NYSE$WCN

Waste Connections Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported strong first quarter results driven by solid waste pricing growth and strategic acquisitions.

Waste Connections reported a strong start to 2022, with revenue of $1.646 billion, up 17.9% year-over-year. Solid waste pricing growth drove margin expansion. The company completed acquisitions with approximately $175 million of total annualized revenue. Adjusted free cash flow was $320.4 million, positioning the company to meet or exceed its full-year outlook.

  • Revenue of $1.646 billion, up 17.9%
  • Net income of $180.3 million
  • Adjusted EBITDA of $502.1 million, or 30.5% of revenue
  • Adjusted free cash flow of $320.4 million, or 19.5% of revenue

Headline financials

Total Revenue

$1.65B

Previous: $1.4B+17.9%
EPS (adj)

$0.82

Previous: $0.70+17.1%
Core Price Growth

6.3%

Previous: 4.5%+40.0%
Surcharges

0.8%

Previous: -0.3%+366.7%
Volume

0.5%

Previous: -3.2%+115.6%
Recycling

1.1%

Previous: 0.9%+22.2%
Capital Expenditures

-$152M

Previous: -$96.8M-57.4%
Free Cash Flow

$28M

Previous: $63.5M-55.9%
Net Income

$180M

Previous: $160M+12.5%
Operating Income

$274M

Previous: $238M+14.9%
Gross Profit

$657M

Previous: $570M+15.2%
Cash & Equivalents

$391M

Previous: $743M-47.4%
Total Assets

$15.4B

Previous: $14B+9.8%
Stock-Based Comp

$14.6M

Previous: $10.3M+42.0%

Revenue & EPS history

Waste Connections · Revenue · Quarterly

$1.65B

Q1 2022+17.9%vs Q1 2021
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

Waste Connections · $1.65B total across 5 segments · Q1 2022

  • Solid Waste Collection
    $1.2B+15.8%
  • Disposal & Transfer
    $305M+12.5%
  • Solid Waste Recycling
    $60.5M+92.4%
  • Intermodal & Other
    $43.6M+22.7%
  • E&P Waste
    $40.8M+65.5%

Forward guidance

Waste Connections will be filing a Form 8-K on EDGAR and on SEDAR, providing the Company's second quarter 2022 outlook for revenue, price plus volume growth for solid waste, and adjusted EBITDA.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.4%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.3%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+8.1%

Q1 2026

Best reaction

-8.2%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+8.1%+4.5%-0.6%
Q4 2025-8.2%-6.1%-3.0%
Q3 2025+2.7%+0.6%+0.9%
Q2 2025+0.0%+0.6%-4.7%
Q1 2025+0.5%-0.1%+0.6%
Q4 2024-0.6%-1.2%-2.5%
Q3 2024-1.5%-2.4%+4.7%
Q2 2024-2.9%-2.7%+3.2%
Q1 2024-0.6%-0.9%-0.4%
Q4 2023+6.3%+8.7%+9.6%
Q3 2023-4.8%-3.4%-0.8%
Q2 2023-1.5%+0.2%-2.5%
Q1 2023-3.1%-1.5%-2.0%
Q4 2022+1.2%+1.1%-0.2%
Q3 2022+5.8%+6.5%+11.1%
Q2 2022+2.7%+4.7%+5.5%
Q1 2022-2.5%-5.8%-3.2%
Q4 2021+0.7%+1.2%+15.5%
Q3 2021+0.5%+3.0%+1.6%
Q2 2021-1.2%-1.8%+2.9%
Q1 2021+1.3%+2.8%+3.8%
Q4 2020+1.3%+0.4%+4.6%
Q3 2020-2.7%-1.9%+2.8%
Q2 2020+0.7%-1.6%-2.0%
Q1 2020+5.3%+7.2%+12.6%
Q4 2019+3.1%+4.1%-11.0%
Q3 2019+1.1%+0.7%-0.1%
Q2 2019-3.3%-5.0%-3.8%
Q1 2019+2.1%+3.3%+6.0%
Q4 2018-4.6%-2.5%-0.6%
Q3 2018+3.5%+1.8%+7.9%
Q2 2018+1.7%+0.8%+1.6%
Q1 2018+2.2%+4.1%+8.2%
Q4 2017+0.7%+3.6%+7.3%
Q3 2017+2.7%+1.2%-2.0%
Q2 2017+3.3%+1.8%+1.3%
Q1 2017+2.8%+2.0%+4.6%
Q4 2016+3.7%+4.5%+3.9%
Q3 2016-1.7%-0.1%+3.0%
Q2 2016+3.2%+5.0%+6.8%
Q1 2016+3.4%
Q4 2015-1.4%
Q3 2015-4.0%
Q2 2015+2.1%
Q1 2015-0.1%
Q4 2014-1.5%
Q3 2014+2.2%
Q2 2014+1.1%
Q1 2014-0.0%
Q4 2013+0.9%
Q3 2013-2.3%
Q2 2013-0.6%
Q1 2013+3.9%
Q4 2012-2.7%
Q3 2012-3.4%
Q1 2012+2.0%
Q2 2012+2.0%
Q4 2010+1.3%
Q4 2011+1.3%
Q3 2011-5.4%
Q2 2011-0.6%
Q1 2011-3.4%
Q3 2010-2.9%
Q2 2010+6.9%
Q1 2010-1.1%

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