Casella Waste Systems A

Casella reported Q2 revenue of $543.7 million, up 16.9%, and adjusted EBITDA of $123.2 million, up 12.5%, but GAAP net income fell 27.6% to $3.8 million. The company closed five acquisitions in 2026 that boosted top-line and pricing, yet higher depreciation, amortization, interest expense and fuel costs compressed operating margins. Management raised full-year revenue guidance but lowered net income guidance to $0–$6 million, highlighting integration and cost pressures. Institutional ownership increased but the stock trades at a high forward P/E and meaningful short interest. » More on finance.yahoo.com

Casella Waste Systems reported adjusted EPS of $0.40 for Q2 2026 (expectation $0.36) and revenue of $543.7 million, beating consensus estimates. The company raised its 2026 revenue guidance to $2.09–2.11 billion but confirmed targets for adjusted EBITDA and cash flow. Adjusted EBITDA margin fell 80 basis points to 22.7%, weighed down by higher fuel costs and integration expenses. Due to margin pressure and a lowered GAAP net income forecast ($0 to $6 million), the stock dropped about 3.7% to $87.09. » More on de.investing.com

Wasatch Long/Short Alpha Fund highlighted Casella Waste Systems as a holding in its Q1 2026 investor letter, noting EPS growth slightly beat expectations but profitability declined, weighing on the stock. The fund said it continues to like Casella’s business and experienced management and cited successful acquisition integration as a strength. Casella shares have fallen 29.12% over the past 52 weeks and the company reported Q1 revenue of $457.3 million, up 9.6% year‑over‑year. » More on finance.yahoo.com