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CLCLH

Clean Harbors, Inc.

$CLH·$17B·Waste Management·Industrials
$311.68-0.5%YTD+33.1%1Y+33.5%
Price updated 10m ago·X counts updated 2d ago
CLCLH
$CLHClean Harbors, Inc.
$311.68-0.50%5 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CLH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

5X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CLH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-29

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

Clean Harbors is at 85% of 52w range on Q2 EPS beat + EnviroServe deal — PE 37 says a lot is priced in.

Clean Harbors is a $16.5B North American environmental / hazardous-waste services leader that has been executing a clean growth playbook — but the multiple has caught up.

The setup:

  • The numbers are strong: Q2 EPS $3.22 vs $2.81 est (+15%), revenue $1.74B (+12% YoY, +19% QoQ), 28% gross margin, 15% operating margin. Four consecutive EPS beats (though Oct 2025 was a -7% miss).
  • The tape is priced for continuation: +34% YTD to $313, at 85% of the 52-week range. TTM PE 37, EV/EBITDA 15 — premium multiples for a waste-services name. Zacks tagged 'Strong Growth' Sept 22 and 'Top Momentum' Sept 28.
  • Capital allocation is active: Aug 12 announced EnviroServe acquisition (terms not disclosed), Sept 18 priced 6.25% senior notes due 2034. The debt raise pre-funds the deal at a reasonable HY coupon — bolt-ons are Clean Harbors' consistent playbook.

The bull path is Nov 4 Q3 clearing $3.20 estimate plus EnviroServe closing with revenue accretion. The bear path is PE 37 compressing on any margin softness (Q1 was -3.5% QoQ revenue, could indicate seasonality or an early cooling).

What to watch: Nov 4 Q3 earnings (consensus $3.20 EPS). Also EnviroServe closing terms and initial revenue contribution disclosure, plus how the 6.25% senior notes affect Q3/Q4 interest expense.

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

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Read the AI verdict on $CLH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Pricing-over-volume strategy from WM and RSG sustains EBITDA margin expansion as residential volumes normalize post-pandemic; CNG and RNG (renewable natural gas from landfill methane) energy revenue is becoming a meaningful EBITDA contributor. Recycling commodity prices are volatile; environmental services (remediation, industrial waste) grow with chemical/semiconductor manufacturing buildout.

What this means for $CLH

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

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+10.5%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 $3.20

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.5B – $6.6B$9.80$9.58 – $10.0712
FY27$6.8B$6.7B – $6.9B$9.90$9.31 – $10.5212
FY28$7.1B$6.8B – $7.3B$11.16$9.84 – $11.769
FY29$7.7B$7.5B – $7.8B$12.89$12.46 – $13.204
FY30$8.1B$7.9B – $8.2B$14.24$13.77 – $14.584

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.1.0×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.85%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.+0.6%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.+9.5%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 today0.8% 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.β0.855-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 14Eric W GerstenbergCEO2.5K sh$803KSellAug 3Andrea RobertsonDirector789 sh$248KSellMay 26Lauren StatesDirector789 sh$226KBuyMay 11Karyn PolitoDirector460 sh$136K
+ 24 other (12 inkinds · 11 awards · 1 gift) 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
+ 13 other (3 routine 8-Ks · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Why Clean Harbors (CLH) is a Top Momentum Stock for the Long-Termzacks.com·2d agoHere's Why Clean Harbors (CLH) is a Strong Growth Stockzacks.com·8d agoCLH Shares Rise 10.4% in 6 Months: Here's What You Should Knowzacks.com·8d agoCorient Private Wealth LP Has $6.95 Million Position in Clean Harbors, Inc. $CLHdefenseworld.net·12d agoClean Harbors Prices Offering of Senior Notes Due 2034businesswire.com·12d 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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