Stock Information
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CLHClean Harbors, Inc.

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Company Info

CEO

Alan S. McKim

Location

Massachusetts, USA

Exchange

NYSE

Website

https://cleanharbors.com

Summary

Clean Harbors, Inc.

Company Info

CEO

Alan S. McKim

Location

Massachusetts, USA

Exchange

NYSE

Website

https://cleanharbors.com

Summary

Clean Harbors, Inc.

AI Insights for CLH
2 min read

Quick Summary

Clean Harbors, Inc. is a leading provider of environmental and industrial services in North America, specializing in the management, collection, transportation, treatment, and disposal of hazardous and non-hazardous waste. The company operates through its Environmental Services segment and its Safety-Kleen Sustainability Solutions segment, offering a comprehensive suite of solutions to governmental, commercial, and industrial customers. Clean Harbors is known for its expertise in handling complex waste streams and remediation, servicing industries such as manufacturing, energy, automotive, and healthcare. The company also provides specialty industrial cleaning products, parts washers, and a variety of recycling and sustainability solutions. With a strong footprint across the United States and Canada, Clean Harbors is considered a critical infrastructure provider for compliance-driven environmental management.

The Bull Case

  • Clean Harbors holds a leadership position in the hazardous and environmental waste management sector, supported by a broad geographic presence and a diversified portfolio of services.
  • The business enjoys strong, recurring cash flows from critical regulatory compliance-driven clients.
  • Its integrated operations—from waste collection to final disposal—create efficiencies and high barriers to entry.
  • The company has demonstrated solid growth in specialized areas such as PFAS remediation and continues to invest in capacity expansion and strategic acquisitions.
  • Its brand reputation for expertise in handling complex hazardous materials is recognized across multiple industries.

The Bear Case

  • The company faces ongoing exposure to rising operational costs, such as healthcare and labor, which can pressure margins.
  • Segments tied to industrial activity, like Industrial and Field Services, are vulnerable to macroeconomic slowdowns.
  • Clean Harbors' growth can also be hampered by the cyclical nature of capital spending in industrial sectors.
  • Recent quarters have shown volatility in meeting revenue and earnings expectations, resulting in negative short-term sentiment from analysts.
  • Additionally, competition is strong, with several large, well-capitalized firms operating in the same space.

Key Risks

  • Clean Harbors is exposed to regulatory risk, as changes in environmental laws and compliance requirements could raise costs or restrict operations.
  • Economic downturns can reduce industrial demand for its services, particularly impacting more cyclical business units.
  • The company also faces operational risks from hazardous material handling, including environmental liabilities and the potential for accidents.
  • Competition from other large waste management providers could put pressure on pricing and margins.

What to Watch

UpcomingThe most recent quarter saw Clean Harbors reporting steady revenue growth in core Environmental Services and an upsurge in Technical Services revenue and landfill volumes.
UpcomingHowever, Industrial Services and Field Services segments experienced year-over-year declines, which contributed to a reduction in 2025 EBITDA guidance.
UpcomingThe company saw strong cash flow results and benefited from previous strategic acquisitions like HEPACO.
ExpectedFor the upcoming quarter, revenue is expected to remain stable or grow modestly in recession-resistant segments such as Environmental Services and PFAS remediation.

Price Drivers

  • Clean Harbors' stock price is influenced primarily by its earnings performance, especially revenue and margins in key segments like Environmental Services and Safety-Kleen.
  • Macroeconomic factors, such as industrial activity and regulatory trends surrounding waste and sustainability, also impact performance.
  • News about acquisitions, capacity expansions (such as the launch of new incinerators), and growth in specialized areas like PFAS remediation can drive investor sentiment.
  • Cost pressures, especially from healthcare and wage expenses, can affect profitability and thus share price.

Recent News

  • Recent news highlights Clean Harbors’ mixed financial performance, with steady revenue and cash flow in core segments alongside pressures from weaker Industrial and Field Services.
  • The company reported strong adjusted EBITDA and record safety metrics, but missed some quarterly earnings estimates, resulting in short-term stock declines.
  • Strategic acquisitions, such as HEPACO, have boosted capabilities and field service revenues.
  • PFAS remediation continues to show double-digit growth, and new facility capacity is set to come online soon.

Market Trends

  • The waste management sector is experiencing stable, long-term growth driven by increasing regulatory requirements, greater focus on environmental sustainability, and constant waste generation across economies.
  • Companies in the sector are viewed as recession-resistant, given that environmental services are considered essential.
  • Investments in this sector have slowed somewhat, but demand for hazardous waste management and recycling is climbing globally.
  • Stricter rules on hazardous materials (including PFAS) are pushing industrial clients toward companies like Clean Harbors.

AI-generated summary. Not investment advice. DYOR.

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Topics: Company overview • Products • Competitors • Strengths & Risks

Symbol's posts

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@IsabelLynn 1 week ago

Clean Harbors showing some solid growth

Clean Harbors showing some solid growth

it's great to see Clean Harbors beating estimates and getting that nice 2.7% bump today. do you think can sustain this momentum towards those analyst price targets or is the market already pricing in the growth?

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