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