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

$417.1M

Gross Profit

$136.6M

Operating Profit

$3.1M

Net Profit

$-4.8M

Gross Margin

32.8%

Operating Margin

0.8%

Net Margin

-1.2%

YoY Growth

22.3%

EPS

$-0.08

CASELLA WASTE SYSTEMS INC Q1 FY2025 Financial Summary

CASELLA WASTE SYSTEMS INC reported revenue of $417.1M (up 22.3% YoY) for Q1 FY2025, with a net profit of $-4.8M (down 16.8% YoY) (-1.2% margin). Cost of goods sold was $280.5M, operating expenses totaled $133.5M.

Key Financial Metrics

Total Revenue$417.1M
Net Profit$-4.8M
Gross Margin32.8%
Operating Margin0.8%
Report PeriodQ1 FY2025

Revenue Breakdown

CASELLA WASTE SYSTEMS INC Q1 FY2025 revenue of $417.1M breaks down across 12 segments, led by Western Region at $152.3M (36.5% of total).

SegmentRevenue% of Total
Western Region$152.3M36.5%
Collection$81.1M19.4%
Solid Waste Operations Disposal$53.7M12.9%
National Accounts$50.2M12.0%
Resource Solutions Operations Processing$32.0M7.7%
Transfer Station$13.7M3.3%
Other$12.3M3.0%
Rebate Recycled Or Returned Organic Materials$8.9M2.1%
Landfill Revenue$6.8M1.6%
Solid Waste Operations Landfill Gas To Energy$2.8M0.7%
Solid Waste Operations Processing$2.0M0.5%
Transportation$1.3M0.3%

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 Collection) has evolved quarter over quarter.

SegmentQ1 FY2026Q4 FY2025Q3 FY2025Q2 FY2025
Western Region$175.1M$170.1M
Collection$334.8M$90.9M$89.3M
Solid Waste Operations Disposal$73.4M$71.6M
National Accounts$60.9M$60.0M$55.2M
Resource Solutions Operations Processing$33.2M$36.5M

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