WM · 10-Q · 2026Q3 · Full report

Customer Dynamics

WASTE MANAGEMENT INC · 2026-10-28 · Importance 25 · Surprise 32

The company intentionally shed lower-margin residential collection business, contributing to lower collection volumes. Healthcare Solutions’ revenues were relatively unchanged in the third quarter and decreased $42 million, or 0.2%, for the first nine months of 2026, as pricing contributions were offset by lower volumes. In the wider waste market, customers increasingly expect more materials to be recovered, and the company is expanding recycling, organics, medical waste, and renewable energy services to address customer needs.