-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：Waste Connections Inc. (WCN) 2026年開局強勁，第一季業績超出預期，營收成長至24億美元（年成長6.4%），主要得益於固體廢棄物核心業務定價6%的提振；調整後EBITDA利潤率提升50個基點至32.5%，達到7.698%）。儘管由於公司剝離低利潤率客戶導致銷售下降1.5%，但我們認為利潤率的持續成長反映了WCN的市場定價能力和穩健的成本控制。管理層強調，大宗商品價格上漲、增值併購交易以及人工智慧投資的增加將帶來長期營運效益，從而推動公司業績成長。受特殊廢棄物處理業務成長的推動，油氣勘探開發廢棄物處理業務實現了24.3%的強勁成長；固體廢棄物收集業務成長5.4%至17億美元，價格表現強勁；但由於大宗商品價格上漲，回收業務收入下降了12.9%。我們認為第一季業績與我們的「買入」評級相符，WCN目前處於有利的價格趨勢和不斷增長的油氣勘探開發廢物處理服務需求的良好發展地位。
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