earnings
confidence high
sentiment positive
materiality 0.80
Clean Harbors Q1 revenue record $1.46B; raises FY2026 EBITDA and FCF guidance
CLEAN HARBORS INC
2026-Q1 EPS
reported $1.19
vs consensus $1.16
▲ beat
(+2.6%)
- Net income $63.2M ($1.19 diluted EPS) vs $58.7M ($1.09) in Q1 2025; revenue up 2% to $1.46B.
- Adjusted EBITDA rose 6% to $247.9M; margin expanded 60 bps to 17.0%; ES segment margin improved for 16th straight quarter.
- SKSS segment Adjusted EBITDA up 17% YoY; waste oil collected 53M gallons; CFO pricing strategy advanced.
- FY2026 Adjusted EBITDA guidance raised to $1.24-1.30B (midpoint $1.27B); adjusted FCF raised to $490-550M (midpoint $520M).
- Q2 2026 Adjusted EBITDA expected to grow 5-9% YoY; company cites strong demand and PFAS/project services opportunities.
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