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Waste Management (WM) investor relations material
Waste Management Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary3 Dec, 2025
Margin expansion and operational efficiency
Margins have improved significantly since 2022, driven by higher-margin businesses like renewable natural gas and technology adoption in operations and recycling.
Recycling technology upgrades are nearly complete, while collection fleet technology is still in early stages, offering further efficiency gains.
Route optimization started with industrial routes and will expand to commercial and residential, with ongoing improvements in SG&A through technology and process standardization.
Landfill pricing is rising due to capacity constraints, with yields currently at 6.5% and potentially increasing to 8% as more landfills close.
Strategic actions to preserve landfill airspace include expanding footprints and shifting volume to landfills with longer reserve life.
Technology and productivity initiatives
Dynamic routing and automation in residential collection have increased efficiency, with 70% of the rear loader to automated side loader conversion complete.
Customer analytics are used to tailor pricing, reduce churn, and optimize service, with ongoing enhancements in data-driven decision-making.
Dynamic routing has significantly improved route efficiency beyond traditional driver knowledge.
Pricing strategy and inflation management
Pricing is set 150-200 basis points above internal cost inflation, with a focus on customer experience and analytics to inform decisions.
Commodity price cycles in recycling are expected to recover starting Q3/Q4, with supply-driven impacts normalizing by late 2025 or 2026.
How will WM's pricing analytics boost Stericycle?
What is WM's long-term landfill capacity strategy?
How will WM allocate capital in harvest years?
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Next Waste Management earnings date
Q4 202529 Jan, 2026
Next Waste Management earnings date
Q4 202529 Jan, 2026
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Frequently asked questions
Managing Waste
Waste Management, doing business under the name WM, is one of North America's leading waste disposal and environmental services companies.. Founded in 1968 and headquartered in Houston, Texas, the company has an expansive operational footprint spanning the United States and Canada and provides an array of services throughout the entire process of collecting processing waste and recycling what can be recycled. To achieve this, WM operates a vast network of collection operations, transfer stations, landfills, recycling facilities, and waste-to-energy plants.
History and Expansion
WM is a leading provider of comprehensive waste management solutions in North America. Originating from a single landfill in Chicago, the company quickly expanded, capitalizing on the growing demand for waste disposal across the country. Over the decades, Waste Management evolved, acquiring smaller companies within the industry and diversifying its services to go beyond just the collection and disposal of waste. This strategy not only expanded its footprint in the US and into Canada but also facilitated the introduction of innovative waste solutions. The company's green initiatives gained traction in the late 20th century, emphasizing recycling and renewable energy projects.
All-encompassing Solutions
One of its primary functions is garbage collection, serving millions of customers across residential, commercial, and industrial sectors. This involves regular pick-up schedules, specialized collections, and tailored services for larger commercial entities. Apart from collection, the company manages landfills, which are essential for the safe and efficient disposal of waste. To complement these, WM also runs transfer stations that handle the sorting and movement of waste from collection vehicles to final disposal sites or recycling centers. Additionally, the company has ventures in waste-to-energy and recycling plants, turning refuse into a source of energy. Some publicly traded companies that operate within the same field as WM includes names such as Republic Services, Waste Connection, and Kollect on Demand.
Green Management
WM has been placing a significant emphasis on green initiatives in recent years. Recycling stands at the forefront of these efforts with the company operating numerous facilities that process recyclables, turning them into resources for industries and reducing landfill dependency. Besides traditional recyclables, it operates organic recycling for items like food and yard waste. Additionally, the company's landfill gas-to-energy ventures capture methane—a potent greenhouse gas—from landfills, transforming it into a clean energy source.
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