Waste Connections

WCN

Market cap $37.9B

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Waste Connections (WCN) reported earnings 30 days ago. What's next for the stock?

CGI reported a good quarter with revenue up 3.3% to $4.16B and diluted EPS up 10.6% to $2.09. Revenue growth was driven by acquisitions. ADP reported a strong quarter with revenue up 7% and adjusted EPS up 12%. Employer Services grew 7% to $3.3B on strong client retention and new business bookings. Since I started this portfolio in September 2017, I have received a total of $36,112.67 CAD in dividends.

Waste Connections benefits from pricing gains, AI-driven tools and acquisitions, as steady revenue growth supports long-term expansion.

Many investors keep a close eye on insider transactions, as they can often give a decent read surrounding the longer-term picture.

TORONTO--(BUSINESS WIRE)--Waste Connections, Inc. (TSX/NYSE: WCN) (“Waste Connections” or the “Company”) today announced the results of its annual meeting of shareholders (the “Meeting”). All eight director nominees in the Company's 2026 management information circular and proxy statement (the “Proxy Statement”) were nominated and elected as directors of the Company at the Meeting. Each director will serve until the close of the next annual meeting of shareholders or until his or her earlier re.

MMS beats Q2 EPS estimates and raises fiscal 2026 earnings guidance, but shares slide as revenues fall on lower disaster support work.

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Waste Connections (WCN:CA) remains a Hold as volume stabilization and margin clarity are still lacking despite strong pricing. Q1 2026 saw 6.4% revenue growth, 8% adj. EBITDA growth, and 50bps margin expansion, driven mainly by pricing. Construction and demolition volumes declined for the tenth consecutive quarter, signaling unresolved demand weakness.

Waste Connections beat Q1'26 earnings estimates as revenues rise, fueled by acquisitions and pricing moves. Yet, a low current ratio flags liquidity strain.