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 at 3.7%, far below peers.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
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 11/8/2026, 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 |
NIQ, CWST and ESE are poised to beat earnings estimates this season, supported by favorable Earnings ESP readings and encouraging business prospects.
Casella (CWST) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Natera reported stronger-than-expected results and raised its full-year outlook. Impinj reported stronger-than-expected results, including record revenue and profitability. Hamilton Lane shares contributed positively during the quarter after the company reported stronger-than-expected revenue and earnings.
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.
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 |
|---|---|---|---|---|---|---|---|
| $98.21 | $6.15B | 1096.09 | 17.95% | 0.29% | 0.36% | — | |
| $236.26 | $94.44B | 30.77 | 14.24% | 11.78% | 30.85% | 1.4% | |
| $246.85 | $75.95B | 33.97 | 3.49% | 12.92% | 18.47% | 0.96% | |
| $189.07 | $47.66B | 41.87 | 6.55% | 11.4% | 14.18% | 0.69% | |
| $99.49 | $1.51B | -666.38 | 16.33% | -0.27% | -0.29% | 1.81% | |
| $284.10 | $15B | 28.44 | 2.39% | 8.05% | 18.27% | — |
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 over the trailing twelve months. Revenue was $1.84B in fiscal year 2025. That is 2409% more than the $73.2M of fiscal year 1997.
Casella Waste Systems, Inc. (CWST) grew revenue by 13.6% over the trailing twelve months, compared with the twelve months before.
Yes. Casella Waste Systems, Inc. (CWST) earned $5.7M in net income over the trailing twelve months (a 0.3% net margin).
Casella Waste Systems, Inc. (CWST) had a return on equity (ROE) of 0.4% over the trailing twelve months. That is below the market's typical 10-15%.
Casella Waste Systems, Inc. (CWST) generated $105.7M in free cash flow over the trailing twelve months.
