US · Industrials · Waste Management
EPS came in at 0.14 against a street estimate of 0.17 — a miss of 17.6%.
Analysts rate Gfl Environmental Holdings Inc a buy (16 buy, 3 hold, 2 sell out of 21) with an average price target of $50.71.
CONFIDENT GFL raised FY26 guidance 2nd time; organic growth 6.4%, pricing 6.1%, margins expand despite fuel headwinds. Board exploring go-private offers at materially higher prices while running business as normal. Q2 2026 Canada achieved highest segment EBITDA margin ever at 34%. U.S. organic growth benefiting from intentional post-M&A shedding of low-return work, allowing underlying volume to normalize. Analysts probed valuation disconnect (margin expansion not reflected in stock), M&A pace amid LBO discussion, and U.S. organic acceleration drivers. Management emphasized business quality, operational leverage realization, and commitment to shareholder value regardless of public/private path. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BC Partners PE LP | 6.86% |
| FMR Inc | 5.19% |
| Ontario Teachers Pension Plan Board | 5.15% |
| Capital Research Global Investors | 5.03% |
| Massachusetts Financial Services Company | 2.49% |
| Nordea Investment Mgmt Bank Demark A/s | 2.40% |
| Maverick Capital Ltd | 2.34% |
| Royal Bank of Canada | 2.09% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 OTHER NOTABLE POINTS • GFL Environmental Inc. filed a Form 6-K with the U.S. Securities and Exchange Commission for the month of October 2026. • The | 2026-10-08 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • The document is a Form 6-K filed by GFL Environmental Inc. for October 2026. • It was filed on October 1, 2026, under Commission | 2026-10-01 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • The document is a Form 6-K filing by GFL Environmental Inc., dated September 29, 2026. • The filing covers the month of September | 2026-09-29 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • The document is a Form 6-K filing by GFL Environmental Inc. for September 2026. • It was filed on September 24, 2026. • The fili | 2026-09-24 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • GFL Environmental completed its acquisition of SECURE Waste Infrastructure Corp. on September 1, 2026. • The transaction was fina | 2026-09-01 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Revenue increased 16.3% year over year to $1,947.8 million in Q2 2026 from $1,675.2 million; six-month revenue rose to $3,591.6 mi | 2026-07-31 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenue was $1,947.8 million, up 16.3% year over year, including 6.1% from core pricing. • Adjusted EBITDA increased 14.8 | 2026-07-29 |
| Annual report FY2025 (40-F) HEADLINE NUMBERS • Revenue increased to $6,615.9 million in 2025 from $6,138.8 million in 2024. • Net income attributable to GFL Environmental Inc. | 2026-02-18 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.02 / share ex-date Oct 14, 2026 · pay Oct 30, 2026 | 2026-10-14 |
| Dividend | $0.02 / share ex-date Jul 13, 2026 · pay Jul 31, 2026 | 2026-07-13 |
| Dividend | $0.02 / share ex-date Apr 13, 2026 · pay Apr 30, 2026 | 2026-04-13 |
| Dividend | $0.02 / share ex-date Jan 31, 2026 | 2026-01-31 |
| Dividend | $0.02 / share ex-date Jan 13, 2026 · pay Jan 30, 2026 | 2026-01-13 |
| Dividend | $0.02 / share ex-date Oct 15, 2025 · pay Oct 31, 2025 | 2025-10-15 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Gfl Environmental Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.