GFLGFL Environmental Inc.
This is the year GFL Environmental Inc. has to prove it’s more than a footnote in the waste management story. The next catalyst — the Q3 2026 earnings release on November 6 — is the first real test of whether the company can deliver on its promise to transform from a regional player into a national force. The market is already pricing in a base of $41.90, with a bull target of $44.00 and a bear fallback of $39.81, and the lean is 50% toward the bull. It’s not a recommendation — it’s a scenario — and the next step is to see if the company can show it’s not just surviving but thriving in a sector that’s been anything but kind.
The schedule
- Sat3Oct
Positive news on potential PE deal could drive short-term momentum, testing P&L and cash flow visibility.
Past
- Fri31Jul
Actual outcome: Bull · $41.19 at outcome
GFL reported Q2 results that missed headline EPS estimates but delivered revenue, Adjusted EBITDA, and Adjusted Free Cash Flow ahead of expectations. The stock reached its bull target as management raised its full-year 2026 guidance for the second time, driven by strong pricing gains, 6.4% organic revenue growth, and underlying margin expansion.
Q2 2026 financial results, with acute focus on free cash flow generation following a difficult -$228M print in the prior quarter.
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