Waste Connections Should See Margin, Free Cash Flow Upside Ahead

Dow Jones07-24

0953 ET - Waste Connections should have opportunities to "substantively improve" its margins and free cash flow in the coming years, according to Raymond James in a note. Analyst Patrick Tyler Brown says 2Q played out "quite as we expected" for the solid waste services company on the back of healthy core dynamics, while recycled commodities and M&A drove a modest guidance raise. He says improvements to margins and free cash flow in coming years will stem from "both internal (solid pricing and cost optimization) and external (M&A and green investment payoff) drivers." The company may even be able to beat current projections "given that additional M&A and/or improvement in commodity prices would also be additive to the outlook." (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

July 24, 2026 09:54 ET (13:54 GMT)

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Analyst Patrick Tyler Brown says 2Q played out \"quite as we expected\" for the solid waste services company on the back of healthy core dynamics, while recycled commodities and M&A drove a modest guidance raise. He says improvements to margins and free cash flow in coming years will stem from \"both internal (solid pricing and cost optimization) and external (M&A and green investment payoff) drivers.\" The company may even be able to beat current projections \"given that additional M&A and/or improvement in commodity prices would also be additive to the outlook.\" (adriano.marchese@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  July 24, 2026 09:54 ET (13:54 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2653080460","isCrawlerRequest":true}