Casella/$CWST

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About Casella

Casella Waste Systems Inc is a solid waste removal company, providing resource management services to residential, commercial, municipal, and industrial customers. The company's reportable segments on Geographical basis include Eastern, Western and Mid-Atlantic regions through the Resource solution segment. It generates maximum revenue from the Western region segment. The company's services include Recycling, Collection, Organics, Energy, Landfills, Special Waste as well as Professional Services.

Ticker

$CWST

Sector

Business services
Primary listing

Employees

5,100

Casella Metrics

BasicAdvanced
$5.9B
522.66
$0.18
0.83
-

What the Analysts think about Casella

Analyst ratings (Buy, Hold, Sell) for Casella stock.

Bulls say / Bears say

Casella’s focus on capacity-constrained Northeast and Mid-Atlantic markets strengthens pricing power and creates barriers to entry as landfill supply tightens, supporting predictable long-term cash flows.
Aggressive M&A activity brought six acquisitions in H1 2025, adding about $90 million in recurring revenue and building a $500 million deal pipeline to drive scale, route density, and future synergies.
Strong liquidity—$269.9 million in cash, $675.4 million available credit, and net leverage of 2.45x (well below the 4.0x covenant)—supports ongoing M&A and operational investment.
Integration-related costs and lower initial margins from recent acquisitions, especially in the Mid-Atlantic, reduced Q2 adjusted EBITDA margin by 75 basis points and led to a 16.3% year-over-year decrease in operating income.
Despite higher revenue targets, fiscal 2025 net income guidance was trimmed to $8–18 million from $10–25 million, reflecting management’s guarded view of short-term profitability.
Core collection volumes continued to be a drag as roll-off and transfer station throughput dropped 1.7% in Q1 2025, highlighting ongoing difficulties in achieving organic volume growth.
Data summarised monthly by Lightyear AI. Last updated on 7 Sept 2025.

Casella Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Casella Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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