CWSTCasella Waste Systems, Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.35Missed
- vs $0.36 expected on Nov 9
- Stock move on it
- −6.08%
- one session
- Price
- $99.79
- +1.28% today · $5.76B cap
Past and upcoming reports
1
| Nov 9, 2026 | Sep 30, 2026 | After the market closes | $0.36 | Missed$0.35 | −6.08% |
After the report
Nov 9, 2026 report
CWST rallied 5.88% after a 2.8% EPS miss, leaving profitability and valuation as the key debate
Casella reported $0.35 EPS versus $0.36 estimated on November 9, 2026. The stock subsequently stood at $98.47, up $5.47 or 5.88% on November 11, while available data provided no explicit new guidance figures. Revenue growth remained the constructive element at 14.92% TTM, but EPS growth was -48.77% TTM and operating margin was 4.94%.
Reported against expected
MissedReported EPS was $0.35 versus $0.36 estimated, a $0.01 or 2.78% miss for the quarter ended September 30, 2026.
Guidance
No explicit post-earnings guidance figures were provided. full-year guidance execution remained the identified catalyst.
How the stock reacted
On November 11, the stock was $98.47, up $5.47 or 5.88%. event-day and day-one/day-two reaction fields were unavailable.
What changed
EPS missed by $0.01, while TTM revenue growth remained 14.92% and TTM EPS growth was -48.77%.
What the price now assumes
The 5.88% rally suggests investors emphasized growth and future profitability over the modest EPS miss and 54.4 forward P/E.
What it means for the business
Maintain a mixed bias. upgrade only if full-year guidance execution improves margins and supports the projected 28.16% next-year EPS growth.
The next one to three months, as we saw it then
Better case30%
The growth thesis reasserts itself if full-year guidance execution demonstrates that revenue expansion is translating into improved profitability.
Base case45%
CWST remains supported by 14.92% TTM revenue growth, but the valuation limits upside until profitability catches up.
Worse case25%
A renewed earnings miss or persistent low margins could compress the 54.4 forward P/E despite continued revenue growth.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if margin improvement supports the projected 28.16% next-year EPS growth. no trade if margins remain near 4.94% or guidance weakens.
Scenario odds are a judgement, not measured.