For the quarter ended December 2025, Waste Connections (WCN) reported revenue of $2.37 billion, up 5% over the same period last year. EPS came in at $1.29, compared to $1.16 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.37 billion, representing a surprise of +0.01%. The company delivered an EPS surprise of +0.85%, with the consensus EPS estimate being $1.28.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Waste Connections performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue Breakdown- E&P Waste Treatment, Recovery and Disposal: $164.41 million versus $178.34 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +17.2% change.
- Revenue Breakdown- Intermodal and Other: $41.72 million compared to the $43.83 million average estimate based on four analysts. The reported number represents a change of -8.4% year over year.
- Revenue Breakdown- Solid Waste Disposal and Transfer: $418.31 million versus the two-analyst average estimate of $403.13 million. The reported number represents a year-over-year change of +2.3%.
- Revenue Breakdown- Solid Waste Collection: $1.7 billion versus $1.65 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.7% change.
- Revenue Breakdown- Solid Waste Recycling: $49.18 million compared to the $53.29 million average estimate based on two analysts. The reported number represents a change of -14.8% year over year.
View all Key Company Metrics for Waste Connections here>>>
Shares of Waste Connections have returned +4.7% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Waste Connections, Inc. (WCN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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