Core Insights - Clean Harbors Inc. is a leading provider of environmental, energy, and industrial services in North America, specializing in hazardous waste management and industrial cleaning, competing with major players like Waste Management and Republic Services [1] Financial Performance - Clean Harbors reported earnings per share of $1.62 for the quarter, exceeding analysts' expectations of $1.61, with a return on equity of 14.61% and a net margin of 6.51% [3][6] - The company's revenue for the quarter was $1.5 billion, surpassing forecasts of $1.46 billion, representing a 4.8% increase from the same quarter last year [3] Stock Performance - The stock recently reached a 52-week high of $284.57, with the last traded price at $281.45, indicating strong investor interest and confidence [2][6] - The trading volume was 62,414 shares, up from a previous close of $269.08, reflecting positive market sentiment [2] Valuation Metrics - Clean Harbors has a price-to-earnings (P/E) ratio of approximately 38.74, indicating that investors are willing to pay a premium for its earnings [4] - The price-to-sales ratio is about 2.53, and the enterprise value to sales ratio is around 2.97, reflecting the company's market value relative to its sales [4] - The enterprise value to operating cash flow ratio is approximately 20.65, showing the company's valuation in relation to its cash flow from operations [4] Financial Health - The company maintains a debt-to-equity ratio of approximately 1.26, indicating a balanced approach to financing its assets [5] - A current ratio of around 2.33 suggests a strong ability to cover short-term liabilities with short-term assets [5]

Core Viewpoint - The London Company Large Cap Strategy's fourth-quarter 2025 investor letter indicates a mixed market environment with US equities showing higher returns, while the portfolio underperformed compared to the Russell 1000 Index due to volatility and concentrated market leadership [1]. Group 1: Market Performance - In Q4 2025, US equities experienced a 2.4% increase in the Russell 3000 Index, marking the third consecutive quarter of higher returns [1]. - The London Company Large Cap portfolio returned 0.4% (0.2% net), underperforming the Russell 1000 Index's 2.4% increase [1]. Group 2: Economic Outlook - The economic and policy backdrop heading into 2026 presents a mix of confidence and doubt, with the portfolio aiming to support long-term wealth creation while managing downside risk [1]. Group 3: Republic Services, Inc. (NYSE:RSG) - Republic Services, Inc. is highlighted as a leading environmental services company with a market capitalization of $67.701 billion [2]. - The stock closed at $216.84 per share on February 18, 2026, with a one-month return of -0.51% and a 12-month increase of 6.07% [2]. - The London Company increased its exposure to Republic Services, citing its defensive and resilient business model despite short-term headwinds in the waste management industry [3]. - Operational strength through pricing power and cost controls has led to stronger margins for Republic Services [3]. - Recent insider buying is viewed as a positive indicator of the company's attractive valuation [3]. Group 4: Hedge Fund Interest - Republic Services is not among the 30 most popular stocks among hedge funds, with 51 hedge fund portfolios holding the stock at the end of Q3 2025, down from 60 in the previous quarter [4]. - While acknowledging Republic Services' potential, the company believes certain AI stocks may offer greater upside potential and less downside risk [4].

Republic Services Inc (NYSE:RSG) reported worse-than-expected fourth-quarter sales results and issued FY26 guidance below estimates on Tuesday.Republic Services reported quarterly earnings of $1.76 per share which beat the analyst consensus estimate of $1.62 per share. The company reported quarterly sales of $4.136 billion which missed the analyst consensus estimate of $4.207 billion.Republic Services said it sees FY2026 adjusted EPS of $7.20-$7.28, versus market estimates of $7.31. The company sees sales o ...

Achieved record annual revenue exceeding $6,000,000,000, driven by 15 consecutive quarters of year-over-year adjusted EBITDA margin growth in Environmental Services. Performance was underpinned by disciplined pricing that outpaced inflation, improved workforce productivity, and enhanced network efficiency across disposal and recycling channels. Environmental Services growth of 6% was fueled by high demand for technical services, project volumes, and a significant increase in landfill volumes, which ro ...

Management also pointed to operational milestones during 2025, including the first-year ramp-up of the new Kimball Incinerator, creation of the Phoenix Hub, handling nearly 22,000 emergency response events, issuing a PFAS incineration study with the EPA, and reducing voluntary turnover by 150 basis points to a five-year low.Financially, Gerstenberg said Clean Harbors posted record levels of revenue, adjusted EBITDA, and adjusted free cash flow in 2025, with adjusted EBITDA margin up 40 basis points year ove ...

For the quarter ended December 2025, Clean Harbors (CLH) reported revenue of $1.5 billion, up 4.8% over the same period last year. EPS came in at $1.62, compared to $1.55 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.48 billion, representing a surprise of +1.38%. The company delivered an EPS surprise of +1.76%, with the consensus EPS estimate being $1.59.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

This story was originally published on Waste Dive. To receive daily news and insights, subscribe to our free daily Waste Dive newsletter. By the numbersQ4 revenue: $1.50B Up 4.8% year over year Full-year 2024 revenue: $6.03B Up 2.4% year over year Q4 net income: $86.6M Up 3.1% year over year Full-year net income: $391M Down 2.8% year over year 2025 recap: Clean Harbors met or outperformed prevously announced financial guidance metrics for 2025, driven in part by higher profitability in both of the company’ ...

Clean Harbors (NYSE:CLH) Q4 2025 Earnings call February 18, 2026 09:00 AM ET Speaker11Greetings, and welcome to the Clean Harbors fourth quarter 2025 financial results conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Michael McDonald, General Counsel for Clean Harbors. Mr. McDonald, you may begin.Speaker8Thank you, ...

Austin, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Smart Waste Management Market Size & Growth Insights: According to the SNS Insider, “The Smart Waste Management Market Size was valued at USD 3.55 billion in 2025 and is expected to reach USD 13.31 billion by 2035 and grow at a CAGR of 14.13% during 2026-2035.” Rising Urbanization and Increasing Population to Boost Market Expansion Globally Effective waste management solutions are required due to the growing trend of trash generation and urban population increase. B ...

For the quarter ended December 2025, Republic Services (RSG) reported revenue of $4.14 billion, up 2.2% over the same period last year. EPS came in at $1.76, compared to $1.58 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $4.21 billion, representing a surprise of -1.76%. The company delivered an EPS surprise of +8.74%, with the consensus EPS estimate being $1.62.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...