GFL Environmental Inc. - Ordinary Shares (Sub Voting)
GFL
Market Cap$24.98B
Close$
Earnings Call Q2 2025
August 1, 2025 - AI Summary
Strong Q2 Performance: GFL reported solid financial results for Q2 2025, achieving consolidated revenue of $1.675 billion, which represents a 9.5% year-over-year increase. The company demonstrated an adjusted EBITDA margin of 30.7%, a 230 basis point improvement compared to the prior year and exceeding guidance expectations.
Revised Full-Year Guidance: The company has increased its revenue guidance to approximately $6.55 billion to $6.75 billion from the previous range of $6.5 billion to $6.55 billion, reflecting organic growth and improved pricing adjustments. Adjusted EBITDA guidance has also been raised by $50 million to a range of $1.95 billion to $1.975 billion, driven by better-than-expected volume performance and pricing strategies.
Volume Growth Insights: Volume growth was positive in both Canadian and U.S. markets despite macroeconomic headwinds. Canadian volumes grew 6.3% in Q2, underpinned by EPR contributions, while U.S. volumes turned positive after weather-related impacts in Q1, demonstrating the resilience and market positioning of GFL.
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$-2.57
105.3% downside
Current Fair Value
105.3% downsideOvervalued by 105.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $24.98 Billion |
|---|---|
| Enterprise Value | $32.06 Billion |
| Dividend Yield | $0.06 (0.12%) |
| Earnings per Share | $-2.11 |
| Beta | 0.96 |
| Outstanding Shares | 365,816,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -14.5 |
|---|---|
| PEG | 9.14 |
| Price to Sales | 2.54 |
| Price to Book Ratio | 2.3 |
| Enterprise Value to Revenue | 4.43 |
| Enterprise Value to EBIT | 75.88 |
| Enterprise Value to Net Income | 8 |
| Total Debt to Enterprise | 0.23 |
| Debt to Equity | 0.94 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About GFL Environmental Inc.
GFL, headquartered in Vaughan, Ontario, is the fourth largest diversified environmental services company in North America, providing a comprehensive line of non-hazardous solid waste management, infrastructure & soil remediation and liqu...