웨이스트 커넥션스(WCN) (2026년 3분기) 실적 발표 하이라이트: 연료 역풍에도 불구하고 탄탄한 고형폐기물 가격 결정력으로 시장 예상치 상회 및 가이드 상향 달성

Waste Connections Inc reported its third-quarter 2026 financial results, showcasing solid revenue growth of $2.638 billion, up 7.3% compared to the same period last year. Acquisitions net of divestitures contributed an additional $53 million to the top-line performance, reinforcing their expansion strategy. The company successfully navigated persistent fuel headwinds by leveraging robust solid waste pricing power to protect operating margins. Adjusted EBITDA expanded impressively, beating Wall Street consensus expectations and prompting an upward revision of full-year guidance. Management attributed the outperformance to disciplined execution, operational efficiencies, and pricing strategies that outpaced inflation. Investors responded positively to the resilient business model, which continues to generate dependable cash flows. The strong quarter reaffirms the waste management sector's defensive characteristics in a volatile macroeconomic environment.