Casella Waste earnings missed by $0.07, revenue fell short of estimates

Casella Waste (CWST) reported Q3 EPS of $0.35, missing estimates by $0.07, with revenue at $559.2M, below the $563.81M consensus. The company expects FY 2026 revenue of $2.10B-$2.11B. Its stock is up 8.78% in 3 months and 12.70% in 12 months, with 2 positive and 9 negative EPS revisions in 90 days.

Original reporting
Published Nov 9, 2026, 9:59 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 9, 2026, 10:06 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.
AlphAI market briefEarnings
Primary signal
$CWST
Bearish
high confidence
Mentioned
$CWST
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$CWSTBearishMed
01

Why it matters

The earnings miss could trigger short‑term selling pressure, but the unchanged guidance may limit the downside.

02

Market read

Earnings miss for a mid‑cap industrial stock, relevant for sector and momentum traders.

03

What to watch

Guidance remains in line with consensus, and the stock's recent price momentum may cushion the impact.

Relevance 8/10Novelty 8/10Timing: after market close

Background

Casella Waste (NASDAQ: CWST) is a mid‑cap waste‑management company that recently posted Q3 results.

Company-level read

Ticker impact

$CWSTBearishHigh confidence
Context

Casella Waste reported Q3 EPS of $0.35, missing estimates by $0.07 and revenue of $559.2M, below consensus.

Expected impact

likely downside as market prices in the earnings miss

Evidence & confidence

The miss on both EPS and revenue suggests weaker performance than expected, prompting sell pressure.

Market effects

May weigh on the waste management sector if investors see broader demand weakness.

Primarily affects U.S. markets; limited regional spillover.

Limited to investors tracking mid‑cap industrial stocks.

Counterpoint

If the miss is seen as a temporary setback, the stock could rebound on a potential turnaround in the next quarter.

Key entities

  • Casella Waste

    Waste‑management firm reporting Q3 earnings.

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Why is Casella Waste stock sliding today?

Casella Waste Systems (CWST) stock fell 8.1% in after-hours trading after reporting Q3 2026 earnings below expectations. Adjusted EPS was $0.35 vs. $0.42 estimate, and revenue was $559.2M vs. $563.8M estimate. The company reported a GAAP net loss of $7M, a decline from $10M net income a year earlier, due to an impairment charge and rising interest expenses. UBS downgraded the stock to Neutral in October, cutting its price target.