•
Mar 31, 2023

Casella Q1 2023 Earnings Report

Casella's first quarter financial results reflected strong solid waste performance driven by operating and pricing program execution.

Key Takeaways

Casella Waste Systems reported a 12.2% increase in revenue for Q1 2023, driven by solid waste operations, particularly pricing and volume growth. Net income decreased by 15.3% compared to the same period last year, while Adjusted EBITDA increased by 11.2%. The company reaffirmed its full-year guidance.

Revenues increased by 12.2% to $262.6 million.

Overall solid waste pricing increased by 8.8%.

Net income decreased by 15.3% to $3.5 million.

Adjusted EBITDA increased by 11.2% to $50.7 million.

Total Revenue
$263M
Previous year: $234M
+12.2%
EPS
$0.1
Previous year: $0.11
-9.1%
Solid Waste Price Growth
8.8%
Previous year: 5.6%
+57.1%
Gross Profit
$48.9M
Previous year: $71.6M
-31.7%
Cash and Equivalents
$60.2M
Previous year: $12.6M
+378.2%
Free Cash Flow
-$1.8M
Previous year: $11.8M
-115.2%
Total Assets
$1.42B
Previous year: $1.31B
+8.6%

Casella

Casella

Casella Revenue by Segment

Forward Guidance

Casella reaffirmed its revenue, net income, Adjusted EBITDA, net cash provided by operating activities, and Adjusted Free Cash Flow guidance ranges for the fiscal year ending December 31, 2023. This guidance does not include contribution from our pending acquisition of select operations from GFL Environmental Inc.

Positive Outlook

  • Revenues between $1.150 billion and $1.180 billion
  • Net income between $56 million and $62 million
  • Adjusted EBITDA between $266 million and $272 million
  • Net cash provided by operating activities between $227 million and $233 million
  • Adjusted Free Cash Flow between $119 million and $125 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income