Casella Waste Q4 revenue slightly misses estimates

Casella Waste Systems

19/02/2026 21:36

Overview

Solid waste services firm's Q4 revenue slightly missed analyst expectations

Adjusted net income for Q4 beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Outlook

Casella Waste Systems projects fiscal year 2026 revenue between $1.970 bln and $1.990 bln

Company expects fiscal year 2026 net income between $16 mln and $22 mln

Casella forecasts fiscal year 2026 adjusted EBITDA between $455 mln and $465 mln

Result Drivers

ACQUISITIONS - Revenue growth in Q4 was mainly driven by acquisitions and the rollover contribution from previous deals

PRICE GROWTH - Sustained collection and disposal price growth contributed to revenue increase

DEPRECIATION IMPACT - Higher depreciation and amortization expenses related to acquisition growth impacted net income

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$469.10 mln
$470.90 mln (9 Analysts)
Q4 Adjusted Net Income
Beat
$18.90 mln
$12.10 mln (6 Analysts)
Q4 Net Income
-$2.50 mln
Q4 Adjusted EBITDA
Beat
$107 mln
$105.24 mln (9 Analysts)
Q4 Operating income
$11.90 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the environmental services & equipment peer group is "buy"

Wall Street's median 12-month price target for Casella Waste Systems Inc is $113.00, about 10.4% above its February 18 closing price of $102.34

The stock recently traded at 75 times the next 12-month earnings vs. a P/E of 71 three months ago

Press Release: ID:nGNXbnJhC0

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)