Analysts expect Waste Management to report Q1 2026 revenue of $6.29 billion and earnings per share of $1.76, representing steady year-over-year growth as the stock trades near $229.53 against a $256.37 average price target.
Investors are primarily focused on the Operating EBITDA Margin to determine if the company can sustain its recent structural cost reset and keep operating expenses below the 60% threshold. Recent performance has been driven by fleet automation and the integration of the Stericycle acquisition, with analysts looking for Healthcare Solutions SG&A to continue its sequential decline toward long-term targets. Continued momentum in renewable natural gas projects is also a high-priority story, with these sustainability investments expected to contribute significantly to margin expansion through 2027.