Waste Management Inc. (WM) Q3 2026 (USD): Adj. EPS 2.15 (exp. 2.18), Revenue 6.85bln (exp. 6.81bln), Adj. EBITDA 2.12bln (exp. 2.16bln); to buyback shares for USD 2bln
Newsquawk ·
FY revenue 26.275-26.475bln (exp. 26.4bln). FY adj. EBITDA 8.15-8.25bln (exp. 8.2bln). Waste Management sits in a small cohort of scaled, quasi-utility waste haulers whose quarters are judged less on the headline beat or miss than on pricing versus volume, with price-led growth in this group historically rewarded and volume-led growth treated as softer quality. The pattern here, revenue ahead of expectations with adjusted EPS and EBITDA a touch light, fits the cost-inflation template that has recurred in this sector: collection and disposal pricing holding up while labour, fleet, and recycling-commodity swings eat the margin line. Full-year guidance straddling consensus on revenue and EBITDA is the kind of in-line reaffirmation that typically leaves the multiple to be decided by the buyback, and a USD 2bln repurchase authorisation is a meaningful support signal relative to free cash flow for a name in this peer set. The questions the call usually settles are the trajectory of core price versus CPI, recycled commodity and renewable energy credit contributions, and integration economics on any recent acquisitions, each of which has driven guidance revisions in past quarters for this group. The follow-ons are the call commentary on volume trends in industrial and construction-linked collection, and whether peers report the same price-cost spread, since read-across within the waste complex has historically been tight. 27 Oct, 20:24 Major US technology company selects Baker Hughes’ (BKR) power generation and cooling solutions to scale high-density AI compute 27 Oct, 20:21 Anthropic plans to continue extending Claude’s role into clinical trials as drug programmes advance, according to its website 27 Oct, 20:15 ONEOK Inc. (OKE) Q3 2026 (USD): EPS 2.13 (exp. 1.51), Adj. EBITDA 2.24bln (exp. 2.17bln) 27 Oct, 20:10 NXP Semiconductors NV (NXPI) Q3 2026 (USD): Adj. EPS 4.20 (exp. 4.12), Revenue 3.8bln (exp. 3.76bln), Adj. operating income 1.41bln (exp. 1.38bln); to increase share buyback by USD 5bln 27 Oct, 20:07 Visa (V) Q4 2026 (USD): Adj. EPS 3.48 (exp. 3.44), Revenue 12.1bln (exp. 12.09bln), Adj. net income 6.6bln (exp. 6.48bln); raises dividend 16% to 0.78/shr PPG Industries Inc. (PPG) Q3 2026 (USD) Adj. EPS 2.25 (exp. 2.12), Revenue 4.40bln (exp. 4.28bln) 44 min ago Robinhood Markets (HOOD) Q3 (USD) EPS 0.51 (exp. 0.56), Revenue 1.40bln (exp. 1.44bln) 45 min ago Seagate Technology Holdings (STX) Q1 2027 (USD): Adj. EPS 7.68 (exp. 7.42), Revenue 4.2bln (exp. 4.14bln) 45 min ago Lockheed Martin (LMT) awarded USD 694mln contract for ARRW production 1 hour ago Rumoured Rivian (RIVN) electric delivery van spotted in Walmart+ branding, reports EV report 2 hours ago Amgen (AMGN) receives FDA warning letter for Vectibix misbranding 3 hours ago Liquidia (LQDA) case ends as United Therapeutics (UTHR) dismisses Yutrepia suit, according to a court ruling 3 hours ago JetBlue (JBLU) CEO says co. is not in talks with creditors 3 hours ago Google (GOOGL) unveils Genie 4: A new generation of world simulation 4 hours ago Oracle (ORCL) to make Cerebras' (CBRS) Fast Intelligence available on Oracle Cloud infrastructure; will be available in Calendar year 2027 4 hours ago Crusoe CEO says CoreWeave (CRWV) has made some very good deals 4 hours ago Constellation Energy (CEG) has been offered USD 5bln in financing by the US government for nuclear reactors 5 hours ago Meta (META) AI director Rohit Patel leaves to take on Microsoft (MSFT) Office and Google (GOOGL) Workspace, reports TechCrunch 5 hours ago Boeing (BA) CEO expects FCF of around USD 2bln in 2026, improving to roughly USD 3bln in 2027 and USD 6bln in 2028, before reaching its USD 10bln FCF target in 2029 6 hours ago
AI 시장 분석
Waste Management's Q3 revenue exceeded expectations at $6.85 billion, but adjusted EPS fell short at $2.15. While cost inflation pressures compressed margins, a $2.0 billion share buyback announcement is expected to support the stock floor. Investors should closely monitor future pricing power and the offset of cost increases.
상승 영향
- Waste Management — Revenue beat expectations at $6.85 billion, and the approval of a $2.0 billion share buyback solidified the downside floor for the stock.
하락 영향
- Waste Management — Adjusted EPS fell short of the $2.18 expectation at $2.15, confirming margin pressure from increased labor and equipment costs.
DYAX 전담 분석
Despite beating revenue, the miss on EPS and EBITDA compared to expectations suggests that cost inflation, such as labor and vehicle maintenance costs, put pressure on margins. However, the $2.0 billion share buyback acts as a strong stock defense signal relative to cash flow.
The bull scenario is the combination of margin defense through price hikes and the effect of the share buyback, while the bear scenario is the slowdown in profit margins due to persistent cost increases. Future core price realization and volume trends should be watched.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 39% · Bearish (Short) 61%
342 participants
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