Advanced Disposal reports increased revenues in Q3

Third quarter revenue grows at a company best 8.9 percent year-over-year.

Advanced Disposal Services Inc., Ponte Vedra, Florida, has announced revenue for the three months ended Sept.30, 2017 of $392.7 million versus $360.6 million in the same period of the prior year.


Net income during third quarter 2017 was $3.5 million, or $0.04 per diluted share, versus net income of $3.8 million, or $0.06 per diluted share, in third quarter 2016. Excluding certain gains and expenses, adjusted net income in third quarter 2017 was $13.9 million, an increase of $3.2 million year-over-year, and adjusted diluted earnings per share was $0.16.

"Advanced Disposal has achieved significant year-over-year improvements in cash from operations and adjusted free cash flow as we execute on our strategy," says Richard Burke, CEO. "We also are seeing strong top-line growth through a combination of organic volume gains, disciplined pricing over the long-term, and accretive acquisitions."

Third quarter financial highlights include:

revenue of $392.7 million was up 8.9 percent over the prior year;
achieved combined organic price and volume growth of 3.6 percent led by strong disposal volume;
year-over-year growth from acquisitions was 4.8 percent due to the first quarter purchase of CGS Services, Inc. and twelve tuck-in acquisitions completed during the first nine months of 2017;
net income was $3.5 million or $0.04 per diluted share;
adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) of $112.3 million up $3.2 million year-over-year despite impact from storm, start-up, and other unforeseen costs of $3.7 million;
adjusted net income was $13.9 million and adjusted diluted earnings per share was $0.16;
year-to-date cash provided by operating activities was $247.4 million, an increase of 29 percent; and
year-to-date adjusted free cash flow increased 23 percent to $111.6 million.

The company says it expects to continue to achieve strong revenue for the remainder of the year but will also be negatively impacted by a significant decrease in commodity prices and storm-related costs that carryover into the fourth quarter. Based on these factors, Advanced Disposal is making the following updates to its guidance:

raising its full year 2017 revenue guidance to between $1,490 million to $1,505 million from its previous guidance of between $1,475 million to $1,490 million;
narrowing its adjusted free cash flow guidance to $121 million to $131 million; and
revising downward full year adjusted EBITDA guidance to between $416 million and $419 million compared to the previous guidance of $423 million to $433 million.

This guidance is based on current economic conditions and does not assume any significant changes in the overall economy. The full earnings report is available here.

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