Clean Harbors (CLH) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
23 Jun, 2026Mission and sustainability focus
Aims to create a safer, cleaner environment through treatment, recycling, and disposal of hazardous materials.
Operates with a sustainable business model, leveraging powerful brands and closed-loop offerings.
Significant efforts to improve ESG ratings and achieve a net climate benefit factor of 2.3x, targeting 3x by 2030.
Market leadership and operational scale
Largest hazardous waste disposal company and leading collector, recycler, and re-refiner of used oil in North America.
Operates over 100 waste management facilities, 900 service locations, and maintains more than 20,000 vehicles.
Serves 300,000+ customers with ~24,000 employees across all 50 states, nine Canadian provinces, and Puerto Rico.
Competitive advantages
Holds over 600 permits, making regulatory compliance a significant barrier to entry.
High customer switching costs, unique assets, and substantial capital investments.
Deeply experienced personnel and proprietary systems developed over decades.
Latest events from Clean Harbors
- Record Q2 revenue and profit growth, with raised guidance and major contract wins.CLH
Q2 202629 Jul 2026 - Environmental Services margins are expanding, supported by safety, innovation, and disciplined capital allocation.CLH
Oppenheimer 20th Annual Industrial Growth Conference8 Jul 2026 - Q2 revenue up 11% and net income up 15%, with raised guidance and strong segment growth.CLH
Q2 20248 Jul 2026 - Q3 revenue up 12% and net income up 26%, with strong ES growth and margin gains.CLH
Q3 20248 Jul 2026 - Record Adjusted EBITDA and margin growth driven by ES strength and cost controls in Q2 2025.CLH
Q2 20258 Jul 2026 - Record 2024 revenue and EBITDA growth driven by ES segment; 2025 outlook remains strong.CLH
Q4 20248 Jul 2026 - PFAS, reshoring, and regulation fuel growth, with strong demand and rising free cash flow conversion.CLH
Waste360/ Stifel Investor Summit10 Jun 2026 - Margin expansion, Safety-Kleen growth, and PFAS tailwinds drive strong outlook.CLH
16th Annual Wells Fargo Industrials & Materials Conference9 Jun 2026 - Guidance raised to 9% EBITDA growth, with PFAS and project work fueling strong momentum.CLH
Oppenheimer 21st Annual Industrial Growth Virtual Conference8 May 2026