Casella Waste Systems Q4 Revenue Rises 9.7%, EPS Beats by 33.6%
Casella Waste Systems posted Q4 CY2025 revenue of $469.1 million, up 9.7% year-on-year, with adjusted EPS of $0.30 beating estimates by 33.6% and EBITDA at $107 million. It guided FY2026 revenue to $1.98 billion and EBITDA to $460 million, while operating margin was 2.5% and free cash flow margin was 8.4%.
1. Q4 CY2025 Financial Results
Casella Waste Systems reported Q4 CY2025 revenue of $469.1 million, a 9.7% increase year-on-year that met consensus estimates. Adjusted EPS of $0.30 surpassed forecasts by 33.6%, and adjusted EBITDA reached $107 million.
2. Full-Year 2026 Guidance
The company guided FY2026 revenue to $1.98 billion and projected adjusted EBITDA of $460 million, aligning with prior analyst expectations.
3. Margin Performance
Operating margin declined to 2.5% from 4.3% in the year-ago quarter, while free cash flow margin fell to 8.4% from 13.9%, reflecting rising costs and margin pressure.