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Jun 30, 2023

Waste Connections Q2 2023 Earnings Report

Waste Connections' Q2 2023 earnings surpassed expectations due to solid execution and strategic acquisitions, leading to an increased full-year outlook.

Key Takeaways

Waste Connections reported a strong second quarter in 2023, exceeding expectations for revenue and adjusted EBITDA. The company raised its full-year outlook, driven by solid waste core pricing growth and strategic acquisitions.

Revenue reached $2.021 billion, an 11.3% increase year-over-year.

Net income was reported at $209.2 million, or $0.81 per share.

Adjusted EBITDA stood at $628.9 million, with a margin of 31.1%.

The full year outlook was updated to net income of approximately $931 million and adjusted EBITDA of approximately $2.525 billion.

Total Revenue
$2.02B
Previous year: $1.82B
+11.3%
EPS
$1.02
Previous year: $1
+2.0%
Core Price
9.8%
Previous year: 7.2%
+36.1%
Volume
-1.9%
Previous year: -0.7%
+171.4%
Surcharges
-0.7%
Previous year: 1.6%
-143.7%
Gross Profit
$824M
Previous year: $729M
+13.1%
Cash and Equivalents
$91.7M
Previous year: $218M
-57.9%
Free Cash Flow
$356M
Previous year: $314M
+13.5%
Total Assets
$17.4B
Previous year: $15.4B
+12.6%

Waste Connections

Waste Connections

Waste Connections Revenue by Segment

Forward Guidance

Waste Connections updated its full year 2023 outlook, anticipating a net income of approximately $931 million and an adjusted EBITDA of approximately $2.525 billion, or 31.5% on revenue of approximately $8.025 billion.

Revenue & Expenses

Visualization of income flow from segment revenue to net income