NYSE$WCN

Waste Connections Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Waste Connections' Q2 2022 earnings were reported, with revenue up by 18.4% and solid waste pricing growth driving results that exceeded expectations. The company raised its full year outlook.

Waste Connections reported strong Q2 2022 results, driven by accelerating solid waste pricing growth and E&P waste activity. Revenue increased by 18.4% to $1.816 billion, and net income was $224.1 million, or $0.87 per share. The company raised its full year 2022 outlook, expecting revenue of approximately $7.125 billion and adjusted free cash flow of approximately $1.160 billion.

  • Revenue of $1.816 billion, up 18.4% year-over-year.
  • Net income of $224.1 million, or $0.87 per share.
  • Adjusted EBITDA of $566.8 million, up 16.9% year-over-year.
  • Solid waste pricing growth of 8.8%.

Headline financials

Total Revenue

$1.82B

Previous: $1.53B+18.4%
EPS (adj)

$1.00

Previous: $0.81+23.5%
Core Price Growth

7.2%

Previous: 4.7%+53.2%
Surcharges

1.6%

Previous: 0.2%+700.0%
Volume

-0.7%

Previous: 6.5%-110.8%
Recycling

0.4%

Previous: 1.5%-73.3%
Total Internal Growth

8.0%

Previous: 14.4%-44.4%
Capital Expenditures

-$371M

Previous: -$271M-36.9%
Free Cash Flow

-$147M

Previous: -$94.3M-56.2%
Net Income

$224M

Previous: $177M+26.6%
Operating Income

$330M

Previous: $267M+23.5%
Gross Profit

$729M

Previous: $633M+15.1%
Cash & Equivalents

$218M

Previous: $727M-70.1%
Total Assets

$15.4B

Previous: $14.1B+9.3%
Stock-Based Comp

$13.1M

Previous: $18.4M-29.0%

Revenue & EPS history

Waste Connections · Revenue · Quarterly

$1.82B

Q2 2022+18.4%vs Q2 2021
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Waste Connections · $1.82B total across 5 segments · Q2 2022

  • Solid Waste Collection
    $1.29B+18.2%
  • Disposal & Transfer
    $363M+10.4%
  • Solid Waste Recycling
    $64.7M+60.0%
  • E&P Waste
    $50.4M+61.9%
  • Intermodal & Other
    $44.3M+15.0%

Forward guidance

Waste Connections updated its outlook for 2022, expecting revenue of approximately $7.125 billion, adjusted EBITDA of approximately $2.190 billion, and adjusted free cash flow of approximately $1.160 billion.

Tailwinds

  • Revenue is expected to be approximately $7.125 billion.
  • Adjusted EBITDA is expected to be approximately $2.190 billion.
  • Adjusted free cash flow is expected to be approximately $1.160 billion.
  • Depreciation and Depletion is expected to be approximately 10.6% of revenue.
  • Effective tax rate of approximately 21.8%.

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 2022

Historical avgQ2 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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