# Waste Connections Tops Second-Quarter Earnings and Revenue Estimates

- URL: https://stocks.freetheai.org/news/waste-connections-tops-second-quarter-earnings-and-revenue-estimates-9f2e50
- Published: 2026-10-12T14:53:00Z
- Category: earnings; sentiment: bullish; impact: medium
- Symbols: [TSX:WCN](https://stocks.freetheai.org/symbols/TSX-WCN)
- Written by our AI from expert market sources across the web for FreeTheAI Stocks, built by Vibhek Soni
- How write-ups are made: https://stocks.freetheai.org/how-we-write
- Not financial advice: https://stocks.freetheai.org/disclaimer

Waste Connections, Inc. (TSX:WCN) reported second-quarter 2026 adjusted earnings of $1.50 per share, surpassing expectations of $1.35 and growing 16.3% from $1.29 per share a year earlier. Total quarterly revenue reached $2.56 billion, representing a 6.4% year-over-year increase and exceeding projections of $2.53 billion. Shares traded at 218.2 CAD, down 0.84% on the day.

The company achieved revenue expansion through core pricing increases of 5.6% and yield growth of 4.6%, along with a 1.1% contribution from fuel and material surcharges. Operational efficiency also played a significant role, supported by artificial intelligence tools that provided roughly $20 million in annualized earnings benefits before interest, taxes, depreciation, and amortization. Acquisitions completed in the first half of 2026 contributed nearly $100 million in annualized revenue, following $387.9 million added by buyouts in 2025. Lower risk-management costs and improved workforce retention further boosted operating margins.

Looking ahead, full-year 2026 revenues are projected to fall between $10.02 billion and $10.05 billion, representing annual growth of 5.8% to 6.1%. Management expects core pricing to remain at or above 5.5% for the full year and anticipates broader AI initiatives could ultimately yield $100 million in total earnings enhancements. Investors will be observing whether additional acquisitions materialize, as current full-year guidance excludes unclosed transactions that could offer further revenue gains.

## Key points

- Waste Connections generated second-quarter 2026 adjusted earnings of $1.50 per share, beating expectations of $1.35 per share.
- Quarterly revenue rose 6.4% year over year to $2.56 billion, surpassing estimates of $2.53 billion.
- Full-year 2026 revenues are expected to reach between $10.02 billion and $10.05 billion, up from $9.5 billion in 2025.
- First-half 2026 acquisitions contributed nearly $100 million in annualized revenues.
- An AI-backed pricing tool delivered approximately $20 million in annualized EBITDA benefits.

## Questions and answers

### What were Waste Connections second-quarter 2026 earnings?

Waste Connections reported Q2 2026 adjusted earnings of $1.50 per share, beating estimates of $1.35. Revenue reached $2.56 billion, up 6.4% year over year and above expectations of $2.53 billion.

### What is the 2026 revenue forecast for Waste Connections?

Waste Connections expects full-year 2026 revenues to be between $10.02 billion and $10.05 billion, representing annual growth of 5.8% to 6.1%.

### How are acquisitions and AI affecting Waste Connections growth?

Acquisitions completed in the first half of 2026 added nearly $100 million in annualized revenue, while an AI pricing tool provided about $20 million in annualized EBITDA benefits.