Casella (CWST) Q3 2026 Earnings Call Transcript

Casella Waste Systems reported double-digit third-quarter revenue growth and introduced a multiyear plan targeting at least 300 basis points of adjusted EBITDA margin expansion by 2029. Operational delays in the Mid-Atlantic and elevated fuel costs pressured margins, but management said performance improved in October after a leadership change. The company reaffirmed its cash-flow objectives and raised revenue guidance, citing fuel recovery fees, according to its earnings call.