Waste Connections, Inc.

NYSE:WCN 주식 리포트

시가총액: US$41.9b

Waste Connections 향후 성장

Future 기준 점검 1/6

Waste Connections (는) 각각 연간 12% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.4% 로 예상됩니다.

핵심 정보

12.0%

이익 성장률

12.75%

EPS 성장률

Commercial Services 이익 성장13.5%
매출 성장률5.6%
향후 자기자본이익률18.44%
애널리스트 커버리지

Good

마지막 업데이트28 Apr 2026

최근 향후 성장 업데이트

Recent updates

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?

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.

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

Apr 12

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Oct 29
Waste Connections (NYSE:WCN) Is Paying Out A Larger Dividend Than Last Year

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.

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.

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

Sep 22
Waste Connections (NYSE:WCN) Seems To Use Debt Quite Sensibly

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

Aug 26
Why We're Not Concerned About Waste Connections, Inc.'s (NYSE:WCN) Share Price

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

Jul 07
Slowing Rates Of Return At Waste Connections (NYSE:WCN) Leave Little Room For Excitement

We Think Waste Connections (NYSE:WCN) Can Stay On Top Of Its Debt

May 21
We Think Waste Connections (NYSE:WCN) Can Stay On Top Of Its Debt

Waste Connections: Hauling Trash And Stacking Cash

Jan 20

Pricey, But Waste Connections Still A Good Deal

Jan 09

Waste Connections: Great Business, Poor Valuation

Oct 28

Waste Connections: Waste Margin Improved 80-90bps

Sep 08

이익 및 매출 성장 예측

NYSE:WCN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202811,1961,5211,9203,19215
12/31/202710,5931,3761,7062,93726
12/31/20269,9911,1781,4342,68526
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%)이 saving rate(3.4%)보다 높습니다.

수익 vs 시장: WCN 의 연간 수익(12%)이 US 시장(15.8%)보다 느리게 성장할 것으로 예상됩니다.

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

수익 대 시장: WCN 의 수익(연간 5.6%)이 US 시장(연간 11%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: WCN 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: WCN의 자본 수익률은 3년 후 18.4%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 03:58
종가2026/05/01 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

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Waste Connections, Inc.는 37명의 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