Financial Data and Key Metrics Changes - Revenues in Q1 2025 were $417.1 million, an increase of $76.1 million or 22.3% year over year, with $57.3 million from acquisitions and $18.4 million from organic growth of 5.4% [13][20] - Adjusted EBITDA was $86.4 million, up $15.4 million or 21.7% year over year, with adjusted EBITDA margins at 20.7%, down 10 basis points year over year [16][20] - Adjusted net income was $12.2 million or $0.19 per diluted share, an increase of $3.5 million or about $0.04 per share [19] Business Line Data and Key Metrics Changes - Solid waste revenues increased by 25.9% year over year, with pricing up 5.6% and volume down 1.7% [13][14] - Collection pricing was up 5.8%, while volumes decreased by 1.7%, attributed to slower roll-off volumes during winter [9][14] - Resource Solutions revenues grew by 9.5% year over year, with national accounts up 10.9% [15][16] Market Data and Key Metrics Changes - Organic growth in the landfill business exceeded 7%, driven by both price and volume increases [8][9] - The average price per ton in the landfill business was up 4.8% in the quarter [15] - Commodity prices remained stable, with recent softness in the fiber market offset by strength in plastics and aluminum [15] Company Strategy and Development Direction - The company continues to focus on internalizing more of its own tons and executing its acquisition strategy, having closed four deals year to date with approximately $50 million in annualized revenues [10][25] - The active M&A pipeline is robust, with over $500 million in revenues in various stages of engagement [26] - The company aims to enhance operational efficiency through fleet automation and route optimization [23][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the 2025 outlook, citing limited exposure to tariffs and a resilient business model [10][22] - The company is closely monitoring macroeconomic uncertainties but remains optimistic about future value creation opportunities [10][21] - Management noted that the challenging winter weather impacted roll-off volumes but expects a seasonal uptick as spring progresses [9][72] Other Important Information - The company was recognized on Forbes' 2025 America's Best Midsized Employers list, highlighting its commitment to core values and culture [7] - The company has a consolidated net leverage ratio of 2.45 times and maintains approximately $900 million of availability between excess cash and an undrawn revolver [21] Q&A Session Summary Question: How much of the landfill volume increase is due to lost construction and demolition volumes flowing back? - Management indicated that about one-third of the increase is from recapturing construction and demolition tons in the New York market, with two-thirds from efforts to internalize additional tons [30][31] Question: What is the unfilled annual landfill capacity today? - Management stated that they are running about 30% excess capacity, primarily in New York State, with opportunities to drive more volume to specific landfills [32][33] Question: Can you provide an update on the Juniper Ridge landfill gas plant ramp? - The Juniper Ridge project is online but operating at low production levels, with expectations for ramp-up throughout the year [36][38] Question: What is the expected EBITDA contribution from internalization? - Management noted that the impact of internalization on EBITDA is complex and varies by acquisition, making it difficult to provide a specific figure [75][76] Question: Why was the full year guidance not changed despite strong Q1 results? - Management explained that it is typical not to change guidance in the first quarter unless there are significant deviations from expectations [90][91]

Casella (CWST) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 72.73%. A quarter ago, it was expected that this provider of garbage-disposal and recycling services would post earnings of $0.16 per share when it actually produced earnings of $0.41, delivering a surprise of 156.25%.Over the ...

Exhibit 99.1 FOR IMMEDIATE RELEASE CASELLA WASTE SYSTEMS, INC. ANNOUNCES FIRST QUARTER 2025 RESULTS RUTLAND, VERMONT (May 1, 2025) — Casella Waste Systems, Inc. (NASDAQ: CWST), a regional solid waste, recycling and resource management services company, today reported its financial results for the three-month period ended March 31, 2025. Key Highlights: "Acquisitions remain a key strategic priority, and year-to-date we have acquired four businesses with approximately $50 million in annualized revenue, includ ...

RUTLAND, Vt., May 01, 2025 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (NASDAQ: CWST), a regional solid waste, recycling and resource management services company, today reported its financial results for the three-month period ended March 31, 2025. Key Highlights: Revenues were $417.1 million for the quarter, up $76.1 million, or up 22.3%, from the same period in 2024. Solid waste pricing was up 5.6% from the same period in 2024, driven by 5.8% collection price growth and 5.5% disposal price growth.Net ...

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Casella (CWST) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.Casella is a member of our Business Services group, which includes 270 different companies and currently sits at #5 in the Zacks Sector Rank. The Zacks Sector Rank ga ...

Industry Overview - The U.S. service sector exhibited strong momentum in Q1 2025, driven by economic stability and growth in non-manufacturing activities, particularly influenced by the AI revolution and demand for cost efficiency [1][4] - Multiple service industries, including transportation, retail, accommodation, and finance, showed resilience and healthy activity, highlighting the sector's role in economic stability [2] Economic Performance - The U.S. GDP grew by 2.8% in 2024, slightly below the 2.9% growth in 2023, with non-manufacturing activities remaining robust as indicated by the Services PMI staying above 50% for 55 out of 58 months [4] Sector-Specific Growth Drivers - Essential services like waste management saw steady demand, while risk mitigation and consulting services gained importance due to evolving regulations, leading to increased demand for specialized service providers [5] Earnings Forecasts for Waste Management Companies - **Casella Waste Systems (CWST)**: Expected Q1 2025 revenues of $412.4 million, a 20.9% year-over-year increase, with earnings estimated at 11 cents per share, indicating over 100% growth year-over-year. CWST has an Earnings ESP of +38.44% and a Zacks Rank of 1 [9] - **Waste Connections (WCN)**: Anticipated Q1 2025 revenues of $2.2 billion, reflecting a 7.1% year-over-year growth, with earnings estimated at $1.07 per share, a decline of 2.9% year-over-year. WCN has an Earnings ESP of +2.00% and a Zacks Rank of 3 [10][11] - **WM (Waste Management)**: Projected Q1 2025 revenues of $6.1 billion, an 18.2% year-over-year increase, with earnings estimated at $1.66 per share, a decline of 5.1% year-over-year. WM has an Earnings ESP of +1.87% and a Zacks Rank of 3 [12][13]

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Casella (CWST) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question.Casella is a member of the Business Services sector. This group includes 272 individual stocks and currently holds a Zacks Sector Rank of #5. The Zacks Sector Rank gau ...

RUTLAND, Vt., April 09, 2025 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company, will release its financial results for the three months ended March 31, 2025, after the market closes on Thursday, May 1, 2025. The company will host a conference call to discuss these results on Friday, May 2, 2025, at 10:00 a.m. Eastern Time. Individuals interested in participating in the call should register by clicking here to obtain di ...

Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool design ...

BURLINGTON, Vt., March 11, 2025 (GLOBE NEWSWIRE) -- Building on three decades of collaboration, Casella Waste Systems, Inc. (Casella) (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company and the University of Vermont (UVM), an R1 research institution, announced that they are partnering to launch the Casella Center for Circular Economy and Sustainability at UVM. Casella has committed $1.5 million to launch the Center, which will bring together leading scientists, engine ...