Waste Management Inc. (WM)
An Unstoppable Dividend Growth Machine For A Throwaway World: Waste Management
Waste Management stands out as North America's largest waste management company, boasting a wide moat and a predictable business model. WM's growth is fueled by landfill scarcity, strategic acquisitions like Stericycle, and a robust 22-year dividend growth streak. At a forward P/E of 24.9, WM trades below its 10-year average, offering potential 9-11% annual total returns through 2030.
Waste Management: A Defensive Core Holding With Underappreciated Growth Power
Waste Management offers a compelling blend of defensive stability and growth potential, making it attractive even in growth-oriented portfolios. WM's predictable revenues, strong pricing power, and margin expansion are supported by long-term contracts, regulatory barriers, and sustainability investments. Valuation remains reasonable, with recent share price gains driven by fundamentals, not multiple expansion; FCF is set to rebound as capex normalizes.
Waste Management (WM) Up 5.9% Since Last Earnings Report: Can It Continue?
Waste Management (WM) reported earnings 30 days ago. What's next for the stock?
Waste Management: The Garbage Collector AI Can't Replace
Waste Management stands as the dominant U.S. waste services provider, boasting a resilient, AI-resistant business model and a powerful regulatory moat. Despite a recent earnings double-miss and a 20% stock pullback, WM offers a compelling entry point, trading at a discount to historical and peer valuations. Strategic investments in recycling, renewable energy, and healthcare waste position WM for durable growth, with cost synergies from the Stericycle acquisition enhancing profitability.
WM Q3 Earnings Miss Estimates Despite Strong Margins, Revenues Up Y/Y
WM's third-quarter 2025 earnings and revenues miss estimates, even with solid margins and segmental growth.
Don't Give Up on Dividends: This Rock-Solid Dividend Stock Will Reward You Through Thick and Thin
WM is underperforming the S&P 500 in 2025. The company's core business is performing well, but results in recycling and healthcare have been disappointing.
Top Waste Management Stocks To Add to Your Watchlist – October 28th
Waste Management, GFL Environmental, Custom Truck One Source, Concrete Pumping, Avalon, LanzaTech Global, and ESGL are the seven Waste Management stocks to watch today, according to MarketBeat's stock screener tool. Waste management stocks are shares of companies that collect, transport, treat, recycle, and dispose of municipal, industrial, and hazardous waste, including landfill operators, recycling firms,
Waste Management, Inc. (WM) Q3 2025 Earnings Call Transcript
Waste Management, Inc. (NYSE:WM ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants Edward Egl - Director of Investor Relations James Fish - CEO & Director John Morris - President & COO Devina Rankin - Executive VP & CFO Tara Hemmer - Senior VP & Chief Sustainability Officer Rafael Carrasco - Senior VP of Enterprise Strategy & President of WM Healthcare Solutions Conference Call Participants Patrick Brown - Raymond James & Associates, Inc., Research Division Noah Kaye - Oppenheimer & Co. Inc., Research Division Trevor Romeo Toni Kaplan - Morgan Stanley, Research Division James Schumm - TD Cowen, Research Division Robert Wertheimer - Melius Research LLC Faiza Alwy - Deutsche Bank AG, Research Division Tami Zakaria - JPMorgan Chase & Co, Research Division Konark Gupta - Scotiabank Global Banking and Markets, Research Division Kevin Chiang - CIBC Capital Markets, Research Division Shlomo Rosenbaum - Stifel, Nicolaus & Company, Incorporated, Research Division Bryan Burgmeier - Citigroup Inc., Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the WM Third Quarter Earnings Conference Call.
WM Earnings Miss Estimates in Q3, Revenues Appreciate 15% Y/Y
WM's third-quarter 2025 results fall short of estimates despite a 15% y/y revenue jump, lifted by strong landfill and renewable energy gains.
Waste Management (WM) Misses Q3 Earnings and Revenue Estimates
Waste Management (WM) came out with quarterly earnings of $1.98 per share, missing the Zacks Consensus Estimate of $2.01 per share. This compares to earnings of $1.96 per share a year ago.
Waste Management (WM) Stock Drops After Earnings
Waste Management missed on both EPS and revenue, cutting full-year guidance to the low end amid recycling weakness.
Waste Management's Downturn Doesn't Justify It Sitting In The Waste Bin
Waste Management (WM) remains a 'buy' due to strong growth, industry leadership, and attractive valuation relative to peers despite recent share price underperformance. WM's revenue surged 19% year-over-year, primarily driven by the Stericycle acquisition, with continued growth expected from organic expansion and further investments. Management projects robust future growth, targeting $28.5–$29.25 billion in revenue and $8.85–$9.15 billion in EBITDA by 2027, supported by recycling and RNG investments.
