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 (14 buy, 4 hold, 1 sell out of 19) with an average price target of $51.58.
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…
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| Fund | Stake |
|---|---|
| BC Partners PE LP | 8.29% |
| FMR Inc | 7.06% |
| Ontario Teachers Pension Plan Board | 6.22% |
| Capital Research Global Investors | 6.07% |
| Massachusetts Financial Services Company | 3.03% |
| Nordea Investment Mgmt Bank Demark A/s | 2.90% |
| Royal Bank of Canada | 2.32% |
| CIBC Global Asset Management Inc | 2.08% |
| Action | Detail | Date |
|---|---|---|
| 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.
Google PlayApp StoreData updated 2026-09-18.