Company Overview - Waste Connections is the third largest solid waste company in North America[4] - The company's revenue is divided with 88% from the U S and 12% from Canada[5] - The company has approximately 23,000 employees[7] - The company's estimated revenue is approximately $8.750 billion[7] - The company's adjusted EBITDA is approximately $2.860 billion[7] - The company's adjusted free cash flow is approximately $1.200 billion[7] Financial Performance and Outlook - Full year 2023 revenue reached $8.022 billion, an increase of $810 million or 11.2% year-over-year[40] - Full year 2023 adjusted EBITDA was $2.523 billion, up $302 million or 13.6% year-over-year, with an industry-leading adjusted EBITDA margin of 31.5%, up 70bps year-over-year[40] - Q1 2024 revenue was $2.073 billion, up $172 million or 9.1% year-over-year[42] - The company anticipates full year 2024 revenue of $8.750 billion, up $728 million or 9.1% year-over-year, and adjusted EBITDA of approximately $2.860 billion, up $337 million or 13.4% year-over-year[42] Capital Allocation and Sustainability - The company invested $1.7 billion in 2023 toward capital expenditures and acquisitions[40] - The company is investing $200 million in RNG facilities, expecting $200 million in incremental annual EBITDA by 2026[25]