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GFL Environmental (TSE:GFL)
TSX:GFL
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.18Last Year’s EPS
0.29Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: -1.93%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong positive performance with record revenue growth and margin expansion, successful debt reduction, and a robust M&A pipeline. Despite some challenges from weather impacts and commodity price volatility, the company remains confident in its strategic initiatives and future performance.Company Guidance
In the GFL First Quarter 2025 Earnings Call, the company reported a strong start to the fiscal year, exceeding its guidance with a 12.5% revenue growth and an adjusted EBITDA margin expansion of 120 basis points, marking the highest first-quarter adjusted EBITDA margin in its history. The company noted that its pricing strategies led to a 5.7% price increase, surpassing initial plans and contributing to a positive price-cost spread. Net leverage was reduced to 3.1x, the lowest in the company's history, following the sale of the ES business, which generated $6 billion in proceeds used to repay $3.5 billion of debt and repurchase $2.5 billion of shares. GFL's M&A pipeline remains robust, with $240 million spent on three deals year-to-date, and it anticipates exceeding the high end of its $700 million to $900 million M&A deployment estimates for the year. The company expects continued margin improvement driven by disciplined volume management and asset utilization optimization.Record Growth in Revenue and EBITDA Margin
GFL reported a revenue growth of approximately 12.5% and adjusted EBITDA margin expansion of 120 basis points, marking the highest first quarter adjusted EBITDA margin in the company's history.
Positive Impact from Pricing Strategies
First quarter pricing of 5.7% exceeded expectations, contributing to margin improvements. The company is confident in achieving the pricing levels included in its 2025 guidance.
Successful Debt Reduction and Share Buybacks
GFL used $6 billion from the sale of its ES business to repay $3.5 billion in debt and repurchased $2.5 billion of outstanding shares, resulting in a record low net leverage ratio of 3.1x.
Strong M&A Pipeline
Year-to-date, GFL completed $240 million in M&A, acquiring annualized revenue of over $85 million. The company expects to meet or exceed its high-end estimates for M&A activity in 2025.
Improved Labor Turnover and Asset Utilization
Labor turnover rates improved by over 200 basis points compared to Q1 2024 and nearly 800 basis points compared to Q1 2023. The company also reported strong asset utilization contributing to margin performance.
Credit Rating Upgrades
Post-ES transaction, GFL's credit ratings were upgraded by both S&P and Moody's, reflecting the company's improved financial position.
TSE:GFL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TSE:GFL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | C$68.79 | C$69.02 | +0.33% |
Feb 24, 2025 | C$65.58 | C$62.97 | -3.98% |
Nov 06, 2024 | C$60.71 | C$63.05 | +3.85% |
Jul 31, 2024 | C$53.52 | C$55.55 | +3.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does GFL Environmental (TSE:GFL) report earnings?
GFL Environmental (TSE:GFL) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is GFL Environmental (TSE:GFL) earnings time?
GFL Environmental (TSE:GFL) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TSE:GFL EPS forecast?
TSE:GFL EPS forecast for the fiscal quarter 2025 (Q2) is 0.18.
