisition of Royal Carting and Welsh Sanitation aims to boost revenue and expand service territory, with the purchase price estimated by the author at $243.4 million. Casella's growth is driven by acquisitions, with 2024 revenue expected to grow materially to between $1.52 and $1.55 billion. Read the full article on Seeking Alpha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収支内訳Casella Waste Systems の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:CWST 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 261,8777226031 Dec 251,8378224030 Sep 251,79515220030 Jun 251,72211210031 Mar 251,63313203031 Dec 241,55714191030 Sep 241,4897182030 Jun 241,43019176031 Mar 241,34318165031 Dec 231,26525156030 Sep 231,17736148030 Jun 231,12040142031 Mar 231,11452139031 Dec 221,08553133030 Sep 221,05554129030 Jun 221,00147126031 Mar 2293441121031 Dec 2188941119030 Sep 2184895116030 Jun 2180894110031 Mar 2178194105031 Dec 2077591102030 Sep 2076837100030 Jun 207643597031 Mar 207633494031 Dec 197433293030 Sep 19724990030 Jun 196991988031 Mar 19677987031 Dec 18661685030 Sep 186374083030 Jun 186253083031 Mar 18613-2581031 Dec 17599-2279030 Sep 17592-5478030 Jun 17583-5876031 Mar 17573176031 Dec 16565-775030 Sep 16561-276030 Jun 16556-775031 Mar 16555-1175031 Dec 15547-1373030 Sep 155674720質の高い収益: CWSTには$27.4M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: CWSTの現在の純利益率 (0.4%)は、昨年(0.8%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: CWSTの収益は過去 5 年間で年間44.6%減少しました。成長の加速: CWSTは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: CWSTは過去 1 年間で収益成長率がマイナス ( -44.4% ) となったため、 Commercial Services業界平均 ( 8.8% ) と比較することが困難です。株主資本利益率高いROE: CWSTの 自己資本利益率 ( 0.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCommercial-services 、過去の業績が好調な企業。View Financial Health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2026/07/06 21:03終値2026/07/02 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. 10 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
Reported Earnings • May 01First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.087 loss per share (further deteriorated from US$0.076 loss in 1Q 2025). Revenue: US$457.3m (up 9.6% from 1Q 2025). Net loss: US$5.54m (loss widened 15% from 1Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 142%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
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
Reported Earnings • Feb 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.12 (down from US$0.23 in FY 2024). Revenue: US$1.84b (up 18% from FY 2024). Net income: US$7.87m (down 42% from FY 2024). Profit margin: 0.4% (down from 0.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
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
Reported Earnings • Nov 02Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.16 (up from US$0.098 in 3Q 2024). Revenue: US$485.4m (up 18% from 3Q 2024). Net income: US$9.98m (up 73% from 3Q 2024). Profit margin: 2.1% (up from 1.4% in 3Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
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 • Jul 01Casella Waste Systems, Inc. Announces Management ChangesCasella Waste Systems, Inc. announced that Damian Ribar would join its executive leadership team as Executive Vice President and Chief Operating Officer, effective July 20, 2026. As Executive Vice President and Chief Operating Officer, Mr. Ribar would oversee the Company's operations and partner with the executive leadership team to execute Casella's long-term growth strategy. Mr. Ribar has more than 30 years of solid waste industry experience. He has excelled throughout his career in driving operational execution, developing high-performing teams, effectively developing and executing financial plans, and successfully integrating acquisitions. Prior to joining Casella, Mr. Ribar served as Division Vice President of North Florida at Waste Connections, Inc., where he was responsible for operations across more than 30 operating locations. During his tenure he served in a variety of leadership roles. Earlier in his career, Mr. Ribar served as Area Manager for Progressive Waste Solutions, where he managed collection, disposal, and recycling operations. In addition, he previously served as Vice President and Operations Controller at Waste Services, Inc. as well as Chief Accounting Officer and Corporate Controller at Regus Industries, LLC, and Region Controller at Waste Management, Inc. Throughout his career, he has successfully led the integration of acquired businesses while building strong operating teams and driving sustainable performance across diverse markets. Mr. Ribar holds a Bachelor of Science degree in Accounting, with a Minor in Finance and Economics, from The University of Pittsburgh at Johnstown. Casella Waste Systems, Inc. also announced the promotion of Shelley Sayward from Senior Vice President and General Counsel to Executive Vice President and General Counsel. Since joining Casella in 2008, Ms. Sayward has played an integral role in the Company’s growth and has served as Senior Vice President and General Counsel since January 2021. In her role, she oversees the Company's legal and governmental affairs, engineering, permitting and compliance, risk management, and related strategic initiatives.
分析記事 • Jun 19Casella Waste Systems (CWST) Stock Could Be 22.3% Undervalued After Zacks Strong Sell CallCasella Waste Systems (CWST) recently drew attention after Zacks Investment Research added the stock to its Rank #5 (Strong Sell) list and cut its current year earnings estimate by 6.7% over the past 60 days. See our latest analysis for Casella Waste Systems. Casella Waste Systems' share price has faced pressure this year, with the stock down 11.83% year to date despite an 11.93% 90 day share price return and a 5 year total shareholder return of 36.27%. This suggests longer term holders have...
ナラティブの更新 • Jun 15CWST: Pricing Algorithm And 2026 Guidance Will Support Future Upside PotentialAnalysts have maintained their fair value estimate for Casella Waste Systems at $112, incorporating a slightly lower discount rate and largely unchanged growth and margin assumptions. This view is supported by recent positive research highlighting the company's pricing algorithm and long term EBITDA outlook.
ナラティブの更新 • Jun 01CWST: Pricing Power And RNG Projects Will Shape Future Upside PotentialNarrative Update: Casella Waste Systems The updated analyst price target for Casella Waste Systems holds steady at $112, reflecting analysts' views that the company's pricing algorithm and potential for sustained EBITDA growth support the current fair value. Some firms have recently adjusted individual targets, such as UBS moving from $140 to $130, while others, including Goldman Sachs and Barclays, have maintained positive ratings.
ライブニュース • May 30Casella Waste Systems Delivers Double-Digit Growth While Operating Margin Faces Continued PressureCasella Waste Systems reported its fifth consecutive year of double-digit growth in revenue, earnings, and free cash flow in Q1 2026, with revenue slightly ahead of analyst expectations by 0.5%. The stock rose 6.4% after the earnings release, although it has declined over the past six months and trailed the broader market over that period. Management is working through muted volume growth, a leadership transition, integration issues from a recent acquisition, and a multi-year decrease in operating margin driven by rising costs and pressure on profitability. The key tension here is that the company is delivering strong top-line and cash flow growth while facing clear execution and cost challenges that are weighing on margins and recent share performance. For investors, the trade-off to monitor is whether management can address integration issues and margin pressure in a way that sustains confidence in the growth narrative without adding further operational risk.
Recent Insider Transactions Derivative • May 20President notifies of intention to sell stockEdmond Coletta intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of May. If the sale is conducted around the recent share price of US$89.21, it would amount to US$677k. For the year to December 2019, Edmond's total compensation was 22% salary and 78% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2025, Edmond's direct individual holding has increased from 134.87k shares to 142.46k. Company insiders have collectively sold US$2.6m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • May 15CWST: Landfill Positioning And 2026 Guidance Will Drive Future UpsideAnalysts have trimmed their fair value estimate for Casella Waste Systems slightly to $112.0 from $112.8, reflecting updated assumptions around growth, margins and forward P/E after a mix of target cuts and one upgrade across recent research reports. Analyst Commentary Recent research shows a mix of target cuts and one upgrade, with analysts recalibrating their views around Casella Waste Systems' valuation, execution and growth profile rather than making wholesale changes to their broader stance on the stock.
Major Estimate Revision • May 08Consensus EPS estimates fall by 45%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.282 to US$0.154 per share. Revenue forecast steady at US$2.07b. Net income forecast to grow 169% next year vs 18% growth forecast for Commercial Services industry in the US. Consensus price target broadly unchanged at US$112. Share price rose 7.8% to US$85.45 over the past week.
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.
Seeking Alpha • May 02Casella Waste Systems Deserves A Bullish Outlook After A Nice Increase In GuidanceSummary Casella Waste Systems delivered strong Q1 FY2026 results, with revenue up 9.6% to $457.3 million and adjusted EPS beating expectations. Management raised FY2026 guidance: revenue is now $2.06–$2.08 billion and EBITDA is $473–$483 million, reflecting robust acquisition-driven growth. Acquisitions remain a key driver, with $150 million in annualized revenue added so far in 2026, including the significant Star Waste Systems purchase. I maintain a soft ‘buy’ rating on CWST, citing stable growth, resilient cash flows, and reasonable valuation versus peers. Read the full article on Seeking Alpha
Reported Earnings • May 01First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.087 loss per share (further deteriorated from US$0.076 loss in 1Q 2025). Revenue: US$457.3m (up 9.6% from 1Q 2025). Net loss: US$5.54m (loss widened 15% from 1Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 142%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
ナラティブの更新 • Apr 24CWST: Landfill Execution And 2026 Guidance Will Support Upside PotentialThe updated analyst price target for Casella Waste Systems edges down by about $1 to $112.80, as analysts align their models with recent Street target revisions while still highlighting the company’s landfill positioning and operational improvements as key drivers in their underlying assumptions. Analyst Commentary Recent Street research around Casella Waste Systems points to a mixed but generally constructive view, with most analysts lowering their price targets while still seeing room for execution on landfill assets and operations to support the investment case.
お知らせ • Apr 21Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026Casella Waste Systems, Inc., Annual General Meeting, Jun 04, 2026.
Buy Or Sell Opportunity • Apr 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to US$79.54. The fair value is estimated to be US$99.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 69%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 455% in the next 2 years.
Major Estimate Revision • Apr 13Consensus EPS estimates increase by 29%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.22 to US$0.283. Revenue forecast steady at US$2.06b. Net income forecast to grow 130% next year vs 19% growth forecast for Commercial Services industry in the US. Consensus price target of US$114 unchanged from last update. Share price was steady at US$84.89 over the past week.
ナラティブの更新 • Apr 10CWST: Landfill Footprint And Operational Improvements Will Underpin 2026 Upside PotentialCasella Waste Systems' refreshed analyst price target holds steady at $113.50, as analysts fine tune assumptions on discount rates and margins while pointing to updated peer price targets between about $101 and $130 and to ongoing potential for operational improvement. Analyst Commentary Recent Street research on Casella Waste Systems shows a mix of optimism about the company’s long term execution and some caution reflected in lower price targets, even as ratings generally remain supportive.
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.
ナラティブの更新 • Mar 27CWST: Mid Atlantic Integration And Landfill Footprint Are Set To Unlock 2026 TailwindCasella Waste Systems' updated analyst price target has shifted toward a tighter range around $101 to $130, as analysts factor in slightly higher discount rates, a higher projected profit margin, and a lower future P/E multiple following recent research updates across major firms. Analyst Commentary Recent research updates cluster Casella Waste Systems' fair value views between roughly $101 and $130, with price target revisions reflecting mixed opinions on execution, integration progress, and margin potential.
Buy Or Sell Opportunity • Mar 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$77.71. The fair value is estimated to be US$101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 69%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.
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.
ナラティブの更新 • Mar 11CWST: Mid Atlantic Integration Progress May Turn 2026 Setup Into TailwindAnalysts have trimmed their average price targets on Casella Waste Systems by single digits to a range of about $101 to $130, reflecting updated models after recent results. The revised targets still point to ongoing operational improvements, integration progress, and potential margin opportunities.
Recent Insider Transactions Derivative • Mar 01Executive Chairman notifies of intention to sell stockJohn Casella intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of February. If the sale is conducted around the recent share price of US$93.35, it would amount to US$644k. Since March 2025, John's direct individual holding has decreased from 512.89k shares to 494.79k. Company insiders have collectively sold US$8.0m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Feb 27Consensus EPS estimates fall by 38%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.665 to US$0.413 per share. Revenue forecast steady at US$1.98b. Net income forecast to grow 211% next year vs 20% growth forecast for Commercial Services industry in the US. Consensus price target broadly unchanged at US$115. Share price fell 9.0% to US$92.13 over the past week.
ナラティブの更新 • Feb 23CWST: Mid Atlantic Integration Progress And Index Adds May Support 2026 MarginsAnalysts have modestly trimmed their average price target on Casella Waste Systems to about $115 per share, citing updated models that reflect slightly lower growth assumptions, improved margin expectations, and ongoing operational progress. Analyst Commentary Recent research updates on Casella Waste Systems present a mixed picture, with most firms adjusting price targets while refining their views on execution, integration progress, and long term growth potential.
Reported Earnings • Feb 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.12 (down from US$0.23 in FY 2024). Revenue: US$1.84b (up 18% from FY 2024). Net income: US$7.87m (down 42% from FY 2024). Profit margin: 0.4% (down from 0.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
New Risk • Feb 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 0.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Significant insider selling over the past 3 months (US$700k sold).
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.
ナラティブの更新 • Feb 08CWST: Mid Atlantic Integration Progress And Index Additions May Support 2026 MarginsAnalysts have nudged their price expectations for Casella Waste Systems higher, with the updated average target moving from about $114.70 to roughly $115.33. They cite improving integration in the Mid-Atlantic region, as well as potential synergies, pricing power, and margin expansion as key supports for the new view.
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
ナラティブの更新 • Jan 24CWST: Mid Atlantic Integration Tailwinds And Index Additions Will Shape 2026 MarginsOur analyst price target for Casella Waste Systems has been raised to $120, up from $114.70. Analysts point to easing Mid-Atlantic integration headwinds and potential synergies in fleet, labor, and systems that could support pricing power and margin improvement into 2026.
ナラティブの更新 • Jan 10CWST: Mid Atlantic Integration Tailwinds Will Support Margin Expansion Through 2026Our analyst fair value estimate for Casella Waste Systems has moved from US$112.70 to US$114.70, reflecting analysts’ higher Street targets and their view that easing Mid-Atlantic integration headwinds and potential synergies, along with pricing power and margin expansion into 2026, support a modestly stronger outlook. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a US$95 to US$120 range, suggesting they see the current share price as not fully reflecting their updated outlook.
Buy Or Sell Opportunity • Jan 06Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to US$103. The fair value is estimated to be US$84.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 66%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 269% in the next 2 years.
ナラティブの更新 • Dec 14CWST: Easing Integration Progress Will Drive Free Cash Flow Compounding Through 2026Analysts have nudged their price target on Casella Waste Systems slightly higher to approximately $113 per share from about $112.78, citing easing integration headwinds, a constructive 2026 growth outlook, and confidence in the company’s long runway for inorganic expansion and free cash flow compounding. Analyst Commentary Recent Street research on Casella Waste Systems reflects a more balanced, but still constructive, view as analysts reassess both the company’s growth runway and its execution risks.
Recent Insider Transactions • Dec 11President recently sold US$700k worth of stockOn the 8th of December, Edmond Coletta sold around 7k shares on-market at roughly US$100 per share. This transaction amounted to 4.9% 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 US$2.6m.
New Risk • Dec 10New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$123k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$123k sold).
Recent Insider Transactions Derivative • Dec 10President notifies of intention to sell stockEdmond Coletta intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of December. If the sale is conducted around the recent share price of US$99.22, it would amount to US$695k. Since March 2025, Edmond's direct individual holding has decreased from 149.43k shares to 143.87k. Company insiders have collectively sold US$7.5m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 28CWST: Easing Integration Headwinds Will Support Free Cash Flow Leadership Through 2026Casella Waste Systems' analyst price target rose from $88 to $95 per share as analysts point to easing integration headwinds and a more constructive multi-year outlook, despite ongoing execution risks. Analyst Commentary Recent Street research highlights a shift in sentiment toward Casella Waste Systems, with analysts weighing both the opportunities and challenges facing the company.
ナラティブの更新 • Nov 14CWST: Free Cash Flow Compounding Will Drive Shares Higher Through 2026Analysts have modestly lowered their price target for Casella Waste Systems from $115 to approximately $112.78 per share. They cite slightly slower revenue growth projections, improved profit margin estimates, and a more constructive outlook for 2026 as reasons for the adjustment.
分析記事 • Nov 05Casella Waste Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsIt's been a good week for Casella Waste Systems, Inc. ( NASDAQ:CWST ) shareholders, because the company has just...
Reported Earnings • Nov 02Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.16 (up from US$0.098 in 3Q 2024). Revenue: US$485.4m (up 18% from 3Q 2024). Net income: US$9.98m (up 73% from 3Q 2024). Profit margin: 2.1% (up from 1.4% in 3Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Oct 31Now 26% overvaluedOver the last 90 days, the stock has fallen 14% to US$88.62. The fair value is estimated to be US$70.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 62%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 372% in the next 2 years.
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.
ナラティブの更新 • Oct 31CWST: Inorganic Expansion Will Drive Long-Term Compounding Despite Short-Term ChallengesAnalysts have modestly lowered their fair value estimate for Casella Waste Systems from $116.68 to $115.00 per share. This adjustment reflects mixed sector sentiment and tempered expectations for the company's growth trajectory, even as industry optimism continues.
分析記事 • Oct 20What Does Casella Waste Systems, Inc.'s (NASDAQ:CWST) Share Price Indicate?Casella Waste Systems, Inc. ( NASDAQ:CWST ), might not be a large cap stock, but it saw significant share price...
ナラティブの更新 • Oct 16Northeast And Mid-Atlantic Trends Will Reshape Waste ManagementAnalysts have slightly lowered their price target for Casella Waste Systems from $118.51 to $116.68 as the company's updated profit forecasts, margin estimates, and sector evaluations point to a modestly more cautious outlook. Analyst Commentary Recent analyst coverage reflects a mix of optimism and caution regarding Casella Waste Systems, centered on the company's growth trajectory, sector dynamics, and execution risks.
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
ナラティブの更新 • Sep 19Northeast And Mid-Atlantic Trends Will Reshape Waste ManagementCasella Waste Systems’ consensus price target has been revised downward as analysts highlight operational challenges tied to its geographic expansion and sector-specific headwinds, resulting in a new fair value of $118.51. Analyst Commentary Bearish analysts point to “growing pains” related to Casella Waste's geographic expansion, which may be underestimated by consensus.
分析記事 • Sep 15Casella Waste Systems, Inc.'s (NASDAQ:CWST) Price In Tune With RevenuesWhen close to half the companies in the Commercial Services industry in the United States have price-to-sales ratios...
分析記事 • Aug 25Is Casella Waste Systems (NASDAQ:CWST) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Aug 07Consensus EPS estimates fall by 37%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$1.81b to US$1.84b. EPS estimate fell from US$0.321 to US$0.201 per share. Net income forecast to grow 159% next year vs 22% growth forecast for Commercial Services industry in the US. Consensus price target down from US$126 to US$123. Share price fell 8.6% to US$99.35 over the past week.
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.
Reported Earnings • Aug 01Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.082 (down from US$0.12 in 2Q 2024). Revenue: US$465.3m (up 23% from 2Q 2024). Net income: US$5.21m (down 26% from 2Q 2024). Profit margin: 1.1% (down from 1.9% in 2Q 2024). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
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).
Buy Or Sell Opportunity • Jul 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to US$108. The fair value is estimated to be US$135, however this is not to be taken as a buy 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 52%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 375% in the next 2 years.
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
Recent Insider Transactions • May 09President recently sold US$663k worth of stockOn the 6th of May, Edmond Coletta sold around 6k shares on-market at roughly US$119 per share. This transaction amounted to 3.7% 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 US$1.5m. Edmond has been a net seller over the last 12 months, reducing personal holdings by US$3.9m.
Recent Insider Transactions Derivative • May 08President notifies of intention to sell stockEdmond Coletta intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of May. If the sale is conducted around the recent share price of US$119, it would amount to US$663k. Since December 2024, Edmond's direct individual holding has increased from 143.87k shares to 149.43k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.076 loss per share (further deteriorated from US$0.071 loss in 1Q 2024). Revenue: US$417.1m (up 22% from 1Q 2024). Net loss: US$4.81m (loss widened 17% from 1Q 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
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.
Major Estimate Revision • Apr 13Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.502 to US$0.568. Revenue forecast steady at US$1.79b. Net income forecast to grow 100% next year vs 21% growth forecast for Commercial Services industry in the US. Consensus price target broadly unchanged at US$117. Share price rose 6.0% to US$115 over the past week.
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
Recent Insider Transactions • Mar 17President recently sold US$661k worth of stockOn the 13th of March, Edmond Coletta sold around 6k shares on-market at roughly US$105 per share. This transaction amounted to 4.0% 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 US$1.5m. Edmond has been a net seller over the last 12 months, reducing personal holdings by US$3.3m.
Recent Insider Transactions Derivative • Mar 14President notifies of intention to sell stockEdmond Coletta intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of March. If the sale is conducted around the recent share price of US$105, it would amount to US$525k. Since March 2024, Edmond's direct individual holding has decreased from 164.87k shares to 153.22k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Mar 05Chairman recently sold US$1.5m worth of stockOn the 3rd of March, John Casella sold around 14k shares on-market at roughly US$114 per share. This transaction amounted to 46% 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 US$4.2m.
Recent Insider Transactions Derivative • Mar 04Chairman notifies of intention to sell stockJohn Casella intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$114, it would amount to US$1.5m. For the year to December 2018, John's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, John's direct individual holding has decreased from 518.30k shares to 494.79k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Feb 19Consensus EPS estimates fall by 59%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$1.73b to US$1.79b. EPS estimate fell from US$0.924 to US$0.38 per share. Net income forecast to grow 68% next year vs 24% growth forecast for Commercial Services industry in the US. Consensus price target broadly unchanged at US$117. Share price rose 8.6% to US$116 over the past week.
Reported Earnings • Feb 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$0.23 (down from US$0.46 in FY 2023). Revenue: US$1.56b (up 23% from FY 2023). Net income: US$13.5m (down 47% from FY 2023). Profit margin: 0.9% (down from 2.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% 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 • 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
Seeking Alpha • Dec 18Casella Waste Systems: Not Trash, But Not Treasure EitherSummary Casella Waste Systems shows growth potential through acquisitions and operational improvements but faces valuation concerns, trading above historical and peer multiples. Q3'24 results missed expectations, with revenue growth driven by acquisitions and organic expansion, but lower landfill volumes and insurance events impacted margins. The company maintains a bullish outlook on acquisitions and operational productivity, expecting EBITDA margin expansion into 2025 despite ongoing volume challenges. High leverage and integration risks, along with persistent volume declines in landfill materials, are potential risks to Casella's investment thesis. Above all, Casella's valuation at 18x forward EV/EBITDA doesn't offer compelling value. Read the full article on Seeking Alpha
Recent Insider Transactions • Nov 27Vice Chairman recently sold US$2.2m worth of stockOn the 22nd of November, Douglas Casella sold around 20k shares on-market at roughly US$112 per share. This transaction amounted to 15% 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 US$2.4m. Douglas has been a net seller over the last 12 months, reducing personal holdings by US$2.3m.
Seeking Alpha • Nov 24Casella Waste Systems: Is It Time To Take Out The Trash?Summary Casella Waste Systems has seen strong growth through strategic acquisitions and organic expansion, but its high valuation multiples raise concerns. Despite increasing revenues and dealmaking activities, falling free cash flows and adjusted earnings per share make me cautious about the stock. The company's recession-resilient business model and integrated waste solutions are appealing, yet traditional financial metrics suggest caution. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Nov 15Chairman notifies of intention to sell stockJohn Casella intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of November. If the sale is conducted around the recent share price of US$108, it would amount to US$3.0m. For the year to December 2017, John's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, John's direct individual holding has decreased from 518.30k shares to 494.79k. Company insiders have collectively sold US$9.2m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.36 to US$0.249 per share. Revenue forecast steady at US$1.55b. Net income forecast to grow 552% next year vs 27% growth forecast for Commercial Services industry in the US. Consensus price target broadly unchanged at US$114. Share price rose 8.8% to US$107 over the past week.
Recent Insider Transactions • Nov 06President recently sold US$2.0m worth of stockOn the 4th of November, Edmond Coletta sold around 20k shares on-market at roughly US$100 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 US$2.9m.
Buy Or Sell Opportunity • Nov 03Now 21% overvaluedOver the last 90 days, the stock has fallen 2.4% to US$99.34. The fair value is estimated to be US$82.38, 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: EPS misses analyst expectationsThird 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 57%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. 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 4% 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).
Buy Or Sell Opportunity • Oct 15Now 21% overvaluedOver the last 90 days, the stock has fallen 2.7% to US$104. The fair value is estimated to be US$85.88, 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 46%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 245% in the next 2 years.
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
Major Estimate Revision • Sep 19Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.433 to US$0.36 per share. Revenue forecast steady at US$1.54b. Net income forecast to grow 106% next year vs 32% growth forecast for Commercial Services industry in the US. Consensus price target of US$116 unchanged from last update. Share price fell 4.9% to US$101 over the past week.
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
Seeking Alpha • Sep 18Casella Waste Systems Dives On Its Big Capital Raise (Rating Upgrade)Summary Casella Waste Systems, Inc.'s stock dropped over 5% due to a sizable new share offering to fund acquisitions and reduce debt, causing market displeasure over dilution. Despite the market's reaction, I view the share issuance positively, as it allows for accretive acquisitions and debt reduction, upgrading my rating to 'hold'. The acquisition of Royal Carting and Welsh Sanitation aims to boost revenue and expand service territory, with the purchase price estimated by the author at $243.4 million. Casella's growth is driven by acquisitions, with 2024 revenue expected to grow materially to between $1.52 and $1.55 billion. Read the full article on Seeking Alpha
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
