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

Casella Waste Q3 revenue rises 15.2% to $559.2 million; net loss of $7.0 million

Mixed Impact 4 of 5 earnings

Casella Waste Systems reported third-quarter 2026 revenue of $559.2 million, up 15.2%, and adjusted EBITDA of $133.5 million, up 11.4%. GAAP results moved the other way: the company posted a net loss of $7.0 million, compared with net income of $10.0 million a year earlier, after a $13.6 million landfill development impairment charge. The company raised its 2026 revenue guidance, narrowed its adjusted EBITDA guidance, and now expects a full-year net loss instead of net income.

Key points

  • Q3 revenue was $559.2 million, up $73.9 million, or 15.2%, from the same period in 2025; adjusted EBITDA was $133.5 million, up 11.4%.
  • Q3 net loss was $(7.0) million, or $(0.11) per diluted share, versus net income of $10.0 million, or $0.16 per share, in Q3 2025; the period included a $13.6 million landfill development impairment charge.
  • 2026 guidance: revenue raised to $2.100 billion to $2.110 billion; adjusted EBITDA narrowed to $475 million to $481 million; net loss guidance of $(10) million to $(4) million replaces prior net income guidance of $0 million to $6 million.

The filing

CompanyCasella Waste Systems (CWST)
Form8-K, current report
Filed with the SECNov 9, 2026, 4:13 PM ET
Accession number0000911177-26-000057

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 4:16 PM ET, from this filing only.

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.