Casella Waste Systems is executing an aggressive M&A-driven growth strategy, with revenue up 16.9% YoY to $543.7M in 2026Q2 and total assets expanding 44% since 2024Q1. However, profitability remains strained, with net margin at just 0.7% and operating margin ...
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Revenue growth accelerated to 16.9% YoY in 2026Q2, but net margin remains razor-thin at 0.7%, with operating margin at 3.7%, indicating that top-line expansion is not translating into proportional profitability.
Casella invests in cutting-edge technology and sustainability initiatives, positioning itself as an industry leader in waste management innovation.
The company's vertically integrated operations in the Northeast and Mid-Atlantic regions provide steady volume and pricing power, supporting margin expansion over time.
Recent quarterly results showed revenue growth and adjusted EPS beating expectations, demonstrating the company's operational strength.
Trailing total returns as of 10/25/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.40+12.2% vs $0.36 | $544M+3.3% vs $526M |
Q2 2026 Apr 30, 2026 | $0.20+100.0% vs $0.10 | $457M+0.6% vs $454M |
Q1 2026 Feb 19, 2026 | $0.30+36.4% vs $0.22 | $469M-0.4% vs $471M |
Q4 2025 Oct 30, 2025 | $0.42+25.9% vs $0.33 | $485M+1.8% vs $477M |
Casella (CWST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
RUTLAND, Vt., Oct. 13, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company, will release its financial results for the three months ended September 30, 2026, after the market closes on Monday, November 9, 2026.
HNI (NYSE: HNI - Get Free Report) and Casella Waste Systems (NASDAQ: CWST - Get Free Report) are both mid-cap industrials companies, but which is the superior investment? We will contrast the two companies based on the strength of their earnings, dividends, valuation, profitability, risk, analyst recommendations and institutional ownership. Analyst Recommendations This is a breakdown of
RUTLAND, Vt., Sept. 29, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling and resource management services company, announced that the New York State Department of Environmental Conservation issued a permit to expand its Hakes Construction and Demolition (“C&D”) Landfill located in Campbell, New York (“the Hakes Landfill”) disposal area by approximately 43.3 acres. The expansion provides an estimated 5.8 million cubic yards of additional disposal capacity.
Benchmark CWST against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Casella Waste Systems, Inc. (CWST)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $97.61 | $6.11B | 813.42 | 17.95% | 0.43% | 0.5% | — | |
| $239.38 | $95.68B | 35.73 | 14.24% | 11.12% | 28.92% | — | |
| $240.45 | $73.98B | 35.10 | 3.49% | 12.94% | 18.26% | — | |
| $186.60 | $47.03B | 44.64 | 6.55% | 11.4% | 14.18% | — | |
| $88.53 | $1.35B | 62.35 | 16.33% | 0.32% | 0.29% | — | |
| $318.76 | $16.83B | 43.79 | 2.39% | 7.03% | 15.65% | — |
Casella Waste Systems, Inc. (CWST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Casella Waste Systems, Inc. (CWST) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jul 1, 2026·SEC
Jun 8, 2026·SEC
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Casella Waste Systems, Inc. (CWST) stock FAQ — growth, dividends, profitability & financials explained
Casella Waste Systems, Inc. (CWST) reported $1.96B in revenue for fiscal year 2025. This represents a 2571% increase from $73.2M in 1997.
Casella Waste Systems, Inc. (CWST) grew revenue by 18.0% over the past year. This is strong growth.
Yes, Casella Waste Systems, Inc. (CWST) is profitable, generating $5.7M in net income for fiscal year 2025 (0.4% net margin).
Casella Waste Systems, Inc. (CWST) has a return on equity (ROE) of 0.5%. This is below average, suggesting room for improvement.
Casella Waste Systems, Inc. (CWST) generated $105.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
