NYSE$WCN

Waste Connections Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Waste Connections' Q3 2022 performance was driven by solid waste pricing growth, E&P waste activity, and acquisition contributions, resulting in better-than-expected results.

Waste Connections reported Q3 2022 revenue of $1.880 billion, a 17.7% increase from the previous year. Net income was $236.9 million, or $0.92 per share, while adjusted EBITDA reached $588.1 million, up 16.3%. The company also updated its full-year outlook for 2022.

  • Revenue increased by 17.7% to $1.880 billion.
  • Net income was reported at $236.9 million, or $0.92 per share.
  • Adjusted EBITDA increased by 16.3% to $588.1 million.
  • Solid waste pricing growth accelerated to 10.1%.

Headline financials

Total Revenue

$1.88B

Previous: $1.6B+17.7%
EPS (adj)

$1.10

Previous: $0.89+23.6%
Core Price Growth

8.3%

Previous: 4.7%+76.6%
Surcharges

1.8%

Previous: 0.4%+350.0%
Volume

-1.5%

Previous: 2.2%-168.2%
Recycling

-1.3%

Previous: 2.1%-161.9%
Total Internal Growth

6.8%

Previous: 10.1%-32.7%
Capital Expenditures

-$618M

Previous: -$479M-29.0%
Free Cash Flow

-$381M

Previous: -$365M-4.5%
Net Income

$237M

Previous: $114M+107.1%
Operating Income

$327M

Previous: $285M+14.6%
Gross Profit

$759M

Previous: $651M+16.6%
Cash & Equivalents

$200M

Previous: $339M-41.0%
Total Assets

$16.1B

Previous: $14.3B+13.0%
Stock-Based Comp

$20.7M

Previous: $14M+48.0%

Revenue & EPS history

Waste Connections · Revenue · Quarterly

$1.88B

Q3 2022+17.7%vs Q3 2021
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Waste Connections · $1.88B total across 5 segments · Q3 2022

  • Solid Waste Collection
    $1.36B+20.3%
  • Disposal & Transfer
    $371M+10.5%
  • E&P Waste
    $53M+51.7%
  • Solid Waste Recycling
    $45.9M-15.6%
  • Intermodal & Other
    $45.5M+21.1%

Forward guidance

Waste Connections updated its outlook for 2022, excluding impacts from additional acquisitions, and assumes no change in the current economic environment.

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 Q3 2022

Historical avgQ3 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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