Core Insights - Waste Management reported better-than-expected Q2 2025 results with adjusted EPS of $1.92, exceeding the $1.89 estimate, and GAAP revenue of $6.43 billion, surpassing the $6.36 billion consensus, indicating strong operational performance and integration of acquired businesses [1][2] Financial Performance - Adjusted EPS (Non-GAAP) increased by 5.5% year-over-year from $1.82 to $1.92 [2] - GAAP revenue rose 19.0% year-over-year from $5.40 billion to $6.43 billion [2] - Adjusted Operating EBITDA reached $1.92 billion, an 18.8% increase from $1.62 billion in Q2 2024 [2] - Free Cash Flow (Non-GAAP) significantly increased by 54.3% year-over-year to $818 million [2] Business Overview - Waste Management operates in waste collection, processing, recycling, and disposal across North America, serving various sectors including municipalities and healthcare [3] - The company has focused on sustainability projects and has expanded through mergers and acquisitions, particularly in the healthcare sector [4] Operational Highlights - The core collection and disposal business generated $5.78 billion in revenue, up 7.1%, with an adjusted EBITDA margin of 31.3% [5] - Renewable energy projects contributed to double-digit operating EBITDA gains despite a decline in average prices for renewable credits and recycled commodities [6] - The Healthcare Solutions segment generated $646 million in revenue, with ongoing integration efforts improving margins [7] Strategic Initiatives - The company is investing in automation and technology, leading to workforce reductions but aiming for improved efficiency and safety [11] - Waste Management is on track to achieve targeted synergies of $80 to $100 million for fiscal 2025, with a long-term goal of $300 million in run-rate EBITDA synergies by 2027 [7] Outlook - Management reaffirmed full-year targets, with adjusted operating EBITDA guidance at $7.55 billion and free cash flow guidance raised to $2.8–2.9 billion for fiscal 2025 [12] - Revenue outlook for 2025 was adjusted to $25.28–$25.48 billion due to lower recycling commodity prices [12] - Investors should monitor the development of the healthcare segment and the impact of commodity prices on earnings [13]

Analysts on Wall Street project that Republic Services (RSG) will announce quarterly earnings of $1.75 per share in its forthcoming report, representing an increase of 8.7% year over year. Revenues are projected to reach $4.27 billion, increasing 5.4% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 0.6% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during th ...

| Metric | Q2 2025 | Q2 2025 Estimate | Q2 2024 | Y/Y Change | | --- | --- | --- | --- | --- | | EPS (Non-GAAP) | $1.29 | $1.25 | $1.24 | 4.0% | | Revenue | $2.41 billion | $2.39 billion | $2.25 billion | 7.1% | | Adjusted EBITDA | $786 million | | $732 million | 7.4% | | Adjusted EBITDA Margin | 32.7% | | 32.6% | 0.1 pp | | Adjusted Free Cash Flow | $367 million | | $403 million | (9.0%) | About Waste Connections: Business Model and Strategic Focus Waste Connections (WCN -0.21%) is a leading North American ...

In the northwest corner of Los Angeles County, one of America's largest landfills has been overheating to dangerous levels, and the neighbors are getting sick. There have been reports of headaches, nausea, and a cluster of new cancer cases. In 2022, buried pockets of waste at Chita Canyon Landfill started climbing to broiling temperatures well above safety standards, according to a state assessment.Since then, officials say the hot temperatures have consumed about 90 acres of the landfill, spewing out stron ...

Core Insights - Toppoint Holdings Inc. has signed a Memorandum of Understanding (MOU) with the Municipalidad Distrital de Chancay, Peru, to develop a sustainable waste management system in response to the increasing waste generation due to the construction of the Chancay Mega Port [1][2][3] - The partnership aims to address the challenges posed by Construction and Demolition (C&D) waste and Industrial Commercial Waste while promoting environmentally responsible practices and long-term economic sustainability [2][3] Company Overview - Toppoint Holdings Inc. specializes in the transport of wastepaper, scrap metal, and wooden logs, serving large waste companies, recycling centers, and commodity traders [4] - The company has expanded its operations into recycling export transport markets across various U.S. cities and Ensenada, Mexico, as of 2024 [4] Industry Context - The Chancay region is rapidly transforming into a major logistics and trade hub in South America, driven by the development of the Chancay Mega Port, which is expected to reshape the region's role in global commerce [3] - The ongoing industrial growth and urbanization in Chancay necessitate modern waste management systems to protect public health and the environment [3]

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 ...

Waste Management, Inc. (NYSE: NYSE: WM ) is the biggest waste and environmental services company in North America. It handles everything from trash pickup and landfills to recycling, and more recently, has moved into renewable energy and medical waste. Full disclosure: WM’s beenI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense ...