NYSE$WCN

Waste Connections Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Waste Connections reported Q2 2021 results, driven by solid waste pricing and volume growth, as well as strength in recovered commodity values. The company raised its full year outlook.

Waste Connections reported a strong second quarter, exceeding expectations across the board. Revenue increased by 17.5% year-over-year to $1.534 billion, driven by continued improvement in solid waste pricing and volume growth, and strength in recovered commodity values. Net income was $177.0 million, or $0.68 per share, while adjusted EBITDA reached $484.9 million, or 31.6% of revenue.

  • Revenue increased 17.5% year over year to $1.534 billion.
  • Solid waste price + volume growth reported at 11.4%, exceeding outlook.
  • Net income was $177.0 million, or $0.68 per share.
  • Adjusted EBITDA reached $484.9 million, or 31.6% of revenue, exceeding outlook.

Headline financials

Total Revenue

$1.53B

Previous: $1.31B+17.5%
EPS (adj)

$0.81

Previous: $0.60+35.0%
Core Price Growth

4.7%

Previous: 4.5%+4.4%
Surcharges

0.2%

Previous: -0.2%+200.0%
Volume

6.5%

Previous: -9.6%+167.7%
Recycling

1.5%

Previous: 0.0%
Total Internal Growth

14.4%

Previous: -5.8%+348.3%
Capital Expenditures

-$271M

Previous: -$269M-1.0%
Free Cash Flow

-$94.3M

Previous: -$496M+81.0%
Net Income

$177M

Previous: -$227M+178.0%
Operating Income

$267M

Previous: -$232M+214.8%
Gross Profit

$633M

Previous: $520M+21.7%
Cash & Equivalents

$727M

Previous: $791M-8.0%
Total Assets

$14.1B

Previous: $13.6B+3.8%
Stock-Based Comp

$18.4M

Previous: $11.6M+58.8%

Revenue & EPS history

Waste Connections · Revenue · Quarterly

$1.53B

Q2 2021+17.5%vs Q2 2020
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

Waste Connections · $1.53B total across 5 segments · Q2 2021

  • Solid Waste Collection
    $1.1B+15.9%
  • Disposal & Transfer
    $329M+18.1%
  • Solid Waste Recycling
    $40.4M+106.7%
  • Intermodal & Other
    $38.5M+39.1%
  • E&P Waste
    $31.2M-12.3%

Forward guidance

Waste Connections provided its full year 2021 outlook for revenue of approximately $5.975 billion, net income of approximately $690 million, adjusted EBITDA of approximately $1.875 billion, net cash provided by operating activities of approximately $1.666 billion, and adjusted free cash flow of approximately $1 billion.

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 Q2 2021

Historical avgQ2 2021

+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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