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Casella Waste Systems (CWST) investor relations material
Casella Waste Systems Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary3 Dec, 2025
Business overview and strategy
Provides integrated solid waste, recycling, and resource solutions with $1.8 billion in 2025E revenue, operating in 10 Eastern U.S. states.
Focuses on secondary and tertiary markets, with a strong disposal footprint in the Northeast.
Strategy centers on capital allocation for growth, optimizing disposal capacity, and value creation through resource solutions and acquisitions.
Completed 76 acquisitions since 2018, deploying ~$2 billion and adding nearly $1 billion in annual revenue.
Acquisitions drive margin expansion, operational synergies, and geographic growth, especially in the Mid-Atlantic and Hudson Valley regions.
Financial performance and guidance
Revenue grew from $743 million in 2019 to $1.56 billion in 2024, with a 2025 guidance midpoint of $1.835 billion.
Adjusted EBITDA increased at a ~18% CAGR, reaching $420 million in 2025 guidance.
Adjusted Free Cash Flow projected at $170–$180 million for 2025, up 10.5% year-over-year.
Net cash from operating activities expected at $325–$335 million in 2025, with capital spending of $240 million.
Consolidated net leverage ratio improved to 2.34x at 9/30/25, with over $850 million in available liquidity.
Operational highlights
Operates 81 collection operations, 32 recycling facilities, 9 disposal facilities, 2 landfill gas-to-energy sites, and 71 transfer stations.
Landfill network offers significant permitted and permittable capacity, with strategic expansions and rail infrastructure investments.
Collection business drives profitability through pricing above inflation, automation, and technology investments.
Resource Solutions segment mitigates commodity risk via contract structures and processing fees, with recent upgrades to key recycling facilities.
How do McKean rail and Hyland expansion optimize disposal capacity
How do you achieve post-acquisition margin expansion
Detail growth CapEx beyond M&A purchase price
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Next Casella Waste Systems earnings date
Q4 202513 Feb, 2026
Next Casella Waste Systems earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Casella Waste Systems Inc provides solid waste management services including collection, transfer, disposal, and recycling solutions. It serves residential, commercial, municipal, and industrial customers, primarily in the Northeastern United States. The company also operates resource recovery facilities and offers environmental and consulting services. The company is headquartered in Rutland, Vermont, and its shares are listed on the NASDAQ.
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