Brief: GFL Environmental Q2 Revenue CAD 1,675.2 Million Vs. IBES Estimate CAD 1,672 Million

GFL Environmental

30/07/2025 21:05

Overview

GFL Q2 revenue up 9.5% excluding divestitures, beating analysts' expectations, per LSEG data

Adjusted EBITDA rises 14.6% to C$515.1 mln, beating analysts' estimates, per LSEG data

Co raises full-year 2025 Adjusted EBITDA guidance by $50 mln

Outlook

GFL raises full-year 2025 Adjusted EBITDA guidance to C$1.950 bln-C$1.975 bln

Company expects 2025 revenue between C$6.550 bln and C$6.575 bln

GFL anticipates 120 basis point EBITDA margin expansion in 2025

Company assumes USD/CAD exchange rate of 1.37 for 2025 guidance

Result Drivers

ORGANIC GROWTH - 8.3% organic price and volume growth excluding divestitures, with a 170 basis point acceleration from the previous qtr

ADJUSTED EBITDA INCREASE - Adjusted EBITDA rose by 14.6% to C$515.1 mln, with a margin increase of 230 basis points over the prior yr period

ACQUISITIONS - Year-to-date completed acquisitions generated approximately C$105 mln in annualized revenue

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
C$1.68 bln
C$1.67 bln (10 Analysts)
Q2 Net Income
C$274.20 mln
Q2 Adjusted EBITDA
Beat
C$515.10 mln
C$505.10 mln (11 Analysts)
Q2 Pretax Profit
C$302.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the environmental services & equipment peer group is "buy"

Wall Street's median 12-month price target for GFL Environmental Inc is C$75.75, about 11.4% above its July 29 closing price of C$67.14

The stock recently traded at 75 times the next 12-month earnings vs. a P/E of 65 three months ago

Press Release: ID:nCNWXYWLQa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)