CWST Casella Waste Systems (CWST) Q1 FY26 earnings call
Casella Waste Systems delivered a strong Q1 FY26, exceeding budget with robust revenue growth and significant margin expansion, driven by disciplined pricing and strategic acquisitions. The company is actively integrating recent acquisitions and implementing cost-saving initiatives, positioning for continued margin improvement and free cash flow growth throughout the year. Permitting progress at key landfills and the completion of the McKean rail transfer station are expected to enhance long-term disposal capacity and market positioning in the Northeast.
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CWST operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Capital expenditures Recent acquisitions | $9.2MCapital expenditures were $50 million, down $5.5 million year-over-year with $9.2 million of upfront investment in recent acquisitions.Source: earnings call transcript | $20.6MCapital expenditures were $122.3 million with $20.6 million of upfront investment in recent acquisitions.Source: earnings call transcript | +123.9% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.