Core Viewpoint - Investors in the Waste Removal Services sector should consider H20 (HTO) and Casella (CWST) as potential value opportunities, with HTO currently presenting a stronger case for investment [1] Valuation Metrics - HTO has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to CWST, which has a Zacks Rank of 3 (Hold) [3] - HTO's forward P/E ratio is 17.54, significantly lower than CWST's forward P/E of 110.26, suggesting HTO is more attractively priced [5] - HTO has a PEG ratio of 4.05, while CWST's PEG ratio is 4.28, indicating HTO's expected earnings growth is more favorable [5] - HTO's P/B ratio stands at 1.28, compared to CWST's P/B of 4.80, further highlighting HTO's better valuation [6] Value Grades - HTO has been assigned a Value grade of B, while CWST has a Value grade of D, reflecting HTO's superior valuation metrics [6] - The combination of HTO's solid earnings outlook and favorable valuation figures positions it as the superior value option in the sector [7]

(L-R Daniel Hale, Frank Corl, Juan Caraballo) RUTLAND, Vt., May 27, 2025 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling and resource management services company, is pleased to announce that three drivers were recently honored by the National Waste & Recycling Association (NWRA) as part of its annual Drivers and Operators of the Year program. Representing an elite group of waste and recycling collection drivers, from a total of 141,000 refuse trucks operati ...

Core Viewpoint - The article provides an update on Casella Waste Systems (NASDAQ: CWST) following a previous recommendation to buy, emphasizing a positive outlook on EBITDA growth [1] Group 1: Investment Philosophy - The company adopts a fundamentals-based approach to value investing, focusing on long-term durability and affordability rather than merely low multiples [1] - There is a belief that successful investments carry risks, particularly the risk of overpaying, highlighting the importance of valuation [1] - The company is attracted to firms with steady long-term growth, no cyclicality, and strong balance sheets [1] Group 2: Market Perspective - The article suggests that in certain situations, the potential for growth can outweigh immediate price concerns, indicating a broader view on market dynamics [1]

Casella Waste Systems (CWST) Conference May 05, 2025 11:00 AM ET Speaker0 We're on a march. Good morning. Good morning. Oh, we're alive. Okay. Good morning, everybody. If you can all take your seats, we'll get started. I'm Michael Hoffman. I'm the president and CEO of the National Waste and Recycling Association. So you sort of sit here and go, I thought he retired. I did, but, my longtime twenty five year associate, Brian Butler, was very fortunately to be hired by our first panelist, Casella, and then Sti ...

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-23211 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR CASELLA WASTE SYSTEMS, INC. (Exact name of registrant as specified in its charter) Delaware 03-0338873 (State or other jur ...

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 Waste Systems (CWST) Q1 2025 Earnings Call May 02, 2025 10:00 AM ET Company Participants Bradford Helgeson - Executive VP & CFOJohn Casella - Chairman, CEO & SecretaryNed Coletta - PresidentAdam Bubes - Vice President, Equity ResearchJason Mead - Senior VP of Finance & TreasurerStephanie Moore - SVP - Equity ResearchTony Bancroft - Portfolio ManagerTimna Tanners - Managing Director - Equity Research Conference Call Participants Trevor Romeo - Research AnalystJames Schumm - Senior Analyst Bradford He ...

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 ...