Waste Connections: A Path To Double-Digit EPS Growth Despite Volume Pressures

Sandpiper Investment Research1.44K FollowersFollow5ShareSavePlay(12min)CommentsSummaryWaste Connections delivered robust 2025 results, with strong revenue growth, expanding margins, and disciplined M&A execution despite volume headwinds.WCN expects 2026 organic solid waste growth of 3.5-4.0%, EBITDA margins expanding 30-40 bps, and double-digit free cash flow growth, underpinned by pricing and efficiency gains.AI-driven initiatives and a sizable M&A pipeline position WCN for continued long-term growth, capital returns, and margin expansion.Trading at a discount to peers with a conservative balance sheet, WCN is a compelling buy on current weakness. ugis bralens/iStock via Getty Images Introduction Since my last update on Waste Connections (WCN:CA) (WCN), the company has delivered another year of strong execution, reinforcing its track record of M&A success and operational discipline. Despite modest volume pressuresThis article was written bySandpiper Investment Research1.44K FollowersFollowI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over long periods of time.Analyst’s Disclosure: I/we have a beneficial long position in the shares of WCN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.