Clean Harbors, Inc.

NYSE:CLH 株式レポート

時価総額:US$15.2b

Clean Harbors 過去の業績

過去 基準チェック /26

Clean Harborsは、平均年間13.1%の収益成長を遂げていますが、 Commercial Services業界の収益は、年間 成長しています。収益は、平均年間9.7% 11.3%収益成長率で 成長しています。 Clean Harborsの自己資本利益率は14.2%であり、純利益率は6.5%です。

主要情報

13.08%

収益成長率

13.48%

EPS成長率

Commercial Services 業界の成長8.53%
収益成長率11.34%
株主資本利益率14.25%
ネット・マージン6.53%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 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.
分析記事 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
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 Jun 12

Clean Harbors, Inc.'s (NYSE:CLH) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
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
新しいナラティブ 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

収支内訳

Clean Harbors の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:CLH 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 266,0583957770
31 Dec 256,0313917530
30 Sep 255,9623887410
30 Jun 255,9423857290
31 Mar 255,9453917410
31 Dec 245,8904027400
30 Sep 245,7974177240
30 Jun 245,6333937170
31 Mar 245,4783756860
31 Dec 235,4093786710
30 Sep 235,3493626740
30 Jun 235,3464066550
31 Mar 235,3054396430
31 Dec 225,1674126270
30 Sep 225,0083786180
30 Jun 224,5963085990
31 Mar 224,1672275670
31 Dec 213,8062035380
30 Sep 213,4821944910
30 Jun 213,3101834680
31 Mar 213,0941454570
31 Dec 203,1441354510
30 Sep 203,2191204750
30 Jun 203,3311014880
31 Mar 203,4901084990
31 Dec 193,412984900
30 Sep 193,399905070
30 Jun 193,351855050
31 Mar 193,331795080
31 Dec 183,300665020
30 Sep 183,1901334760
30 Jun 183,1021144680
31 Mar 183,0061104550
31 Dec 172,9451014570
30 Sep 172,89044360
30 Jun 172,863-184330
31 Mar 172,808-404280
31 Dec 162,755-404200
30 Sep 162,776-274150
30 Jun 162,940243980
31 Mar 163,179304110
31 Dec 153,275444140
30 Sep 153,407714250
30 Jun 153,365-634310

質の高い収益: CLHは 高品質の収益 を持っています。

利益率の向上: CLHの現在の純利益率 (6.5%)は、昨年(6.6%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: CLHの収益は過去 5 年間で年間13.1%増加しました。

成長の加速: CLHの過去 1 年間の収益成長率 ( 1.1% ) は、5 年間の平均 ( 年間13.1%を下回っています。

収益対業界: CLHの過去 1 年間の収益成長率 ( 1.1% ) Commercial Services業界7.2%を上回りませんでした。


株主資本利益率

高いROE: CLHの 自己資本利益率 ( 14.2% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 14:58
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Clean Harbors, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
David MantheyBaird
William GrippinBarclays
Samuel EnglandBerenberg