CoverageForm 410-K10-Q8-K13D13G13F

WCN · Waste Connections, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · WCN

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$2.37B-$2.46B$2.41B$2.23B-$2.34B$2.25B$2.07B-
Cost of Revenue$1.36B-$1.41B$1.39B$1.29B-$1.34B$1.30B$1.22B-
Gross Profit$1.01B-$1.05B$1.01B$936.73M-$994.41M$947.10M$850.87M-
R&D----------
SG&A$251.12M-$236.48M$242.97M$250.13M-$222.53M$228.85M$220.74M-
Total Operating Expenses----------
D&A$314.75M-$293.64M$285.35M$262.98M-$248.47M$241.23M$222.69M-
Operating Income$364.08M-$439.59M$459.55M$390.21M-$475.34M$424.70M$366.80M-
Interest Expense$87.72M-$84.45M$82.75M$78.49M-$69.02M$82.38M$78.49M-
Income Tax$64.22M-$88.50M$98.88M$71.47M-$92.01M$80.58M$59.41M-
Net Income$219.34M-$286.27M$290.28M$241.51M-$308.05M$275.48M$230.05M-
EPS - Basic$0.86-$1.11$1.12$0.94-$1.19$1.07$0.89-
EPS - Diluted$0.86-$1.11$1.12$0.93-$1.19$1.07$0.89-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$112.45M$45.97M$117.60M$110.17M$111.23M$62.37M$115.27M$78.66M$111.98M$78.40M
Accounts Receivable$1.03B$1.02B$1.07B$1.03B$952.01M$935.03M$990.90M$961.49M$896.68M$856.95M
Inventory----------
Accounts Payable$712.42M$765.23M$759.27M$729.89M$625.58M$637.37M$706.28M$663.16M$589.86M$642.46M
Current Assets$1.38B$1.31B$1.40B$1.35B$1.28B$1.23B$1.36B$1.24B$1.22B$1.14B
Total Assets$21.19B$21.13B$20.78B$20.68B$20.25B$19.82B$20.10B$19.30B$19.08B$17.92B
Current Liabilities$2.01B$2.12B$2.09B$2.00B$1.83B$1.88B$1.75B$1.77B$1.63B$1.69B
Long-term Debt----------
Total Liabilities$13.13B$12.88B$12.69B$12.32B$12.24B$11.96B$11.83B$11.32B$11.29B$10.22B
Stockholders' Equity$8.06B$8.25B$8.09B$8.35B$8.01B$7.86B$8.26B$7.98B$7.79B$7.69B
Retained Earnings$5.33B$5.20B$5.03B$4.83B$4.62B$4.46B$4.73B$4.50B$4.30B$4.14B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$545.60M---$541.54M---$490.31M-
Investing Cash Flow($355.70M)---($603.21M)---($1.33B)-
Financing Cash Flow($96.14M)---$113.38M---$878.48M-
CapEx$296.60M---$212.46M---$169.95M-
Free Cash Flow$249.00M---$329.08M---$320.36M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin42.6%-42.8%42.1%42.0%-42.5%42.1%41.1%-
Operating margin15.4%-17.9%19.1%17.5%-20.3%18.9%17.7%-
EBITDA margin28.6%-29.8%30.9%29.3%-31.0%29.6%28.4%-
Net margin9.3%-11.6%12.1%10.8%-13.2%12.3%11.1%-
Free cash flow margin10.5%---14.8%---15.5%-
FCF / Net income1.14---1.36---1.39-
R&D / Revenue----------
SG&A / Revenue10.6%-9.6%10.1%11.2%-9.5%10.2%10.6%-
Effective tax rate22.6%-23.6%25.4%22.8%-23.0%22.6%20.5%-
Return on assets1.0%-1.4%1.4%1.2%-1.5%1.4%1.2%-
Return on equity2.7%-3.5%3.5%3.0%-3.7%3.5%3.0%-
Return on invested capital----------
Liquidity
Current ratio0.690.620.670.670.700.650.770.700.750.68
Quick ratio0.690.620.670.670.700.650.770.700.750.68
Cash ratio0.060.020.060.060.060.030.070.040.070.05
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage4.2x-5.2x5.6x5.0x-6.9x5.2x4.7x-
Equity multiplier2.632.562.572.482.532.522.432.422.452.33
Liabilities / Assets0.620.610.610.600.600.600.590.590.590.57
Efficiency
Asset turnover0.11-0.120.120.11-0.120.120.11-
Inventory turnover----------
Days sales outstanding159d-159d156d156d-155d156d158d-
Days inventory outstanding----------
Days payable outstanding191d-197d191d177d-192d186d176d-
Cash conversion cycle----------
Valuation
P / E188.9x-158.4x166.7x209.9x-150.3x163.9x193.3x-
P / B5.2x-5.6x5.8x6.3x-5.6x5.7x5.7x-
P / S17.5x-18.4x20.1x22.7x-19.8x20.2x21.5x-
EV / EBITDA61.1x-61.6x64.8x77.2x-63.8x68.0x75.2x-
Growth
Revenue growth (YoY)6.4%-5.1%7.1%7.5%-13.3%11.2%9.1%-
Revenue CAGR (3y)7.6%-9.4%9.8%10.6%-13.6%13.6%14.1%-
Revenue CAGR (5y)11.2%-12.1%13.0%10.5%-10.6%10.4%10.7%-
Gross profit growth (YoY)7.8%-5.7%7.1%10.1%-15.6%15.0%12.9%-
Operating income growth (YoY)-6.7%--7.5%8.2%6.4%-34.7%23.4%16.6%-
Net income growth (YoY)-9.2%--7.1%5.4%5.0%-34.5%31.7%16.3%-
EPS growth (YoY)-7.5%--6.7%4.7%4.5%-33.7%32.1%15.6%-
EPS CAGR (3y)3.8%-6.5%8.8%10.5%-39.3%16.3%13.4%-
EPS CAGR (5y)7.1%-13.1%-11.5%-14.7%13.8%13.1%-
FCF growth (YoY)-24.3%---2.7%---20.2%-
FCF CAGR (5y)-3.9%---7.3%---5.1%-
Book value growth (YoY)0.5%4.9%-2.0%4.6%2.9%2.2%8.9%7.1%7.6%8.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$10.86B total
Southern$2.15B · 19.8%
Western$2.11B · 19.5%
Eastern$2.05B · 18.9%
Central$1.78B · 16.4%
Canada$1.46B · 13.5%
Mid South$1.30B · 12.0%

Product / service

$7.05B total
Solid Waste Collection$2.94B · 41.8%
Landfill$1.54B · 21.9%
Transfer$1.46B · 20.7%
Exploration And Production Waste Treatment Recovery And Disposal$688.76M · 9.8%
Solid Waste Recycling$240.06M · 3.4%
Intermodal And Other$175.47M · 2.5%

Peer comparison

Same SIC group: Refuse Systems

CompanyRevenue (last FY)Net marginROE
RSG$19.03B11.2%17.9%
WM$25.20B10.7%27.1%
QRHC$250.22M-6.1%-38.0%
CWST$1.84B0.4%0.5%
SGD$8.22M-194.1%-363.1%

Comparing Waste Connections against the 5 most active filers in the same SIC group.

Dividends

$1.01/share trailing 12 months · -17.5% YoY

Ex-datePer share
May 6, 2026$0.3500
Feb 25, 2026$0.3500
Aug 6, 2025$0.3150
May 7, 2025$0.3150
Feb 27, 2025$0.3150
Nov 7, 2024$0.3150
Aug 7, 2024$0.2850
May 7, 2024$0.2850
Feb 27, 2024$0.2850
Nov 7, 2023$0.2850
Aug 15, 2023$0.2550
May 9, 2023$0.2550
Feb 28, 2023$0.2550
Nov 15, 2022$0.2550
Aug 17, 2022$0.2300
May 17, 2022$0.2300
Mar 1, 2022$0.2300
Nov 8, 2021$0.2300
Aug 17, 2021$0.2050
May 11, 2021$0.2050
Mar 2, 2021$0.2050
Nov 9, 2020$0.2050
Jul 31, 2020$0.1850
May 4, 2020$0.1850