
• Reported GAAP EPS of -$0.09 down -12.50% YoY • Reported revenue of $457.33M up 9.64% YoY • Casella Waste Systems, Inc. raised fiscal year 2026 guidance for revenues to $2.06B, Adjusted EBITDA to $473M, and Adjusted Free Cash Flow to $200M, while lowering net income guidance to $4M.
Bullish
Casella Waste Systems, Inc. achieved 9.6% revenue growth, 12.3% Adjusted EBITDA increase with margin expansion, and executed a disciplined acquisition strategy with a robust pipeline.
Bearish
Casella Waste Systems, Inc. experienced an increased net loss and lowered fiscal 2026 net income guidance, while facing rising compliance costs and litigation risks from PFAS regulations.