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Waste Connections releases transcript of Q1 2026 earnings call

PUBT·04/24/2026 15:18:43
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Waste Connections releases transcript of Q1 2026 earnings call
  • Waste Connections Q1 fiscal 2026 earnings call drew CEO Ronald Mittelstaedt, CFO Mary Anne Whitney, other senior managers, analysts from firms including Goldman Sachs, Citi, Deutsche Bank, Wells Fargo, William Blair, CIBC, Scotiabank, Oppenheimer, Raymond James, BNP Paribas, Stifel, Truist, Morgan Stanley.
  • Management reported Q1 revenue USD 2.37 billion, adjusted EBITDA USD 769.5 million, adjusted EBITDA margin 32.5%.
  • Core price reached 6%, supporting full-year core pricing at high end of 5%-5.5% range.
  • CFO flagged Q2 as peak margin headwind from fuel recovery lag, citing up to USD 60 million-USD 70 million of incremental fuel surcharges over three quarters tied to unhedged diesel exposure.
  • CEO maintained outlook for Chiquita Canyon free cash flow impact at USD 100 million-USD 150 million, outlined M&A pipeline totaling about USD 100 million of annualized revenue expected to close by end of Q2 or early Q3.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Waste Connections Inc. published the original content used to generate this news brief on April 24, 2026, and is solely responsible for the information contained therein.