CWST
CASELLA WASTE SYSTEMS INC
Overview
Casella Waste Systems operates as a vertically integrated solid waste services company providing collection, transfer, disposal, recycling and organics services to residential, commercial, municipal, institutional and industrial customers across eleven northeastern and mid-Atlantic states.
CASELLA WASTE SYSTEMS INC is a Industrials company operating in Waste Management with a $5.53B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 29, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0119 Q&A exchanges
- Q4 FY2025Earnings2026-02-2020 Q&A exchanges
- Q3 FY2025Earnings2025-10-3134 Q&A exchanges
- Q2 FY2025Earnings2025-08-0114 Q&A exchanges
- Q1 FY2025Earnings2025-05-0223 Q&A exchanges
- Q4 FY2024Earnings2025-02-1326 Q&A exchanges
- Q3 FY2024Earnings2024-10-3120 Q&A exchanges
- Q2 FY2024Earnings2024-08-0338 Q&A exchanges
- Q1 FY2024Earnings2024-04-2615 Q&A exchanges
- Q4 FY2023Earnings2024-02-1629 Q&A exchanges
- Q3 FY2023Earnings2023-11-0324 Q&A exchanges
- Q2 FY2023Earnings2023-07-2832 Q&A exchanges
- Q1 FY2023Earnings2023-04-2824 Q&A exchanges
- Q4 FY2022Earnings2023-02-1725 Q&A exchanges
- Q3 FY2022Earnings2022-10-2831 Q&A exchanges
- Q2 FY2022Earnings2022-07-2937 Q&A exchanges
- Q1 FY2022Earnings2022-04-2944 Q&A exchanges
- Q4 FY2021Earnings2022-02-1838 Q&A exchanges
- Q3 FY2021Earnings2021-10-2936 Q&A exchanges
- Q2 FY2021Earnings2021-07-3157 Q&A exchanges
- Q1 FY2021Earnings2021-04-3050 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-29EPS— vs $0.30—Rev— vs ——EODHD
- Q1 FY20262026-04-22EPS$0.20 vs $0.20+2.0%Rev$457.3M vs ——EODHD
- Q4 FY20252026-02-18EPS$0.30 vs $0.25+21.0%Rev$469.1M vs ——EODHD
- Q3 FY20252025-10-28EPS$0.42 vs $0.32+31.3%Rev$485.4M vs ——EODHD
- Q2 FY20252025-07-30EPS$0.36 vs $0.33+9.1%Rev$465.3M vs ——EODHD
- Q1 FY20252025-04-30EPS$0.19 vs $0.10+90.0%Rev$417.1M vs ——EODHD
- Q4 FY20242025-02-11EPS$0.41 vs $0.16+100.0%Rev$427.5M vs ——EODHD
- Q3 FY20242024-10-29EPS$0.27 vs $0.28-3.6%Rev$411.6M vs ——EODHD
- Q2 FY20242024-07-31EPS$0.22 vs $0.28-21.4%Rev$377.2M vs ——EODHD
- Q1 FY20242024-04-24EPS$-0.01 vs $-0.02+50.0%Rev$341.0M vs ——EODHD
- Q4 FY20232024-02-14EPS$0.13 vs $0.16-18.8%Rev$359.6M vs ——EODHD
- Q3 FY20232023-10-31EPS$0.35 vs $0.39-10.3%Rev$352.7M vs ——EODHD
- Q2 FY20232023-07-26EPS$0.36 vs $0.37-2.7%Rev$289.6M vs ——EODHD
- Q1 FY20232023-04-26EPS$0.10 vs $0.09+11.1%Rev$262.6M vs ——EODHD
- Q4 FY20222023-02-15EPS$0.18 vs $0.23-21.7%Rev$272.1M vs ——EODHD
- Q3 FY20222022-10-26EPS$0.45 vs $0.36+25.0%Rev$295.3M vs ——EODHD
- Q2 FY20222022-07-27EPS$0.36 vs $0.28+28.6%Rev$283.7M vs ——EODHD
- Q1 FY20222022-04-27EPS$0.11 vs $0.10+10.0%Rev$234.0M vs ——EODHD
- Q4 FY20212022-02-16EPS$0.21 vs $0.18+16.7%Rev$241.8M vs ——EODHD
- Q3 FY20212021-10-27EPS$0.34 vs $0.26+30.8%Rev$242.0M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-29 | — | $0.30 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-22 | $0.20 | $0.20 | +2.0% | $457.3M | — | — | EODHD |
| Q4 FY2025 | 2026-02-18 | $0.30 | $0.25 | +21.0% | $469.1M | — | — | EODHD |
| Q3 FY2025 | 2025-10-28 | $0.42 | $0.32 | +31.3% | $485.4M | — | — | EODHD |
| Q2 FY2025 | 2025-07-30 | $0.36 | $0.33 | +9.1% | $465.3M | — | — | EODHD |
| Q1 FY2025 | 2025-04-30 | $0.19 | $0.10 | +90.0% | $417.1M | — | — | EODHD |
| Q4 FY2024 | 2025-02-11 | $0.41 | $0.16 | +100.0% | $427.5M | — | — | EODHD |
| Q3 FY2024 | 2024-10-29 | $0.27 | $0.28 | -3.6% | $411.6M | — | — | EODHD |
| Q2 FY2024 | 2024-07-31 | $0.22 | $0.28 | -21.4% | $377.2M | — | — | EODHD |
| Q1 FY2024 | 2024-04-24 | $-0.01 | $-0.02 | +50.0% | $341.0M | — | — | EODHD |
| Q4 FY2023 | 2024-02-14 | $0.13 | $0.16 | -18.8% | $359.6M | — | — | EODHD |
| Q3 FY2023 | 2023-10-31 | $0.35 | $0.39 | -10.3% | $352.7M | — | — | EODHD |
| Q2 FY2023 | 2023-07-26 | $0.36 | $0.37 | -2.7% | $289.6M | — | — | EODHD |
| Q1 FY2023 | 2023-04-26 | $0.10 | $0.09 | +11.1% | $262.6M | — | — | EODHD |
| Q4 FY2022 | 2023-02-15 | $0.18 | $0.23 | -21.7% | $272.1M | — | — | EODHD |
| Q3 FY2022 | 2022-10-26 | $0.45 | $0.36 | +25.0% | $295.3M | — | — | EODHD |
| Q2 FY2022 | 2022-07-27 | $0.36 | $0.28 | +28.6% | $283.7M | — | — | EODHD |
| Q1 FY2022 | 2022-04-27 | $0.11 | $0.10 | +10.0% | $234.0M | — | — | EODHD |
| Q4 FY2021 | 2022-02-16 | $0.21 | $0.18 | +16.7% | $241.8M | — | — | EODHD |
| Q3 FY2021 | 2021-10-27 | $0.34 | $0.26 | +30.8% | $242.0M | — | — | EODHD |
Source: EODHD. CWST reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks CWST's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 4/10 quarters with 10% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.49 | $3.69 | -5.3% | -7.6% | -10.6% |
| Q4 FY2026 | $3.35 | $3.62 | -7.5% | +2.1% | +2.4% |
| Q3 FY2026 | $3.39 | $3.64 | -6.9% | -1.5% | -0.6% |
| Q2 FY2026 | $3.60 | $3.76 | -4.2% | -0.6% | -1.8% |
| Q1 FY2025 | $3.40 | $3.66 | -7.0% | -7.8% | -6.0% |
| Q4 FY2025 | $3.78 | $3.64 | +3.9% | -4.3% | -7.0% |
| Q3 FY2025 | $3.75 | $3.72 | +0.7% | -6.4% | -6.9% |
| Q2 FY2025 | $3.98 | $3.93 | +1.3% | -7.1% | -4.3% |
| Q1 FY2024 | $4.14 | $3.93 | +5.4% | -5.2% | -3.8% |
| Q4 FY2024 | $3.57 | $3.73 | -4.2% | -0.7% | +1.3% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Suspended2025-13-15
- Q3 FY2025Maintained2025-10-15
- Q2 FY2025Maintained2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Edmond ColettaCEO3 mo3 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- John W CasellaCEO1 yr 3 mo19 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance cut Q1 FY2026
- Bradford John HelgesonCFO1 yr 3 mono recorded callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- Sean StevesCOO1 yr 3 mo5 callsCurrentSample
COO since 2025 • 2/4 beats (50%) • last guidance cut Q1 FY2026
- Christopher Alan RainsSr. VP & Chief Revenue Officer3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Kevin DrohanVP & CHIEF ACCOUNTING OFFICER1 yr 3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CWST.
$ curl https://api.spokenalpha.com/v1/companies/CWSTFAQ
Frequently asked about CWST
Where can I find CASELLA WASTE SYSTEMS INC's (CWST) earnings call transcripts?
Spoken Alpha indexes CWST's earnings call transcripts at https://spokenalpha.com/companies/CWST. Each call links to attributed speakers and parsed analyst Q&A.
When was CASELLA WASTE SYSTEMS INC's most recent earnings call?
CASELLA WASTE SYSTEMS INC (CWST) held its most recent earnings call on 2026-05-01, covering fiscal Q1 2026.
What sector is CWST in?
CASELLA WASTE SYSTEMS INC (CWST) operates in the Industrials sector (Waste Management industry).