$WM

Waste Management reported Q3 2026 revenue of $6.85B, up 6.3% YoY, and adjusted EPS of $2.15. Adjusted EBITDA rose 5.8% to $2.12B. The company maintained its 2026 guidance, expecting revenue and free cash flow at the high ends of projected ranges. Collection volume declined slightly, but pricing and energy surcharges drove growth. The company also opened a new renewable natural gas facility.

WASTE MANAGEMENT INC (WM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 WM Announces Third Quarter 2026 Earnings Strong Cash Flow from Operations Supports Return of $957 Million to Shareholders During the Quarter Healthcare Solutions Increases Income from Operations by $41 Million Driven by 3.7% Revenue Growth and Growing Cost Improvemen

Teamsters Local 396 ratified a new contract for 700 Waste Management workers in Los Angeles and Orange counties. The union is also bargaining for workers at other regional haulers. Waste Management reported $25.2B revenue last year. According to the union, the new contract demonstrates worker solidarity.

Waste Management (NYSE:WM) reports Q3 earnings on Tuesday. Q2 revenue was $6.68B (+4% YoY), meeting expectations. Q3 revenue is expected to grow 5.7% YoY. Analysts have reconfirmed estimates. Peers Waste Connections and Rollins reported mixed results. WM stock is up 15.4% in the past month, with an average price target of $253.52.

Clean Harbors (CLH) reported $1.74B revenue, up 11.9% YoY, beating estimates. Onterris (ONT) reported $186.7M revenue, down 20.4% YoY, missing estimates. Waste Connections (WCN) reported $2.56B revenue, up 6.4% YoY, slightly beating estimates. Waste Management (WM) reported $6.68B revenue, up 4% YoY, meeting expectations. Stocks reacted accordingly to the results.

Waste Management (WM) and Republic Services (RSG) both raised dividends in 2026, with WM offering a higher yield and larger dividend increase. WM reported Q2 pricing gains of 5.7% despite volume declines, while RSG missed EPS estimates but raised guidance. WM focuses on landfill revenue and synergies, while RSG grows through acquisitions. Both face recycling price declines.

Citigroup lowered its price target for Waste Management from $269 to $259. The stock was trading at $211.83, up 0.33% in pre-market. The adjustment may impact investor expectations for the company's stock performance.

Waste Management (WM) and Republic Services (RSG) reported differing free cash flow measures, impacting dividend and repurchase cushions. WM's first-half operating cash flow was $3.227B, with $1.280B spent on capital, leaving $1.947B. RSG's operating cash flow was $2.380B, with $868M spent, leaving $1.512B. Both companies paid dividends and repurchased shares, with WM having a smaller remaining buffer.

Waste Management (WM) reported a 5.7% price increase despite a 1.8% volume decline, raising its full-year margin outlook. Rollins (ROL) saw commercial pest control revenue rise 8.6% but missed EPS estimates. Cintas (CTAS) achieved record margins with steady price increases. Otis Worldwide (OTIS) faced service margin declines but maintained pricing power. All companies operate in essential services with recurring revenue.

Jim Cramer discussed Waste Management (WM) on Mad Money, noting its potential for growth and a good CEO, but advised caution due to a double top pattern. WM reported Q2 free cash flow of $1.10B, up 34.5% YoY, with revenue at $6.68B and EPS at $2.02. The company opened new facilities, boosting recycling and renewable energy EBITDA by 32.5%. WM trades at 24.6x forward earnings, below peer Republic Services.