Every material Form 8-K Casella Waste Systems filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Casella Waste Systems reported third-quarter 2025 revenue of $485.4 million, up 17.9% from a year earlier, and net income of $10.0 million, up 73.0%. The company raised the low end of its fiscal 2025 revenue and Adjusted EBITDA guidance and reaffirmed its net income and cash flow ranges, while Adjusted Diluted EPS of $0.42 was below $0.44 a year earlier.
Q3 2025 revenue was $485.4 million, up $73.7 million or 17.9% from Q3 2024.
Q3 2025 net income was $10.0 million, up from $5.8 million; Adjusted Diluted EPS was $0.42 versus $0.44.
Fiscal 2025 revenue guidance is now $1.830 billion to $1.840 billion, and Adjusted EBITDA guidance is $415 million to $425 million, both with the low end raised.
Net income guidance of $8 million to $18 million was reaffirmed; the outlook excludes the pending Mountain State Waste acquisition.
Casella Waste Systems said Chairman and CEO John Casella will become Executive Chairman on January 1, 2026, and President Edmond R. "Ned" Coletta will succeed him as CEO and join the Board as a Class II director. The filing describes a planned leadership transition with no change to reported financial results.
John Casella moves from CEO to Executive Chairman, effective January 1, 2026
Edmond R. "Ned" Coletta, 49, named CEO effective January 1, 2026; he has been President since July 2022
Coletta's base salary rises to $750,000 and his target bonus to 150% of salary, effective January 1, 2026
Casella's salary falls to $750,000 and his target bonus to 100% of salary, effective January 1, 2026
Casella Waste Systems reported second-quarter 2025 revenue of $465.3 million, up 23.4%, and Adjusted EBITDA of $109.5 million, up 19.5%, but net income fell to $5.2 million. The company raised its full-year revenue guidance and cut its net income guidance to $8 million to $18 million, while reaffirming Adjusted EBITDA guidance of $410 million to $425 million, so shareholders see stronger sales and cash-flow measures alongside lower profit.
Q2 2025 revenue $465.3 million, up $88.2 million from the same period in 2024; net income $5.2 million, down from $7.0 million
Adjusted EBITDA $109.5 million for the quarter, up 19.5%; six acquisitions completed in the first half with over $90 million in annualized revenue
Fiscal 2025 revenue guidance raised to $1.820 billion to $1.840 billion; net income guidance revised to $8 million to $18 million from $10 million to $25 million
Adjusted EBITDA guidance reaffirmed at $410 million to $425 million; the guidance excludes the pending Mountain State Waste acquisition
Casella Waste Systems reported first-quarter 2025 results on May 1, 2025. Revenue rose 22.3% to $417.1 million and Adjusted EBITDA rose 21.7% to $86.4 million, but the GAAP net loss widened to $4.8 million from $4.1 million. The company reaffirmed its full-year 2025 guidance, which includes acquisitions announced to date.
Revenue of $417.1 million, up $76.1 million from $341.0 million a year earlier; acquisitions added $57.1 million of the increase.
Net loss of $4.8 million, or $0.08 per diluted share, versus $4.1 million, or $0.07 per share, in the first quarter of 2024.
Adjusted EBITDA of $86.4 million, up 21.7%; Adjusted Diluted Earnings Per Common Share of $0.19 versus $0.15.
Fiscal 2025 guidance reaffirmed: revenue of $1.775 billion to $1.805 billion and net income of $10 million to $25 million.
Casella Waste Systems completed a $25.0 million borrowing on March 11, 2025, through Vermont Economic Development Authority bonds, the remaining tranche of a $60.0 million program first issued in 2022. The bonds carry a 4.375% fixed rate through May 31, 2032, and the company's subsidiaries guarantee the obligation, which adds a new direct financial obligation for shareholders to track.
Company incurred $25.0 million of indebtedness via 2022A-2 Bonds issued March 11, 2025
Bonds drawn from a not-to-exceed $60.0 million program; initial $35.0 million series issued June 2022
Initial fixed rate of 4.375% per annum through May 31, 2032; mandatory tender on June 1, 2032
Substantially all subsidiaries guarantee the bonds while in a term rate period; loan agreement includes acceleration and change-of-control terms
Casella Waste Systems reported fourth-quarter 2024 revenue of $427.5 million, up 18.9%, and a quarterly net income of $4.9 million, or $0.08 per diluted share, compared with a loss in the prior-year quarter. For full-year 2024, revenue rose 23.1% to $1.557 billion, but net income fell 46.7% to $13.5 million, and the company issued fiscal 2025 guidance including net income of $10 million to $25 million and Adjusted EBITDA of $410 million to $425 million.
Q4 2024 revenue was $427.5 million, up $67.9 million from the same period in 2023; Q4 net income was $4.9 million, or $0.08 per diluted share
Fiscal 2024 revenue was $1.557 billion, up 23.1%; net income was $13.5 million, down $11.9 million, with an $8.4 million Southbridge Landfill closure charge cited
Fiscal 2025 guidance: revenue of $1.775 billion to $1.805 billion, net income of $10 million to $25 million, and Adjusted EBITDA of $410 million to $425 million
The guidance excludes acquisitions not yet completed; the conference call is set for February 13, 2025 at 10:00 a.m. Eastern Time
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Casella Waste Systems filing is on SEC EDGAR ↗. 8-K briefs of other companies →