GFL Environmental Inc. (GFL)
Strategic Pivot Opens Opportunity For Investors In GFL Environmental
GFL Environmental is transitioning from aggressive growth to a high-quality, pure-play solid waste compounder with significant catalysts ahead. GFL's strategic focus includes deleveraging, achieving investment-grade credit, and S&P 500 inclusion, supported by divestitures and a major share buyback. Trading at 13.6x EV/EBITDA, GFL offers a 14% discount to peers and 26% to its historical average, with strong FCF growth and improved leverage.
GFL Environmental Inc. (GFL) Q4 Earnings and Revenues Top Estimates
GFL Environmental Inc. (GFL) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.16 per share a year ago.
GFL Environmental Inc. (GFL) Misses Q3 Earnings Estimates
GFL Environmental Inc. (GFL) came out with quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.24 per share a year ago.
Analysts Estimate GFL Environmental Inc. (GFL) to Report a Decline in Earnings: What to Look Out for
GFL Environmental (GFL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
GFL Environmental: Hard To See Any Upside If Macro Pressure Persists
I maintain my 'Hold' rating on GFL Environmental, as strong execution is offset by persistent macro uncertainty, especially in construction and industrial demand. The company delivered impressive 2Q25 results, with robust revenue growth, margin expansion, and clear benefits from internal efficiency initiatives and strategic pricing actions. The extension of US bonus depreciation provides a meaningful free cash flow tailwind, enhancing GFL's capital allocation flexibility and supporting long-term FCF conversion targets.
GFL Environmental Inc. (GFL) Q2 2025 Earnings Call Transcript
GFL Environmental Inc. (NYSE:GFL ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Luke Pelosi - Executive VP & CFO Patrick Dovigi - Founder, Chairman, President & CEO Conference Call Participants Christopher Allan Murray - ATB Capital Markets Inc., Research Division Henry Stephen Roberts - Truist Securities, Inc., Research Division James Joseph Schumm - TD Cowen, Research Division Jonathan Mark Windham - UBS Investment Bank, Research Division Kevin Chiang - CIBC Capital Markets, Research Division Konark Gupta - Scotiabank Global Banking and Markets, Research Division Michael Doumet - National Bank Financial, Inc., Research Division Patrick Tyler Brown - Raymond James & Associates, Inc., Research Division Sabahat Khan - RBC Capital Markets, Research Division Stephanie Lynn Benjamin Moore - Jefferies LLC, Research Division Tami Zakaria - JPMorgan Chase & Co, Research Division Operator Good morning, everyone. Thank you for attending today's GFL Second Quarter 2025 Earnings Call.
GFL Environmental Inc. (GFL) Matches Q2 Earnings Estimates
GFL Environmental Inc. (GFL) came out with quarterly earnings of $0.19 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.21 per share a year ago.
GFL Environmental Q2 Preview: Divesting Environmental Services A Major Step, Initiate 'Hold'
I view GFL Environmental's Environmental Services divestiture as a positive move, improving capital allocation and enabling focus on core solid waste operations. The company's cost optimization and robust M&A pipeline should drive margin expansion and support growth in the North American waste market. Despite low operating margins and some share dilution risks, GFL's disciplined acquisition strategy and debt reduction enhance its investment case.
GFL Environmental Inc. (GFL) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
GFL Environmental (GFL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
GFL Environmental: Still Undervalued
GFL Environmental has significantly reduced its leverage, improving its financial stability and making it more attractive to investors, with a stock up ~15% YTD. The company's aggressive growth strategy, including frequent acquisitions and organic growth, targets $9.24-9.49B in annual revenue by 2028. Despite lower current margins compared to peers, GFL's strategic investments in renewable natural gas and recycling automation are expected to enhance profitability over the next few years.
GFL Environmental: Valuation Seems Priced In, Hold For Now
I give a hold rating for GFL Environmental Inc. due to its current valuation reflecting strong performance and limited near-term upside in an uncertain macro environment. GFL's 1Q25 results showed strong revenue and profit growth, driven by positive volume growth, pricing power, and strategic contract renewals. Internal efficiencies, such as reduced labor turnover and optimized asset utilization, are boosting margins and operational performance.
GFL Environmental, Inc. (GFL) Q1 2025 Earnings Call Transcript
GFL Environmental, Inc. (NYSE:GFL ) Q1 2025 Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Patrick Dovigi - Founder, Chairman, President & CEO Luke Pelosi - EVP & CFO Conference Call Participants Sabahat Khan - RBC Capital Markets Stephanie Moore - Jefferies Patrick Brown - Raymond James Kevin Chiang - CIBC Adam Bubes - Goldman Sachs Bryan Burgmeier - Citigroup James Schumm - TD Cowen Rupert Merer - National Bank of Canada Chris Murray - ATB Capital Markets Sidney Schultz - Truist Securities Operator Hello, everyone, and thank you for joining the GFL First Quarter 2025 Earnings Call. My name is Marie, and I will be coordinating your call today.
