Casella Waste Systems, Inc.

NasdaqGS:CWST Aktierapport

Börsvärde: US$5.0b

Casella Waste Systems Förvaltning

Förvaltning kriterier kontrolleras 3/4

Casella Waste Systems VD är Ned Coletta, utsedd i Jan 2026, har en mandatperiod på mindre än ett år. totala årliga ersättningen är $ 2.83M, bestående av 21.7% lön 78.3% bonusar, inklusive företagsaktier och optioner. äger direkt 0.22% av företagets aktier, värda $ 11.29M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.5 år respektive 12.3 år.

Viktig information

Ned Coletta

Verkställande direktör

US$2.8m

Total ersättning

VD-lön i procent21.73%
Anställning som VDless than a year
Ägande av VD0.2%
Ledningens genomsnittliga anställningstid2.5yrs
Styrelsens genomsnittliga mandatperiod12.3yrs

Senaste uppdateringar av ledningen

Recent updates

Casella Waste Systems Deserves A Bullish Outlook After A Nice Increase In Guidance

May 02

CWST: Landfill Execution And 2026 Guidance Will Support Upside Potential

The 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.

CWST: Landfill Footprint And Operational Improvements Will Underpin 2026 Upside Potential

Casella 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.

CWST: Mid Atlantic Integration And Landfill Footprint Are Set To Unlock 2026 Tailwind

Casella 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.

CWST: Mid Atlantic Integration Progress May Turn 2026 Setup Into Tailwind

Analysts 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.

CWST: Mid Atlantic Integration Progress And Index Adds May Support 2026 Margins

Analysts 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.

CWST: Mid Atlantic Integration Progress And Index Additions May Support 2026 Margins

Analysts 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.

CWST: Mid Atlantic Integration Tailwinds And Index Additions Will Shape 2026 Margins

Our 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.

CWST: Mid Atlantic Integration Tailwinds Will Support Margin Expansion Through 2026

Our 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.

CWST: Easing Integration Progress Will Drive Free Cash Flow Compounding Through 2026

Analysts 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.

CWST: Easing Integration Headwinds Will Support Free Cash Flow Leadership Through 2026

Casella 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.

CWST: Free Cash Flow Compounding Will Drive Shares Higher Through 2026

Analysts 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.

Casella Waste Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Nov 05
Casella Waste Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

CWST: Inorganic Expansion Will Drive Long-Term Compounding Despite Short-Term Challenges

Analysts 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.

What Does Casella Waste Systems, Inc.'s (NASDAQ:CWST) Share Price Indicate?

Oct 20
What Does Casella Waste Systems, Inc.'s (NASDAQ:CWST) Share Price Indicate?

Northeast And Mid-Atlantic Trends Will Reshape Waste Management

Analysts 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.

Northeast And Mid-Atlantic Trends Will Reshape Waste Management

Casella 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.

Casella Waste Systems, Inc.'s (NASDAQ:CWST) Price In Tune With Revenues

Sep 15
Casella Waste Systems, Inc.'s (NASDAQ:CWST) Price In Tune With Revenues

Is Casella Waste Systems (NASDAQ:CWST) Using Too Much Debt?

Aug 25
Is Casella Waste Systems (NASDAQ:CWST) Using Too Much Debt?

A Look At The Fair Value Of Casella Waste Systems, Inc. (NASDAQ:CWST)

May 19
A Look At The Fair Value Of Casella Waste Systems, Inc. (NASDAQ:CWST)

When Should You Buy Casella Waste Systems, Inc. (NASDAQ:CWST)?

May 03
When Should You Buy Casella Waste Systems, Inc. (NASDAQ:CWST)?

Casella Waste Systems: Not Trash, But Not Treasure Either

Dec 18

Casella Waste Systems: Is It Time To Take Out The Trash?

Nov 24

Casella Waste Systems Dives On Its Big Capital Raise (Rating Upgrade)

Sep 18
User avatar

Expanding Market Reach And Optimizing Operations To Spur Growth Across Waste Services Sector

Strategic acquisitions and investments in fleet enhancements are set to boost market reach and operational efficiency, favoring revenue and margin growth.

Casella Waste Systems: I Am Still Optimistic About The EBITDA Growth Outlook

Aug 16

Casella Waste Systems: Trash Is King, But This Valuation Just Stinks

Aug 04

Analys av ersättningar till VD

Hur har Ned Coletta:s ersättning förändrats jämfört med Casella Waste Systems:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$7m

Dec 31 2025US$3mUS$615k

US$8m

Sep 30 2025n/an/a

US$15m

Jun 30 2025n/an/a

US$11m

Mar 31 2025n/an/a

US$13m

Dec 31 2024US$2mUS$515k

US$14m

Sep 30 2024n/an/a

US$7m

Jun 30 2024n/an/a

US$19m

Mar 31 2024n/an/a

US$18m

Dec 31 2023US$2mUS$483k

US$25m

Sep 30 2023n/an/a

US$36m

Jun 30 2023n/an/a

US$40m

Mar 31 2023n/an/a

US$52m

Dec 31 2022US$4mUS$467k

US$53m

Sep 30 2022n/an/a

US$54m

Jun 30 2022n/an/a

US$47m

Mar 31 2022n/an/a

US$41m

Dec 31 2021US$2mUS$453k

US$41m

Sep 30 2021n/an/a

US$95m

Jun 30 2021n/an/a

US$94m

Mar 31 2021n/an/a

US$94m

Dec 31 2020US$2mUS$440k

US$91m

Sep 30 2020n/an/a

US$37m

Jun 30 2020n/an/a

US$35m

Mar 31 2020n/an/a

US$34m

Dec 31 2019US$1mUS$400k

US$32m

Ersättning vs marknad: Ned s total kompensation ($USD 2.83M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 8.54M ).

Ersättning vs inkomst: Ersättningen för Ned har ökat med mer än 20 % medan företagets intäkter har minskat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Ned Coletta (49 yo)

less than a year
Anställning
US$2,830,523
Kompensation

Mr. Edmond R. Coletta, also known as Ned, is Chief Executive Officer of Casella Waste Systems, Inc. from January 1, 2026 and serves as its President from July 1, 2022 and had been its Chief Financial Offic...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
John Casella
Executive Chairman33.3yrsUS$4.41m0.81%
$ 40.8m
Edmond Coletta
Presidentless than a yearUS$2.83m0.22%
$ 11.3m
Bradford Helgeson
Executive VP & CFO2.5yrsUS$1.75m0.0043%
$ 213.9k
Shelley Sayward
Senior VP & General Counsel5.3yrsUS$1.14m0.040%
$ 2.0m
Kevin Drohan
VP & Chief Accounting Officer4.1yrsinga uppgifter0.012%
$ 624.2k
Jeffrey Stein
Senior Vice President of Corporate Developmentno datainga uppgifteringa uppgifter
Kelley Robinson
Senior Vice President of Human Resources4.8yrsinga uppgifteringa uppgifter
Keith S. Landau
Chief Transformation Officerless than a yearinga uppgifteringa uppgifter
Christopher Rains
Senior VP & Chief Revenue Officerless than a yearinga uppgifteringa uppgifter
Jason Mead
Senior VP of Finance & Treasurer4.3yrsinga uppgifteringa uppgifter
2.5yrs
Genomsnittlig anställningstid
49.5yo
Genomsnittlig ålder

Erfaren ledning: CWST s ledningsgrupp anses vara erfaren ( 2.5 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
John Casella
Executive Chairman33.3yrsUS$4.41m0.81%
$ 40.8m
Edmond Coletta
Presidentless than a yearUS$2.83m0.22%
$ 11.3m
Joseph Doody
Lead Independent Director21.8yrsUS$302.42k0.015%
$ 768.6k
Douglas Casella
Vice Chairman33.3yrsinga uppgifter0.94%
$ 47.2m
Emily Nagle Green
Independent Director13.8yrsUS$237.43k0.032%
$ 1.6m
William Hulligan
Independent Director10.7yrsUS$239.93k0.0081%
$ 408.2k
Michael Burke
Independent Director18.3yrsUS$242.43k0.024%
$ 1.2m
Michael Battles
Independent Director6.4yrsUS$232.43k0.011%
$ 576.8k
Gary Sova
Independent Director4.9yrsUS$232.43k0.0082%
$ 411.7k
Rose M. Kirk
Independent Director5.8yrsUS$229.93k0.011%
$ 541.1k
12.3yrs
Genomsnittlig anställningstid
68yo
Genomsnittlig ålder

Erfaren styrelse: CWST s styrelse är rutinerade och erfaren ( 12.3 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 15:34
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Casella Waste Systems, Inc. bevakas av 21 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
William GrippinBarclays
Samuel EnglandBerenberg
Michael FenigerBofA Global Research