$QRHC

Waste Management Stocks Q2 Teardown: Quest Resource (NASDAQ:QRHC) Vs The Rest

Perma-Fix (PFK) reported Q2 revenues of $12.89M, down 11.7% YoY, missing EBITDA and EPS estimates. Its stock fell 11% to $17.30. Casella Waste (CWST) reported $543.7M in revenues, up 16.9% YoY, beating expectations. Its stock rose 2.8% to $92.99. Waste Connections (WCN) reported $2.56B in revenues, up 6.4% YoY, beating estimates. Its stock is flat at $168.17.

Original reporting
Published Aug 20, 2026, 7:15 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 20, 2026, 7:25 PM 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.
Waste Management Stocks Q2 Teardown: Quest Resource (NASDAQ:QRHC) Vs The Rest — source image
Decision brief

The 30-second read

$QRHCNeutralMed
01

Why it matters

Earnings beats for CWST and WCN could drive short‑term buying, while Perma‑Fix's miss is irrelevant to listed tickers.

02

Market read

Earnings releases provide fresh data for sector investors; limited broader market effect.

03

What to watch

Potential regulatory or environmental cost pressures not discussed.

Relevance 7/10Novelty 8/10Timing: post‑earnings today

Background

The article compares Q2 results of three waste‑management companies, highlighting beats and misses.

Company-level read

Ticker impact

$QRHCNeutralLow confidence
Context

Title subject Quest Resource (NASDAQ:QRHC) is the article's focus despite no detailed numbers.

Expected impact

Limited impact pending further details.

Evidence & confidence

Article provides no fresh information on QRHC.

$CWSTBullishMedium confidence
Context

Casella Waste Systems reported Q2 revenue $543.7M, up 16.9% and beat estimates.

Expected impact

Potential modest price rise.

Evidence & confidence

Beat and guidance raise suggest positive momentum.

$WCNNeutralMedium confidence
Context

Waste Connections posted Q2 revenue $2.56B, up 6.4% and beat estimates.

Expected impact

Sideways to slight upside.

Evidence & confidence

Beat is modest and stock already flat.

Market effects

Waste‑management sector shows mixed earnings, with some peers outperforming.

U.S. waste services may see modest investor interest.

Limited global impact beyond sector.

Counterpoint

Despite beats, valuation may already price in growth; caution on over‑optimism.

Key entities

  • Casella Waste Systems

    Waste‑management services provider.

  • Waste Connections

    North American waste‑disposal operator.

Related articles

$WCNMed

How Raised 2026 Outlook And Deal Momentum At Waste Connections (WCN) Has Changed Its Investment Story

Waste Connections (WCN) reported Q2 2026 results exceeding estimates, raised 2026 revenue outlook to $10.02-10.05B, and projected adjusted EBITDA of $3.33-3.34B. The company completed $100M in acquisitions and anticipates more deals. It also authorized a 5% share buyback. The stock is seen as having potential 20% upside to current price, with risks tied to acquisition execution and debt levels.

$QRHCMedAI 8/10

Quest Resource (QRHC) Q2 2026 Earnings Call Transcript

Quest Resource Holding (QRHC) reported Q2 2026 revenue of $64.1 million, up 7.6% y/y, and adjusted EBITDA of $2.8 million. Gross profit fell to $10.4 million and gross margin to 16.3% due to industrial margin pressure. Operating cash flow was $4.5 million, with $2 million early term debt payment. A $11 million goodwill impairment drove a GAAP net loss of $12.2 million. Q3 revenue expected to grow sequentially.

$CWSTMedAI 8/10

Casella Waste Systems (CWST) Q2 2026 Earnings Call Transcript

Casella Waste Systems (CWST) reported Q2 2026 revenue of $543.7 million, up 16.9% year over year, and adjusted EBITDA of $123.2 million, up 12.5%. Solid waste pricing rose 5.5% and landfill volume increased 8.4%. FY2026 revenue guidance was raised to $2.09B-$2.11B, while GAAP net income guidance was lowered to $0M-$6M.

$CWSTMedAI 8/10

CWST Q2 Deep Dive: Acquisition Integration and Pricing Execution Drive Growth Amid Cost Headwinds

Casella (CWST) reported Q2 revenue of $543.7 million versus $525.5 million expected and adjusted EPS of $0.40 versus $0.29. Adjusted EBITDA was $115.6 million versus $122.9 million expected. The company raised full-year revenue guidance to $2.1 billion midpoint and expects $478 million EBITDA. Growth was driven by pricing, higher landfill tons, and acquisition integration.

$CWSTMedAI 8/10

CWST Q2 Deep Dive: Acquisition Integration and Pricing Execution Drive Growth Amid Cost Headwinds

Casella Waste Systems (CWST) reported Q2 2026 revenue of $543.7M, up 16.9% year on year and above analysts’ $525.5M estimate. Non-GAAP EPS was $0.40, versus $0.29 expected. Full-year revenue guidance was raised to $2.1B midpoint, and EBITDA guidance was $478M midpoint, with management citing pricing, landfill volume growth, and acquisition integration amid fuel cost headwinds.