Casella Waste Systems (NasdaqGS:CWST) Earnings Call Presentation

Financial Highlights - The company's revenue in 2025E is projected to be $1.8 billion[9] - The company projects year-over-year revenue growth of $278 million, a 17.8% increase at the midpoint[56] - Adjusted EBITDA for 2025 is guided to be between $415 million and $425 million, representing a $59 million increase, or 16.5% at the midpoint[56] - Adjusted Free Cash Flow is expected to be between $170 million and $180 million, an increase of $16.7 million, or 10.5% at the midpoint[56] - Net cash provided by operating activities is projected to be between $325 million and $335 million, up $48.6 million, or 17.3% at the midpoint[56] Business Operations - Collection services account for 64.7% of the company's revenue[6] - Disposal services contribute 14.6% to the company's revenue[6] - National Accounts represent 12.1% of the company's revenue[6] - Resource Solutions Processing accounts for 7.5% of the company's revenue[6] - Energy & Processing contributes 1.0% to the company's revenue[6] Strategic Initiatives - The company has completed 66 acquisitions since 2019, deploying approximately $2 billion of capital to acquire approximately $850 million of annual revenue[27]