Waste Management Forecasts Strong Full-Year Results Driven by Healthcare Integration and Technology
Waste Management (WM) reported during its third-quarter 2026 earnings call that full-year revenue and free cash flow are expected to reach the high end of previous guidance. The company is successfully leveraging operational technology, including route optimization and automated trucks, to mitigate a 70-basis-point headwind caused by rising fuel costs. A significant driver of recent performance is the integration of healthcare solutions, which achieved financial targets ahead of schedule and saw operating EBITDA grow by 33%. Additionally, the company continues its strategic focus on core solid waste acquisitions, having completed $239 million in deals through the first nine months of the year with another $140 million expected in Q4.
Coverage
- LTC expects about $1B of 2026 acquisitions as SHOP targets 50% of annualized NOI by year-end
- LTC reports strong Q3 earnings on SHOP acquisitions; 2026 guidance fails to impress
- Waste Management Forecasts Strong Full-Year Results Driven by Healthcare Integration and Technology
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