Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$40.5B
252M shares
52-week range
$146.89 – $179.74
38% from low
Sector
REFUSE SYSTEMS
Exchange
NYSE
CS
P/S (TTM)
4.2
EV / FCF (TTM)
27.7
Waste Connections is a North American waste management company focused on integrated waste collection services. The firm primarily focuses on residential, commercial, municipal, and industrial waste collection, with a secondary market focus on rural areas. With 113 landfills and 222 transfer stations as of 2024, it is the third-largest waste management company by revenue. Revenue is split among six operating segments: Western, Southern, Eastern, Central, Canada, and Midsouth.
www.wasteconnections.comNo one on the platform currently holds WCN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 143,461 | $23.3M |
| Bridgewater Associatesas of 2026-03-31 | 7,634 | $1.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-06 | $0.3500 | 2026-08-20 |
| 2026-05-06 | $0.3500 | 2026-05-21 |
| 2026-02-25 | $0.3500 | 2026-03-12 |
| 2025-11-05 | $0.3500 | 2025-11-20 |
| 2025-08-06 | $0.3150 | 2025-08-21 |
| 2025-05-07 | $0.3150 | 2025-05-22 |
| 2025-02-27 | $0.3150 | 2025-03-13 |
| 2024-11-07 | $0.3150 | 2024-11-21 |
| 2024-08-07 | $0.2850 | 2024-08-22 |
| 2024-05-07 | $0.2850 | 2024-05-23 |
No one on the platform has traded WCN yet.
| 2024-02-27 | $0.2850 | 2024-03-13 |
| 2023-11-07 | $0.2850 | 2023-11-28 |
| Execution date | Ratio |
|---|---|
| 2017-06-19 | 3-for-2 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 7.4% | 6.6% | 5.9% | — | — | — |
| Rev. Growth % | 6.5% | 11.8% | ||||
| Profit Margin % | 11.4% | 9.9% | 9.5% | |||
| Free Cash Flow Margin % | 12.8% | 14.4% | 14.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +3.6% on the P/E track.
At today's price, your expected annual return is +8.5% on the P/E track.
At today's price, your expected annual return is +12.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $10.1B | +6.5% | $5.69 | $5.49–$5.76 | 28.0× | 15 |
| 2027 | $10.7B | +5.5% | $6.25 | $6.08–$6.45 | 25.5× | 16 |
| 2028 | $11.2B | +5.0% | $6.83 | $6.62–$7.23 | 23.4× | 6 |
| 2029 | $11.8B | +5.5% | $7.64 | $7.51–$7.75 | 20.9× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-22 | $1.35 | $1.50 | +11.1% |
| 2026-04-22 | $1.19 | $1.23 | +3.4% |
| 2026-02-11 | $1.28 | $1.29 | +0.8% |
| 2025-10-21 | $1.38 | $1.44 | +4.3% |
| 2025-07-23 | $1.25 | $1.29 | +3.2% |
| 2025-04-23 | $1.07 | $1.13 | +5.6% |
| 2025-02-12 | $1.20 | $1.16 | -3.3% |
| 2024-10-23 | $1.29 |
| $1.35 |
| +4.7% |
| $39.3B |
| — |
| FERGFerguson plc | $215.11 | -3.24% | $41.7B | — |
| GWWW.W. Grainger, Inc. | $1269.53 | -0.62% | $59.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
The most recent Momentum signal on $WCN triggered on 2026-09-03. The expected return for the selected horizon is +7.49% with a historical profit probability of +72.50%. Learn more: https://axlfi.com/factor-analysis?symbol=WCN&factor=momentum&timeframe=daily
View on StockTwits ↗The most recent Momentum signal on $WCN triggered on 2026-08-26. The expected return for the selected horizon is +7.51% with a historical profit probability of +73.00%. Learn more: https://axlfi.com/factor-analysis?symbol=WCN&factor=momentum&timeframe=daily
View on StockTwits ↗
Wall St is expecting 1.52 EPS for $WCN Q3 [Reporting 10/28 AMC] http://www.estimize.com/intro/wcn?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
$WCN Price: $168.97 (-0.25%) Trend: Bullish Market Bias (7D): Sideways ⚖️ Expected Range: ±0.35% RSI: 62.1 | Momentum: Moderate Volume: -34.1% vs avg Volatility: 1.30% Support: $162.28 | Resistance: $174.17 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
View on StockTwits ↗The most recent Filtered Momentum signal on $WCN triggered on 2026-08-24. The expected return for the selected horizon is +7.29% with a historical profit probability of +74.07%. Learn more: https://axlfi.com/factor-analysis?symbol=WCN&factor=filtered_momentum&timeframe=daily
View on StockTwits ↗
$WCN Market Sentiment: The 5% drop may reflect broader market concerns or investor skepticism about future growth despite solid earnings. Debt Concerns: The recent pricing of C$700 million in senior notes could raise questions about the company’s leverage and financial strategy moving forward. https://wealthawesome.com/waste-connections-inc-wcnto-sees-5-decline-this-week-amid-strong-earnings
View on StockTwits ↗
$DHI $AIG $KB $WCN $AU D.R. Horton benefits from housing demand, AIG continues improving insurance profitability, KB Financial strengthens Korean banking, Waste Connections generates resilient cash flow, and AngloGold Ashanti benefits from higher gold prices.
View on StockTwits ↗
https://www.marketbeat.com/earnings/reports/2026-7-22-waste-connections-inc-stock/ $WCN Waste Connections Earnings Transcript
View on StockTwits ↗
$WCN Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.17 up 4.46% YoY • Reported revenue of $2.56B up 6.42% YoY • Waste Connections raised its 2026 outlook, now estimating revenue between $10.02 billion and $10.05 billion, adjusted EBITDA between $3.33 billion and $3.34 billion, and adjusted free cash flow of $1.40-$1.45 billion.
View on StockTwits ↗$WCN reports after the close, Estimize Consensus +0.03 EPS and +12.94M Revs compared to WS http://www.estimize.com/wcn/fq2-2026?utm_content
View on StockTwits ↗Wall St is expecting 1.36 EPS for $WCN Q2 [Reporting 08/05 AMC] http://www.estimize.com/intro/wcn?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
The most boring industry on Wall Street is quietly getting interesting. $WCN $WM $RSG All three have been showing strength while the market stays focused on AI. Waste is one of the closest things to a private toll road: • Limited competition • Landfills are extremely difficult to replace • Long-term contracts with pricing power • Demand stays steady through economic cycles People don’t stop producing trash during recessions, and AI won’t change that. The market often rewards businesses with predictable cash flows and durable advantages. While everyone chases the newest technology themes, some of the best compounders are hiding in plain sight. I’m watching companies with strong moats, pricing power, and consistent execution. Sometimes boring is exactly what makes a business great.
View on StockTwits ↗Wall St is expecting 1.36 EPS for $WCN Q2 [Reporting 08/05 AMC] http://www.estimize.com/intro/wcn?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
There’s been a quiet strength building in a lot of “sleepy” compounders lately. Names like $WCN, $PGR, $CWST, $AJG Not flashy, not crowded but consistently grinding higher. After years of sideways consolidation and multiple compression, earnings growth kept compounding under the surface. Feels like the market is starting to re-price that stability again. Sometimes the best performers aren’t the ones getting attention, but the ones nobody had to chase. Next alert coming soon. If you’re not following with notifications on, you’re likely seeing the move after it already happened.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.