GFL Environmental

GFL

Market cap $17.1B

Overview Fund Activity

47.17 USD

-0.97

2.01%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

47.17

0.00

0%

1 day

-2.01%

5 days

-1.5%

1 month

-6.54%

3 months

-7.07%

6 months

2.43%

Year to date

5.71%

1 year

17.16%

5 years

128.98%

10 years

180.77%

About: GFL Environmental Inc is an environmental services company. Its offerings include non-hazardous solid waste management, infrastructure, soil remediation, and liquid waste management services. Its solid waste management business line, which generates the majority of the revenue, consists of the collection, transportation, transfer, recycling, and disposal of non-hazardous solid waste. Its Environmental Services business line includes liquid waste and soil remediation. The company's geographical segments are Canada and the United States. The company derives the majority of its revenue from the United States.

Employees: 15,000

Industrials Waste Management

0

Funds holding %

of 7,462 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

4.17% more ownership

Funds ownership: 67.85% [Q1] → 72.02% (+4.17%) [Q2]

2% more capital invested

Capital invested by funds: $12.3B [Q1] → $12.6B (+$295M) [Q2]

3% less funds holding

Funds holding: 313 [Q1] → 305 (-8) [Q2]

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

21% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 127

31% less funds holding in top 10

Funds holding in top 10: 16 [Q1] → 11 (-5) [Q2]

70% less call options, than puts

Call options by funds: $9.27M | Put options by funds: $31.1M

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Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$58

23% upside

Avg. target

$59

25% upside

High target

$60

27% upside

3 analyst ratings

3 positive

100%

0 neutral

0%

0 negative

0%

Citigroup Bryan Burgmeier	$58	Buy Maintained	4 Aug 2025
Scotiabank Konark Gupta	$60	Sector Outperform Maintained	1 Aug 2025
RBC Capital Sabahat Khan	$59	Outperform Maintained	1 Aug 2025

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Financial journalist opinion

Red Dog Equity Sells Superior Waste

ATLANTA , Sept. 9, 2025 /PRNewswire/ -- Red Dog Equity LLC, an Atlanta-based private equity firm, announced today that it sold Superior Waste Industries, LLC, a Shawnee, OK-based environmental services holding company, to GFL Environmental Inc. (NYSE: GFL) in an all-cash transaction.

Red Dog Equity Sells Superior Waste

NBPE - July Monthly Net Asset Value Estimate

NBPE Announces July Monthly NAV Estimate St Peter Port, Guernsey, 29 August 2025 NB Private Equity Partners (NBPE), the $1.3bn1, FTSE 250, listed private equity investment company managed by Neuberger Berman, today announces its 31 July 2025 monthly NAV estimate. NAV Highlights (31 July 2025) NAV per share was $27.54 (£20.81) after accrual of the $0.47 per share declared dividend, a total return of 2.2% in the month Approximately 92% of valuation information as of Q2 2025 or July quoted holdings Private company valuations were up 2.3% during Q2 2025 and 1.9% year-to-date, on a constant currency basis Total realisations of $71 million and $11 million of follow-on investments year-to-date $279 million of available liquidity at 31 July 2025 ~35k shares repurchased (~$0.7 million) during July 2025 at a weighted average discount of 27% which was accretive to NAV by

NBPE - July Monthly Net Asset Value Estimate

GFL Environmental: Hard To See Any Upside If Macro Pressure Persists

I maintain my 'Hold' rating on GFL Environmental, as strong execution is offset by persistent macro uncertainty, especially in construction and industrial demand. The company delivered impressive 2Q25 results, with robust revenue growth, margin expansion, and clear benefits from internal efficiency initiatives and strategic pricing actions. The extension of US bonus depreciation provides a meaningful free cash flow tailwind, enhancing GFL's capital allocation flexibility and supporting long-term FCF conversion targets.

GFL Environmental: Hard To See Any Upside If Macro Pressure Persists

GFL Environmental Inc. Announces Agreement to Recapitalize Green Infrastructure Partners at an Enterprise Value of $4.25 Billion with Investment from Energy Capital Partners

VAUGHAN, ON and SUMMIT, N.J. , Aug. 7, 2025 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") today announced that Green Infrastructure Partners ("GIP") has entered into a definitive agreement with funds managed by Energy Capital Partners, LLC ("ECP") to recapitalize its business at an enterprise value of $4.25 billion.

GFL Environmental Inc. Announces Agreement to Recapitalize Green Infrastructure Partners at an Enterprise Value of $4.25 Billion with Investment from Energy Capital Partners

GFL Environmental Inc. (GFL) Q2 2025 Earnings Call Transcript

GFL Environmental Inc. (NYSE:GFL ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Luke Pelosi - Executive VP & CFO Patrick Dovigi - Founder, Chairman, President & CEO Conference Call Participants Christopher Allan Murray - ATB Capital Markets Inc., Research Division Henry Stephen Roberts - Truist Securities, Inc., Research Division James Joseph Schumm - TD Cowen, Research Division Jonathan Mark Windham - UBS Investment Bank, Research Division Kevin Chiang - CIBC Capital Markets, Research Division Konark Gupta - Scotiabank Global Banking and Markets, Research Division Michael Doumet - National Bank Financial, Inc., Research Division Patrick Tyler Brown - Raymond James & Associates, Inc., Research Division Sabahat Khan - RBC Capital Markets, Research Division Stephanie Lynn Benjamin Moore - Jefferies LLC, Research Division Tami Zakaria - JPMorgan Chase & Co, Research Division Operator Good morning, everyone. Thank you for attending today's GFL Second Quarter 2025 Earnings Call.

GFL Environmental Inc. (GFL) Q2 2025 Earnings Call Transcript

Zacks Investment Research

GFL Environmental Inc. (GFL) Matches Q2 Earnings Estimates

GFL Environmental Inc. (GFL) came out with quarterly earnings of $0.19 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.21 per share a year ago.

GFL Environmental Inc. (GFL) Matches Q2 Earnings Estimates

GFL Environmental Reports Second Quarter 2025 Results and Raises Full Year 2025 Guidance

Revenue, Adjusted EBITDA1 and Adjusted Free Cash Flow1 all ahead of expectations, overcoming multiple external headwinds 8.3% organic price and volume growth excluding the impact of divestitures2, a 170 basis point acceleration over the previous quarter Adjusted EBITDA1 of $515.1 million, increase of 14.6% 3 ; Adjusted Net Income from continuing operations1 of $101.5 million; Net income from continuing operations of $274.2 million Adjusted EBITDA margin1 of 30.7%, 230 basis points increase over the prior year period3, Solid Waste Adjusted EBITDA margin1 of 34.7% , highest Q2 margin in Company's history Year-to-date completed acquisitions generating approximately $105.0 million in annualized revenue Raised full year 2025 Adjusted EBITDA4 guidance approximately $50.0 million before considering the effect of foreign currency translation VAUGHAN, ON , July 30, 2025 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL", "we" or "our") today announced its results for the second quarter of 2025. "Our exceptional start to the year continued into the second quarter, thanks to the hard work and commitment of our over 15,000 employees," said Patrick Dovigi, Founder and Chief Executive Officer of GFL.

GFL Environmental Reports Second Quarter 2025 Results and Raises Full Year 2025 Guidance

GFL Environmental Q2 Preview: Divesting Environmental Services A Major Step, Initiate 'Hold'

I view GFL Environmental's Environmental Services divestiture as a positive move, improving capital allocation and enabling focus on core solid waste operations. The company's cost optimization and robust M&A pipeline should drive margin expansion and support growth in the North American waste market. Despite low operating margins and some share dilution risks, GFL's disciplined acquisition strategy and debt reduction enhance its investment case.

GFL Environmental Q2 Preview: Divesting Environmental Services A Major Step, Initiate 'Hold'

Zacks Investment Research

GFL Environmental Inc. (GFL) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

GFL Environmental (GFL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

GFL Environmental Inc. (GFL) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

NBPE - Net Asset Value(s)

THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO AUSTRALIA, CANADA, ITALY, DENMARK, JAPAN, THE UNITED STATES, OR TO ANY NATIONAL OF SUCH JURISDICTIONS

NBPE - Net Asset Value(s)

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