CWST Class A Casella Waste Systems, Inc. - Class A Common Stock
NASDAQ · Commercial Services & Supplies · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 7, 2026
$82.77
· of 52w range
· above low
· to high
$74.0552w low
$107.9652w high
P/E (TTM)
919.7
EPS (TTM)
$0.09
Revenue (TTM)
$1.96B
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52W Range
$74–$108
Analyst Rating
STRONG BUY
Price Target
$112
P/E
919.7
ROE
0.36%
Net Profit Margin
0.29%
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CWST Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$82.77
P/E (TTM)
919.7
EPS (TTM)
$0.09
Revenue (TTM)
$1.96B
ROE (TTM)
0.36%
52W Range
$74–$108
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About Casella Waste Systems, Inc. - Class A Common Stock Company overview from Wikipedia
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 seven northeastern states: Vermont, New Hampshire, New York, Massachusetts, Connecticut, Maine and Pennsylvania, with its headquarters located in Rutland, Vermont. Casella manages solid waste operations on a geographic basis through two regional operating segments, the Eastern and Western regions, each of which provides a full range of solid waste services, and larger-scale recycling and commodity brokerage operations. Organics services, major account and industrial services, are also provided.
Casella Waste Systems has 5,600 employees. Revenues were $1.837 billion for fiscal year 2025, up $279.6 million, or up 18.0%, from fiscal year 2024.
Casella has a Diesel Technician Training program as well as a CDL training school. The Diesel Tech program is currently in Williston, Vermont, and the CDL program is in West Rutland, Vermont.
Expansion
Beginning in 2018, Casella resumed its growth platform. Casella would acquire several businesses in 2018 including six solid waste collection businesses and one transfer business in its Western region and two businesses consisting of solid waste collection and transfer operations in the Eastern region.
As of January 31, 2019, Casella owned and/or operated 37 solid waste collection operations, 49 transfer stations, 18 recycling facilities, eight Subtitle D landfills, four landfill gas-to-energy facilities and one landfill permitted to accept construction and demolition ("C&D") materials.
On July 26, 2021, Casella purchased Willimantic Waste Paper Co. Inc., based out of Willimantic, CT. It was Casella's fifth acquisition in 2021.
In early April 2023, Casella Waste Systems, Inc. announced the signing of an equity purchase agreement to acquire collection, transfer, and recycling operations in Pennsylvania, Delaware, and Maryland from GFL Environmental Inc. (“GFL”) for a purchase price of $525 million. The proposed acquisition includes nine hauling operations, one transfer station, and one material recovery facility with aggregate annualized revenues of approximately $185 million.
In September 2023, Casella acquired the collection, transfer, and recycling assets from Consolidated Waste Services LLC and Twin Bridges for $219 million. Casella acquired a transfer station, two hauling operations, and a material recovery facility in the deal.
Conflict and Controversy
Casella has a history of legal conflict, including complaints over leachate handling in Bethlehem, NH and Southbridge, MA, numerous violations of the New York State Environmental Conservation Law from 2015 to 2022, damage to wetlands in Southbridge, MA, anti-competitive service contracts, occupational health and safety violations, and operating a landfill without a permit.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryCommercial Services & Supplies
employees5,600
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.84B2023-12-31 → 2025-12-31
EPS$0.122023-12-31 → 2025-12-31
Free Cash Flow$85M2023-12-31 → 2025-12-31
Net margin0.29%2023-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | CWST | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 919.7 | · | 31.6 | Overvalued |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | CWST | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 3.4% | · | 8.3% | Weak | |
| EBITDA Margin (TTM) | 20.0% | · | 15.4% | Top tier | |
| Pretax Margin (TTM) | 0.45% | · | 7.1% | Weak | |
| Net Profit Margin (TTM) | 0.29% | · | 5.1% | Weak | |
| ROA (TTM) | 0.17% | · | 5.2% | Weak | |
| ROE (TTM) | 0.36% | · | 13.7% | Weak | |
| ROIC | 2.5% | · | 9.0% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | CWST | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.0 | · | 1.4 | Low liquidity | |
| Quick Ratio | 1.0 | · | 0.9 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | CWST | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 17.9% | · | · | · | |
| Revenue CAGR 3Y | 19.2% | · | · | · | |
| Revenue CAGR 5Y | 18.9% | · | · | · | |
| EPS YoY | -47.8% | · | · | · | |
| Net Income YoY | -41.9% | · | · | · | |
| EPS CAGR 3Y | -51.2% | · | · | · | |
| EPS CAGR 5Y | -42.2% | · | · | · | |
| Net Income CAGR 3Y | -47.1% | · | · | · | |
| Net Income CAGR 5Y | -38.7% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | CWST | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.6 | · | 0.8 | Weak | |
| Receivables Turnover | 10.7 | · | 6.5 | Top tier | |
| Revenue / Employee | ≈$328.0K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
47.6%
Next Report
Oct 28, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $0.40 | $0.30 | 32.8% |
| March 31, 2026 | $0.20 | $0.10 | 92.5% | |
| Dec. 31, 2025 | $0.30 | $0.23 | 28.8% | |
| Sept. 30, 2025 | $0.42 | $0.33 | 26.0% | |
| June 30, 2025 | $0.36 | $0.34 | 7.2% | |
| March 31, 2025 | $0.19 | $0.10 | 98.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.84B | $1.56B | $1.26B | $1.09B | $889M | $775M | $743M | $661M | $599M | $565M | $546M | · | |
| Cost of Revenue | $1.22B | $1.03B | $832M | $723M | $582M | $516M | $509M | $453M | $405M | $382M | $383M | · | |
| SG&A Expense | $224M | $191M | $156M | $133M | $119M | $102M | $93M | $85M | $79M | $75M | $73M | · | |
| Operating Expenses | $1.77B | $1.48B | $1.18B | $990M | $812M | $715M | $690M | $621M | $612M | $520M | $515M | · | |
| Operating Income | $64M | $73M | $80M | $95M | $78M | $59M | $53M | $40M | $-13M | $45M | $32M | · | |
| Interest Expense | · | · | $48M | $24M | $21M | $22M | $25M | $26M | $25M | $39M | $40M | · | |
| Other Non-op | $2M | $270.0K | $-7M | $3M | $1M | $-21M | $-23M | $-34M | $-24M | $-51M | $-42M | · | |
| Pretax Income | $13M | $21M | $37M | $75M | $58M | $38M | $30M | $6M | $-37M | $-6M | $-10M | · | |
| Income Tax | $5M | $8M | $12M | $22M | $17M | $-53M | $-2M | $-384.0K | $-15M | $494.0K | $1M | · | |
| Net Income | $8M | $14M | $25M | $53M | $41M | $91M | $32M | $6M | $-22M | $-7M | $-13M | · | |
| EPS (Basic) | $0.12 | $0.23 | $0.46 | $1.03 | $0.80 | $1.87 | $0.67 | $0.15 | $-0.52 | $-0.17 | · | · | |
| EPS (Diluted) | $0.12 | $0.23 | $0.46 | $1.03 | $0.80 | $1.86 | $0.66 | $0.15 | $-0.52 | $-0.17 | · | · | |
| Shares (Basic) | 63,462,000 | 59,576,000 | 55,174,000 | 51,623,000 | 51,312,000 | 48,793,000 | 47,226,000 | 42,688,000 | 41,846,000 | 41,233,000 | · | · | |
| Shares (Diluted) | 63,565,000 | 59,681,000 | 55,274,000 | 51,767,000 | 51,515,000 | 49,045,000 | 47,966,000 | 44,168,000 | 41,846,000 | 41,233,000 | · | · | |
| EBITDA | $371M | $308M | $251M | $222M | $181M | $150M | $133M | $110M | $50M | $107M | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $124M | $358M | $221M | $71M | $34M | $154M | $3M | $4M | $2M | $3M | $2M | $2M | |
| Receivables | $178M | $166M | $157M | $101M | $87M | $74M | $80M | $75M | $66M | $61M | $60M | $56M | |
| Prepaid Expense | $30M | $23M | $17M | $15M | $13M | $9M | $9M | $7M | $8M | $8M | $8M | $9M | |
| Other Current Assets | $38M | $41M | $10M | $7M | $3M | $1M | $1M | $2M | $1M | $1M | $2M | $5M | |
| Current Assets | $369M | $613M | $426M | $207M | $146M | $247M | $103M | $97M | $84M | $79M | $77M | $79M | |
| PP&E (Net) | · | · | · | $721M | $645M | $511M | $444M | $405M | $362M | $398M | $402M | $415M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $1.28B | $1.17B | $1.24B | $1.19B | $1.15B | |
| Accum. Depreciation | · | · | · | $1.06B | $973M | $901M | $845M | $879M | $811M | $837M | $790M | $737M | |
| Goodwill | $1.12B | $1.00B | $736M | $274M | $233M | $195M | $186M | $163M | $123M | $120M | $119M | $119M | |
| Intangibles | $291M | $313M | $241M | $92M | $94M | $58M | $59M | $35M | $8M | $8M | $9M | $12M | |
| Other Non-current Assets | $21M | $25M | $26M | $27M | $15M | $13M | $12M | $11M | $13M | $14M | $12M | $25M | |
| Total Assets | $3.30B | $3.23B | $2.54B | $1.45B | $1.28B | $1.19B | $932M | $732M | $615M | $632M | $634M | $658M | |
| Accounts Payable | $102M | $111M | $117M | $74M | $63M | $49M | $64M | $57M | $47M | $45M | $45M | $49M | |
| Current Liabilities | $294M | $307M | $279M | $178M | $152M | $131M | $131M | $111M | $89M | $82M | $85M | $86M | |
| Capital Leases | $73M | $64M | $66M | $57M | $56M | $61M | $71M | · | · | · | · | · | |
| Deferred Tax | $19M | $19M | $627.0K | $437.0K | $868.0K | $912.0K | $3M | $3M | $2M | $6M | $6M | $7M | |
| Other Non-current Liabilities | $35M | $29M | $37M | $28M | $30M | $36M | $35M | $31M | $25M | $20M | $18M | $17M | |
| Retained Earnings | $-125M | $-133M | $-147M | $-172M | $-225M | $-266M | $-357M | $-389M | $-395M | $-373M | $-366M | $-353M | |
| AOCI | $-4M | $3M | $-1M | $8M | $-5M | $-12M | $-6M | $-1M | $184.0K | $-68.0K | $7.0K | $58.0K | |
| Stockholders' Equity | $1.57B | $1.55B | $1.02B | $498M | $422M | $362M | $123M | $-16M | $-38M | $-25M | $-22M | $-12M | |
| Liabilities + Equity | $3.30B | $3.23B | $2.54B | $1.45B | $1.28B | $1.19B | $932M | $732M | $615M | $632M | $634M | $670M |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $307M | $235M | $171M | $126M | $104M | $91M | $80M | $71M | $62M | $62M | $63M | · | |
| Stock-based Comp | $14M | $12M | $9M | $8M | $12M | $8M | $7M | $8M | $6M | $3M | $3M | · | |
| Deferred Tax | $3M | $7M | $7M | $17M | $15M | $-52M | $-1M | $1M | $-16M | $583.0K | $795.0K | · | |
| Amort. of Intangibles | $76M | $56M | $31M | $17M | $11M | $9M | $7M | $3M | $2M | $2M | $3M | · | |
| Other Non-cash | $-2M | $14M | $21M | $13M | $11M | $2M | $-593.0K | $34M | $76M | $21M | · | · | |
| Operating Cash Flow | $330M | $281M | $233M | $217M | $183M | $140M | $117M | $121M | $108M | $80M | $71M | · | |
| CapEx | $245M | $203M | $155M | $131M | $123M | $108M | $103M | $73M | $65M | $54M | $50M | · | |
| Investing Cash Flow | $-469M | $-671M | $-1.01B | $-207M | $-293M | $-140M | $-177M | $-164M | $-76M | $-63M | $-49M | · | |
| Stock Issued | $0 | $496M | $496M | $0 | $0 | $145M | $100M | $0 | $0 | · | · | · | |
| Net Stock Activity | $0 | $496M | $496M | $0 | $0 | $145M | $100M | · | · | · | · | · | |
| Financing Cash Flow | $-27M | $552M | $922M | $27M | $-10M | $151M | $60M | $45M | $-32M | $-19M | $-22M | · | |
| Net Change in Cash | $-166M | $162M | $150M | $37M | $-121M | $151M | $-536.0K | $2M | $-549.0K | $-1M | $107.0K | · | |
| Taxes Paid | $-154.0K | $7M | $10M | $3M | $1M | $-2M | $-2M | $105.0K | $146.0K | $274.0K | $282.0K | · | |
| Free Cash Flow | $85M | $78M | $78M | $86M | $59M | $32M | $14M | $48M | $43M | $26M | · | · | |
| Levered FCF | · | · | $46M | $70M | $44M | $-21M | $-13M | $20M | $28M | $-16M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.5% | 4.7% | 6.4% | 8.8% | 8.7% | 7.7% | 7.1% | 6.0% | -2.1% | 8.0% | · | · | |
| Net Margin | 0.43% | 0.87% | 2.0% | 4.9% | 4.6% | 11.8% | 4.3% | 0.97% | -3.6% | -1.2% | · | · | |
| Pretax Margin | 0.71% | 1.4% | 2.9% | 6.9% | 6.5% | 4.9% | 4.0% | 0.91% | -6.2% | -1.1% | · | · | |
| EBITDA Margin | 20.2% | 19.8% | 19.9% | 20.4% | 20.4% | 19.4% | 17.9% | 16.7% | 8.3% | 18.9% | · | · | |
| ROA | 0.24% | 0.43% | 1.0% | 3.7% | 3.2% | 8.3% | 3.4% | 0.95% | -3.6% | -1.1% | · | · | |
| ROE | 0.50% | 0.88% | 2.5% | 10.8% | 9.9% | 35.7% | 27.1% | -60.8% | 69.9% | 29.8% | · | · | |
| ROIC | 2.5% | 3.0% | 5.4% | 13.6% | 13.0% | 39.0% | 46.0% | -266.9% | 19.6% | -197.5% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 2.0 | 1.5 | 1.2 | 1.0 | 1.9 | 0.8 | 0.9 | 1.0 | 1.0 | · | · | |
| Quick Ratio | 1.0 | 1.7 | 1.4 | 1.0 | 0.8 | 1.7 | 0.6 | 0.7 | 0.8 | 0.8 | · | · | |
| Interest Coverage | · | · | 1.7 | 4.0 | 3.7 | 2.7 | 2.1 | 1.5 | -0.5 | 1.2 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.5 | 0.8 | 0.7 | 0.7 | 0.8 | 1.0 | 1.0 | 0.9 | · | · | |
| Receivables Turnover | 10.7 | 9.6 | 9.8 | 11.6 | 11.0 | 10.0 | 9.6 | 9.4 | 9.4 | 9.3 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $28.90 | $26.09 | $22.88 | $20.96 | $17.26 | $15.79 | $15.50 | $14.96 | · | · | · | · | |
| Cash Flow / Share | $5.19 | $4.71 | $4.22 | $4.20 | $3.55 | $2.85 | $2.44 | $2.74 | · | · | · | · | |
| EPS (TTM) | $0.12 | $0.23 | $0.46 | $1.03 | $0.80 | $1.86 | $0.66 | $0.15 | $-0.52 | $-0.17 | $-0.31 | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 17.9% | 23.2% | 16.5% | 22.0% | 14.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 19.2% | 20.5% | 17.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -47.8% | -50.0% | -55.3% | 28.7% | -57.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -51.2% | -34.0% | -37.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -42.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -41.9% | -46.7% | -52.1% | 29.1% | -54.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -47.1% | -30.9% | -34.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -38.7% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.84B | $1.56B | $1.26B | $1.09B | $889M | $775M | $743M | $661M | $599M | $565M | $546M | · | |
| Net Income TTM | $8M | $14M | $25M | $53M | $41M | $91M | $32M | $6M | $-22M | $-7M | $-13M | · | |
| P/E | 816.2 | 460.0 | 185.8 | 77.0 | 106.8 | 33.3 | 69.7 | 189.9 | -44.3 | -73.0 | -19.3 | · | |
| Earnings Yield | 0.12% | 0.22% | 0.54% | 1.3% | 0.94% | 3.0% | 1.4% | 0.53% | -2.3% | -1.4% | -5.2% | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $544M | $457M | $469M | $485M | $465M | $417M | $427M | $412M | $377M | $341M | $360M | $353M | $290M | $263M | $272M | $295M | |
| Cost of Revenue | $365M | $309M | $313M | $315M | $308M | $280M | $286M | $267M | $244M | $231M | $239M | $226M | $186M | $180M | $184M | $190M | |
| SG&A Expense | $63M | $58M | $56M | $57M | $55M | $56M | $52M | $47M | $47M | $44M | $43M | $41M | $36M | $36M | $36M | $34M | |
| Operating Expenses | $524M | $452M | $457M | $456M | $446M | $414M | $409M | $387M | $354M | $334M | $346M | $319M | $267M | $252M | $255M | $259M | |
| Operating Income | $20M | $5M | $12M | $29M | $19M | $3M | $19M | $24M | $23M | $7M | $13M | $34M | $23M | $10M | $17M | $36M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $16M | · | $16M | $9M | $7M | · | $6M | |
| Other Non-op | $822.0K | $314.0K | $608.0K | $436.0K | $615.0K | $320.0K | $-971.0K | $412.0K | $477.0K | $352.0K | $-8M | $225.0K | $452.0K | $349.0K | $606.0K | $2M | |
| Pretax Income | $3M | $-9M | $-2M | $16M | $7M | $-8M | $6M | $10M | $11M | $-6M | $1M | $24M | $7M | $4M | $12M | $32M | |
| Income Tax | $-405.0K | $-3M | $921.0K | $6M | $2M | $-3M | $834.0K | $5M | $4M | $-2M | $3M | $6M | $2M | $791.0K | $3M | $9M | |
| Net Income | $4M | $-6M | $-3M | $10M | $5M | $-5M | $5M | $6M | $7M | $-4M | $-2M | $18M | $5M | $4M | $8M | $23M | |
| EPS (Basic) | $0.06 | $-0.09 | $-0.04 | $0.16 | $0.08 | $-0.08 | $0.08 | $0.10 | $0.12 | $-0.07 | $-0.02 | $0.31 | $0.10 | $0.07 | $0.17 | $0.44 | |
| EPS (Diluted) | $0.06 | $-0.09 | $-0.04 | $0.16 | $0.08 | $-0.08 | $0.08 | $0.10 | $0.12 | $-0.07 | $-0.02 | $0.31 | $0.10 | $0.07 | $0.17 | $0.44 | |
| Shares (Basic) | 63,613,000 | 63,544,000 | · | 63,492,000 | 63,461,000 | 63,387,000 | · | 58,808,000 | 58,109,000 | 58,030,000 | · | 57,962,000 | 52,885,000 | 51,770,000 | · | 51,677,000 | |
| Shares (Diluted) | 63,685,000 | 63,544,000 | · | 63,591,000 | 63,563,000 | 63,387,000 | · | 58,921,000 | 58,199,000 | 58,030,000 | · | 58,062,000 | 52,980,000 | 51,869,000 | · | 51,806,000 | |
| EBITDA | $108M | $83M | · | $108M | $96M | $75M | · | $84M | $78M | $61M | · | $82M | $58M | $44M | · | $69M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $26M | $127M | $124M | $193M | $218M | $268M | $358M | $519M | $209M | $189M | · | $219M | $466M | $60M | · | $48M | |
| Receivables | $220M | $175M | $178M | $193M | $179M | $166M | $166M | $168M | $161M | $147M | · | $140M | $118M | $95M | · | $108M | |
| Prepaid Expense | $35M | $20M | $30M | $27M | $27M | $20M | $23M | $23M | $21M | $15M | · | $20M | $18M | $12M | · | $15M | |
| Other Current Assets | $34M | $37M | $38M | $6M | $6M | $6M | $41M | $8M | $9M | $12M | · | $12M | $7M | $7M | · | $7M | |
| Current Assets | $315M | $360M | $369M | $448M | $465M | $492M | $613M | $743M | $426M | $385M | · | $413M | $629M | $188M | · | $191M | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | $935M | $818M | $711M | · | $685M | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | · | · | · | $1.14B | $1.12B | $1.09B | · | $1.04B | |
| Goodwill | $1.37B | $1.19B | $1.12B | $1.12B | $1.09B | $1.05B | $1.00B | $908M | $737M | $737M | $736M | $737M | $620M | $274M | $274M | $272M | |
| Intangibles | $342M | $272M | $291M | $309M | $315M | $320M | $313M | $273M | $217M | $229M | · | $257M | $187M | $88M | · | $95M | |
| Other Non-current Assets | $22M | $21M | $21M | $22M | $23M | $23M | $25M | $23M | $24M | $24M | · | $30M | $29M | $27M | · | $24M | |
| Total Assets | $3.56B | $3.27B | $3.30B | $3.29B | $3.26B | $3.21B | $3.23B | $3.12B | $2.51B | $2.48B | $2.54B | $2.50B | $2.42B | $1.42B | $1.45B | $1.40B | |
| Accounts Payable | $127M | $90M | $102M | $113M | $117M | $103M | $111M | $102M | $94M | $80M | · | $100M | $88M | $67M | · | $71M | |
| Current Liabilities | $317M | $260M | $294M | $297M | $273M | $251M | $307M | $291M | $270M | $244M | · | $253M | $219M | $145M | · | $163M | |
| Capital Leases | $82M | $74M | $73M | $75M | $79M | $72M | $64M | $69M | $66M | $67M | · | $69M | $71M | $62M | · | $59M | |
| Deferred Tax | $23M | $17M | $19M | $17M | $16M | $14M | $19M | $15M | $1M | $908.0K | · | $516.0K | $479.0K | $438.0K | · | $522.0K | |
| Other Non-current Liabilities | $32M | $34M | $35M | $34M | $34M | $32M | $29M | $37M | $30M | $32M | · | $28M | $27M | $28M | · | $29M | |
| Retained Earnings | $-127M | $-131M | $-125M | $-123M | $-133M | $-138M | $-133M | $-138M | $-144M | $-151M | · | $-145M | $-163M | $-168M | · | $-180M | |
| AOCI | $560.0K | $-2M | $-4M | $-4M | $-3M | $-739.0K | $3M | $-5M | $6M | $5M | · | $9M | $8M | $6M | · | $8M | |
| Stockholders' Equity | $1.58B | $1.57B | $1.57B | $1.57B | $1.55B | $1.55B | $1.55B | $1.53B | $1.04B | $1.03B | $1.02B | $1.03B | $1.01B | $502M | $498M | $487M | |
| Liabilities + Equity | $3.56B | $3.27B | $3.30B | $3.29B | $3.26B | $3.21B | $3.23B | $3.12B | $2.51B | $2.48B | · | $2.50B | $2.42B | $1.42B | · | $1.40B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $88M | $78M | $80M | $79M | $77M | $71M | $66M | $59M | $55M | $54M | $55M | $48M | $35M | $33M | $33M | $33M | |
| Stock-based Comp | $4M | $3M | $3M | $4M | $3M | $5M | $5M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | |
| Deferred Tax | $-6M | $-3M | $2M | $1M | $3M | $-3M | $3M | $3M | $3M | $-2M | $2M | $3M | $2M | $86.0K | $3M | $7M | |
| Amort. of Intangibles | $22M | $18M | $19M | $19M | $19M | $19M | $18M | $14M | $12M | $13M | $13M | $10M | $4M | $4M | $4M | $4M | |
| Other Non-cash | · | $-10M | · | · | · | $-18M | · | · | · | $-42M | · | · | · | $-23M | · | · | |
| Operating Cash Flow | $99M | $62M | $97M | $94M | $90M | $50M | $110M | $92M | $72M | $8M | $75M | $75M | $67M | $16M | $65M | $60M | |
| CapEx | $72M | $50M | $57M | $66M | $66M | $55M | $77M | $51M | $45M | $30M | $65M | $40M | $33M | $18M | $43M | $33M | |
| Investing Cash Flow | $-378M | $-144M | $-64M | $-108M | $-138M | $-159M | $-286M | $-312M | $-43M | $-30M | $-68M | $-340M | $-579M | $-18M | $-46M | $-50M | |
| Stock Issued | · | · | $0 | · | · | · | $-324.0K | $497M | · | · | $0 | $-172.0K | · | · | $0 | $0 | |
| Financing Cash Flow | $178M | $-8M | $-8M | $-10M | $-4M | $-5M | $41M | $529M | $-9M | $-9M | $-8M | $21M | $918M | $-9M | $4M | $-2M | |
| Net Change in Cash | $-101M | $-90M | $24M | $-25M | $-52M | $-113M | $-136M | $310M | $20M | $-31M | $-907.0K | $-244M | $405M | $-11M | $23M | $8M | |
| Taxes Paid | $-359.0K | $-2M | $-472.0K | $154.0K | $-588.0K | $752.0K | $2M | $37.0K | $3M | $2M | $420.0K | $2M | $3M | $5M | $-77.0K | $783.0K | |
| Free Cash Flow | · | $12M | · | · | · | $-5M | · | · | · | $-23M | · | · | · | $-2M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-34M | · | · | · | $-7M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.7% | 1.1% | · | 6.0% | 4.1% | 0.75% | · | 5.9% | 6.1% | 2.0% | · | 9.7% | 7.8% | 3.9% | · | 12.3% | |
| Net Margin | 0.69% | -1.2% | · | 2.1% | 1.1% | -1.1% | · | 1.4% | 1.9% | -1.2% | · | 5.1% | 1.9% | 1.4% | · | 7.7% | |
| Pretax Margin | 0.62% | -1.9% | · | 3.3% | 1.5% | -1.9% | · | 2.5% | 2.9% | -1.7% | · | 6.9% | 2.6% | 1.7% | · | 10.8% | |
| EBITDA Margin | 20.0% | 18.1% | · | 22.3% | 20.7% | 17.9% | · | 20.3% | 20.8% | 17.8% | · | 23.2% | 19.9% | 16.6% | · | 23.3% | |
| ROA | 0.11% | -0.17% | · | 0.31% | 0.18% | -0.17% | · | 0.21% | 0.28% | -0.21% | · | 0.93% | 0.29% | 0.26% | · | 1.7% | |
| ROE | 0.24% | -0.36% | · | 0.64% | 0.40% | -0.37% | · | 0.45% | 0.68% | -0.54% | · | 2.4% | 0.75% | 0.76% | · | 5.1% | |
| ROIC | 1.4% | 0.19% | · | 1.2% | 0.94% | 0.12% | · | 0.88% | 1.4% | 0.47% | · | 2.5% | 1.7% | 1.7% | · | 5.3% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.4 | · | 1.5 | 1.7 | 2.0 | · | 2.6 | 1.6 | 1.6 | · | 1.6 | 2.9 | 1.3 | · | 1.2 | |
| Quick Ratio | 0.8 | 1.2 | · | 1.3 | 1.5 | 1.7 | · | 2.4 | 1.4 | 1.4 | · | 1.4 | 2.7 | 1.1 | · | 1.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 0.4 | · | 2.2 | 2.5 | 1.5 | · | 5.9 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | · | 0.2 | 0.2 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 2.7 | 2.7 | · | 2.7 | 2.7 | 2.7 | · | 2.7 | 2.7 | 2.8 | · | 2.8 | 2.6 | 2.8 | · | 3.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $8.54 | $7.20 | · | $7.63 | $7.32 | $6.58 | · | $6.99 | $6.48 | $5.88 | · | $6.08 | $5.47 | $5.06 | · | $5.70 | |
| Cash Flow / Share | · | $0.98 | · | · | · | $0.79 | · | · | · | $0.13 | · | · | · | $0.31 | · | · | |
| EPS (TTM) | $0.09 | $0.11 | · | $0.24 | $0.18 | $0.22 | · | $0.13 | $0.34 | $0.32 | · | $0.65 | $0.78 | $1.02 | · | $1.04 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.96B | $1.88B | · | $1.80B | $1.72B | $1.63B | · | $1.49B | $1.43B | $1.34B | · | $1.18B | $1.12B | $1.11B | · | $1.05B | |
| Net Income TTM | $6M | $7M | · | $15M | $11M | $13M | · | $7M | $19M | $18M | · | $36M | $40M | $52M | · | $54M | |
| P/E | 1077.4 | 721.3 | · | 395.3 | 641.0 | 506.9 | · | 765.3 | 291.8 | 309.0 | · | 117.4 | 116.0 | 81.0 | · | 73.5 | |
| Earnings Yield | 0.09% | 0.14% | · | 0.25% | 0.16% | 0.20% | · | 0.13% | 0.34% | 0.32% | · | 0.85% | 0.86% | 1.2% | · | 1.4% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Revenue | $1.84B | · | · | $1.56B | · |
| Operating Margin % | 3.5% | · | · | 4.7% | · |
| Net Income | $8M | · | · | $14M | · |
| Diluted EPS | $0.12 | · | · | $0.23 | · |
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Current Ratio | 1.3 | · | · | 2.0 | · |
| Quick Ratio | 1.0 | · | · | 1.7 | · |
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $85M | · | · | $78M | · |
Institutional owners (13F) 446 filers · $7.8B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
446
Value held
$7.8B
New positions
63
Exited positions
50
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 63 (-10 vs prior Q) | 50 (+5 vs prior Q) | 165 (+41 vs prior Q) | 125 (-27 vs prior Q) | +655K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $910,559,124 | 9,390,112 | 11.75% | Shares |
| VANGUARD GROUP INC | $643,945,020 | 6,574,893 | 8.31% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $334,425,094 | 3,448,748 | 4.31% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $273,749,510 | 2,823,033 | 3.53% | Shares |
| STATE STREET CORP | $244,364,046 | 2,520,170 | 3.15% | Shares |
| Conestoga Capital Advisors, LLC | $226,537,047 | 2,336,156 | 2.92% | Shares |
| WASATCH ADVISORS LP | $204,873,335 | 2,582,220 | 2.64% | Shares |
| Capital International Investors | $199,215,071 | 2,054,399 | 2.57% | Shares |
| Capital Research Global Investors | $196,717,803 | 2,028,646 | 2.54% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $159,750,843 | 1,647,147 | 2.06% | Shares |
| JPMORGAN CHASE & CO | $145,852,952 | 1,544,116 | 1.88% | Shares |
| Invesco Ltd. | $141,480,102 | 1,459,009 | 1.83% | Shares |
| NEUBERGER BERMAN GROUP LLC | $139,099,877 | 1,434,463 | 1.79% | Shares |
| EARNEST PARTNERS LLC | $135,728,715 | 1,399,698 | 1.75% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $125,295,034 | 1,292,101 | 1.62% | Shares |
| Clearbridge Investments, LLC | $118,287,415 | 1,219,835 | 1.53% | Shares |
| MORGAN STANLEY | $117,670,359 | 1,213,469 | 1.52% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $114,818,654 | 1,184,196 | 1.48% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $114,613,175 | 1,181,941 | 1.48% | Shares |
| Pictet Asset Management Holding SA | $102,034,062 | 1,052,330 | 1.32% | Shares |
| BAMCO INC /NY/ | $93,599,226 | 965,239 | 1.21% | Shares |
| GENEVA CAPITAL MANAGEMENT LLC | $88,354,468 | 911,153 | 1.14% | Shares |
| AMERICAN CENTURY COMPANIES INC | $83,632,212 | 862,452 | 1.08% | Shares |
| GOLDMAN SACHS GROUP INC | $80,191,379 | 826,971 | 1.03% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $78,790,549 | 812,525 | 1.02% | Shares |
| BANK OF AMERICA CORP /DE/ | $78,377,069 | 808,261 | 1.01% | Shares |
| UBS Group AG | $77,918,983 | 803,537 | 1.01% | Shares |
| NORTHERN TRUST CORP | $74,787,627 | 771,245 | 0.96% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $71,724,054 | 739,652 | 0.93% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $69,765,067 | 719,450 | 0.90% | Shares |
| BROWN ADVISORY INC | $64,993,066 | 670,239 | 0.84% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $63,871,023 | 677,461 | 0.82% | Shares |
| AMERIPRISE FINANCIAL INC | $61,536,268 | 634,591 | 0.79% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $60,558,000 | 624,506 | 0.78% | Shares |
| Allspring Global Investments Holdings, LLC | $59,320,023 | 622,064 | 0.77% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $58,684,013 | 605,177 | 0.76% | Shares |
| LOOMIS SAYLES & CO L P | $55,648,465 | 573,873 | 0.72% | Shares |
| Select Equity Group, L.P. | $54,597,116 | 563,031 | 0.70% | Shares |
| SEI INVESTMENTS CO | $54,023,694 | 557,129 | 0.70% | Shares |
| FRANKLIN RESOURCES INC | $50,279,237 | 518,503 | 0.65% | Shares |
| LONDON CO OF VIRGINIA | $48,781,036 | 503,144 | 0.63% | Shares |
| NORGES BANK | $46,189,041 | 476,323 | 0.60% | Shares |
| TimesSquare Capital Management, LLC | $45,560,043 | 574,238 | 0.59% | Shares |
| CITADEL ADVISORS LLC | $44,178,077 | 455,585 | 0.57% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $43,632,621 | 449,960 | 0.56% | Shares |
| DF DENT & CO INC | $43,274,812 | 446,270 | 0.56% | Shares |
| Point72 Asset Management, L.P. | $43,204,111 | 445,541 | 0.56% | Shares |
| Bank of New York Mellon Corp | $42,327,398 | 436,500 | 0.55% | Shares |
| Granahan Investment Management, LLC | $42,306,944 | 436,289 | 0.55% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $41,970,846 | 432,823 | 0.54% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| JCP Investment Partnership, LP, JCP Single-Asset Partnership, LP, JCP Investment Partners, LP, JCP Investment Holdings, LLC, JCP Investment Management, LLC, James C. Pappas ×7 filings | July 25, 2016 | · | Initial filing | · | SEC |
| Undisclosed reporting person | Dec. 6, 2007 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 50 insiders · 33 officers · 15 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Edmond Coletta | PRESIDENT & CEO | May 19, 2026 S | 140,118 | 0 | 7 | $-2,297,808 |
| Bradford John Helgeson | Executive VP and CFO | March 16, 2026 S | 7,342 | 0 | 2 | $-58,495 |
| John S Quinn | Sr. VP, CFO & Treasurer | July 6, 2009 F | 16,382 | 0 | 0 | $0 |
| Richard A Norris | CFO | July 23, 2007 A | · | 0 | 0 | $0 |
| Edwin D Johnson | PRESIDENT & COO | June 3, 2022 M | 121,252 | 0 | 0 | $0 |
| Paul Larkin | President & COO | July 9, 2012 S | 89,698 | 0 | 0 | $0 |
| Damian Andrew Ribar | Executive VP and COO | Aug. 11, 2026 A | · | 0 | 0 | $0 |
| Sean Steves | Sr VP & COO of SW Ops | March 16, 2026 S | 9,375 | 0 | 3 | $-137,374 |
| Christopher Alan Rains | Sr. VP & Chief Revenue Officer | March 16, 2026 A | 989 | 0 | 0 | $0 |
| Kevin Drohan | VP & CHIEF ACCOUNTING OFFICER | March 16, 2026 S | 7,873 | 0 | 3 | $-74,893 |
| Shelley E. Sayward | SENIOR VP & GENERAL COUNSEL | March 16, 2026 S | 28,369 | 0 | 3 | $-191,151 |
| Paul Ligon | SR VP of Sustainable Growth | Aug. 4, 2025 S | 18,347 | 0 | 0 | $0 |
| Christopher Heald | VP & CHIEF ACCOUNTING OFFICER | March 15, 2022 S | 38,664 | 0 | 0 | $0 |
| David L Schmitt | General Counsel & Senior VP | March 13, 2020 S | 21,944 | 0 | 0 | $0 |
| Paul Massaro | Vice President | Dec. 31, 2010 J | 9,491 | 0 | 0 | $0 |
| James W Bohlig | Sr. Vice Pres. & CDO | June 24, 2010 S | 15,907 | 0 | 0 | $0 |
| Gerald P Gormley | Vice President Human Resources | June 11, 2009 A | 9,077 | 0 | 0 | $0 |
| Eric J Reibsane | VP & Chief Information Officer | June 11, 2009 A | 2,000 | 0 | 0 | $0 |
| William Hanley | Vice President, Sales & Market | June 11, 2009 A | 20,000 | 0 | 0 | $0 |
| Brian Oliver | Regional Vice President | June 11, 2009 A | 68,500 | 0 | 0 | $0 |
| Michael J Viani | Vice President | June 11, 2009 A | 0 | 0 | 0 | $0 |
| Gary R Simmons | Vice President, Fleet Manageme | June 11, 2009 A | 22,027 | 0 | 0 | $0 |
| Alan N Sabino | Regional Vice President | June 11, 2009 A | 0 | 0 | 0 | $0 |
| Larry B Lackey | Vice President, PC&E | June 11, 2009 A | 0 | 0 | 0 | $0 |
| Joseph S Fusco | Vice President Communications | June 11, 2009 A | · | 0 | 0 | $0 |
| Christopher M Desroches | Vice President, Sales & Market | June 11, 2009 A | 2,938 | 0 | 0 | $0 |
| Timothy A Cretney | Regional Vice President | June 11, 2009 A | 0 | 0 | 0 | $0 |
| Donald A Wallgren | Sr. VP, Engineering, Permittin | Dec. 31, 2008 J | 5,600 | 0 | 0 | $0 |
| Paul Meilinger | Market Area Manager | April 8, 2008 A | · | 0 | 0 | $0 |
| Michael J Wall | Regional Vice President | July 23, 2007 A | · | 0 | 0 | $0 |
| Charles E Leonard | Sr. Vice President | July 23, 2007 A | · | 0 | 0 | $0 |
| Michael J Brennan | VP & General Counsel | Dec. 31, 2005 J | 6,574 | 0 | 0 | $0 |
| Robert G Banfield JR | Vice President, Hauling Operat | Oct. 14, 2003 S | 13,613 | 0 | 0 | $0 |
| Michael K Burke | Director | Sept. 3, 2026 S | 13,641 | 0 | 3 | $-408,901 |
| Emily Nagle Green | Director | June 8, 2026 G | 16,902 | 0 | 1 | $-99,748 |
| Gary Sova | Director | June 4, 2026 A | 8,204 | 0 | 0 | $0 |
| Rose M. Kirk | Director | June 4, 2026 A | 9,835 | 0 | 0 | $0 |
| Michael Louis Battles | Director | June 4, 2026 A | 10,289 | 0 | 0 | $0 |
| William P Hulligan | Director | June 4, 2026 A | 8,161 | 0 | 0 | $0 |
| Joseph Doody | Director | June 4, 2026 A | 13,143 | 0 | 0 | $0 |
| John W Casella | Director | June 1, 2026 G | 167,800 | 0 | 3 | $-865,990 |
| James F Callahan JR | Director | June 2, 2021 A | 42,006 | 0 | 0 | $0 |
| James E Oconnor | Director | Aug. 24, 2020 S | 17,141 | 0 | 0 | $0 |
| Gregory B Peters | Director | March 2, 2020 S | 77,562 | 0 | 0 | $0 |
| James P Mcmanus | Director | Oct. 7, 2014 A | 75,082 | 0 | 0 | $0 |
| John F Iiii Chapple | Director | Oct. 7, 2014 A | 76,082 | 0 | 0 | $0 |
| Randolph D Peeler | Director | Oct. 9, 2007 A | 0 | 0 | 0 | $0 |
| Douglas R Casella | · | Aug. 14, 2026 S | 90,141 | 0 | 3 | $-1,502,391 |
| Sean P Duffy | · | Sept. 25, 2009 S | 70,756 | 0 | 0 | $0 |
| John J Zillmer | · | Aug. 10, 2004 A | · | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 44 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RSMC · Tidal Trust III | 2.32% | 197,230 NS | July 31, 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 1.60% | 54,748 SH | Oct. 2, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.66% | 74,539 SH | Aug. 19, 2026 | Daily |
| IWO · iShares Trust | 0.38% | 602,337 SH | Sept. 11, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.37% | 68,476 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.33% | 218,976 SH | Aug. 19, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.25% | 2,408 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 16,978 NS | July 31, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.20% | 13,094 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.19% | 368,037 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.19% | 1,631,176 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.18% | 30,616 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.17% | 829,007 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.12% | 203,948 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.11% | 38,058 SH | Oct. 2, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.11% | 27,215 SH | Oct. 2, 2026 | Daily |
| ISCG · iShares Trust | 0.11% | 11,312 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.08% | 20,695 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.08% | 75,853 SH | Aug. 19, 2026 | Daily |
| NFRA · FlexShares Trust | 0.08% | 26,709 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.07% | 718,528 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.07% | 1,436,758 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.06% | 1,884 SH | Oct. 2, 2026 | Daily |
| WSML · iShares Trust | 0.05% | 3,791 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.04% | 2,352 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.03% | 44,288 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.02% | 30,916 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 88,077 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 5,289 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,989,028 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 51,378 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5,263 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 14,072 SH | Aug. 19, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 12,685 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 18,624 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.01% | 17,767 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 79,883 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 1,738 NS | July 31, 2026 | N-PORT |
| IJR · iShares Trust | · | 3,821,530 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 592,440 SH | Sept. 9, 2026 | Daily |
| XJR · iShares Trust | · | 8,660 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 2,797 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 5,846 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 11,138 SH | Aug. 19, 2026 | Daily |
CWST Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 18 analysts
BUY
Median target
$111.50
+34.7%
7 38.9%
Strong Buy
7 38.9%
Buy
3 16.7%
Hold
1 5.6%
Sell
0 0.0%
Strong Sell
12-Month Price Target
10 analysts · 2026-10-02Mean target $111.80 +35.1%
← Below all targets
Current price $82.77
Low$91.00
Mean$111.80
High$130.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CWST | · | 816.2 | 17.9% | 0.43% | 0.50% | · |
| VLTO | $24.79B | 26.5 | 6.0% | 17.1% | 36.5% | 60.0% |
| CLH | $12.40B | 32.2 | 2.4% | 6.5% | 14.3% | · |
| ROL | $28.88B | 55.1 | 11.0% | 14.0% | 37.4% | · |
| TTEK | $8.71B | 35.8 | 4.7% | 4.6% | 13.7% | 17.7% |
| ABM | · | 17.3 | 4.6% | · | · | · |
| BV | $1.27B | 103.1 | -3.4% | 2.1% | 4.4% | 23.3% |
| NVRI | · | -8.6 | -4.4% | · | · | · |
| ONT | · | · | · | · | · | · |
| PESI | $233M | -16.8 | -98.9% | -2147.0% | -25.8% | 930.4% |
| WM | $88.52B | 32.8 | 14.2% | 10.7% | 29.7% | · |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Source: SEC 10-Q filed Aug 7, 2026