Waste Connections, Inc.

168.43-5.71 (-3.28%)

Oct 29, 4:00:02 PM EDT · NYSE · WCN · USD

Upcoming Earnings

Report date

EPS

1.24 (1.18 ~ 1.28)

Revenue

2.38B (2.36B ~ 2.40B)

Key Stats

Market Cap

43.12B

P/E (TTM)

70.47

Basic EPS (TTM)

2.39

Dividend Yield

0.01%

Recent Filings

8-K

Q3 beats on revenue, EBITDA

10/21/25Oct 21, 2025

Waste Connections beat Q3 2025 expectations with revenue of $2.458 billion, up 5.2% year-over-year, and adjusted EBITDA of $830.3 million at a 33.8% margin, fueled by solid waste pricing gains and lower employee turnover. The company hiked its quarterly dividend 11.1% to $0.315 per share while repurchasing about 1% of shares and closing acquisitions adding $300 million in annualized revenue. Impairments hit $60.1 million, yet full-year outlook holds steady. Execution trumps headwinds.

8-K

COO Appointment Announced

8/5/25Aug 5, 2025

Waste Connections named Jason Craft as Executive Vice President and Chief Operating Officer, effective August 9, 2025, succeeding retiring Darrell W. Chambliss. Craft, a 22-year company veteran, steps up from Regional Vice President with a $500,000 base salary and 100% target bonus. This internal promotion ensures operational continuity. No family ties or special arrangements disclosed.

8-K

COO Chambliss retires, advises

7/30/25Jul 30, 2025

Waste Connections announced the retirement of Executive Vice President and COO Darrell W. Chambliss on July 24, 2025, after over two decades in the role. He transitions to Senior Advisor effective August 9, 2025, with a $50,000 annual base salary through February 28, 2029, forgoing bonuses and equity awards. This smooth handover preserves institutional knowledge. The company plans to name a successor soon.

10-Q

Q2 FY2025 results

7/24/25Jul 24, 2025

Waste Connections posted solid Q2 results, with revenues up 7.1% year-over-year to $2.407B, fueled by core price gains of 6.1% and $115M from acquisitions, though offset by softer roll-off and residential volumes. Operating income climbed 8.2% to $459.5M, lifting margins to 19.1% on lower fuel costs and tuck-in buys, while adjusted EBITDA rose 7.4% to $786.4M. Cash from operations hit $1.180B year-to-date, yielding $699M in adjusted free cash flow after $498M capex; debt stands at $8.42B with $1.03B revolver availability. Acquisitions added $166M goodwill, but litigation at Chiquita Canyon lingers as a key risk.

8-K

Q2 beats, outlook steady

7/23/25Jul 23, 2025

Waste Connections beat Q2 2025 expectations with $2.407 billion in revenue, up 7.1% year-over-year, fueled by 6.6% solid waste core pricing and margin gains from better employee retention and safety. Adjusted EBITDA hit $786.4 million, edging up 7.5% to a 32.7% margin, despite drags from weak commodity activities and economic slowdowns. Acquisitions added $200 million in annualized revenue so far. Full-year outlook holds at $9.45 billion revenue and $3.12 billion adjusted EBITDA. Headwinds mount, yet resilience shines.

About

Waste Connections, Inc. provides non-hazardous waste collection, transfer, disposal, and resource recovery services in the United States and Canada. It offers collection services to residential, commercial, municipal, industrial, and exploration and production (E&P) customers; landfill disposal services; and recycling services for various recyclable materials, including compost, cardboard, mixed paper, plastic containers, glass bottles, and ferrous and aluminum metals. The company owns and operates transfer stations that receive compact and/or load waste to be transported to landfills or treatment facilities through truck, rail, or barge; and intermodal services for the rail haul movement of cargo and solid waste containers in the Pacific Northwest through a network of intermodal facilities. In addition, it provides E&P waste treatment, recovery, and disposal services for waste resulting from oil and natural gas exploration and production activity, such as drilling fluids, drill cuttings, completion fluids, and flowback water; production wastes and produced water during a well's operating life; contaminated soils that require treatment during site reclamation; and substances, which require clean-up after a spill, reserve pit clean-up, or pipeline rupture. Further, the company offers leasing services. Waste Connections, Inc. was founded in 1997 and is based in Woodbridge, Canada.

CEO

Mr. Ronald J. Mittelstaedt

IPO

5/22/1998

Website

https://www.wasteconnections.com

Employees

23,854

Sector

Industrials

Industry

Waste Management