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GFL Environmental Inc. Sets Date for Q1 2026 Earnings Release
Prnewswire· 2026-03-27 10:30
<!doctype html> <!-- For structured data --> <!-- For language declaration --> GFL Environmental Inc. Sets Date for Q1 2026 Earnings Release <!-- Additional Authorable Meta tags --> Accessibility StatementSkip NavigationMIAMI BEACH, FL, March 27, 2026 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") today announced that it will release its 2026 first quarter financial results after the market closes on Wednesday April 29, 2026 and will host an investor conference call re ...
Top 3 Industrials Stocks Which Could Rescue Your Portfolio In Q1
Benzinga· 2026-03-24 10:32
The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.Here's the latest list of major oversold players in this sector, having an RSI near or below 30.Hurco Companies Inc (NASDAQ:HURC)FreightCar America Inc (NASDAQ:RAIL) GFL Environmental Inc (NYSE:GFL)Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and see how they compare.Photo via Shutterstock ...
GFL Environmental Inc. Announces Renewal of Share Repurchase Programs
Prnewswire· 2026-02-27 11:45
Core Viewpoint - GFL Environmental Inc. has announced the renewal of its normal course issuer bid (NCIB) for a 12-month period, allowing the repurchase of up to 27,396,513 subordinate voting shares, representing 10% of the public float as of February 18, 2026 [1] Summary by Relevant Sections Share Repurchase Program - The NCIB will commence on March 3, 2026, and end no later than March 2, 2027, and will be conducted through the TSX and NYSE [1] - GFL had 346,575,862 subordinate voting shares outstanding as of February 18, 2026 [1] - A maximum of 27,396,513 shares may be repurchased under the NCIB, which will be cancelled upon repurchase [1] Exemptive Relief from Ontario Securities Commission - GFL has received an order from the Ontario Securities Commission allowing it to repurchase shares from underwriters in Ontario, permitting purchases of up to 50% of shares offered for resale in any secondary offering [1] - The maximum number of shares that can be repurchased under this order is 34,657,586, representing 10% of the current issued and outstanding shares [1] - The order will expire 12 months from the date of the announcement, and purchases will be overseen by a special committee of independent directors [1] Previous NCIB Performance - Under the previous NCIB that began on March 3, 2025, GFL was authorized to repurchase up to 28,046,256 subordinate voting shares, of which 18,360,127 shares were repurchased [1] Company Overview - GFL is the fourth largest diversified environmental services company in North America, providing solid waste management services across Canada and 18 U.S. states [1] - The company employs over 15,000 individuals [1]
Strategic Pivot Opens Opportunity For Investors In GFL Environmental (NYSE:GFL)
Seeking Alpha· 2026-02-14 10:26
Core Viewpoint - GFL Environmental has transitioned from a high-growth startup in the municipal solid waste sector to a more established player, indicating a shift in its business model and growth strategy [1]. Group 1 - The company embodies the idea that what may be considered waste by one can be valuable to another, highlighting its focus on sustainability and resource recovery [1]. - The investment philosophy emphasizes optimism and adaptability in the face of market volatility, suggesting that the company is prepared for fluctuations while pursuing growth opportunities [1]. Group 2 - The article reflects a personal investment in GFL, indicating confidence in the company's future performance and potential for growth [2]. - There is a clear distinction made between personal opinions and professional advice, reinforcing the independent analysis of GFL's market position [2].
Strategic Pivot Opens Opportunity For Investors In GFL Environmental
Seeking Alpha· 2026-02-14 10:26
Core Insights - GFL Environmental has transitioned from a high-growth startup in the municipal solid waste sector to a more established player in the industry, indicating a shift in its business model and growth strategy [1]. Group 1 - The company embodies the idea that what may be considered waste by one can be valuable to another, highlighting its focus on sustainability and resource recovery [1]. - The investment philosophy emphasizes optimism and adaptability in the face of market volatility, suggesting that the company is prepared for fluctuations while pursuing growth opportunities [1]. Group 2 - The company maintains a long position in its shares, reflecting confidence in its future performance and potential for growth [2]. - There is no indication of any business relationships that could influence the analysis, ensuring an unbiased perspective on the company's performance [2].
Maverick Capital Ltd.四季度建仓做多谷歌C、应用材料
Ge Long Hui A P P· 2026-02-13 22:56
Core Insights - Maverick Capital Ltd. established long positions in Google C, Applied Materials, Boston Scientific, Visa, and Camden Property during the fourth quarter [1] - The firm increased its holdings in TSMC, NVIDIA, GFL Environment, and Carvana [1] - Maverick Capital completely exited positions in Kenvue, US Bancorp, AMD, Danaher, and Insmed [1] - The company reduced its stakes in Nubank, Disney, Merit Medical, Acadia Health, and Sherwin-Williams [1] - The firm maintains significant positions in NVIDIA, Microsoft, Amazon, TSMC, and Google C [1]
These Analysts Revise Their Forecasts On GFL Environmental Following Q4 Results
Benzinga· 2026-02-12 17:32
Core Viewpoint - GFL Environmental Inc reported strong fourth-quarter earnings, exceeding analyst expectations in both earnings per share and sales figures [1][2]. Financial Performance - The company posted quarterly earnings of 26 cents per share, surpassing the analyst consensus estimate of 14 cents per share [1]. - Quarterly sales reached $1.209 billion, exceeding the analyst consensus estimate of $1.190 billion [1]. Future Outlook - GFL Environmental projects FY2026 sales to be between $7.000 billion and $7.140 billion, compared to estimates of $7.070 billion [1]. Management Commentary - CEO Patrick Dovigi highlighted that the company's workforce of over 15,000 employees delivered results that exceeded expectations [2]. Stock Performance - Following the earnings announcement, GFL Environmental shares fell by 5.7%, trading at $41.51 [2]. Analyst Ratings and Price Targets - Barclays analyst William Grippin maintained an Overweight rating and raised the price target from $62 to $63 [3]. - Scotiabank analyst Konark Gupta maintained a Sector Outperform rating but lowered the price target from $57 to $56 [3]. - RBC Capital analyst Sabahat Khan maintained an Outperform rating and raised the price target from $59 to $60 [3].
GFL Environmental Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-12 01:39
Core Insights - GFL Environmental achieved a record adjusted EBITDA margin of 30.2% in Q4 2025, the highest in the company's history, despite commodity price declines impacting margins [1][4][8] - The company reported a 7.3% increase in revenue for Q4, driven by better-than-expected pricing, volume, and M&A contributions, partially offset by foreign exchange headwinds [3][5] - GFL's 2026 guidance targets approximately $7.0 billion in revenue, $2.14 billion in adjusted EBITDA, and $835 million in adjusted free cash flow, reflecting an 8% revenue growth and a 10% EBITDA growth [6][14][15] Financial Performance - Adjusted EBITDA for the full year 2025 was reported at $1.985 billion, with adjusted free cash flow of $756 million [9][8] - The company experienced a 6.4% pricing increase in Q4 and a 6.1% increase for the full year, exceeding original plans by 70 basis points [3][5] - GFL's net leverage at the end of 2025 was 3.4x, the lowest year-end net leverage in its history, with a potential to spend $1.5 to $2.0 billion on acquisitions in 2026 [7][13][19] Capital Allocation and M&A - GFL completed over $3.0 billion in share buybacks, including a $2.25 billion buyback plan and an additional $750 million in the second half of 2025 [11][10] - The company deployed close to $1 billion in M&A during 2025, with expectations for significant benefits rolling into 2026 [12][10] - Management emphasized a commitment to maintaining leverage in the low-to-mid 3x range while pursuing further M&A opportunities [19] Operational Efficiency - The company noted a continued trend of lower cost intensity in 2025, driven by improvements in labor turnover, fleet optimization, and procurement benefits [17] - GFL's operational initiatives are expected to contribute to further improvements in labor turnover in 2026 and 2027 [17] Strategic Initiatives - GFL relocated its executive headquarters to the U.S. to broaden eligibility for U.S. equity indices while maintaining Canadian index eligibility, with potential inclusion in Russell indices expected in mid-2026 [18] - The company is transitioning to U.S. GAAP reporting and domestic filings, which could support eligibility for additional indices in the future [18]
GFL Environmental Inc. (GFL) Q4 Earnings and Revenues Top Estimates
ZACKS· 2026-02-11 23:41
分组1 - GFL Environmental Inc. reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.14 per share, and showing an increase from $0.16 per share a year ago, resulting in an earnings surprise of +90.20% [1] - The company posted revenues of $1.21 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.66%, although this represents a decline from year-ago revenues of $1.42 billion [2] - GFL Environmental has surpassed consensus revenue estimates three times over the last four quarters, indicating a mixed performance in earnings estimate revisions leading to a Zacks Rank 3 (Hold) for the stock [6] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.06 on revenues of $1.18 billion, and for the current fiscal year, it is $0.76 on revenues of $5.04 billion [7] - The Waste Removal Services industry, to which GFL Environmental belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]
GFL(GFL) - 2025 Q4 - Earnings Call Transcript
2026-02-11 23:02
Financial Data and Key Metrics Changes - In Q4 2025, revenues grew by 7.3% driven by better-than-expected contributions from pricing, volume, and M&A despite headwinds from foreign exchange [13] - Adjusted EBITDA for the full year reached $1.985 billion, with a margin of 30% for the first time in company history, reflecting a 130 basis point increase over 2024 [7][9] - Adjusted Free Cash Flow for Q4 was $425 million, totaling $756 million for 2025, ahead of plan due to EBITDA outperformance [16] Business Line Data and Key Metrics Changes - Q4 pricing increased by 6.4% for the quarter and 6.1% for the year, exceeding original plans [13] - Adjusted EBITDA margins in the Canadian segment increased by 175 basis points, while U.S. margins were up materially when excluding prior year hurricane volumes [15] - C&D-related volume remained soft, but the company is positioned for recovery when the economy improves [14] Market Data and Key Metrics Changes - Q4 volumes were 70 basis points ahead of plan, attributed to unanticipated special waste activity [14] - The pricing environment remains constructive, with expectations for continued pricing above internal cost of inflation [8] - Commodity prices decreased by 33% year-over-year, impacting margins, but underlying consolidated margins improved by over 150 basis points from the prior year [15][18] Company Strategy and Development Direction - The company aims to achieve low- to mid-30s margins by 2028, supported by operational efficiencies and capital allocation strategies [9][11] - The relocation of the executive headquarters to the U.S. is expected to enhance visibility with investors and broaden eligibility for U.S. equity indices [12] - The company plans to continue focusing on M&A opportunities within existing markets to leverage infrastructure and achieve higher returns [65] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to meet and potentially exceed 2026 guidance, citing multiple avenues for upside [12] - The macro environment remains challenging, but there are signs of improvement in customer sentiment and capital plans for 2026 [98] - The company is committed to maintaining leverage in the low to mid-3s range while pursuing growth opportunities [24] Other Important Information - The company completed $1 billion in M&A and repurchased over $3 billion of its own shares in 2025 [10][16] - The adjusted Free Cash Flow conversion improved to 38%, despite headwinds from M&A and FX [16] - The company expects 2026 revenue to be approximately $7 billion, an 8% increase over 2025 [18] Q&A Session Summary Question: Does the leverage guidance assume no incremental M&A and buyback? - Management confirmed that the leverage guidance is committed to low to mid threes, and any M&A or buybacks would increase that number [24] Question: Can you break down the EBITDA bridge for 2026? - Management acknowledged the complexity of the EBITDA bridge, noting that organic EBITDA growth is expected to be in the mid- to high single digits [25][27] Question: What is the expected ramp for EPR and R&G investments? - Management indicated that EPR contributions will be front-end loaded, with expectations for a significant portion in Q1 [33] Question: How do you balance M&A and share buybacks? - Management stated that while the stock is undervalued, they will continue to evaluate both M&A opportunities and share buybacks based on market conditions [40][41] Question: How did GIP and ES perform in 2025? - Management reported that both businesses performed in line with expectations, with GIP primarily driven by government contracts [48] Question: Is there any guidance for Q1? - Management provided Q1 revenue guidance of CAD 1.6 billion to CAD 1.625 billion, with a margin of approximately 28.8% [55]