Oct. 17 at 5:45 PM
$WCN "Heads up alert! Upcoming earnings on Tuesday, 10/21/2025 for
$WCN
Neutral (5.7)
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### Detailed Analysis of Waste Connections (WCN)
Waste Connections, Inc.
(NYSE: WCN), a prominent player in the waste management sector, continues to garner mixed investor sentiment amid recent market fluctuations.
The company's stock has seen a modest decline of approximately 6% over the past year, a movement partly attributed to macroeconomic factors and sector-specific challenges.
Despite these setbacks, Waste Connections maintains a robust operational framework characterized by exclusive and franchise contracts, which account for about 40% of its business, providing a competitive edge and revenue stability.
Financial metrics indicate a solid foundation, with the company boasting a price-to-earnings (P/E) ratio that remains competitive within the waste management industry.
Earnings per share (EPS) growth has been steady, although recent quarters have seen fluctuations that align with broader market trends.
Revenue forecasts suggest a continued upward trajectory, albeit at a moderated pace, reflecting both organic growth and strategic acquisitions.
Comparatively, Waste Connections holds its ground against industry peers such as Republic Services and Waste Management, Inc., with its differentiated growth strategy and focus on capital returns being particularly noteworthy.
Recent investments in AI technologies aim to enhance operational efficiency, a move that Deutsche Bank has highlighted as a positive step towards sustaining long-term growth.
### Upcoming Earnings Report
Waste Connections is slated to release its third-quarter 2025 financial results on October 21.
Analysts project earnings growth, albeit tempered by current economic conditions.
Historically, the company has demonstrated resilience, often meeting or exceeding consensus estimates.
For the upcoming quarter, the focus will be on whether Waste Connections can leverage its strategic initiatives to counteract recent share price pressures and achieve an earnings beat.
Analysts have set high expectations, with a consensus leaning towards a moderate uptick in both earnings and revenue, underpinned by the company's solid operational base.
### Sector Performance
The waste management sector, while traditionally stable, has faced headwinds, including regulatory challenges and shifts in market dynamics.
Over the past six months, industrial stocks have outperformed the broader market, bolstered by a favorable regulatory environment and increased demand for sustainable waste solutions.
However, Waste Connections' recent stock performance has not fully capitalized on this sector-wide momentum, reflecting investor caution and the need for clear catalysts to drive future growth.
Overall, Waste Connections remains a key player in the waste management industry, with strategic initiatives and a strong foundation positioning it well for long-term success, despite near-term challenges.
Investors are advised to watch the upcoming earnings release closely, as it may provide further insight into the company's trajectory and potential for recovery in its stock price.
- Funds were net buyers of
$WCN during the previous reporting quarter.
- Funds with large holdings in
$WCN include:
- Bill & Melinda Gates Foundation Trust, MV:
$401MM. Fund Rank: 81%
www.gatesfoundation.org
- Canada Pension , MV:
$231MM. Fund Rank: 78%
- King Luther Cap, MV:
$211MM. Fund Rank: 72%
- Ensign Peak Advisors, MV:
$59MM. Fund Rank: 67%
- Eventide Asset Management, MV:
$58MM. Fund Rank: 58%
- Last 10 days performance: -3%
- Last 30 days performance: -3%
- Last 90 days performance: -7%
Some of the latest news articles:
- Title: What Analyst Projections for Key Metrics Reveal About Waste Connections (WCN) Q3 Earnings
Publication Date: 10/16/2025 1:15:04 PM, Source: yahoo
URL: https://finance.yahoo.com/news/analyst-projections-key-metrics-reveal-131504048.html?.tsrc=rss
- Title: Assessing Waste Connections (WCN) Valuation After a Year of Modest Share Price Pressure
Publication Date: 10/16/2025 7:06:42 AM, Source: yahoo
URL: https://finance.yahoo.com/news/assessing-waste-connections-wcn-valuation-070642837.html?.tsrc=rss
- Title: Winners And Losers Of Q2: Waste Connections (NYSE:WCN) Vs The Rest Of The Waste Management Stocks
Publication Date: 10/16/2025 3:32:32 AM, Source: yahoo
URL: https://finance.yahoo.com/news/winners-losers-q2-waste-connections-033232267.html?.tsrc=rss
- Title: What Recent Price Dip Means for Waste Connections Shares in 2025
Publication Date: 10/15/2025 8:08:33 PM, Source: yahoo
URL: https://finance.yahoo.com/news/recent-price-dip-means-waste-200833262.html?.tsrc=rss
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