CWST CASELLA WASTE SYSTEMS INC

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed Jun 1, 2026 Processed 3d 23h ago SEC 0000911177-26-000030
8-K context-dependent: Items 8.01

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Executive Summary

Casella Waste Systems remarketed $15.0M of New York State Environmental Facilities Corporation Solid Waste Disposal Revenue Bonds (Series 2014R-2) at a fixed 4.300% rate for a 10-year period ending June 1, 2036. The proceeds were originally used to finance New York operations. This is a routine refinancing of existing tax-exempt debt with no new capital raised and no material change to the company's financial position.

Actionable Insight

Routine debt remarketing with no equity or operational implications. No trading catalyst. Monitor next quarterly filing for any changes in leverage or interest coverage.

Key Facts

  • Remarketed $15.0M aggregate principal amount of tax-exempt bonds at 4.300% per annum for a 10-year interest rate period (through June 1, 2036).
  • Bonds have a final maturity of December 1, 2044.
  • Proceeds were originally drawn down on June 2, 2016 to finance asset purchases in New York.
  • Subsidiaries reaffirmed their guaranty of the bonds on June 1, 2026.
  • No new capital raised; existing debt refinanced at a fixed rate for a defined period.

Financial Impact

No material financial impact — $15.0M debt refinancing at 4.300% for 10 years; no change to total debt or equity.

debt

Risk Factors

  • If the company fails to comply with tax covenants, interest on the bonds could become taxable retroactively, triggering mandatory redemption at par.
  • No operational or financial risk from this filing alone.

Market Snapshot

Exchange
Nasdaq
Sector
Refuse Systems
Analyst Consensus
72% bullish (18 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000911177-26-000030
Document: 0000911177-26-000030-index-headers.html0000911177-26-000030
Document: 0000911177-26-000030-index.html0000911177-26-000030
Document: 0000911177-26-000030.txt0000911177-26-000030
11 reports for CWST
Performance horizon

Track record builds as more directional reports settle.

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Type Now
Jun 1, 2026
3d ago
8-K
NEUTRAL ★ 2/10
awaiting T+5
May 27, 2026
9d ago
8-K
NEUTRAL ★ 2/10
$86.24 $83.00▼ −3.76%▼ −4.96%$85.99 (−0.29%)
May 11, 2026
24d ago
8-K
NEUTRAL ★ 2/10
$84.88 $88.10▲ +3.79%▲ +3.72%$85.99 (+1.31%)
Apr 22, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$83.87 $78.11▼ −6.87%▼ −8.35%$85.99 (+2.53%)
Apr 17, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$79.54 $76.75▼ −3.51%▼ −4.42%$85.99 (+8.11%)
Apr 7, 2026
8w ago
Press Release
BULLISH ★ 6/10
$86.71 $81.54▼ −5.96%▼ −9.48%$85.99 (−0.83%)
Apr 1, 2026
9w ago
Press Release
BULLISH ★ 7/10
$87.18 $86.98▼ −0.23%▼ −3.85%$85.99 (−1.36%)
Mar 16, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$88.46 $78.01▼ −11.81%▼ −9.77%$85.99 (−2.79%)
Mar 16, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$88.46 $78.01▼ −11.81%▼ −9.77%$85.99 (−2.79%)
Mar 16, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$88.46 $78.01▼ −11.81%▼ −9.77%$85.99 (−2.79%)
Showing 10 of 11

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