Overview
Environmental solutions provider's Q4 revenue and adjusted EPS missed analysts' expectations
Company achieved best-ever operating expenses as a percentage of revenue
Company plans to return $3.5 bln to shareholders in 2026 through dividends and buybacks
Outlook
Waste Management expects 2026 revenue between $26.425 bln and $26.625 bln
Company forecasts 2026 adjusted operating EBITDA of $8.150 bln to $8.250 bln
Waste Management anticipates 2026 free cash flow growth of 29.4%
Result Drivers
OPERATIONAL EXCELLENCE - WM achieved record performance in operating expenses as a percentage of revenue, enhancing margins through disciplined execution
TECHNOLOGY AND AUTOMATION - Investments in technology and automation generated efficiencies, structurally enhancing margins and cash generation
HEALTHCARE SOLUTIONS IMPROVEMENT - Healthcare Solutions segment's EBITDA margin improved through integration and synergy capture
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$6.31 bln
$6.39 bln (22 Analysts)
Q4 Adjusted EPS
Miss
$1.93
$1.94 (24 Analysts)
Q4 EPS
$1.83
Press Release: ID:nBwknn7ca
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.)