CLH Clean Harbors (CLH) Q1 FY26 earnings call
Clean Harbors delivered better-than-expected Q1 FY26 results, driven by strong execution in Environmental Services and outperformance in Safety-Kleen Sustainability Solutions due to rising base oil prices. Despite weather impacts and softness in Industrial Services, the company raised its full-year adjusted EBITDA and free cash flow guidance, citing positive demand trends and strategic investments. Management highlighted its end-to-end PFAS solutions and continued application of AI for productivity and compliance.
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CLH operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Incineration utilization | 80%Incineration utilization, including the new Kimball incinerator, was 80% versus 81% a year ago, reflecting scheduled maintenance days and weather-related impacts in both periods.Source: earnings call transcript | 91%Incineration utilization in Q2 was 91% versus 86% a year ago, with the new Kimball incinerator included in both periods.Source: earnings call transcript | +11 pt |
| Waste oil collected Safety-Kleen Sustainability Solutions | 53M gallonsWe continue to provide high-level services to customers and even with the higher CFO, we collected 53 million gallons of waste oil to keep our re-refinery running efficiently.Source: earnings call transcript | 61M gallonsWe gathered 61 million gallons of waste oil while continuing to increase revenue generated from our CFO program compared with a year ago.Source: earnings call transcript | +15.1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.