Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

CLEAN HARBORS INC
Next earnings Jul 28, 2026 (before open) · consensus $2.77 EPS, $1.65B rev
Last earnings -8.2% on 2026-05-06
Premier hazardous-waste franchise with a permit moat and 14.2% ROE — but at 39.6x EPS with flat earnings, the price is full.
Sources: SEC EDGAR (CIK 0000822818, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:44:23 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~79% above fair value) leave little margin of safety — a wait-and-see.
Clean Harbors operates North America's leading hazardous-waste disposal and incineration network — a business with a genuine moat because new incineration permits are extraordinarily difficult to obtain. The fundamentals are steady and high quality: FY2025 revenue grew 2.4% to $6.03B, operating income held at $673M (11.2% margin), and the company generated $867M of operating cash flow (+11.4%) with a 14.2% ROE. The balance sheet is solid — $2.75B equity against $2.76B long-term debt (0.94x liabilities/equity) and $826M cash (+20.2%).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.81B | $5.17B | $5.41B | $5.89B | $6.03B |
| Gross profit | — | — | — | — | — |
| Operating income | $348M | $635M | $612M | $670M | $673M |
| Net income | $203M | $412M | $378M | $402M | $391M |
| Diluted EPS | $3.71 | $7.56 | $6.95 | $7.42 | $7.28 |
| Net margin | 5.3% | 8.0% | 7.0% | 6.8% | 6.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
2 buys · 2 sells · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-01 | Diderich Jeroen EVP&President of Sales&Service | Tax | 1.72K @ $281.00 | $482K |
| 2026-05-26 | States Lauren Director | Sell | 789.00 @ $286.19 | $226K |
| 2026-05-20 | Willett Robert Director | Award | 652.00 | |
| 2026-05-20 | Welch John R. Director | Award | 652.00 | |
| 2026-05-20 | Stewart Shelley JR Director | Award | 652.00 | |
| 2026-05-20 | States Lauren Director | Award | 652.00 | |
| 2026-05-20 | Robertson Andrea Director | Award | 652.00 | |
| 2026-05-20 | Reed Marcy L. Director | Award | 652.00 |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.