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CLCLH

Clean Harbors, Inc.

$CLH·$16B·Waste Management·Industrials
$321.98+0.5%1Y+30.3%
Mentions · last 7 days
2026-08-07: 2 posts2026-08-08: 0 posts2026-08-09: 2 posts2026-08-10: 0 posts2026-08-11: 0 posts2026-08-12: 9 posts2026-08-13: 1 posts14+225%
Price updated 17h ago·X counts updated 2d ago
CLCLH
$CLHClean Harbors, Inc.
$321.98+0.54%14 posts+225%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CLH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Clean Harbors just announced $470M acquisition of EnviroServe with Q2 EPS $3.22 — environmental-services compounder at 88% of 52-week range.

Clean Harbors' four-quarter revenue is $1.50B → $1.55B → $1.46B → $1.74B with EPS $1.63 → $2.22 → $1.20 → $3.22 at ~22-32% gross margin — Q2 was the sequential EPS peak reflecting Q4 seasonality bias plus core Environmental Services growth.

  • Consensus FY26 revenue $6.52B / EPS $9.66 walking to $6.81B / $9.84 FY27 and $7.07B / $11.11 FY28 (10 analysts) — a modest FY26-27 plateau, FY28 acceleration reflecting the EnviroServe integration once fully in the numbers.
  • $470M EnviroServe acquisition from One Rock Capital is a real bolt-on for the environmental services vertical; debt/equity 1.04 was already elevated pre-deal so any close-out financing needs to be watched.
  • +28% over 12 months, position 88% of 52-week range, +7% above 50-day and +17% above 200-day MA, beta 0.86, float 50M — extended tape with continued momentum-list coverage.
  • One insider sale from director Andrea Robertson (789 shares at $314 = $248K) — small dollars, not decision-relevant.

Next print 2026-11-04 is where the EnviroServe deal timing lands in guidance, Environmental Services segment growth trajectory, and Safety-Kleen Sustainability Solutions margin recover.

What to watch: November 4 Q3 print — EnviroServe deal financing and timing, Environmental Services segment revenue and margin, Safety-Kleen SSS trajectory, and updated FY26 guide.

On the calendar: 2026-11-04 — Q3 2026 earnings

Read the AI verdict + X sentiment for $CLH

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What it does

Plain-English summary of the business — what they sell and how they make money.

North America's largest hazardous waste management and environmental services company, also operating the Safety-Kleen used oil recycling network.

Industry overviewAI analysisGenerated by AI from underlying data

Where Waste Management sits in its cycle right now — and what that implies for $CLH.

Waste Management · Industrials

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+23.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
37.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$3.22$2.81+14.6%
Q1 2026May 6, 2026$1.19$1.15+3.5%
Q4 2025Feb 18, 2026$1.62$1.60+1.3%
Q3 2025Oct 29, 2025$2.21$2.37-6.8%
Next earningsWed, Nov 4·consensus EPS $3.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.7B+11.9%27.9%15.5%$3.22$-151.9M
Q1 FY26$1.5B+1.9%22.3%8.1%$1.20$-92.3M
Q4 FY25$1.5B+4.8%23.5%10.6%$1.63$231.2M
Q3 FY25$1.5B+1.3%32.3%12.5%$2.22$207.5M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.3B – $6.6B$9.66$8.41 – $10.1610
FY27$6.8B$6.6B – $7.0B$9.84$9.16 – $10.6110
FY28$7.1B$6.8B – $7.3B$11.11$9.91 – $11.856
FY29$7.7B$7.5B – $7.9B$12.89$12.37 – $13.245
FY30$8.1B$7.8B – $8.2B$14.24$13.66 – $14.623

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.90%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 50.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.865-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 3Andrea RobertsonDirector789 sh$248KSellMay 26Lauren StatesDirector789 sh$226KBuyMay 11Karyn PolitoDirector460 sh$136KSellMar 18Eric W GerstenbergCEO1.0K sh$293KSellMar 18Eric W GerstenbergCEO1.0K sh$293KSellMar 18Marcy L. ReedDirector836 sh$241KSellMar 17Brian P WeberEVP (CHESI)4.7K sh$1.4MSellMar 4Alan S MckimCTO100.0K sh$29.3MSellFeb 23Eric W GerstenbergCEO2.5K sh$700KSellFeb 23Eric W GerstenbergCEO2.5K sh$700K
1–10 of 14
+ 47 other (23 inkinds · 11 awards · 11 returns · 2 gifts) in window

See when $CLH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMay 208-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 15 other (5 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CLH Gains 13.3% in 3 Months as Earnings and Growth Drivers Strengthenzacks.com·1d agoIs CLH Worth Buying as Growth Accelerates but Valuation Stays Rich?zacks.com·1d agoOne Rock Capital Partners Announces Sale of EnviroServe to Clean Harborsbusinesswire.com·3d agoClean Harbors to Acquire EnviroServe for $470 Millionbusinesswire.com·3d agoHere's Why Clean Harbors (CLH) is a Strong Momentum Stockzacks.com·9d ago

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Voices on X · last 7 days

No standout posts about $CLH on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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