Waste Connections, Inc.

NYSE:WCN 주식 리포트

시가총액: US$40.4b

Waste Connections 향후 성장

Future 기준 점검 1/6

Waste Connections (는) 각각 연간 12.6% 및 5.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.9% 로 예상됩니다.

핵심 정보

12.6%

이익 성장률

13.37%

EPS 성장률

Commercial Services 이익 성장13.6%
매출 성장률5.7%
향후 자기자본이익률17.95%
애널리스트 커버리지

Good

마지막 업데이트05 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jun 01

WCN: Future Returns Will Depend On Premium P/E And Quality EBITDA Profile

The analyst price target for Waste Connections has moved from $199.16 to $204.32 as analysts cite updated assumptions around slightly higher revenue growth, a modestly lower discount rate, and a slightly higher future P/E multiple, supported by a series of recent target increases across the Street. Analyst Commentary Bullish Takeaways Bullish analysts are lifting targets by increments of US$2 to US$15, which signals higher assumed value on the company’s ability to execute on its current business model.
새로운 내러티브 • May 13

RNG Projects And AI Adoption Will Transform Waste Services Earnings Profile

Catalysts About Waste Connections Waste Connections provides nonhazardous solid waste collection, transfer, disposal and recycling services, along with energy oriented waste handling and renewable natural gas from landfill gas. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 • Apr 25

AI And Landfill Gas Projects Will Shape A Steady But Limited Future Outlook

Catalysts About Waste Connections Waste Connections provides nonhazardous solid waste collection, transfer, disposal and related services across North America. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Apr 19

WCN: Future Returns Will Rely On Premium P/E And Quality EBITDA Execution

Analysts have made a small upward adjustment to the fair value estimate for Waste Connections, with the updated price target moving from about $198.84 to roughly $199.16. This reflects recent research that highlights quality-driven EBITDA growth potential and a premium valuation stance within the waste group.
Seeking Alpha • Apr 12

Waste Connections: Waiting For A Better Entry Point Amid Iran Inflation Risks

Summary Waste Connections remains a hold, trading near intrinsic value given the current macro pressure. WCN projects double-digit adj. FCF growth in 2026, driven by core price increases, cost moderation, and accretive acquisitions. Leverage is at 2.75x EBITDA, within the target range, with well-laddered debt maturities and recent $600M notes issued at 4.8%. Macro risks, including economic slowdown and inflation from geopolitical tensions, could pressure WCN's business and stock price. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 04

WCN: Future Returns Will Rely On Premium P/E Despite Chiquita Closure Costs

Analysts made a marginal trim to the Waste Connections fair value estimate, with the target easing by about $0.10 to roughly $198.80. A slightly higher discount rate and refreshed earnings models, including several reduced Street price targets and a new $199 Outperform initiation, fed into the updated view.
내러티브 업데이트 • Mar 21

WCN: Future Returns Will Be Driven By Premium P/E Despite Higher Chiquita Outlays

Narrative Update on Waste Connections The analyst fair value estimate for Waste Connections has inched up from $198.75 to $198.92, as analysts weigh a mix of reduced price targets following Q4 results and 2026 guidance updates against fresh bullish coverage that highlights the company as a higher quality operator that may warrant a premium P/E multiple. Analyst Commentary Recent research on Waste Connections reflects a mix of optimism around business quality and caution around longer term guidance and project related cash needs.
내러티브 업데이트 • Mar 07

WCN: Future Returns Will Be Driven By M&A Despite Higher Chiquita Outlays

Analysts have lowered their average price target for Waste Connections in line with recent Street reductions, while our fair value estimate remains at $198.75 as they incorporate updated Q4 results, 2026 guidance, and higher anticipated Chiquita landfill-related outlays. Analyst Commentary Recent research updates cluster around a similar message for Waste Connections: the stock is still generally viewed favorably, but analysts are marking their models to current guidance and higher expected Chiquita landfill spending, which has led to a series of lower price targets across the Street.
내러티브 업데이트 • Feb 20

WCN: Future Returns Will Be Driven By Compounding M&A Despite Chiquita Cash Outlays

Our updated fair value estimate for Waste Connections moves to $198.75 from $204.25, reflecting analysts' lower price targets after 2026 guidance that points to softer growth assumptions and higher expected cash outlays tied to the Chiquita landfill. Analyst Commentary Street research around the latest quarter and 2026 outlook has become more cautious, with most firms trimming price targets while largely maintaining positive ratings.
내러티브 업데이트 • Feb 06

WCN: Future Returns Will Be Driven By Compounding M&A And Chiquita Remediation Resolution

Analysts have trimmed their fair value estimate for Waste Connections by about $0.21 to roughly $204.25. This reflects slightly higher discount rate assumptions and more conservative views on revenue growth, profit margins, and future P/E multiples following a series of recent target cuts across the Street.
내러티브 업데이트 • Jan 22

WCN: Future Returns Will Be Driven By Compounding M&A Despite Chiquita Remediation Uncertainty

Narrative Update on Waste Connections Analysts have trimmed their average price target on Waste Connections by about $1. This reflects slightly higher discount rate assumptions, marginally lower revenue growth and profit margin expectations, and a modestly lower future P/E multiple, in line with recent target reductions from several firms.
내러티브 업데이트 • Jan 07

WCN: Future Returns Will Be Driven By Compounding M&A And Cash Return Programs

The analyst price target for Waste Connections has edged up by about $1 to roughly $205.71, as analysts point to consistent Q3 execution, solid waste margin potential, ongoing acquisition opportunities, and a generally supportive view of the company as a high quality compounder, despite some timing adjustments around future RNG contributions. Analyst Commentary Recent Street research on Waste Connections centers on the quality of the core solid waste business, the role of acquisitions, and timing questions around renewable natural gas, or RNG, projects and other macro exposed areas like recycling and specialty waste.
내러티브 업데이트 • Dec 23

WCN: Future Returns Will Be Driven By Accretive M&A And Aggressive Buybacks

The analyst price target for Waste Connections has inched higher to approximately $205 from about $205 previously, as analysts highlight the company’s consistent outperformance, margin expansion potential, and long runway for value accretive M&A, despite near term sector headwinds. Analyst Commentary Bullish analysts generally frame Waste Connections as a high quality compounder, emphasizing its history of value accretive acquisitions and a long runway to continue consolidating fragmented secondary and rural markets.
내러티브 업데이트 • Dec 09

WCN: Margin Expansion Will Be Driven By M&A And Aggressive Buybacks

Analysts have nudged their blended price target for Waste Connections modestly higher to about $205 per share, citing the company’s consistent outperformance versus quarterly expectations, a robust M&A pipeline, and its positioning as a high quality compounder with solid waste margin expansion and free cash flow inflection potential despite near term sector headwinds. Analyst Commentary Recent Street research on Waste Connections reflects a generally constructive stance, with most firms either initiating at positive ratings or modestly raising price targets while acknowledging pockets of execution and macro risk.
내러티브 업데이트 • Nov 25

WCN: Long-Term Margin Expansion Will Be Driven By Acquisitions And Buybacks

Analysts have slightly lowered their average price target for Waste Connections to $204.96 from $205.36. They cite near-term margin pressures and moderated growth expectations, despite continued confidence in the company's acquisition strategy and resilient core business.
내러티브 업데이트 • Nov 05

WCN: Share Repurchases And Dividend Hike Will Drive Long-Term Margin Expansion

Waste Connections saw its average analyst price target edge up modestly by $0.42 to $207.00, as analysts cited continued outperformance versus expectations and optimism around long-term margin expansion and project execution, even though some forecasts for 2026 have been tempered. Analyst Commentary Analysts covering Waste Connections provided a range of perspectives following the latest financial results and guidance updates.
분석 기사 • Oct 29

Waste Connections (NYSE:WCN) Is Paying Out A Larger Dividend Than Last Year

The board of Waste Connections, Inc. ( NYSE:WCN ) has announced that the dividend on 20th of November will be increased...
내러티브 업데이트 • Oct 22

Analysts Update Price Target as Waste Connections Announces Dividend Increase and Share Repurchases

The analyst price target for Waste Connections has been modestly adjusted from $208.59 to $206.77 per share. This change reflects analysts' views on revenue growth, profit margins, and the company's differentiated strategy within a resilient waste management sector.
내러티브 업데이트 • Oct 08

Acquisitions And New Jersey Facility Integration Will Boost Operational Excellence

Analysts have slightly lowered their price target for Waste Connections, reducing the fair value from $210.95 to $208.59. They cited marginally softer growth and profitability expectations but affirmed confidence in the company’s long-term strategy and market position.
분석 기사 • Sep 22

Waste Connections (NYSE:WCN) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Aug 26

Why We're Not Concerned About Waste Connections, Inc.'s (NYSE:WCN) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
분석 기사 • Jul 07

Slowing Rates Of Return At Waste Connections (NYSE:WCN) Leave Little Room For Excitement

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha • Jan 20

Waste Connections: Hauling Trash And Stacking Cash

Summary Waste Connections (WCN) is a leading waste management provider in the U.S. and Canada, with a market cap of $45B and a CAGR of 18.23% since 2016. The company has grown revenue at 12% annually over the past decade, with recent years showing a rebound in gross profit margins close to 42%. Given its consistent revenue growth, improving gross margins, and reliable business model, WCN is a strong consideration for dividend-focused investors. Read the full article on Seeking Alpha
Seeking Alpha • Jan 09

Pricey, But Waste Connections Still A Good Deal

Summary Waste Connections, Inc. is rated a Strong Buy due to its steady price growth, strong fundamentals, and effective management strategy. WCN's competitive advantage lies in targeting less competitive markets and maintaining solid net margins comparable to larger competitors. Q3-2025 earnings beat estimates, showing strong revenue growth and increased EBITDA margins, reinforcing the company's growth trajectory. Read the full article on Seeking Alpha
Seeking Alpha • Oct 28

Waste Connections: Great Business, Poor Valuation

Summary Waste Connections, Inc. is not undervalued but has a strong cash-generative history in a favorable market. WCN operates similarly to its main competitor, Waste Management, showcasing significant cash flow growth over the years. The company has tripled its cash flow over the past decade, highlighting its robust financial performance. Valuation is stretched as the FCF yield doesn't offer any downside protection from a re-rating. Read the full article on Seeking Alpha
Seeking Alpha • Sep 08

Waste Connections: Waste Margin Improved 80-90bps

Summary I reiterate a 'Buy' rating for Waste Connections, with a fair value of $200 per share, due to strong margin expansion and pricing growth. Waste Connections reported 11.2% revenue growth and 16.4% EBITDA increase, driven by terminating lower-margin contracts and optimizing cost structures. The company has a robust M&A pipeline, expecting $700 million additional revenue in FY24, with $1.5 billion already spent on acquisitions this year. Despite potential cost increases from new EPA rules, Waste Connections maintains a strong balance sheet and prioritizes profitability over volume growth. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:WCN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202811,2001,5311,9143,19215
12/31/202710,5951,3761,7062,93626
12/31/20269,9931,1781,4292,67926
3/31/20269,6091,0541,1402,418N/A
12/31/20259,4671,0771,2202,414N/A
9/30/20259,3546221,2342,426N/A
6/30/20259,2346441,1402,307N/A
3/31/20259,0756291,1822,280N/A
12/31/20248,9206181,1732,229N/A
9/30/20248,6959401,2382,216N/A
6/30/20248,4218611,2852,212N/A
3/31/20248,1947951,2472,175N/A
12/31/20238,0227631,1932,127N/A
9/30/20237,8568301,1832,093N/A
6/30/20237,6718381,1302,066N/A
3/31/20237,4668531,0882,024N/A
12/31/20227,2128361,1102,022N/A
9/30/20226,9678081,0451,928N/A
6/30/20226,6846859791,823N/A
3/31/20226,4026389391,739N/A
12/31/20216,1516189541,698N/A
9/30/20215,9255828361,493N/A
6/30/20215,7186268531,504N/A
3/31/20215,4902228161,439N/A
12/31/20205,4462057441,409N/A
9/30/20205,4102078521,541N/A
6/30/20205,4332088431,541N/A
3/31/20205,4965848571,546N/A
12/31/20195,389567N/A1,541N/A
9/30/20195,288566N/A1,559N/A
6/30/20195,157558N/A1,499N/A
3/31/20195,027548N/A1,468N/A
12/31/20184,923547N/A1,411N/A
9/30/20184,818729N/A1,337N/A
6/30/20184,744702N/A1,300N/A
3/31/20184,679687N/A1,207N/A
12/31/20174,630577N/A1,187N/A
9/30/20174,522347N/A1,145N/A
6/30/20174,400313N/A1,088N/A
3/31/20173,952217N/A918N/A
12/31/20163,376247N/A795N/A
9/30/20162,859213N/A653N/A
6/30/20162,322-133N/A517N/A
3/31/20162,126-103N/A579N/A
12/31/20152,117-96N/A577N/A
9/30/20152,112-87N/A594N/A
6/30/20152,110230N/A585N/A

애널리스트 향후 성장 전망

수입 대 저축률: WCN 의 연간 예상 수익 증가율(12.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: WCN 의 연간 수익(12.6%)이 US 시장(17.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: WCN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: WCN 의 수익(연간 5.7%)이 US 시장(연간 12.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: WCN 의 수익(연간 5.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: WCN의 자본 수익률은 3년 후 17.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/11 17:45
종가2026/06/11 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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산업 및 섹터 지표

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분석가 소스

Waste Connections, Inc.는 36명의 분석가가 다루고 있습니다. 이 중 26명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Harriet LiAccountability Research Corporation
Christopher MurrayATB Cormark
William GrippinBarclays