CW
CWST
CWST What Casella Waste Systems promised, and what happened
Guidance
What management said, and what became of it
12 of 16 judged targets kept · 32 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Mid-Atlantic billing system migration completion | conservatively, the end of Q1 | Sep 2025 | We completed the migration of our customers to our new lead-to-cash system and integrated customer payment portal in early May | Achieved* |
| Full-year adjusted EBITDA margin improvement | 25 to 50 basis points of overall margin improvement | Sep 2025 | weighed on margins by approximately 40 to 50 basis points, implying flat to 40 basis points of margin improvement across the rest of the business | Revised Down |
| Waga-led RNG projects commercial operations | commercial operations expected to begin in late 2025 | Sep 2024 | we have two new projects that came online in Q1, both with Waga at our Chemung and Hyland landfills | Missed |
The full ledger
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The rest of the ledger
Pro opens all 48 tracked commitments for Casella Waste Systems
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.