CASELLA WASTE SYSTEMS INC

CASELLA WASTE SYSTEMS INCCWSTEarnings & Financial Report

Nasdaq · Industrials · Refuse Systems

Casella Waste Systems, Inc. is a waste management company based in Rutland, Vermont, United States. Founded in 1975 with a single truck, Casella is a regional, vertically integrated solid waste services company. Casella provides resource management expertise and services to residential, commercial, municipal and industrial customers, primarily in the areas of solid waste collection and disposal, transfer, recycling and organics services. The company provides integrated solid waste services in...

Revenue

$377.2M

Gross Profit

$133.4M

Operating Profit

$23.0M

Net Profit

$7.0M

Gross Margin

35.4%

Operating Margin

6.1%

Net Margin

1.9%

YoY Growth

30.2%

EPS

$0.12

CASELLA WASTE SYSTEMS INC Q2 FY2024 Financial Summary

CASELLA WASTE SYSTEMS INC reported revenue of $377.2M (up 30.2% YoY) for Q2 FY2024, with a net profit of $7.0M (up 27.6% YoY) (1.9% margin). Cost of goods sold was $243.8M, operating expenses totaled $110.4M.

Key Financial Metrics

Total Revenue$377.2M
Net Profit$7.0M
Gross Margin35.4%
Operating Margin6.1%
Report PeriodQ2 FY2024

Revenue Breakdown

CASELLA WASTE SYSTEMS INC Q2 FY2024 revenue of $377.2M breaks down across 11 segments, led by Transferred Over Time at $106.4M (28.2% of total).

SegmentRevenue% of Total
Transferred Over Time$106.4M28.2%
Collection$76.1M20.2%
Solid Waste Operations Disposal$65.1M17.3%
National Accounts$49.9M13.2%
Resource Solutions Operations Processing$33.3M8.8%
Transfer Station$18.6M4.9%
Transferred At Point In Time$15.2M4.0%
Rebate Recycled Or Returned Organic Materials$8.4M2.2%
Solid Waste Operations Processing$2.9M0.8%
Solid Waste Operations Landfill Gas To Energy$2.0M0.5%
Landfill Gas To Energy$1.4M0.4%

CASELLA WASTE SYSTEMS INC Revenue by Segment — Quarterly Trend

CASELLA WASTE SYSTEMS INC revenue by segment across the last 4 reported quarters, showing how each business line (such as Transferred Over Time and Collection) has evolved quarter over quarter.

SegmentQ4 FY2025Q3 FY2025Q2 FY2025Q1 FY2025
Transferred Over Time$120.9M
Collection$90.9M$89.3M$81.1M
Solid Waste Operations Disposal$73.4M$71.6M$53.7M
National Accounts$60.9M$60.0M$55.2M$50.2M
Resource Solutions Operations Processing$33.2M$36.5M$32.0M

CASELLA WASTE SYSTEMS INC Annual Revenue by Year

CASELLA WASTE SYSTEMS INC annual revenue history includes year-by-year totals (for example, 2025 revenue was $1.8B).

YearAnnual Revenue
2025$1.8B
2024$1.6B
2023$1.3B
2022$1.1B

CASELLA WASTE SYSTEMS INC Quarterly Revenue & Net Profit History

CASELLA WASTE SYSTEMS INC results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q4 FY2025$469.1M+9.7%$-2.5M-0.5%
Q3 FY2025$485.4M+17.9%$10.0M2.1%
Q2 FY2025$465.3M+23.4%$5.2M1.1%
Q1 FY2025$417.1M+22.3%$-4.8M-1.2%
Q4 FY2024$427.5M+18.9%$4.9M1.1%
Q3 FY2024$411.6M+16.7%$5.8M1.4%
Q2 FY2024$377.2M+30.2%$7.0M1.9%
Q1 FY2024$341.0M+29.9%$-4.1M-1.2%

Income Statement

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Revenue$341.0M$377.2M$411.6M$427.5M$417.1M$465.3M$485.4M$469.1M
YoY Growth29.9%30.2%16.7%18.9%22.3%23.4%17.9%9.7%

Balance Sheet

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Assets$2.48B$2.51B$3.12B$3.23B$3.21B$3.26B$3.29B$3.30B
Liabilities$1.45B$1.47B$1.59B$1.68B$1.66B$1.70B$1.72B$1.73B
Equity$1.03B$1.04B$1.53B$1.55B$1.55B$1.55B$1.57B$1.57B

Cash Flow

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Operating CF$7.7M$72.1M$91.8M$109.8M$50.1M$89.5M$93.6M$96.6M