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.

Seeking Alpha • Feb 14, 2026

These Analysts Revise Their Forecasts On GFL Environmental Following Q4 Results

GFL Environmental Inc (NYSE: GFL) reported upbeat earnings for the fourth quarter on Wednesday.

Benzinga • Feb 12, 2026

GFL Environmental Inc. (GFL:CA) Q4 2025 Earnings Call Transcript

GFL Environmental Inc. (GFL:CA) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 12, 2026

GFL Environmental Reports Fourth Quarter and Full Year 2025 Results; Provides Full Year 2026 Guidance

Fourth Quarter 2025 Results and Full Year 2025 Highlights Fourth quarter revenue, Adjusted EBITDA1 and Adjusted Free Cash Flow1 all ahead of expectations Fourth quarter Adjusted EBITDA margin1 of 30.2%, highest Q4 margin in Company's history, 110 basis points increase over the prior year period2 Full year revenue of $6,615.9 million , increase of 9.5% excluding the impact of divestitures3 (7.8% including the impact of divestitures) Full year Adjusted EBITDA1 of $1,985.0 million, increase of 12.8% 2 ; Adjusted Net Income from continuing operations1 of $283.9 million; Net income from continuing operations of $241.1 million Full year Adjusted EBITDA margin1 of 30.0%, first time in Company's history, 130 basis points increase over the prior year period2 Full year Adjusted Free Cash Flow1 of $755.9 million, increase of 23.6%; cash flow from operating activities of $1,316.0 million Completed acquisitions generating approximately $290 million in annualized revenue Completed $3.0 billion of share repurchases, representing over 10% of issued and outstanding subordinate voting shares Net Leverage1 of 3.4x, lowest year-end Net Leverage1 in Company's history Guidance for 20264 Revenue is estimated to be approximately $7,000 million, or $7,140 million on a constant currency basis, representing an increase of 8% Adjusted EBITDA4 is estimated to be approximately $2,140 million, or $2,185 million on a constant currency basis, representing an increase of 10% Adjusted Free Cash Flow4 is estimated to be approximately $835 million, or $860 million on a constant currency basis, representing an increase of 14% Guidance does not include contribution from any incremental M&A MIAMI BEACH, FL, Feb. 11, 2026 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL", "we", or "our", or the "Company") today announced its results for the fourth quarter and full year 2025, as well as guidance for the full year 2026. "Our more than 15,000 employees delivered another year of results that exceeded our expectations," said Patrick Dovigi, Founder and Chief Executive Officer of GFL.

PRNewsWire • Feb 11, 2026

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.

Zacks Investment Research • Feb 11, 2026

GFL Environmental Selects Austin Roofing as Preferred Roofing Contractor for Ontario

TORONTO, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Austin Roofing & Waterproofing Incorporated, Canada's leader in commercial and industrial flat roofing systems, announces its collaborative working relationship with GFL Environmental in support of their commercial and industrial roofing portfolios throughout Ontario. This collaboration reflects a shared commitment to asset protection, long-term performance, and proactive facility management across GFL's extensive property network.

GlobeNewsWire • Feb 10, 2026

NBPE Announces December Monthly NAV Estimate

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GlobeNewsWire • Jan 30, 2026

Top 5 Waste Management & Landfill Stocks: Trash = Cash

Nobody wants a landfill in their backyard, which is exactly why the companies that own them print money.

24/7 Wall Street • Jan 25, 2026

GFL Announces Relocation of Headquarters to U.S. to Support Enhanced Global Shareholder Ownership

The Company will continue to grow its existing Canadian footprint and maintain its Canadian jurisdiction of incorporation and TSX listing The relocation is intended to broaden GFL's shareholder base via eligibility for inclusion in major U.S. equity indices The relocation will not impact GFL's eligibility for inclusion in Canadian indices, including the TSX 60 MIAMI BEACH, FL, Jan. 21, 2026 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") announced today that it has relocated its executive headquarters from Vaughan, Ontario to Miami Beach, Florida. The Company's jurisdiction of incorporation will remain Ontario, Canada.

PRNewsWire • Jan 21, 2026

GFL Environmental Inc. Sets Date for Full Year 2025 Earnings Release and 2026 Guidance

VAUGHAN, ON, Jan. 15, 2026 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") today announced that it will release its fourth quarter and full year 2025 financial results and 2026 guidance after the market closes on Wednesday February 11, 2026 and will host an investor conference call related to this release on Thursday February 12, 2026 at 8:30 am Eastern Time. A live audio webcast of the conference call can be accessed by logging onto the Company's Investors page at investors.gflenv.com or by clicking here or listeners may access the call toll-free by dialing 1-833-950-0062 in Canada or 1-833-470-1428 in the United States (access code: 051473) approximately 15 minutes prior to the scheduled start time.

PRNewsWire • Jan 15, 2026