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Stay Ahead of the Game With Clean Harbors (CLH) Q4 Earnings: Wall Street's Insights on Key Metrics
ZACKS· 2026-02-13 15:16
Wall Street analysts forecast that Clean Harbors (CLH) will report quarterly earnings of $1.61 per share in its upcoming release, pointing to a year-over-year increase of 3.9%. It is anticipated that revenues will amount to $1.46 billion, exhibiting an increase of 1.7% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Pri ...
Waste Connections Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-13 11:12
For 2025, Mittelstaedt said solid waste core pricing of 6.5% exceeded the company’s expectations, helping expand an “outsized price-cost spread” and contributing to 100 basis points of underlying margin expansion in solid waste. He acknowledged that reported results faced headwinds from a second straight year of declines in recycled commodity values and renewable energy credits tied to landfill gas sales, as well as “continued sluggishness” in underlying solid waste volumes.Management tied these improvement ...
Platinum Equity to sell waste management firm Urbaser to Blackstone, EQT for $6.6 billion
Reuters· 2026-02-12 07:30
Platinum Equity to sell waste management firm Urbaser to Blackstone, EQT for $6.6 billion | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A logo of Blackstone is pictured in Manhattan, New York City, U.S. July 29, 2025. REUTERS/Mike Segar/File Photo [Purchase Licensing Rights, opens new tab]Feb 12 (Reuters) - Private equity firm Platinum has agreed to sell Spanish waste management company Urbaser to Blackstone [(BX.N), opens new ta ...
GFL Environmental Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-12 01:39
Adjusted EBITDA margins continued to expand, with Q4 margin reaching 30.2%, the highest fourth-quarter margin in company history. Pelosi noted commodities were a drag on margins as market pricing decelerated further from Q3, and said Q4 commodity prices were down 33% year over year. Excluding commodities and other non-recurring factors such as prior-year hurricane volumes, he said underlying consolidated margins were up more than 150 basis points from the prior year.On volumes, Pelosi said Q4 volumes were 7 ...
Waste Connections (WCN) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2026-02-12 00:00
For the quarter ended December 2025, Waste Connections (WCN) reported revenue of $2.37 billion, up 5% over the same period last year. EPS came in at $1.29, compared to $1.16 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.37 billion, representing a surprise of +0.01%. The company delivered an EPS surprise of +0.85%, with the consensus EPS estimate being $1.28.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ho ...
Ecolomondo Secures $2.7 million in Additional Financing
Thenewswire· 2026-02-11 23:10
Montréal, Québec, February 11, 2026 - TheNewswire — Ecolomondo Corporation (TSXV: ECM) (OTCQB: ECLMF) (the “Company” or “Ecolomondo”) announces that it has completed final documentation with Export Development Canada (“EDC”) for a $2.7 million in additional financing to support the final stage of the ramp-up of operations at the Company’s Hawkesbury tire-derived products (“TDP”) facility. The Company previously announced on January 12, 2026, that it had reached an agreement in principle with EDC for the fi ...
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]
GFL(GFL) - 2025 Q4 - Earnings Call Transcript
2026-02-11 23:00
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 [12] - Adjusted EBITDA for the full year reached $1.985 billion, with Q4 margins at 30.2%, marking the highest Q4 margin in the company's history [13][14] - Adjusted Free Cash Flow for Q4 was $425 million, totaling $756 million for 2025, ahead of plan due to EBITDA outperformance [14] Business Line Data and Key Metrics Changes - Pricing increased by 6.4% for Q4 and 6.1% for the year, exceeding original expectations [12] - Adjusted EBITDA margins expanded by 175 basis points in the Canadian segment and increased in the U.S. segment, excluding the impact of prior year hurricane volumes [13] - C&D-related volume remained soft, but the company is positioned for recovery when the broader economy improves [12] Market Data and Key Metrics Changes - Q4 volumes were 70 basis points ahead of plan, attributed to unanticipated special waste activity [12] - The pricing environment remains constructive, with expectations for continued pricing above internal cost of inflation [6] - Commodity prices decreased by 33% year-over-year, impacting margins, but underlying consolidated margins improved by over 150 basis points from the prior year [13][17] Company Strategy and Development Direction - The company aims to achieve low- to mid-30s margins by 2028, with a focus on operational efficiency and capital allocation strategy [7][10] - The sale of the ES segment has simplified the business into a pure-play solid waste leader, enhancing equity value [8] - The relocation of the executive headquarters to the U.S. is expected to increase visibility with investors and broaden the shareholder base [11] 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 [10][11] - The macro environment remains challenging, but there are signs of recovery in capital spending from large customers, which could lead to increased volume [92] - The company is committed to maintaining leverage in the low to mid-3s range while pursuing M&A opportunities [22] Other Important Information - The company completed $3 billion in share repurchases in 2025, with an additional $750 million deployed in the second half of the year due to favorable stock pricing [9] - Adjusted Free Cash Flow conversion improved to 38%, with expectations for further growth in 2026 [19] - The company plans to provide more detailed disclosures regarding the performance of GIP and ES in future quarterly releases [77] Q&A Session Summary Question: Does the leverage guidance assume no incremental M&A and buyback? - Management confirmed that the leverage guidance is based on exiting 2026 in the low to mid threes, with potential increases if M&A and buybacks occur [22] Question: Can you break down the EBITDA bridge for 2026? - Management acknowledged the components affecting EBITDA, including M&A rollover benefits and FX impacts, indicating organic EBITDA growth in the mid- to high single digits is achievable [24][25] Question: What is the outlook for incremental growth CapEx investments? - Management indicated that growth CapEx is front-end loaded, with expectations for significant contributions from EPR in Q1, tapering off through the year [30][32] Question: How are volumes expected to perform in 2026? - Management anticipates modestly positive volumes, with potential upside from EPR and market conditions improving [33][35] Question: How does the company 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 [37][38] Question: What is the expected cadence of pricing in 2026? - Management expects a strong start in Q1 with pricing tapering down throughout the year, indicating high visibility into pricing for 2026 [41][42] 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 [45] Question: Is there a plan for more disclosure on GIP and ES? - Management confirmed plans to provide more detailed disclosures on these businesses in future reports [77]
Waste Management, Inc. (NYSE: WM) Stock Update
Financial Modeling Prep· 2026-02-11 00:06
Company Overview - Waste Management, Inc. (NYSE: WM) is a leading provider of comprehensive waste management services in North America, offering collection, transfer, recycling, and disposal services [1] - The company competes with other waste management firms such as Republic Services and Waste Connections [1] Recent Executive Activity - WM's CEO, James C. Fish Jr., sold 5,706 shares at $230.87 each, while retaining 220,087 shares [1][5] Institutional Investment - Envestnet Asset Management Inc. increased its stake in WM by 16.9% in the third quarter, acquiring an additional 144,860 shares, bringing its total to 1,001,706 shares, valued at $221.2 million [2] - Peregrine Asset Advisers Inc. boosted its holdings by 372.5% to 5,046 shares, valued at $1.1 million [3] - Telos Capital Management Inc. also increased its position in WM by 10.1% [3] Stock Performance - WM's stock is currently priced at $232.03, reflecting a $1.53 increase or 0.66% rise [4] - The stock has fluctuated between $229 and $233.50 today, with a year-high of $242.58 and a low of $194.11 [4][5] - WM's market capitalization is approximately $93.48 billion, with a trading volume of 1,040,699 shares [4]
Lassila & Tikanoja Plc will publish Financial Statements release for 2025 on 27 February 2026
Globenewswire· 2026-02-10 16:50
Lassila & Tikanoja PlcInvestor News10 February 2026 at 6:50 PM EET Lassila & Tikanoja Plc will publish Financial Statements release for 2025 on 27 February 2026 Lassila & Tikanoja Plc will publish Financial Statements release for 2025 on Friday 27 February 2026 at 8.00 am.After publication, the release will be available on the company's website at www.lt.fi/en. Lassila & Tikanoja will host a webcast for analysts, investors and media on 27 February 2026 at 10.00 am EET. The presentation material will be publ ...