Every material Form 8-K Waste Connections, Inc. has filed with the SEC since August 04, 2026, 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.
Waste Connections reported third quarter 2026 revenue of $2.638 billion, up from $2.458 billion a year earlier, and net income of $359.2 million, or $1.43 per diluted share, compared with $286.3 million, or $1.11, in the prior-year quarter. The company raised its full-year 2026 outlook for revenue and adjusted EBITDA for a second time and increased its regular quarterly dividend by 10%.
Q3 2026 adjusted net income was $398.9 million, or $1.58 per diluted share, versus $1.44 a year earlier; adjusted EBITDA was $895.8 million, or 34.0% of revenue.
Updated 2026 outlook: revenue of approximately $10.09 billion and adjusted EBITDA of approximately $3.345 billion, with adjusted free cash flow between $1.40 billion and $1.45 billion.
Year-to-date share repurchases exceed $1 billion, equal to 2.5% of outstanding shares; the quarterly dividend rises 10%, the company's sixteenth consecutive annual increase.
Conference call on October 22, 2026 at 8:30 a.m. Eastern Time.
Waste Connections received Toronto Stock Exchange approval to renew its normal course issuer bid, allowing it to repurchase up to 12,578,462 common shares over the next 12 months, starting after its current program expires on August 11, 2026. The company says the renewal reflects its objective of returning capital to shareholders over time, and any repurchases will depend on market conditions, share price and other factors, including potential acquisition opportunities.
Up to 12,578,462 common shares may be repurchased, equal to 5% of 251,569,244 shares outstanding as of July 31, 2026.
Purchases are authorized from August 12, 2026, to August 11, 2027, or until the program is completed or terminated earlier.
As of August 6, 2026, the company had bought 6,103,527 shares under the 2025 program, which allowed up to 12,855,691 shares.
Waste Connections completed an underwritten public offering on August 4, 2026, of C$300 million of 4.200% senior notes due 2033 and C$400 million of 4.550% senior notes due 2036. The notes are unsecured, rank equally with its other unsubordinated debt, and are not guaranteed by subsidiaries, so the company takes on new fixed-rate debt that it must repay with interest.
Total offering of C$700 million across two tranches: C$300 million of 2033 notes and C$400 million of 2036 notes
Interest is payable March 4 and September 4 each year, starting March 4, 2027
2033 notes mature September 4, 2033; 2036 notes mature September 4, 2036
Notes are registered under a Form S-3 and sold in Canada under a Canadian Offering Memorandum
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.
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 Waste Connections, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →