Casella Waste Systems

CWST

Market cap $6.12B

Esperion Therapeutics, Inc. and C4 Therapeutics, Inc. were among the top contributors to performance. SiTime Corp. was also a top contributor. The company provides silicon timing chips for a wide range of electronics. The greatest detractor from Fund performance for the quarter was Monday.com Ltd.

Armstrong World Industries, Inc. (AWI) shares outperformed in the quarter due to beating expectations, driven by favorable positioning in key verticals and strong operating leverage. Somnigroup International Inc. (SGI) was a top performer as it continues to gain incremental share in the bedding market, despite the weakness in the end market. Waters Corporation (WAT) underperformed on the announcement that it will acquire Becton Dickinson's Biosciences and Diagnostics divisions.

RUTLAND, Vt., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company, announced today that the company's management will be participating at the following investor conferences:

Casella Waste Systems, Inc. ( CWST ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Brian Butler John Casella - Chairman, CEO & Secretary Bradford Helgeson - Executive VP & CFO Ned Coletta - President Conference Call Participants Tyler Brown Trevor Romeo Adam Bubes - Goldman Sachs Group, Inc., Research Division James Schumm - TD Cowen, Research Division William Grippin - Barclays Bank PLC, Research Division Shlomo Rosenbaum - Stifel, Nicolaus & Company, Incorporated, Research Division George Bancroft - Gabelli Funds, LLC Stephanie Benjamin Moore - Jefferies LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Casella Waste Systems, Inc. Q3 2025 Conference Call.

Casella (CWST) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.27 per share a year ago.

I'm upgrading Casella Waste Systems to a soft "Buy" due to improved valuation and strong revenue growth driven by acquisitions and price increases. CWST continues to expand rapidly, with management projecting 17.5% revenue growth and robust cash flow for fiscal 2025, despite net income pressure from rising costs. The stock now trades at a more attractive valuation relative to peers, making it a decent risk-adjusted prospect in a stable, growing industry.

Casella (CWST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

RUTLAND, Vt., Oct. 13, 2025 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company, will release its financial results for the three months ended September 30, 2025, after the market closes on Thursday, October 30, 2025.

RUTLAND, Vt., Aug. 28, 2025 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (“Casella”) (NASDAQ:CWST), a regional solid waste, recycling and resource management services company, today announced that it has priced the previously announced remarketing of $37.5 million aggregate principal amount of New York State Environmental Facilities Corporation (the “Issuer”) Solid Waste Disposal Revenue Bonds (Casella Waste Systems, Inc. Project) Series 2020R-1 issued on September 2, 2020 (collectively, the “Bonds”). The Bonds were originally issued in the aggregate principal amount of $40.0 million and have a final maturity of September 1, 2050. It is expected that $2.5 million of the aggregate principal amount of Bonds will be redeemed by Casella on September 2, 2025 with cash on hand, and the remaining $37.5 million of the aggregate principal amount of Bonds (the “Remarketed Bonds”) will be remarketed on such date. Pursuant to the indenture under which the Bonds were offered (the “Indenture”), the interest rate period under which the Bonds were previously issued expires on September 1, 2025, and accordingly, the Bonds are subject to mandatory tender on September 2, 2025. Casella expects that the Bonds will be remarketed on September 2, 2025 at a new interest rate of 4.250% per annum for a new interest rate period commencing on September 2, 2025 and ending on September 2, 2030. The remarketing and redemption are expected to become effective on September 2, 2025.

RUTLAND, Vt., Aug. 27, 2025 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST) (“Casella”), a regional solid waste, recycling, and resource management services company, recently honored four organizations for their leadership in sustainability as part of Casella's annual Sustainability Leadership Awards.