Waste nections(US:WCN) ZACKS·2026-02-12 00:00Core Insights - Waste Connections reported revenue of $2.37 billion for the quarter ended December 2025, reflecting a 5% increase year-over-year and matching the Zacks Consensus Estimate, with an EPS of $1.29, up from $1.16 in the previous year [1] Revenue Performance - E&P Waste Treatment, Recovery and Disposal revenue was $164.41 million, a 17.2% increase year-over-year, but below the estimated $178.34 million [4] - Intermodal and Other revenue was $41.72 million, down 8.4% year-over-year, compared to the estimated $43.83 million [4] - Solid Waste Disposal and Transfer revenue reached $418.31 million, a 2.3% increase year-over-year, exceeding the average estimate of $403.13 million [4] - Solid Waste Collection revenue was $1.7 billion, up 5.7% year-over-year, surpassing the estimated $1.65 billion [4] - Solid Waste Recycling revenue was $49.18 million, down 14.8% year-over-year, compared to the estimated $53.29 million [4] Stock Performance - Shares of Waste Connections have returned +4.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]