Waste Management Q3 2026: Revenue Beats, EPS Misses, Stericycle Shines
As seen on the 24/7 Wall St. homepage on October 27, 2026.
Stericycle is finally paying off: Healthcare Solutions operating EBITDA jumped more than 30% to $146 million, and management affirmed full-year guidance. Adjusted EPS of $2.15 came in missing expectations, held back by pre-tax charges including integration costs.
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Waste Management posted $6.85 billion in revenue for the third quarter of 2026, clearing expectations on core pricing of 5.8% and stronger recycling commodity prices.
Adjusted diluted EPS of $2.15 came in missing expectations, weighed down by $50 million in pre-tax charges tied to Stericycle integration and an accelerated landfill closure.
Healthcare Solutions operating EBITDA rose more than 30% to $146 million as cost management and synergy capture took hold. That margin leverage is worth monitoring as integration work continues.
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Free cash flow of $985 million for the quarter funded $957 million in dividends and buybacks, with the company tracking toward $2 billion of repurchases in 2026.
Management reaffirmed full-year guidance, pointing revenue and free cash flow toward the high end of their ranges. CEO Jim Fish cited net cash from operations rising 12% through the first nine months as evidence the business is executing consistently.
Mentioned: WM