The record starts accreting with the next priced report.
2-quarter memory
Intraday
No intraday reading yet this session.
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
WCN kept 11.57% of Q2 FY2026 revenue as profit. Revenue +8.06% on Q1 FY2026, +6.42% on Q2 FY2025.
Revenue
$2.6B▲ +8.06% q/q
Gross profit
$1.1B▲ +7.22% q/q
42.25% margin
Cost of revenue
$1.5B▲ +8.68% q/q
Operating income
$438M▲ +20.18% q/q
17.08% margin
Operating expenses
$645M▼ −0.10% q/q
Depreciation $278M
SG&A $260M
Other operating $106M
Pre-tax income
$384M▲ +35.33% q/q
Net income
$296M▲ +35.13% q/q
11.57% margin
Tax
$87M▲ +36.00% q/q
Other expense
$54M
Revenue$2.6B
Gross profit$1.1B42.25%
Operating income$438M17.08%
Pre-tax income$384M
Net income$296M11.57%
Cost of revenue
$1.5B · 57.75%
Operating expenses
$645M · 25.17%
Tax
$87M · 3.41%
Other expense leaves
$54M · 2.10%
Standardized lines from WCN’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Positioning
3 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
1,267
▲ 33%
Sep 18
2d
▲ 75%
1,191
27
▲ 17%
Oct 16
30d
▲ 21%
208
95
▲ 3%
Dec 18
93d
▲ 12%
444
putscalls
Event sensitivity
release-day history · not a forecast
PCEpersonal income & outlays1.3×up 8 of 18±1.1% vs ±0.9% · 18
GDPgross domestic product1.3×up 9 of 18±1.1% vs ±0.9% · 18
PPIproducer prices1.2×up 6 of 9±1.1% vs ±0.9% · 9
FOMCrate decision1.2×up 10 of 24±1.0% vs ±0.9% · 24
CPIconsumer prices1.1×up 4 of 9±1.0% vs ±0.9% · 9
NFPjobs report1.1×up 3 of 9±0.9% vs ±0.9% · 9
CPROFcorporate profits0.8×up 7 of 11±0.7% vs ±0.9% · 11
How WCN has moved on past release days against its ordinary ±0.9% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.