Casella Waste Systems, Inc. Class A (CWST)

Casella Waste Systems reported earnings on July 31, 2025, with an EPS of $0.36 and revenue of $465.33 million, a 23.4% year-over-year increase. On July 14, 2025, Casella announced the acquisition of Mountain State Waste. The stock reached a 52-week high of $121.24 on May 7, 2025, and a low of $84.50 on October 20, 2025; as of October 27, 2025, it was down 2.6%. Casella was a detractor from the Wasatch Core Growth Fund due to lower margins and market rotation. The company also announced the pricing of revenue bonds in August 2025 and scheduled a conference call for Q3 2025 results on October 13, 2025.

The demand seasonality for Casella Waste Systems' products and services is not explicitly detailed in the provided search results. Demand for core services is likely consistent throughout the year, with potential fluctuations in segments like construction and industrial waste due to economic cycles and seasonal construction activity.

Casella Waste Systems, Inc. operates in the environmental services sector, providing solid waste collection and disposal, transfer, recycling, and organics services to diverse clients. The company offers resource management solutions, focusing on sustainable waste and recycling to reduce landfill waste and promote a circular economy.

Casella Waste Systems primarily serves the northeastern United States, with collection operations in 10 eastern states and resource management services across more than 40 states. The acquisition of Mountain State Waste, expected to close in Q4 2025, will expand Casella's footprint into West Virginia, Ohio, Pennsylvania, and Kentucky.

Casella Waste Systems has cultivated a brand reputation focused on sustainability and community engagement. The company released its 2024 Sustainability Report, highlighting its commitment to environmental and community initiatives. Casella is recognized for its climate leadership, preventing an estimated 5.6 tons of greenhouse gas emissions for every ton emitted. The acquisition of Mountain State Waste underscored the target company's strong reputation for reliable service. Casella celebrated its 50th anniversary by ringing the Nasdaq opening bell on June 17, 2025.

Institutional investors hold 106.59% of Casella Waste Systems' stock, while insider ownership is 0.61%. Several institutional investors, including Bank of New York Mellon Corp, Invesco Ltd., Voya Investment Management LLC, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC, Teacher Retirement System of Texas, GAMMA Investing LLC, Intech Investment Management LLC, Envestnet Portfolio Solutions Inc., and Mutual of America Capital Management LLC, increased their holdings. Asset Management One Co. Ltd. and Oppenheimer Asset Management Inc. reduced their positions.