Summary
Waste Management, Inc. (WM) filed an 8-K on October 29, 2013, to report its financial results for the third quarter ended September 30, 2013. The filing primarily attaches a press release detailing these results and announces a conference call for further discussion. Investors should note the company's emphasis on non-GAAP financial measures, particularly Adjusted Operating EBITDA, which management uses as a key indicator of operating performance, ability to fund dividends and investments, and debt repayment capacity. The reported financial highlights show an increase in operating revenues and income from operations compared to the prior year's third quarter. While the company is utilizing non-GAAP measures to provide a clearer picture of underlying operational trends by excluding certain items like asset impairments and restructuring charges, it's crucial for investors to review the provided reconciliations to understand the adjustments and compare them against GAAP figures. The discussion around Adjusted Operating EBITDA and Adjusted Operating Expense provides management's view on performance trends.
Key Highlights
- 1Waste Management, Inc. reported its Q3 2013 financial results on October 29, 2013.
- 2The company's Q3 2013 operating revenues increased to $3,621 million from $3,461 million in Q3 2012.
- 3Income from operations for Q3 2013 rose to $577 million from $500 million in Q3 2012.
- 4The report emphasizes the use of non-GAAP financial measures, notably Adjusted Operating EBITDA, which management uses to assess performance.
- 5Adjusted Operating EBITDA for Q3 2013 was $952 million, up from $906 million in Q3 2012, representing 26.3% of revenues.
- 6The company provided reconciliations for non-GAAP measures, including Adjusted Operating EBITDA, Adjusted Operating Expense, and Adjusted SG&A Expense, to their most comparable GAAP measures.
- 7Key adjustments to arrive at Adjusted Operating EBITDA included asset impairments, multiemployer pension plan withdrawals, and restructuring charges.