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

$427.5M

Gross Profit

$141.8M

Operating Profit

$18.5M

Net Profit

$4.9M

Gross Margin

33.2%

Operating Margin

4.3%

Net Margin

1.1%

YoY Growth

18.9%

EPS

$0.08

CASELLA WASTE SYSTEMS INC Q4 FY2024 Financial Summary

CASELLA WASTE SYSTEMS INC reported revenue of $427.5M (up 18.9% YoY) for Q4 FY2024, with a net profit of $4.9M (up 369.2% YoY) (1.1% margin). Cost of goods sold was $285.6M, operating expenses totaled $123.3M.

Key Financial Metrics

Total Revenue$427.5M
Net Profit$4.9M
Gross Margin33.2%
Operating Margin4.3%
Report PeriodQ4 FY2024

Revenue Breakdown

CASELLA WASTE SYSTEMS INC Q4 FY2024 revenue of $427.5M breaks down across 7 segments, led by Western Region at $165.1M (38.6% of total).

SegmentRevenue% of Total
Western Region$165.1M38.6%
Transferred Over Time$105.7M24.7%
Collection$77.0M18.0%
Mid Atlantic Region$71.5M16.7%
Landfill Revenue$8.6M2.0%
Processing Services$2.0M0.5%
Transportation$1.2M0.3%

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 Western Region and Transferred Over Time) has evolved quarter over quarter.

SegmentQ1 FY2026Q4 FY2025Q3 FY2025Q2 FY2025
Western Region$175.1M$170.1M
Transferred Over Time$120.9M
Collection$334.8M$90.9M$89.3M
Mid Atlantic Region$89.6M$91.1M
Landfill Revenue$8.3M$8.2M$7.9M

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
Q1 FY2026$557.2M+9.6%$-5.5M-1.0%
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%

Income Statement

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Revenue$377.2M$411.6M$427.5M$417.1M$465.3M$485.4M$469.1M$557.2M
YoY Growth30.2%16.7%18.9%22.3%23.4%17.9%9.7%9.6%

Balance Sheet

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Assets$2.51B$3.12B$3.23B$3.21B$3.26B$3.29B$3.30B$3.27B
Liabilities$1.47B$1.59B$1.68B$1.66B$1.70B$1.72B$1.73B$1.70B
Equity$1.04B$1.53B$1.55B$1.55B$1.55B$1.57B$1.57B$1.57B

Cash Flow

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Operating CF$72.1M$91.8M$109.8M$50.1M$89.5M$93.6M$96.6M$62.3M