STOCK TITAN

Waste Connection 8-K Filings

WCN NYSE

Every 8-K that Waste Connection (WCN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow WCN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WCN filings page.

Rhea-AI Summary

Waste Connections, Inc. obtained Toronto Stock Exchange approval to renew its normal course issuer bid for potential share repurchases. The renewed program would allow the company to buy back up to 12,578,462 common shares, representing 5% of its 251,569,244 issued and outstanding shares as of July 31, 2026.

Waste Connections may repurchase shares on the TSX, New York Stock Exchange, NYSE Texas and alternative Canadian trading systems between August 12, 2026 and August 11, 2027, or earlier if the bid is completed or terminated. Daily repurchases on the TSX are limited to 95,113 shares, equal to 25% of the TSX average daily trading volume of 380,453 shares for the specified six-month period.

All repurchased shares will be cancelled. Management states that decisions to buy shares will depend on market conditions, share price and other factors, alongside potential acquisition opportunities, and views the program as consistent with its objective of returning capital to shareholders over time. Under the prior NCIB, the company was authorized to repurchase up to 12,855,691 shares and had bought 6,103,527 shares as of August 6, 2026.

Rhea-AI Summary

Waste Connections, Inc. completed an underwritten offering of C$300,000,000 4.200% Senior Notes due 2033 and C$400,000,000 4.550% Senior Notes due 2036, issued under its existing Indenture and registered under a Form S-3 shelf in the United States, with a concurrent Canadian private placement.

The Notes are senior unsecured obligations of the company and are not guaranteed by subsidiaries. Interest is payable on March 4 and September 4 each year starting March 4, 2027, with long first coupons of C$2.45671233 per C$100 for the 2033 Notes and C$2.661438356 per C$100 for the 2036 Notes. The 2033 Notes mature on September 4, 2033 and the 2036 Notes on September 4, 2036, and both series are redeemable at make-whole premiums before defined par call dates and at par thereafter, include tax gross-up and tax redemption features, and give holders a 101% change-of-control put plus accrued interest.

Rhea-AI Summary

Waste Connections, Inc. plans an underwritten debt offering of C$300 million of 4.200% Senior Notes due 2033 and C$400 million of 4.550% Senior Notes due 2036, issued as senior unsecured obligations. The notes are being offered in the U.S. under an effective Form S-3ASR shelf registration and on a private placement basis in each Canadian province under a Canadian offering memorandum.

The company has priced the offering at 99.838% of face value for the 2033 notes and 99.611% for the 2036 notes and expects net proceeds of about C$691.9 million, subject to customary closing conditions, with closing anticipated on August 4, 2026. Waste Connections expects to use the net proceeds, together with cash on hand, to repay a portion of its Canadian dollar-denominated borrowings outstanding under its revolving credit facility. CIBC World Markets, Scotia Capital and TD Securities are acting as joint book-running managers, and certain underwriters or their affiliates also participate in the company’s revolving credit facility.

Rhea-AI Summary

Waste Connections, Inc. reported second quarter 2026 results and raised its full‑year 2026 outlook. Q2 revenue was $2.562 billion, up from $2.407 billion a year earlier. Net income was $296.4 million, or $1.17 per diluted share, versus $290.3 million, or $1.12, in 2025.

Adjusted net income rose to $381.7 million, or $1.50 per diluted share, from $333.1 million, or $1.29, and adjusted EBITDA increased to $840.1 million with a 32.8% margin. First‑half 2026 revenue reached $4.932 billion, with adjusted EBITDA of $1.610 billion and adjusted free cash flow of 703,366 (in thousands of U.S. dollars). Results included significant non‑cash charges related to landfill closure and post‑closure cost adjustments.

For 2026, Waste Connections now forecasts revenue of $10.02 billion to $10.05 billion, adjusted EBITDA of $3.33 billion to $3.34 billion, and adjusted free cash flow of 1,400,000 to 1,450,000 (in thousands of U.S. dollars). Management highlighted a record level of share repurchases, over $100 million in acquired annualized revenue, and debt to book capitalization of 54%.

Rhea-AI Summary

Waste Connections, Inc. held its 2026 annual shareholders meeting on May 15, 2026, where investors elected all eight director nominees to serve until the next annual meeting or earlier resignation. Support was strong, with most directors receiving more than 90% of votes cast, although one nominee, Susan “Sue” Lee, received a lower but still majority level of support.

Shareholders also approved, on a non-binding advisory basis, the Company’s executive compensation (“Say-on-Pay”), and ratified Grant Thornton LLP as independent registered public accounting firm for 2026, authorizing the board to set its fees. These results largely maintain the Company’s existing governance, leadership and compensation structures.

Rhea-AI Summary

Waste Connections, Inc. reported first quarter 2026 revenue of $2.371 billion, up from $2.228 billion a year earlier, driven by solid waste organic growth and acquisitions. Adjusted EBITDA rose to $769.5 million, with margin improving to 32.5%.

GAAP net income declined to $219.3 million, or $0.86 per diluted share, from $241.5 million, or $0.93, primarily due to $80.4 million in impairments related to landfill closure and post-closure cost adjustments. Adjusted net income increased to $314.9 million, or $1.23 per diluted share, from $293.1 million, or $1.13.

The company generated adjusted free cash flow of $245.9 million, down from $332.1 million, as higher capital expenditures more than offset stable operating cash flow. Management highlighted record safety performance, lower voluntary turnover, expanding use of A.I., a robust acquisition pipeline, and year-to-date share repurchases of over $360 million, or about 1% of shares outstanding.

Rhea-AI Summary

Waste Connections, Inc. has expanded its Board of Directors from eight to nine members and appointed Daniel L. Florness as a director, effective April 1, 2026. He will also join the Board’s Audit Committee on that date as an independent director.

Florness, age 62, is currently Chief Executive Officer and a director of Fastenal Company, with prior experience as its President, CFO and as a senior manager at KPMG LLP. He will receive standard non-employee director compensation, pro-rated for his partial term, and will enter into the company’s standard indemnification agreement.

Rhea-AI Summary

Waste Connections, Inc. completed an underwritten public offering of $600,000,000 aggregate principal amount of 4.800% Senior Notes due 2036. The notes mature on July 15, 2036, with interest paid semiannually on January 15 and July 15, beginning July 15, 2026.

The notes are senior unsecured obligations, ranking equally with other unsubordinated debt and ahead of any future subordinated debt, and are not guaranteed by subsidiaries. The company may redeem the notes before an April 15, 2036 par call date at a make-whole premium, and at par plus accrued interest on or after that date.

Holders have the right to require Waste Connections to repurchase the notes at 101% of principal plus accrued interest if certain changes of control occur. The indenture includes customary covenants limiting liens, sale-leaseback transactions, and major asset sales, and specifies standard events of default that can trigger acceleration of all amounts due.

Rhea-AI Summary

Waste Connections, Inc. announced an underwritten public offering of $600 million aggregate principal amount of 4.800% Senior Notes due 2036, issued as senior unsecured debt. The notes were priced at 99.732% of face value, with expected net proceeds of about $593 million.

The company plans to use these proceeds, together with cash on hand, to repay a portion of the borrowings outstanding under its revolving credit facility. The offering is being conducted under an effective shelf registration statement on Form S-3ASR and is expected to close on March 16, 2026, subject to customary conditions.

Rhea-AI Summary

Waste Connections reported higher fourth quarter and full year 2025 results and issued a 2026 outlook. Q4 2025 revenue rose to $2.37 billion from $2.26 billion, with adjusted EBITDA increasing to $795.6 million and margin improving to 33.5%.

For 2025, revenue grew to $9.47 billion and net income rose to $1.08 billion, or $4.17 per diluted share. Adjusted EBITDA reached $3.13 billion with a 33.0% margin, and adjusted free cash flow was $1.26 billion. The company completed about $330 million of acquired annualized revenue and repurchased over $500 million of shares. For 2026, it targets adjusted EBITDA of $3.30–$3.33 billion and adjusted free cash flow of $1.40–$1.45 billion, implying double-digit growth in adjusted free cash flow.

Rhea-AI Summary

Waste Connections (WCN) furnished an 8‑K announcing that it issued a press release with its third quarter 2025 results. The press release is attached as Exhibit 99.1 and incorporated by reference. The disclosure appears under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD) and is designated as furnished, not filed under the Exchange Act.

The filing also includes a forward‑looking statements safe harbor referencing expected 2025 financial results, outlook, assumptions, and potential acquisition activity, noting risks described in the company’s SEC and Canadian regulatory filings.