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WCN Earning Date, Transcript Summary & Report

Waste Connections Inc
$
185.660
-0.110(-0.060%)

WCN Earnings Prediction

The chart below shows how WCN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, WCN sees a -0.92% change in stock price 10 days leading up to the earnings, and a +0.20% change 10 days following the report. On the earnings day itself, the stock moves by +0.04%. This data can give you a slight idea of what to expect for the next quarter's release.

WCN Key Earning Data

2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.23B
7.50%
-1.42%
Gross Margin
29.03%
2.36%
6.92%
Operating Margin
18.34%
0.82%
2.80%
Net Margin
10.84%
-1.90%
-225.03%
EPS
0.93
4.49%
-222.37%
No Data Available

WCN Earnings Analysis

Waste Connections Inc Corporation (WCN.N) Earnings Conference Call

Positive

  • Solid Waste Growth Surge: Strong start to 2025 with price-led organic solid waste growth and acquisition activity driving better-than-expected results.

  • Solid Waste Pricing Surge: Core solid waste pricing increased by 6.9%, exceeding expectations despite weather-related volume weakness.

  • Strong EBITDA Margin Performance: Adjusted EBITDA margin reached 32%, showcasing exemplary operational execution during a seasonally weak quarter.

  • Employee Retention Improvement: Employee retention improved for the tenth consecutive quarter, with voluntary turnover down to below 12%, indicating a healthy workforce.

  • Safety Performance Milestone: Record safety performance achieved, with safety incident rates at historic lows, reflecting the company's commitment to safety and employee engagement.

  • Strong Acquisition Revenue Growth: Acquisition activity remains robust, with annualized revenues from closed acquisitions already over $125 million, positioning the company for continued growth.

  • Rating Upgrade Announcement: Moody's upgraded Waste Connections' rating to A3, reflecting the company's strong track record and financial health.

  • Strong Revenue Performance: First quarter revenue of $2.228 billion was above expectations, up 7.5% year-over-year, driven by solid waste organic growth and acquisitions.

Negative

  • Acquisition-Driven Revenue Growth: Revenue growth of 7.5% year-over-year was primarily driven by acquisitions, indicating reliance on external growth rather than organic growth.

  • Solid Waste Volume Decline: Solid waste volumes decreased by 2.8%, reflecting ongoing challenges in maintaining volume levels, particularly due to weather impacts and shedding of poor-quality contracts.

  • Margin Pressure Analysis: The company faced a margin drag of 30 basis points from lower commodity-driven revenues and foreign exchange impacts, highlighting vulnerability to external market conditions.

  • EBITDA Margin Sustainability Concerns: Despite a strong adjusted EBITDA margin of 32%, the company acknowledged that this was achieved during a seasonally weak quarter, raising questions about sustainability in stronger quarters.

  • Roll-Off Pull Decline: The company reported a decline in roll-off pulls by 2%, indicating potential issues in the construction and demolition sector, which could affect future revenue streams.

  • Q2 Revenue Outlook: The outlook for Q2 includes an estimated revenue range that suggests slower growth compared to Q1, which may indicate a cooling in demand or operational challenges.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

WCN FAQs

How does WCN typically perform around its earnings report dates?

WCN's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -0.92% change leading up to the report and a +0.20% change in the 10 days following the release.

Is Waste Connections Inc (WCN) Q1 2025 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

WCN Earnings Deck

Waste Connections, Inc. (NYSE:WCN) Q1 2025 Earnings Call Transcript

WCN Earning Call Sentiment

Waste Connections, Inc. (NYSE:WCN) Q1 2025 Earnings Call Transcript

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WCN.N

-0.06%
Positive
The earnings call summary indicates strong financial performance with a 7.5% revenue increase, solid waste margin expansion, and a positive shareholder return plan. The Q&A section shows confidence in M&A activities and stable pricing plans, despite some challenges like higher commodity levels. The company's proactive approach to potential risks, such as PFAS regulation, and strong financial metrics contribute to a positive outlook. However, the lack of market cap information limits the assessment of stock price sensitivity.