Casella Waste Systems Q4 2025 earnings preview
This article is a placeholder for a preview of Casella Waste Systems' (CWST) Q4 2025 earnings. No actual content beyond the title was provided.
Casella Waste Systems, Inc. $CWST Shares Purchased by Ranger Investment Management L.P.
Ranger Investment Management L.P. increased its stake in Casella Waste Systems, Inc. (NASDAQ:CWST) by 15.5% in the third quarter, making it the fund's 8th largest holding. Institutional investors now own approximately 99.51% of the company's stock. Analysts currently rate CWST as a "Moderate Buy" with a consensus target price of $114.33.
Did Mixed Results and New Institutional Backing Just Reframe Casella Waste Systems' (CWST) Acquisition-Driven Story?
Casella Waste Systems (CWST) recently reported mixed financial results, with increased revenue and EPS but missed operating income expectations and issued weaker full-year guidance. Despite this, institutional investors like Baron Discovery Fund and ClearBridge Investments have added CWST to their portfolios, drawn by its recurring revenue model and acquisition-led expansion into rural markets. This suggests that while near-term challenges exist, some investors view these as temporary, reinforcing Casella's acquisition-driven growth narrative.
Casella Waste Systems, Inc. to Host Conference Call on Its Fourth Quarter 2025 Results
Casella Waste Systems, Inc. (CWST) will release its financial results for the fourth quarter of 2025 after the market closes on Thursday, February 19, 2026. The company will host a conference call on Friday, February 20, 2026, at 10:00 a.m. Eastern Time, to discuss these results. Interested parties can register for dial-in details or listen to the webcast on the company's investor relations website.
Casella Waste Systems, Inc. to Host Conference Call on Its Fourth Quarter 2025 Results
Casella Waste Systems, Inc. (Nasdaq: CWST) will release its Q4 2025 financial results on February 19, 2026, after market close. The company will host a conference call on Friday, February 20, 2026, at 10:00 a.m. Eastern Time to discuss these results. Interested parties can register for dial-in details or listen to the webcast on Casella's investor relations website.
A Look At Casella Waste Systems (CWST) Valuation After Landfill Developments And New CEO Appointment
Casella Waste Systems (CWST) is under scrutiny after legislative developments regarding its North Country Landfill and the appointment of a new CEO, Ned Coletta. Despite recent short-term stock momentum, the company's valuation appears high, with a Price-to-Sales ratio of 3.7x compared to peers and an estimated fair P/S of 1.7x. A Discounted Cash Flow model also suggests overvaluation, estimating the fair value at US$90.01 against its current US$103.78 stock price.
Ned Coletta becomes CEO of Casella Waste Systems
Ned Coletta has officially taken over as CEO of Casella Waste Systems, succeeding John Casella, who will remain executive chairman. Coletta, who joined Casella in 2004, is the company's second CEO in its 50-year history and plans to focus on investing in people, safety, innovation, and accountability. John Casella, who led the company since 1976 through milestones like going public and its 50th anniversary, announced his resignation in August 2025.
Casella Waste Systems, Inc. completes CEO transition: President Ned Coletta assumes CEO role
Casella Waste Systems, Inc. has announced the successful completion of its CEO succession plan, with Edmond R. “Ned” Coletta officially assuming the role of Chief Executive Officer and joining the Board of Directors, effective January 1, 2026. Coletta, who has over two decades of experience with Casella and previously served as CFO and President, becomes only the second CEO in the company's 50-year history. Former CEO John W. Casella will continue as Executive Chairman of the Board, supporting strategic development and organizational culture.
Here's How Much You Would Have Made Owning Casella Waste Systems Stock In The Last 20 Years
Casella Waste Systems (NASDAQ: CWST) has outperformed the market over the past two decades, achieving an average annual return of 10.81%. An initial investment of $100 in CWST stock 20 years ago would now be worth $769.30, demonstrating the significant impact of compounded returns on investment growth. The company currently has a market capitalization of $6.41 billion.
Don't Ignore The Insider Selling In Casella Waste Systems
Recent insider selling at Casella Waste Systems, Inc. (NASDAQ:CWST) has raised some concerns, particularly a US$700k sale by President Edmond Coletta and a US$2.2m sale by Chairman John Casella within the last year. While the Chairman's sale was at a higher price than the current stock value, the overall trend shows selling with no insider buying. Despite high insider ownership, the history of sales suggests caution for potential investors.
Here's How Much $1000 Invested In Casella Waste Systems 10 Years Ago Would Be Worth Today
Casella Waste Systems (NASDAQ: CWST) has significantly outperformed the market over the last decade, with an annualized return of 32.69%. A $1000 investment made 10 years ago in CWST would now be worth $16,892.37, highlighting the power of compounded returns.
Looking Into Casella Waste Systems Inc's Recent Short Interest
Casella Waste Systems Inc's short interest has decreased by 4.84% since its last report, with 2.93 million shares sold short, representing 4.72% of its float. This decline indicates a potentially more bullish sentiment from investors. Compared to its peers, Casella Waste Systems has less short interest, averaging 5.47% for its peer group.
Casella Waste Systems, Inc. Announces Third Quarter 2025 Results
Casella Waste Systems, Inc. reported strong Q3 2025 financial results, with revenues up 17.9% to $485.4 million and net income up 73.0% to $10.0 million. The company also saw significant growth in Adjusted EBITDA and Adjusted Free Cash Flow, driven by acquisitions and organic growth. Casella is increasing the lower end of its 2025 revenue and Adjusted EBITDA guidance due to strong year-to-date performance.
If You Invested $1000 In Casella Waste Systems Stock 20 Years Ago, You Would Have This Much Today
An investment of $1000 in Casella Waste Systems (CWST) stock 20 years ago would now be worth $6,920.09, based on an average annual return of 10.15%. Casella Waste Systems has outperformed the market over two decades, demonstrating the significant impact of compounded returns. The company currently has a market capitalization of $5.66 billion.
Casella Waste Systems director Green sells $99,748 in stock
Emily Nagle Green, a director at Casella Waste Systems INC (NASDAQ:CWST), sold 1,116 shares of Class A Common Stock for $99,748 on November 4, 2025. This transaction occurred while CWST shares were near their 52-week low, having declined 25% over the past six months. Despite the stock's current valuation suggesting potential overvaluation, the company recently exceeded analyst expectations in its Q3 2025 earnings and received increased price targets from Barclays and Raymond James.
Casella Waste Systems upgraded at Barclays on improved outlook
Barclays upgraded Casella Waste Systems (CWST) from Equal Weight to Overweight, with a price target of $110, citing an improved outlook for the company. The upgrade is attributed to several factors including solid waste sector volume growth, a more stable recycled commodities market, and a positive impact from its acquisition of EcoMaine.
What Does Casella Waste Systems, Inc.'s (NASDAQ:CWST) Share Price Indicate?
Casella Waste Systems (CWST) has seen significant share price movement, rising to US$112 and falling to US$85.76. According to Simply Wall St's valuation model, the stock is currently overvalued by about 23%, trading at US$85.76 compared to its intrinsic value of $69.94. Despite this overvaluation, the company has a very optimistic future outlook, with earnings expected to double in the next few years.
Casella Waste Systems stock hits 52-week low at 85.16 USD - Investing.com Canada
The article reports that Casella Waste Systems stock reached a 52-week low, trading at 85.16 USD. The content also indicates a potential application error on the Investing.com Canada website where the information was published.
UBS Adjusts Price Target on Casella Waste Systems to $135 From $140, Maintains Buy Rating - MarketScreener
UBS has adjusted its price target for Casella Waste Systems to $135 from $140, while reaffirming its Buy rating on the stock. This update reflects the analyst's current outlook on the company's valuation. The report was published on October 16, 2025.
Earnings call transcript: Casella Waste Systems Q2 2025 shows robust growth - Investing.com Canada
This article is an Investing.com Canada earnings call transcript for Casella Waste Systems' Q2 2025 results. It highlights robust growth for the company, indicating positive financial performance.
Casella Waste Systems, Inc. to Host Conference Call on Its Third Quarter 2025 Results - MarketScreener
Casella Waste Systems, Inc. (Nasdaq: CWST) announced it will release its third-quarter 2025 financial results after the market closes on Thursday, October 30, 2025. The company will host a conference call on Friday, October 31, 2025, at 10:00 a.m. Eastern Time, to discuss these results. Interested parties can register for the call or access a webcast via the company’s website.
Casella Waste Systems, Inc. Announces Pricing of Remarketing for $37.5 Million of Solid Waste Disposal Revenue Bonds
Casella Waste Systems, Inc. announced the pricing of the remarketing for $37.5 million of Solid Waste Disposal Revenue Bonds. These bonds, originally issued in 2020, will be remarketed at a new interest rate of 4.250% per annum for a term ending in 2030, with $2.5 million being redeemed with cash. The remarketing, expected to take place on September 2, 2025, aims to optimize the company's capital structure and manage debt costs.
Casella Waste to promote president to CEO
Casella Waste Systems Inc. has announced a leadership transition, with current CEO John W. Casella moving to an executive chairman position effective January 1, 2026. Edmond R. “Ned” Coletta, the current president, will succeed him as CEO and join the company's board. Coletta, a long-time Casella employee, emphasized the company's commitment to sustainable resource management solutions.
Casella Waste Systems, Inc. Announces CEO Succession Plan
Casella Waste Systems (NASDAQ: CWST) announced a CEO succession plan, with current Chairman and CEO John Casella transitioning to Executive Chairman and President Ned Coletta becoming CEO, effective January 1, 2026. John Casella will continue to serve as Chair of the Board and support strategic development, while Ned Coletta, with extensive experience within the company, will lead Casella into its next chapter. This planned transition is seen as an orderly succession, ensuring continuity and leveraging internal talent.
Casella Waste Systems names Ned Coletta as next CEO By Investing.com
Casella Waste Systems, Inc. announced that John W. Casella will transition to Executive Chairman, with current President Edmond "Ned" Coletta appointed as CEO, effective January 1, 2026. The waste management company, with a market capitalization of $6.3 billion and 20% revenue growth, is undergoing this leadership change amidst recent stock pressure. Despite a "mixed quarter" with Q2 2025 earnings showing revenue surpassing expectations but EPS missing projections, analysts maintain a bullish outlook.
Casella Waste Systems names Ned Coletta as next CEO By Investing.com
Casella Waste Systems (NASDAQ:CWST) announced that John W. Casella will transition from CEO to Executive Chairman, effective January 1, 2026, with current President Edmond "Ned" Coletta taking over as CEO. The company, with a market capitalization of $6.3 billion, maintains a "Fair" financial health score despite its stock trading near a 52-week low. Coletta, who joined Casella in 2004, has held various leadership roles including President and CFO, and will also join the Board.
Casella reports Q2 revenue growth, income dip
Casella Waste Systems Inc. reported a 23.4% increase in Q2 2025 revenue to $465.3 million, primarily due to acquisitions and price growth, but saw a 25.7% dip in net income to $5.2 million due to higher depreciation and amortization expenses. The company also revised its full-year 2025 guidance, projecting higher revenues but slightly lower net income, while an analyst noted that margin headwinds are likely temporary integration challenges.
Casella Waste Systems Reports Q2 2025 Revenue Up 23%, Updates Full-Year Outlook
Casella Waste Systems, Inc. announced strong Q2 2025 financial results, with revenue increasing by 23.4% to $465.3 million and Adjusted EBITDA rising by 19.5% to $109.5 million. Despite a slight decline in net income, the company's acquisition strategy, including six acquisitions in the first half of the year, contributed significantly to its growth. Casella updated its full-year guidance, increasing revenue estimates to $1.820 billion–$1.840 billion and adjusted free cash flow to $170 million–$180 million, reflecting confidence in continued performance.
Casella Waste Systems, Inc. Initiates Remarketing of $29 Million Solid Waste Disposal Revenue Bonds
Casella Waste Systems, Inc. announced the remarketing of $29 million in Solid Waste Disposal Revenue Bonds, with $1 million being redeemed and the remaining amount to be remarketed on August 1, 2025. These bonds, originally totaling $30 million, are guaranteed by Casella’s subsidiaries and will be offered to qualified institutional buyers. The remarketing aims to adjust the interest rate for a new period, though it is subject to market conditions and other uncertainties.
Casella Waste Systems, Inc. Announces Acquisition of Mountain State Waste Expanding Geographic Footprint in West Virginia | CWST Stock News
Casella Waste Systems, Inc. announced its agreement to acquire Mountain State Waste, expanding its services into West Virginia, Ohio, Pennsylvania, and Kentucky. This acquisition is anticipated to close in the fourth quarter of 2025, pending regulatory approvals, and is expected to generate approximately $30 million in annual revenues. The move aligns with Casella's disciplined growth strategy and aims to enhance service offerings and infrastructure investment in these new markets, with one of Mountain State Waste's founders joining the Casella team.
Casella Waste Systems, Inc. acquiring West Virginia-based Mountain State Waste
Casella Waste Systems, Inc. is set to acquire Mountain State Waste, a waste collection company serving parts of West Virginia, Ohio, Pennsylvania, and Kentucky. This acquisition, which includes multiple hauling operations and a transfer station, is expected to expand Casella's presence in the West Virginia market and generate an additional $30 million in annualized revenues. The transaction awaits regulatory approval and is anticipated to finalize in the fourth quarter.
Casella Waste Systems, Inc. acquiring West Virginia-based Mountain State Waste
Casella Waste Systems, Inc. is acquiring Mountain State Waste, a waste collection service operating in West Virginia, Ohio, Pennsylvania, and Kentucky. This acquisition will expand Casella's presence in the West Virginia market and is projected to generate approximately $30 million in annualized revenues. The transaction awaits regulatory approval and is expected to be finalized in the fourth quarter of the current year.
Casella Waste Systems, Inc. Signs Agreement For Acquisition Of West Virginia-Based Mountain State Waste
Casella Waste Systems, Inc. announced an agreement to acquire Mountain State Waste, expanding its services into West Virginia and parts of Ohio, Pennsylvania, and Kentucky. The acquisition, expected to close in Q4 2025 pending regulatory approvals, is projected to generate approximately $30 million in annualized revenues. This move aligns with Casella's growth strategy by entering adjacent markets and retaining a key founder from Mountain State Waste.
Casella Waste Systems, Inc. Announces First Quarter 2025 Results
Casella Waste Systems, Inc. reported strong first-quarter 2025 results with revenues up 22.3% to $417.1 million and Adjusted EBITDA up 21.7% to $86.4 million. The company attributes this growth to successful operating and growth strategies, including solid waste pricing increases and four completed acquisitions totaling approximately $50 million in annualized revenue. Despite a net loss, the company reaffirmed its fiscal year 2025 guidance, citing a strong start to the year.
Nordic Rocks Brings Cross-Country Skiing to New England Schools
The NENSA Nordic Rocks Program is expanding cross-country skiing access to elementary school children in New England, including Rutland's Northwest and Northeast Elementary Schools. This initiative, supported by grants from organizations like the Killington World Cup Foundation and Casella Waste Systems, provides schools with specially designed skis that allow kids to ski in their own snow boots. The program aims to introduce children to winter sports, promote healthy lifestyles, and connect them with the outdoors through a fun, five-lesson curriculum.
Chairman John Casella Sold A Bunch Of Shares In Casella Waste Systems
John Casella, Chairman of Casella Waste Systems (NASDAQ: CWST), recently sold US$1.5 million worth of stock, reducing his holding by 46%. This follows an earlier sale this year at a lower price, indicating a pattern of insider selling. Despite concerns about insider sales, significant insider ownership (2.1% or US$153m) still aligns leadership with shareholder interests, though the history of sales warrants investor caution.
Casella Waste Systems director Michael Burke sells $203,184 in stock
Michael K. Burke, a director at Casella Waste Systems Inc. (NASDAQ: CWST), sold 1,800 shares of the company's Class A common stock for a total of $203,184. This transaction, executed on November 25, 2024, leaves Burke with 15,138 shares. Despite this insider sale, Casella Waste Systems reported strong financial performance with significant revenue growth and raised guidance for 2025.
Casella Waste Systems Announces Proposed Public Offering of Class A Common Stock
Casella Waste Systems, Inc. announced a proposed underwritten public offering of $400 million of its Class A common stock, with an option for underwriters to purchase an additional 15%. The company intends to use the net proceeds to finance the acquisition of Royal Carting and Welsh Sanitation, repay revolving credit facility borrowings, and for general corporate purposes. Raymond James, J.P. Morgan, and Stifel are acting as joint book-running managers for the offering.
Casella president outlines growth plans for mid-Atlantic and other priorities
Casella president Ned Coletta discusses the company's strategic priorities, including growth in the mid-Atlantic region post-GFL acquisition, PFAS mitigation efforts, and renewable natural gas (RNG) projects. He also details initiatives to attract and retain employees, such as new training programs, while addressing landfill capacity constraints and regulatory environments.
Business Spotlight: Casella Waste Systems
Casella Waste Systems, an environmental and resource management company, is highlighted for its local division in Oneonta, NY, which services several counties. The company, founded in 1975, focuses on viewing waste as a resource for renewable energy and new products, and is publicly traded on NASDAQ under the symbol CWST. Casella is actively involved in community engagement, offering various waste and recycling services, and recently celebrated its 25th anniversary in Oneonta.
Casella Waste Systems, Inc. Announces Third Quarter 2023 Results and Updates Fiscal Year 2023 Guidance
Casella Waste Systems, Inc. reported solid third-quarter 2023 financial results, with revenues up 19.5% and Adjusted EBITDA up 19.4% compared to the prior year. The company raised its fiscal year 2023 guidance for revenue, Adjusted EBITDA, and Adjusted Free Cash Flow, while updating net income guidance and reaffirming net cash provided by operating activities guidance. This performance was attributed to strong execution of growth strategies, successful integration of recent acquisitions, and effective pricing programs.
Casella Waste Systems Announces Closing Of Public Offering Of Class A Common Stock And Full Exercise Of Underwriters’ Option To Purchase Additional Shares
Casella Waste Systems announced the closing of its public offering of Class A common stock, including the full exercise of the underwriters' option to purchase additional shares. This offering resulted in total gross proceeds of $517.5 million, which the company intends to use for acquisitions, debt repayment, and general corporate purposes. Raymond James and Stifel acted as joint book-running managers for the offering.
Casella Waste Systems, Inc., Purchases Mack LR Electric to Help Vermont Reduce Emissions
Casella Waste Systems, Inc., has introduced the first Mack LR Electric refuse vehicle in Vermont to help the state reduce emissions and achieve decarbonization goals. The electric truck will be used for residential collection in Rutland and is expected to be fully operational by January 1, 2023. Casella sees this as an opportunity to evaluate the viability of electric vehicles in other markets while cutting greenhouse gas emissions and maintaining high service levels.
Unpackaging Food Waste
UVM researchers and Casella Waste Systems are collaborating to study the effectiveness of a new de-packaging system for food waste. The research aims to determine the suitability of de-packaged food waste for anaerobic digestion and composting, focusing on the potential for microplastics contamination and its implications for Vermont's Universal Recycling Law. This partnership seeks to maximize environmental benefits and resource recovery while addressing challenges in sustainable waste management.
Casella Waste Systems Announces Closing of Public Offering
Casella Waste Systems, Inc. announced the closing of its public offering of Class A common stock, including the full exercise of the underwriters' option to purchase additional shares. The offering raised $151.3 million in gross proceeds, with the company intending to use net proceeds for general corporate purposes, including potential acquisitions. Raymond James and BofA Securities served as joint book-running managers for the offering.
Two Men’s Trash: How Casella Waste Systems Converted Garbage Into a Sprawling Empire
This article details how brothers John and Doug Casella built Casella Waste Systems from a small hauling business into a regional trash empire with 100 facilities in six states and 2018 revenues of $671 million. It covers their strategic expansion through acquisitions, control over the waste stream, and their ongoing efforts to expand the Coventry landfill amidst environmental and competitive concerns. The company's political influence in Vermont and past legal issues regarding anti-competitive practices are also discussed.
10 insights from public waste company 10-Ks
This article provides 10 key insights gleaned from the 2018 10-K reports of five major vertically-integrated public waste companies: Waste Management, Republic Services, Waste Connections, Advanced Disposal Services, and Casella Waste Systems. The analysis covers operational scale, acquisition activity, unionization rates, recycling and landfill infrastructure, capacity, lifespans, environmental risks, and landfill gas projects, offering a comprehensive look at the industry's landscape.
WilmerHale Counsels Casella Waste Systems in Entering into $550M Credit Facility with Bank of America
WilmerHale advised Casella Waste Systems, Inc. on a new $550 million credit facility with Bank of America, N.A. and other financial institutions. The facility comprises a $350 million term loan A and a $200 million revolving credit facility. The WilmerHale team included Jamie Class, Jeff Stein, Ellie Guadiana, and Rebecca Chang.
Fast Track
This article details ReCommunity's approach to recycling, emphasizing its "Recovery Revolution" mission. Executive Vice President Jeffrey Fielkow discusses the company's growth strategy, technological advancements in single-stream recycling, and challenges facing the industry. He also highlights the advantages of being a private equity-backed "pure play" recycling company.
