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Casella Waste Systems, Inc. announces third quarter 2026 results

Casella Waste Systems (CWST) reported Q3 2026 revenue of $559.2M, up 15.2% YoY, driven by acquisitions and pricing. Net loss was $(7.0)M, impacted by impairment charges, while Adjusted EBITDA rose 11.4% to $133.5M. The company updated guidance, raising revenue expectations and narrowing Adjusted EBITDA range. CEO Ned Coletta highlighted strong performance and operational improvements.

Original reporting
vermontbiz.com
Published Nov 10, 2026, 2:13 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 5:45 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.
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Casella Waste Systems, Inc. announces third quarter 2026 results — source image
Source · vermontbiz.com
Decision brief

The 30-second read

$CWSTBearishHigh
01

Why it matters

The earnings miss and tighter EBITDA outlook may trigger short‑term sell pressure, while revenue beat and acquisition activity provide a longer‑term catalyst.

02

Market read

First‑report earnings release with new guidance; material for investors in the waste management sector.

03

What to watch

Floating fuel fees and cost‑reduction initiatives may improve margins in 2027, not reflected in current guidance.

Relevance 8/10Novelty 8/10Timing: today

Background

Casella Waste Systems, a Nasdaq‑listed waste services firm, released its Q3 2026 earnings and FY guidance.

Company-level read

Ticker impact

$CWSTBearishHigh confidence
Context

Casella Waste Systems reported Q3 2026 results with revenue up 15.2% YoY and narrowed FY2026 Adjusted EBITDA guidance.

Expected impact

likely modest downside as investors price in weaker earnings and tighter EBITDA outlook

Evidence & confidence

The company posted a $7M loss versus a $10M profit a year ago and trimmed EBITDA guidance, which typically pressures the share price in the short term.

Market effects

Sector

Solid waste and recycling sector may see heightened scrutiny of pricing and acquisition strategies.

Regional

Limited to U.S. waste management investors; no broader regional effect.

Global

Minimal global impact beyond sector peers.

Counterpoint

What could challenge this read

Revenue growth and acquisition momentum could offset earnings weakness, supporting a longer‑term upside.

Key entities

  • company
    Casella Waste Systems, Inc.

    Provider of solid waste, recycling and resource management services.

Read at source← All news

StoryCasella Waste Systems reports Q3 2026 loss, revenue miss and raises full‑year outlook

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