Waste Connections is expected to report Q3 2026 earnings of $1.52 per share (up 5.6% YoY) and revenues of $2.61 billion (up 6% YoY) on October 21. However, the company has a negative Earnings ESP of -0.36%, suggesting recent analyst downgrades, making it difficult to predict an earnings beat despite a Zacks Rank #3 (Hold) rating and a strong history of beating estimates.

Waste Connections (WCN) beat Q2 2026 earnings expectations with $1.50 EPS versus $1.35 consensus, and revenues of $2.56B surpassing estimates. The company projects 2026 revenues of $10.02-$10.05B, driven by acquisitions, 5.5%+ core pricing growth, and an AI pricing tool generating $20M in annualized EBITDA benefits with potential for $100M total AI gains. Employee retention improved significantly with voluntary turnover down 17% in 2025.

Waste Connections (WCN) has declined 6.2% over the past four weeks and is now in oversold territory with an RSI reading of 29.06, suggesting a potential trend reversal. Despite the recent selling pressure, the stock holds a Zacks Rank #2 (Buy) rating, indicating strong analyst confidence in a near-term recovery.

Waste Connections (WCN) raised its 2026 revenue guidance to $10.02-$10.05B following Q2 revenues that grew 6.4% to $2.56B. The company completed acquisitions adding over $100M in annualized revenues and generated $703.4M in adjusted free cash flow. However, WCN faces headwinds from rising fuel costs, weaker commodity values, declining unit volumes, and increased capital expenditures projected at $1.25B for the full year.

Susan Netherton, Senior VP of People, Training & Development at Waste Connections, sold 1,750 shares for $290,500 on August 13, 2026. Despite the sale reducing her direct holdings by 12%, she retains 12,980 shares valued at $2.1 million. Analysts remain bullish on the stock with 81% rating it as a buy and a median one-year price target of $205, suggesting the sale appears routine rather than concerning.

Waste Connections of Canada officially opened a renewable natural gas (RNG) facility at Ridge Landfill in Chatham-Kent, Ontario, representing a $100 million investment. Developed with Enbridge Gas, the facility will process 62.6 million cubic metres of landfill gas annually, reducing greenhouse gas emissions by over 85,000 tonnes and providing renewable energy to heat more than 18,000 homes.

The article recommends two recession-resistant dividend stocks: Waste Connections (WCN), a solid waste company with durable pricing power and contract structures, and Brookfield Infrastructure Partners (BIP), which owns inflation-indexed and regulated assets globally with growing data infrastructure exposure. Both offer reliable dividend growth at reasonable valuations without premium pricing.

Conestoga Capital Advisors sold 634,534 shares of SPS Commerce (SPSC) worth approximately $45.7 million in Q1 2026, reducing its stake to near-negligible levels. The stock has declined 59.8% over the past year but trades at a P/S ratio of 2.8x—the lowest in over a decade—while the company maintains solid revenue growth and invests in AI capabilities.

Waste Management is the largest trash hauler in North America with significant industry advantages, including limited landfill supply, high barriers to entry, and a consistent 22-year history of dividend increases.

Global waste recycling services market projected to grow from $65.08 billion in 2024 to $109.79 billion by 2033, driven by environmental concerns, regulations, and technological advancements in recycling.

The global waste management market is projected to grow from $1219.6 billion in 2024 to $1598.1 billion by 2029, with a 5.6% CAGR, driven by government measures, technological advancements, and increasing e-waste generation.

Waste Connections reported Q2 2025 financial results with revenue of $2.41 billion, beating estimates. The company maintained full-year guidance despite volume challenges, leveraging solid waste pricing and strategic acquisitions.