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Sep 30, 2025
Casella Q3 2025 Earnings Report
Casella Waste Systems, Inc. announced its third quarter 2025 results, highlighting significant revenue and net income growth.
Key Takeaways
Casella Waste Systems, Inc. reported a strong third quarter in 2025, with revenues reaching $485.4 million, an increase of 17.9% from the previous year. Net income surged by 73.0% to $10.0 million, and Adjusted EBITDA grew by 16.4% to $119.9 million. The company's performance was driven by acquisitions and sustained solid waste pricing.
Revenues for the quarter were $485.4 million, marking a 17.9% increase from the same period in 2024.
Net income for the quarter rose by 73.0% to $10.0 million, compared to $5.8 million in Q3 2024.
Adjusted EBITDA, a non-GAAP measure, increased by 16.4% to $119.9 million.
Solid waste pricing saw a 4.6% growth, with collection price growth at 4.7% and disposal price growth at 4.6%.
Revenue by Segment
Forward Guidance
Casella Waste Systems, Inc. has increased the lower end of its fiscal year 2025 guidance ranges for revenue and Adjusted EBITDA, reflecting confidence in strong year-end results and limited exposure to recycled commodity price volatility. The company reaffirmed guidance for Net income, Net cash provided by operating activities, and Adjusted Free Cash Flow.
Positive Outlook
- Increased lower end of 2025 revenue guidance to between $1.830 billion and $1.840 billion.
- Increased lower end of 2025 Adjusted EBITDA guidance to between $415 million and $425 million.
- Confidence in strong results through the remainder of the year.
- Limited exposure to recycled commodity price volatility due to successful floating fees structure.
- Reaffirmed guidance for Net income, Net cash provided by operating activities, and Adjusted Free Cash Flow, indicating the company is on plan for these metrics.
Challenges Ahead
- Guidance ranges do not include the impact of any acquisitions that have not been completed, such as Mountain State Waste.
- Forward-looking estimates for fiscal year 2025 do not contemplate any unanticipated impacts.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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