Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

CASELLA WASTE SYSTEMS INC
Next earnings Jul 29, 2026 (after close) · consensus $0.31 EPS, $537M rev
Last earnings +1.5% on 2026-04-30
Northeast waste roll-up compounding revenue ~18% via M&A, but acquisition amortization crushes GAAP earnings.
Sources: SEC EDGAR (CIK 0000911177, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:57:26 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~99% above fair value) leave little margin of safety — a wait-and-see.
Casella Waste Systems is a vertically integrated solid-waste and recycling company operating across the eastern US, executing a disciplined acquisition-led growth strategy. FY2025 revenue grew 18.0% to $1.84B — extending a steady climb from $889M in FY2021 — driven heavily by M&A (the company acquired nine businesses for $223.4M of cash consideration in 2025). Operating cash flow rose 17.2% to $330M, confirming the underlying recurring-revenue waste business is healthy and cash-generative.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $889M | $1.09B | $1.26B | $1.56B | $1.84B |
| Gross profit | — | — | — | — | — |
| Operating income | $77.7M | $95.4M | $80.4M | $72.8M | $63.7M |
| Net income | $41.1M | $53.1M | $25.4M | $13.5M | $7.87M |
| Diluted EPS | $0.80 | $1.03 | $0.46 | $0.23 | $0.12 |
| Net margin | 4.6% | 4.9% | 2.0% | 0.9% | 0.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
| 2026-06-08 | Green Emily Nagle Director | Gift | 600.00 | |
| 2026-06-04 | CASELLA DOUGLAS R VICE CHAIRMAN, BD OF DIRECTORS | Award | 1.79K @ $83.65 | $150K |
| 2026-06-04 | BURKE MICHAEL K Director | Award | 1.79K @ $83.65 | $150K |
| 2026-06-04 | Battles Michael Louis Director | Award | 1.79K @ $83.65 | $150K |
| 2026-06-04 | Green Emily Nagle Director | Award | 1.79K @ $83.65 | $150K |
| 2026-06-04 | Sova Gary Director | Award | 1.79K @ $83.65 | $150K |
| 2026-06-04 | HULLIGAN WILLIAM P Director | Award | 1.79K @ $83.65 | $150K |
| 2026-06-04 | DOODY JOSEPH Director | Award | 1.79K @ $83.65 | $150K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.