$WCN

Waste Connections 3Q 2026: Revenue $2.64B, Net income $359.2M, EPS $1.43— 10-Q Summary

Waste Connections reported Q3 2026 revenue of $2.64B, net income of $359.2M, and EPS of $1.43, up 7.3%, 25.5%, and 28.8% YoY. Growth was driven by price increases, acquisitions, and higher E&P waste activity. The company expects $1.25B in 2026 capital spending.

Original reporting
Published Oct 22, 2026, 10:11 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 22, 2026, 10:16 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.
Waste Connections 3Q 2026: Revenue $2.64B, Net income $359.2M, EPS $1.43— 10-Q Summary — source image
Decision brief

The 30-second read

$WCNBullishHigh
01

Why it matters

The earnings beat and margin expansion suggest a positive short‑term catalyst for the stock.

02

Market read

First‑report earnings release with material growth, likely to move the stock in the next trading session.

03

What to watch

Capital spending of $1.25B could pressure cash flow in the near term.

Relevance 8/10Novelty 8/10Timing: after-hours

Background

The article is an AI‑generated summary of Waste Connections' 10‑Q filing for Q3 2026.

Company-level read

Ticker impact

$WCNBullishHigh confidence
Context

Waste Connections reported its Q3 2026 earnings with revenue $2.64B, net income $359.2M and EPS $1.43, all up YoY.

Expected impact

likely modest upside as the market prices in the earnings beat and growth outlook

Evidence & confidence

The company posted double‑digit revenue growth and a 25% jump in net income, indicating operational strength and may prompt buying interest.

Market effects

Highlights strength in the waste‑management sector, potentially supporting peers.

U.S. waste services stocks may see modest gains.

Limited to North American waste‑service providers.

Counterpoint

If the growth is driven by one‑off acquisitions, the earnings may not be sustainable.

Key entities

  • Waste Connections, Inc.

    U.S. waste‑management firm reporting Q3 2026 results.

Related articles

$WCNHighAI 8/10

Why Waste Connections Stock Is Up Today

Waste Connections (WCN) shares rose after Q3 revenue grew 7% to $2.6B. EPS of $1.58 beat estimates. The company raised its full-year forecast and increased its dividend by 10%. Acquisitions and pricing power drove growth, offsetting higher fuel costs.

$WCNHighAI 8/10

Waste Connections navigates diesel costs, Iran war effects on E&P

Waste Connections reported Q3 revenue of $2.64B, up 7.3% YoY, and net income of $359.2M, up 25.4% YoY. The company raised its 2026 outlook due to better commodity prices and acquisitions, despite high diesel costs affecting margins. CEO Ron Mittelstaedt highlighted operational improvements and benefits from new RNG facilities. CFO Mary Anne Whitney noted fuel surcharges and AI-driven pricing tools helped mitigate cost pressures.