What Analyst Projections for Key Metrics Reveal About Waste Connections (WCN) Q1 Earnings

Core Viewpoint - Waste Connections (WCN) is expected to report quarterly earnings of $1.07 per share, reflecting a 2.9% increase year-over-year, with revenues projected at $2.22 billion, indicating a 7.1% year-over-year growth [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 0.4%, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Projections - Analysts project 'Revenue Breakdown- E&P Waste Treatment, Recovery and Disposal' at $119.94 million, a significant increase of 131.7% year-over-year [5]. - The estimated 'Revenue Breakdown- Intermodal and Other' is $54.46 million, reflecting a 42.5% year-over-year increase [5]. - 'Revenues- E&P' are expected to reach $116.93 million, marking a 20% increase from the previous year [5]. - The consensus for 'Revenues- Intermodal and Other' stands at $55.14 million, indicating an 11.3% year-over-year change [6]. - 'Revenues- Total collection' is projected at $1.60 billion, showing a 5.8% increase from the prior year [6]. - 'Revenues- Recycling' is expected to decline to $46.25 million, reflecting a year-over-year decrease of 5.7% [6]. Geographic Revenue Insights - 'Geographic Revenues- Canada' are projected to reach $330.45 million, indicating a 17.9% year-over-year increase [7]. - 'Geographic Revenues- Southern' are expected at $457.70 million, reflecting a 9.3% increase [7]. - 'Geographic Revenues- Central' is forecasted to be $395.83 million, marking a 9.7% year-over-year change [7]. - 'Geographic Revenues- Eastern' are projected at $405.97 million, indicating a 12.8% increase [8]. - 'Geographic Revenues- Western' are expected to reach $454.36 million, reflecting a 7.6% increase [8]. Segment Performance - Analysts estimate 'Segment EBITDA- Western' to reach $126.49 million, compared to $113.05 million reported in the same quarter last year [8]. Stock Performance - Shares of Waste Connections have shown a return of 3.1% over the past month, contrasting with the Zacks S&P 500 composite's decline of 6.3% [9].