For the quarter ended March 2025, Waste Connections (WCN) reported revenue of $2.23 billion, up 7.5% over the same period last year. EPS came in at $1.13, compared to $1.04 in the year-ago quarter.
The reported revenue represents a surprise of +0.42% over the Zacks Consensus Estimate of $2.22 billion. With the consensus EPS estimate being $1.07, the EPS surprise was +5.61%.
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:
- Geographic Revenues- Canada: $302.73 million compared to the $330.45 million average estimate based on two analysts. The reported number represents a change of +8% year over year.
- Geographic Revenues- Southern: $453.40 million versus the two-analyst average estimate of $457.70 million. The reported number represents a year-over-year change of +8.2%.
- Geographic Revenues- Central: $373.38 million versus $395.83 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3.5% change.
- Geographic Revenues- Eastern: $403.27 million compared to the $405.97 million average estimate based on two analysts. The reported number represents a change of +12% year over year.
- Geographic Revenues- Western: $438.40 million compared to the $454.36 million average estimate based on two analysts. The reported number represents a change of +3.8% year over year.
- Revenue Breakdown- E&P Waste Treatment, Recovery and Disposal: $144.53 million compared to the $119.94 million average estimate based on five analysts. The reported number represents a change of +179.2% year over year.
- Revenue Breakdown- Intermodal and Other: $46.11 million versus $54.46 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +20.7% change.
- Revenues- E&P: $150.90 million compared to the $116.93 million average estimate based on two analysts. The reported number represents a change of +54.9% year over year.
- Revenues- Intermodal and other: $46.55 million versus the two-analyst average estimate of $55.14 million. The reported number represents a year-over-year change of -6%.
- Revenues- Intercompany: -$309.71 million versus the two-analyst average estimate of -$311.04 million. The reported number represents a year-over-year change of +5.4%.
- Revenues- Total collection: $1.62 billion versus the two-analyst average estimate of $1.60 billion. The reported number represents a year-over-year change of +7%.
- Revenues- Recycling: $61.34 million compared to the $46.25 million average estimate based on two analysts. The reported number represents a change of +25.1% year over year.
View all Key Company Metrics for Waste Connections here>>>
Shares of Waste Connections have returned +2.1% over the past month versus the Zacks S&P 500 composite's -5.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with 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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