Clean Harbors, Inc.

Informe acción NYSE:CLH

Capitalización de mercado: US$15.2b

Clean Harbors Dirección

Dirección controles de criterios 4/4

El CEO de Clean Harbors es Eric Gerstenberg , nombrado en Mar 2023, tiene una permanencia de 3.25 años. compensación anual total es $5.93M, compuesta por 16.9% salario y 83.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.074% de las acciones de la empresa, por valor de $11.15M. La antigüedad media del equipo directivo y de la junta directiva es de 7.7 años y 8.4 años, respectivamente.

Información clave

Eric Gerstenberg

Chief Executive Officer (CEO)

US$5.9m

Compensación total

Porcentaje del salario del CEO16.87%
Permanencia del CEO3.3yrs
Participación del CEO0.07%
Permanencia media de la dirección7.7yrs
Promedio de permanencia en la Junta Directiva8.4yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 07

CLH: 2026 Earnings Guidance Will Support A Higher Future Share Price

Analysts have nudged their Clean Harbors price target slightly higher to about $326, reflecting updated assumptions for modestly stronger revenue growth, a slightly higher profit margin, a marginally lower discount rate, and a minor adjustment to future P/E expectations. What's in the News Clean Harbors issued earnings guidance for the year ending December 31, 2026, projecting GAAP net income in a range of $421 million to $472 million.
Actualización de narrativa May 18

CLH: Expanded Buybacks And 2026 Earnings Guidance Will Support A Fair View

Analysts have increased their price target for Clean Harbors from $318 to $325, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E that modestly adjust their valuation framework. What's in the News Clean Harbors issued earnings guidance for the year ending December 31, 2026, with expected GAAP net income in a range of $421 million to $472 million.
Artículo de análisis May 08

Clean Harbors, Inc. (NYSE:CLH) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Shareholders might have noticed that Clean Harbors, Inc. ( NYSE:CLH ) filed its quarterly result this time last week...
Seeking Alpha May 07

Clean Harbors: Why The Quality Growth Story Holds Despite The Dip

Summary Clean Harbors is positioned for a potential step-change year, driven by PFAS contracts, the Kimball incinerator ramp, and stabilizing Industrial Services. ES segment's 15 consecutive quarters of adjusted EBITDA margin expansion and early-stage PFAS revenue pipeline underpin the long-term growth thesis. PFAS destruction capability, regulatory barriers, and a unique collection network create a durable competitive moat for CLH. Valuation is stretched at ~41x trailing P/E, making execution risk and commodity exposure in SKSS key risks to monitor. Read the full article on Seeking Alpha
Actualización de narrativa May 02

CLH: Expanded Buybacks And 2026 Earnings Outlook Will Support A Fair View

Analysts have nudged their price target on Clean Harbors higher by about $3 to $318, reflecting small adjustments to fair value estimates, the discount rate, long term revenue growth, profit margin, and future P/E assumptions. What's in the News Issued earnings guidance for the year ending December 31, 2026, with expected GAAP net income in a range of $410 million to $461 million, alongside an expectation of revenue growth in 2026 as the company aims to deliver value to shareholders (Corporate guidance).
Actualización de narrativa Apr 18

CLH: Expanded Buybacks And 2026 Earnings Framework Will Support A Fair View

Analysts have lifted their price target for Clean Harbors to about $315 from roughly $303, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E that feed into a higher estimated fair value. What's in the News On February 18, 2026, Clean Harbors increased its equity buyback authorization by $350 million, bringing the total plan authorization to $1.45b (company announcement).
Actualización de narrativa Apr 03

CLH: Expanded Buybacks And 2026 Outlook Will Support A Steady Fair View

Analysts have inched up their price target for Clean Harbors to about $303, a move they link to slightly adjusted inputs such as a near unchanged discount rate around 7.17%, revenue growth around 4.16%, profit margin just below 7.95%, and a forward P/E ratio now a touch above 34.4x. What's in the News Issued earnings guidance for the year ending December 31, 2026, with expected GAAP net income in a range of $410 million to $461 million, along with an expectation of revenue growth as the company focuses on delivering value to shareholders (Corporate Guidance).
Actualización de narrativa Mar 20

CLH: Expanded Buybacks And Updated Outlook Will Support A Steady Fair View

Analysts have lifted their price target on Clean Harbors by about $6, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Clean Harbors increased its equity buyback authorization by US$350 million on February 18, 2026, bringing the total authorization under the plan to US$1.45b (company announcement).
Actualización de narrativa Mar 06

CLH: Buybacks And PFAS Contracts Will Support A Steady Fair Outlook

Analysts now see Clean Harbors' fair value at about $296 per share, compared with roughly $290 previously. This reflects updated assumptions for discount rate, revenue growth, profit margins, and future P/E multiples.
Actualización de narrativa Feb 20

CLH: PFAS Contracts And Buybacks Will Support A Steady Fair Outlook

Analysts have raised their price target on Clean Harbors to about $290 per share, up from roughly $261. They cite updated assumptions that include slightly lower revenue growth, a higher profit margin, a modestly higher future P/E, and a marginally lower discount rate.
Actualización de narrativa Jan 22

CLH: PFAS Filtration Wins And Buybacks Will Support Steady Outlook

Analysts have lifted their price target on Clean Harbors by roughly US$10 to reflect updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Clean Harbors secured contracts worth US$110 million over the next three years to support PFAS water filtration at Joint Base Pearl Harbor Hickam in partnership with logistics supplier V2X, expanding the use of its regenerative carbon filtration and resin units that have operated in Hawaii since 2022 (Key Developments).
Actualización de narrativa Jan 07

CLH: PFAS Contracts And Buybacks Will Support Steady Long Term Outlook

Analysts have nudged their price target for Clean Harbors slightly higher to $250.12 per share, citing small adjustments to the discount rate, profit margin assumptions, and long-term P/E expectations as key drivers of the updated view. What's in the News Clean Harbors secured contracts worth $110 million over the next three years for PFAS water filtration work at Joint Base Pearl Harbor Hickam, expanding its use of regenerative carbon filtration and resin units that have been operating in Hawaii since 2022 (Key Developments).
Actualización de narrativa Dec 14

CLH: PFAS Services And Buybacks Will Support Solid Long Term Performance

Analysts have nudged their price target on Clean Harbors slightly lower to approximately $250 per share, reflecting modestly softer long term assumptions for revenue growth and valuation multiples, even as projected profit margins edge higher. What's in the News Secured $110 million in PFAS water filtration contracts at Joint Base Pearl Harbor Hickam over the next three years, expanding regenerative carbon filtration and resin capacity to treat about 4.2 million gallons of water per day in partnership with V2X and NAVFAC (Key Developments).
Actualización de narrativa Nov 28

CLH: Balanced Prospects With Buybacks And PFAS Capabilities To Support Steady Performance

Analysts have slightly adjusted their price target for Clean Harbors down from $255.60 to $250.33, citing minor recalibrations in revenue growth and profitability expectations. What's in the News From July 1, 2025 to September 30, 2025, Clean Harbors repurchased 208,206 shares for $49.99 million, completing a multi-year buyback totaling 9,288,448 shares for $718.29 million (Key Developments).
Actualización de narrativa Nov 14

CLH: Expanded Share Buyback and PFAS Leadership Will Drive Stronger Market Position

Analysts have slightly reduced their price target for Clean Harbors from $256.60 to $255.60. This change reflects minor adjustments in projected growth rates and profitability assumptions.
Actualización de narrativa Oct 31

CLH: Record Cash Flows And PFAS Destruction Will Drive Strong Returns

Analysts have lowered their price target for Clean Harbors from $266.56 to $256.60. They cited reduced revenue growth forecasts and slightly lower expected profit margins as key factors in the revised valuation.
Artículo de análisis Sep 09

Is Now The Time To Look At Buying Clean Harbors, Inc. (NYSE:CLH)?

Today we're going to take a look at the well-established Clean Harbors, Inc. ( NYSE:CLH ). The company's stock saw...
Actualización de narrativa Aug 27

PFAS Destruction And Reshoring Will Forge A Sustainable Future

Despite a slight decrease in consensus revenue growth forecasts, Clean Harbors' fair value estimate saw a marginal increase, with the analyst price target rising from $263.22 to $266.56. What's in the News Clean Harbors is actively seeking M&A opportunities, leveraging a strong balance sheet and improved cash flow to pursue both bolt-on and larger strategic transactions.
Artículo de análisis Jul 24

Is Now The Time To Put Clean Harbors (NYSE:CLH) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Apr 08

Clean Harbors: From Nothing Into Our Top Holding

Summary Built a top position in Clean Harbors (CLH), the largest US hazardous waste management company, due to its essential service and scarce assets. CLH's vertically integrated operations and scale benefits make it a strong player, despite lower margins compared to municipal solid waste peers. Environmental Services and Safety-Kleen Oil segments offer diversification; ongoing reshoring and regulatory scrutiny benefit Environmental Services, while steps are taken to improve Safety-Kleen Oil. CLH trades at a discount to peers, with potential for significant margin improvement and valuation upside, making it an attractive investment. Read the full article on Seeking Alpha
Seeking Alpha Mar 19

Clean Harbors: Secular Tailwinds, Capacity Expansion And Pricing Support Long-Term Growth

Summary Clean Harbors Inc. (CLH) is poised for revenue growth driven by strong demand in the Environmental Services segment and strategic pricing initiatives. The company’s ES segment benefits from high incineration utilization, favorable pricing, and a robust project pipeline, offsetting SKSS segment headwinds. CLH's valuation is attractive, trading below historical averages, with long-term growth supported by reshoring trends, PFAS opportunities, and capacity expansion. Despite challenges in the SKSS segment, strategic shifts to premium offerings and cost-cutting measures bolster the company's overall margin and growth prospects. Read the full article on Seeking Alpha
Seeking Alpha Nov 21

Expect Continued Growth And Higher Share Prices From Clean Harbors

Summary Clean Harbors has a history of steady share price increases, thanks to steady growth of its fundamentals. The waste management company has several initiatives that should ensure the revenue, EBITDA, and net income keep growing. I expect to share price to rise by 10% in the next year, and rate it a Buy. Read the full article on Seeking Alpha
Seeking Alpha Sep 10

Clean Harbors: Continued Reinvestment Runway To Redeploy Freely Available Cash

Summary Clean Harbors, Inc. management's focus on reinvestment, producing high free cash flow, and strategic acquisitions is a plus. Q2 FY'24 earnings showed strong growth, with environmental services and Safety-Kleen divisions driving revenue increases. Valuation multiples have risen due to high marginal returns on reinvested capital. Read the full article on Seeking Alpha
User avatar
Nueva narrativa Aug 22

Critical Acquisitions And Innovative Expansion Fuel Revenue And Margin Growth

Strategic expansions and acquisitions, like the HEPACO purchase and Kimball incinerator, aim to boost service reach and waste processing capacity, enhancing revenue and margins.
Seeking Alpha Jun 25

Clean Harbors Stock: Time For A Downgrade After A Miraculous Run

Summary Clean Harbors, Inc. focuses on hazardous waste disposal and oil recycling, with shares up 29.1% since the last recommendation. Revenue and profitability have increased, but the stock is now fully valued, leading to a downgrade to "hold." Management expects growth in 2024, but the stock appears fully valued despite being cheaper than comparable firms. Read the full article on Seeking Alpha
Seeking Alpha Apr 20

Merion Road Capital - Clean Harbors: From Nothing Into Our Top Holding

Summary While hazardous waste is not entirely comparable to their MSW brethren, CLH has many attractive attributes. As the largest player in the space, CLH has a proven history of managing waste properly. CLH is currently trading at 10.6x consensus EBITDA for 2025, a meaningful discount to their MSW peers. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Eric Gerstenberg en comparación con los beneficios de Clean Harbors?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$395m

Dec 31 2025US$6mUS$1m

US$391m

Sep 30 2025n/an/a

US$388m

Jun 30 2025n/an/a

US$385m

Mar 31 2025n/an/a

US$391m

Dec 31 2024US$5mUS$900k

US$402m

Sep 30 2024n/an/a

US$417m

Jun 30 2024n/an/a

US$393m

Mar 31 2024n/an/a

US$375m

Dec 31 2023US$5mUS$831k

US$378m

Sep 30 2023n/an/a

US$362m

Jun 30 2023n/an/a

US$406m

Mar 31 2023n/an/a

US$439m

Dec 31 2022US$4mUS$625k

US$412m

Sep 30 2022n/an/a

US$378m

Jun 30 2022n/an/a

US$308m

Mar 31 2022n/an/a

US$227m

Dec 31 2021US$4mUS$625k

US$203m

Sep 30 2021n/an/a

US$194m

Jun 30 2021n/an/a

US$183m

Mar 31 2021n/an/a

US$145m

Dec 31 2020US$4mUS$625k

US$135m

Sep 30 2020n/an/a

US$120m

Jun 30 2020n/an/a

US$101m

Mar 31 2020n/an/a

US$108m

Dec 31 2019US$3mUS$575k

US$98m

Compensación vs. Mercado: La compensación total de Eric($USD5.93M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.67M).

Compensación vs. Ingresos: La compensación de Eric ha sido consistente con los resultados de la empresa en el último año.


CEO

Eric Gerstenberg (57 yo)

3.3yrs
Permanencia
US$5,929,422
Compensación

Mr. Eric W. Gerstenberg has been the Co-Chief Executive Officer and Co-President at Clean Harbors, Inc. since March 31, 2023 and serves as its Director since September 03, 2024 and served as its Chief Oper...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Alan McKim
Founder46.4yrsUS$2.47m4.29%
$ 649.6m
Eric Gerstenberg
Co-CEO, Co-President & Director3.3yrsUS$5.93m0.074%
$ 11.1m
Michael Battles
Co-CEO, Co-President & Director3.3yrsUS$5.93m0.18%
$ 27.4m
Eric Dugas
Executive VP & CFO3.3yrsUS$1.90m0.026%
$ 4.0m
Brian Weber
President of Safety-Kleen Sustainability Solutions16.4yrsUS$2.12m0.092%
$ 14.0m
Jeroen Diderich
President of Environmental Sales & Service2yrsUS$2.08m0.031%
$ 4.6m
Sharon Gabriel
Executive VP & Chief Information Officer7.7yrsUS$1.98m0.040%
$ 6.0m
James Buckley
Senior Vice President of Investor Relations & Corporate Communications13.2yrssin datossin datos
Michael McDonald
General Counselno datasin datossin datos
George Curtis
Executive Vice President of Pricing & Proposals17.4yrssin datos0.087%
$ 13.2m
Greg Malerbi
Senior Vice President and Treasurer13.2yrssin datossin datos
Robert Harrison
Executive Vice President of Health & Safety4.4yrssin datos0.013%
$ 1.9m
7.7yrs
Permanencia media
58yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de CLH es experimentado (7.7 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Alan McKim
Founder46.4yrsUS$2.47m4.29%
$ 649.6m
Eric Gerstenberg
Co-CEO, Co-President & Director1.8yrsUS$5.93m0.074%
$ 11.1m
Michael Battles
Co-CEO, Co-President & Director1.8yrsUS$5.93m0.18%
$ 27.4m
John Preston
Independent Director31.4yrsUS$284.99k0.013%
$ 2.0m
Edward Galante
Lead Independent Director15.8yrsUS$334.99k0.048%
$ 7.3m
Robert Willett
Independent Director6.5yrsUS$269.99k0.019%
$ 2.9m
Shelley Stewart
Independent Director3.8yrsUS$269.99k0.0086%
$ 1.3m
Andrea Robertson
Independent Director22yrsUS$269.99k0.018%
$ 2.8m
Alison Quirk
Independent Director3.8yrsUS$289.99k0.0069%
$ 1.0m
Lauren States
Independent Director10.3yrsUS$284.99k0.021%
$ 3.3m
John Welch
Independent Director12yrsUS$284.99k0.021%
$ 3.1m
Marcy Reed
Independent Director4.8yrsUS$294.99k0.011%
$ 1.6m
8.4yrs
Permanencia media
69yo
Promedio de edad

Junta con experiencia: La junta directiva de CLH se considera experimentada (8.4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/12 20:23
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Clean Harbors, Inc. está cubierta por 28 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David MantheyBaird
William GrippinBarclays
Samuel EnglandBerenberg