Casella Waste Systems (NASDAQ:CWST) misses Q3 2026 revenue estimates, stock drops
Casella Waste Systems reported Q3 2026 revenue of $559.2 million, missing estimates by 0.7%. Adjusted EPS of $0.35 missed by 7.9%. The company raised full-year revenue guidance to $2.11 billion. Operating margin fell to 2.8% from 6.1% year-over-year.
How this was made

The 30-second read
Why it matters
The miss may prompt short‑term sell‑offs, but the guidance lift could support a rebound if investors focus on the longer‑term outlook.
Market read
Earnings miss for a mid‑cap waste services company; immediate price impact expected.
What to watch
Potential cost‑saving initiatives not disclosed may mitigate short‑term earnings weakness.
Background
Casella Waste Systems reported Q3 2026 results, missing revenue and EPS estimates while slightly raising full‑year revenue guidance.
Ticker impact
Q3 2026 revenue and EPS missed estimates; guidance slightly raised but miss may drive sell pressure.
likely pressure as market prices in the revenue and EPS miss
Missed consensus on revenue and EPS outweighs the small upward guidance adjustment.
Market effects
Waste management sector may see modest pullback as earnings miss signals pricing pressure.
U.S. small-cap investors may reduce exposure to CWST in the near term.
Limited; impact confined to U.S. waste services niche.
Counterpoint
Guidance lift could signal longer-term upside if the miss is viewed as a one‑off.
Key entities
- CompanyCasella Waste Systems
U.S. waste management firm listed on NASDAQ.

