Casella (CWST) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +16.13%. A quarter ago, it was expected that this provider of garbage-disposal and recycling services would post earnings of $0.11 per share when it actually produced earnings of $0.19, delivering a surprise of +72.73%.Ove ...

GFL Environmental Inc. (GFL) came out with quarterly earnings of $0.19 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced a loss of $0.06, delivering a surprise of -250%.Over the last four quarters, the company has surpassed consensus EPS estimates two times.GFL Environmental, which b ...

业绩表现 - 公司季度每股收益为1.77美元 超出Zacks共识预期1.75美元 同比增长9.9%（从1.61美元）[1] - 季度收益超预期幅度达+1.14% 上一季度超预期幅度为+3.95%（实际1.58美元 vs 预期1.52美元）[1] - 过去四个季度均超过每股收益预期 但同期均未达到收入预期[2] 财务数据 - 季度收入42.4亿美元 低于共识预期0.75% 但较上年同期40.5亿美元增长4.7%[2] - 下季度共识预期为每股收益1.82美元 收入43.1亿美元 当前财年共识预期为每股收益6.87美元 收入168.7亿美元[7] 股价表现 - 年初至今股价累计上涨20% 显著跑赢标普500指数8.6%的涨幅[3] - 当前Zacks评级为3级（持有） 预计短期内表现与市场持平[6] 行业比较 - 废物处理服务行业在Zacks行业排名中处于后41%位置 历史数据显示前50%行业表现是后50%的两倍以上[8] - 同业公司Xylem预计季度每股收益1.14美元 同比增长4.6% 收入预期22.1亿美元（同比增长2.1%）[9][10]

公司业绩表现 - 季度每股收益为0 75美元 超出Zacks一致预期的0 71美元 同比增长13 64% [1] - 季度营收达1 9826亿美元 超出预期8 18% 同比增长12 53% [2] - 过去四个季度中 公司三次超出每股收益预期 四次超出营收预期 [2] 市场表现与预期 - 年初至今股价下跌1 2% 同期标普500指数上涨8 6% [3] - 当前Zacks评级为3级(持有) 预计短期表现与市场持平 [6] - 下季度一致预期每股收益1 12美元 营收2 3227亿美元 本财年预期每股收益2 98美元 营收7 787亿美元 [7] 行业动态 - 所属废物处理服务行业在Zacks行业排名中位列前39% 历史数据显示前50%行业表现优于后50%超2倍 [8] - 同业公司Clean Harbors预计季度每股收益2 33美元(同比降5 3%) 营收15 8亿美元(同比增1 9%) [9][10]

Waste Management (WM) came out with quarterly earnings of $1.92 per share, beating the Zacks Consensus Estimate of $1.89 per share. This compares to earnings of $1.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.59%. A quarter ago, it was expected that this garbage and recycling hauler would post earnings of $1.65 per share when it actually produced earnings of $1.67, delivering a surprise of +1.21%.Over the last four qu ...

Veralto (VLTO) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.49%. A quarter ago, it was expected that this water and product quality services provider would post earnings of $0.87 per share when it actually produced earnings of $0.95, delivering a surprise of +9.2%.Over the last ...

Waste Management (WM) closed at $230.61 in the latest trading session, marking a +1.09% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.07%. Elsewhere, the Dow saw a downswing of 0.7%, while the tech-heavy Nasdaq appreciated by 0.18%. The stock of garbage and recycling hauler has fallen by 0.2% in the past month, lagging the Business Services sector's gain of 1.45% and the S&P 500's gain of 5.71%.The upcoming earnings release of Waste Management will be of gre ...

核心观点 - 市场预期Casella (CWST)将在2025年6月季度财报中实现收入和盈利的同比增长，但实际业绩与预期的对比将影响股价短期走势 [1][2] - 公司预计每股收益(EPS)为0.31美元(同比增长40.9%)，收入为4.5936亿美元(同比增长21.8%) [3] - 尽管Zacks Rank为2(买入)，但Most Accurate Estimate低于共识预期，导致Earnings ESP为-32.28%，难以预测业绩超预期 [12] - 同行Zurn Water (ZWS)预计EPS为0.36美元(同比增长9.1%)，收入为4.2532亿美元(同比增长3.2%)，且Earnings ESP为+0.3%，更可能超预期 [18][19] 业绩预期与修正 - 过去30天内共识EPS预期上调0.67%，反映分析师对初始预测的集体修正 [4] - 公司上季度实际EPS为0.19美元，远超预期的0.11美元(惊喜幅度+72.73%)，过去四个季度有两次超预期 [13][14] - Zurn Water过去30天共识EPS预期上调0.7%，且连续四个季度超预期 [19] 市场反应机制 - 若实际数据超预期，股价可能上涨；若不及预期则可能下跌，但管理层电话会讨论的业务状况将决定持续性 [2] - Zacks Earnings ESP模型通过对比Most Accurate Estimate与共识预期来预测业绩偏差，正ESP结合Zacks Rank 1-3时预测准确率近70% [8][9][10] - 行业其他因素可能导致股价与业绩背离，例如即使业绩超预期也可能因其他利空下跌 [15][16] 行业对比 - 同属废物处理服务行业的Zurn Water当前Zacks Rank为3(持有)，其正ESP和稳定超预期历史显示更高概率实现业绩突破 [18][19] - Casella虽历史表现波动(四季度两次超预期)，但当前负ESP削弱了业绩超预期的可能性 [12][14]

Waste Connections (WCN) came out with quarterly earnings of $1.29 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.20%. A quarter ago, it was expected that this solid waste services provider would post earnings of $1.07 per share when it actually produced earnings of $1.13, delivering a surprise of +5.61%.Over the last four ...

GFL Environmental Inc (GFL) 2025年二季度业绩前瞻 - 市场预期公司二季度每股收益0.19美元，同比下降9.5%，营收12.1亿美元，同比下降19.6% [3] - 过去30天内分析师集体下调EPS预期2.65%，反映业务环境变化 [4] - 最新Most Accurate Estimate高于共识预期，形成+36.84%的Earnings ESP，结合Zacks Rank 3评级，预示大概率超预期 [11] - 公司过去四个季度三次超预期，但上季度出现-250%的意外亏损 [12][13] 同业公司Republic Services (RSG)对比 - 预期每股收益1.75美元(同比+8.7%)，营收42.7亿美元(同比+5.5%) [17] - 30天内共识EPS微调-0.4%，但+0.16%的Earnings ESP与Zacks Rank 3组合预示可能超预期 [18] - 该同业已连续四个季度超预期 [18] 业绩公告市场影响机制 - 实际业绩与预期差异将直接影响股价短期走势，超预期可能推升股价 [2] - Earnings ESP模型通过比较最新修正与共识预期的偏离度预测业绩惊喜，对正向ESP预测效果显著 [7][8] - 历史显示具备正向ESP且Zacks Rank 1-3的股票70%概率实现超预期 [9] - 但股价走势还受管理层电话会内容及其他非业绩因素影响 [14][16]