Casella Waste Systems A

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

Alger Weatherbie highlighted Casella Waste Systems in its Q1 2026 investor letter, noting the company extended a five-year streak of double-digit revenue, earnings and free cash flow growth. Q1 revenue rose 9.6% year‑over‑year to $457.3 million, yet shares declined amid industry‑wide muted volume, a leadership transition and integration challenges from a Mid‑Atlantic acquisition. Alger Weatherbie believes Casella has largely worked through those issues and views the company as a regional consolidator with recurring revenue and favorable pricing dynamics. » More on finance.yahoo.com