Earnings Flash (CWST) Casella Waste Systems, Inc. Posts Q2 Adjusted EPS $0.40 per Share, vs. FactSet Est of $0.36

Casella Waste Systems (CWST) reported Q2 adjusted EPS of $0.40 per share, above FactSet’s $0.36 estimate, and said revenue rose. The company also updated fiscal 2026 guidance to $2.09B to $2.11B, versus a FactSet estimate of $2.07B.

Original reporting
Published Aug 6, 2026, 8:09 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 7, 2026, 11:26 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefEarnings
Primary signal
$CWST
Bullish
medium confidence
Mentioned
$CWST
Relevance
8/10
alphai data visualization · based on marketscreener.com
Decision brief

The 30-second read

$CWSTBullishMed
01

Why it matters

The combination of an adjusted EPS beat and a fiscal 2026 revenue range (noted as above FactSet) creates a clear catalyst for earnings reaction and guidance-driven positioning.

02

Market read

Earnings beat and updated revenue guidance are the primary drivers for potential repricing at the open following the after-close release.

03

What to watch

Traders will likely focus on prior guidance direction, segment performance, and any commentary on costs, volumes, and contract pricing, none of which appear in the scraped text.

Relevance 8/10Novelty 7/10Timing: After market close, for next-session earnings reaction and guidance positioning.

Background

The article is an earnings flash for Casella Waste Systems, reporting Q2 adjusted EPS and an updated fiscal 2026 revenue range.

Company-level read

Ticker impact

$CWSTBullishMedium confidence
Context

Casella Waste Systems reported Q2 adjusted EPS of $0.40 versus FactSet $0.36 and raised/updated fiscal 2026 revenue guidance to $2.09B-$2.11B.

Expected impact

Likely near-term upside bias, with follow-through dependent on whether the guidance range is viewed as credible versus prior expectations.

Evidence & confidence

The article provides two concrete, decision-relevant datapoints (EPS beat and revenue guidance range) but omits margins, cash flow, and prior guidance for context.

Market effects

Waste and environmental services peers may see read-across on demand stability and pricing power if guidance is interpreted as durable.

Limited regional spillover expected; impact is primarily single-name unless peers also report soon.

Low global relevance; this is a US-focused earnings and guidance update.

Counterpoint

A revenue-range update can be less meaningful if margins or cash conversion are weaker than investors expect, which is not provided here.

Key entities

  • Casella Waste Systems, Inc.

    Reported Q2 adjusted EPS of $0.40 vs. FactSet $0.36 and updated fiscal 2026 revenue guidance to $2.09B-$2.11B.

  • FactSet consensus

    Provided the comparison points for Q2 adjusted EPS ($0.36) and fiscal 2026 revenue ($2.07B).

Related articles

$CWSTMed

Casella Waste Systems Inc (CWST) (Q2 2026) Earnings Call Highlights: Strong Revenue Growth

Casella Waste Systems (CWST) reported Q2 2026 results on an earnings call, citing revenue growth and a decline in adjusted EBITDA margin to 22.7% (down 80 bps). Fuel recovery fees and Resource Solutions headwinds weighed on margins, and the company lowered GAAP net income guidance to $0 to $6 million. Management expects margin improvement in Q3-Q4 and raised revenue guidance, mainly driven by fuel.

$CWSTMedAI 8/10

Casella Waste Systems Q2 Earnings Call Highlights

Casella Waste Systems (NASDAQ:CWST) reported Q2 collection pricing gains, with roll-off and front-load commercial service up 7% each, while volumes fell 1.4% for collections and solid-waste volumes declined 0.6%. Landfill volumes rose 8.4% year over year. Fuel cost-recovery added $11.6M revenue. 2026 revenue guidance raised to $2.09B-$2.11B; adjusted EBITDA $473M-$483M; adjusted FCF $200M-$210M.

$CWSTMedAI 8/10

Casella reports second quarter 2026 results

Casella Waste Systems (Nasdaq: CWST) reported Q2 2026 revenues of $543.7 million, up 16.9% year over year, driven by acquisitions and higher collection and disposal pricing. Net income was $3.8 million versus $5.2 million in Q2 2025. Adjusted EBITDA rose to $123.2 million. For 2026, it raised revenue guidance to $2.090-$2.110 billion and lowered net income guidance to $0-$6 million.