AI brief of an SEC Form 8-K · Casella Waste Systems (CWST)

Casella raises 2026 revenue and EBITDA guidance but cuts net income outlook

Mixed Impact 4 of 5 guidance Written later

Casella Waste Systems reported first-quarter 2026 revenue of $457.3 million, up 9.6% from a year earlier, and adjusted EBITDA of $97.1 million, up 12.3%, while its net loss widened to $5.5 million from $4.8 million. The company raised its fiscal 2026 guidance for revenue, adjusted EBITDA and adjusted free cash flow, citing acquisitions, but lowered its net income estimate to $4 million to $10 million from $16 million to $22 million.

Key points

  • Q1 2026 revenue was $457.3 million, up $40.2 million from the same period in 2025; net loss was $5.5 million versus $4.8 million a year earlier.
  • Adjusted EBITDA was $97.1 million, up 12.3%; adjusted free cash flow was $30.7 million, up $1.6 million.
  • Fiscal 2026 revenue guidance was raised to $2.060 billion to $2.080 billion; adjusted EBITDA guidance was raised to $473 million to $483 million.
  • Fiscal 2026 net income guidance was lowered to $4 million to $10 million from $16 million to $22 million.

The filing

CompanyCasella Waste Systems (CWST)
Form8-K, current report
Filed with the SECApr 30, 2026, 4:13 PM ET
Accession number0000911177-26-000018

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:59 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 30, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.