$1.26 Billion Long-Term Refinancing Might Change The Case For Investing In Clean Harbors (CLH)

• On October 9, 2025, Clean Harbors, Inc. and its domestic subsidiaries entered into an amended and restated credit agreement with Goldman Sachs Lending Partners LLC, securing US$1.26 billion in new refinancing term loans maturing in 2032 to fully refinance previous term loans.
• This refinancing arrangement enhances Clean Harbors' financial flexibility, providing the company with increased liquidity and improved terms to support its ongoing growth initiatives and debt management.
• We'll consider how the company's access to fresh, long-term capital under improved terms may influence its outlook for balance sheet strength and investment capacity.

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Clean Harbors Investment Narrative Recap

To be a Clean Harbors shareholder, you need confidence in ongoing demand for hazardous waste management, growing regulatory tailwinds, especially around PFAS, and the company's ability to capture value as environmental standards evolve. The US$1.26 billion refinancing deal announced on October 9 provides improved liquidity and debt terms but does not fundamentally shift the near-term catalysts or major risks, such as the regulatory headwinds facing facility expansion and technological disruption, there’s no immediate change to the core business drivers or obstacles. Among recent announcements, Clean Harbors’ successful PFAS destruction testing stands out. This achievement aligns directly with one of the most important growth catalysts: the company’s position as a leader in emerging PFAS waste disposal. As government and corporate standards for PFAS evolve, Clean Harbors’ unique ability could sustain growth despite increased scrutiny and competition. However, keep in mind that, despite a stronger balance sheet, regulatory burdens for expanding or maintaining waste disposal capacity remain information investors should be aware of, as...

Read the full narrative on Clean Harbors (it's free!)

Clean Harbors' narrative projects $7.0 billion revenue and $605.1 million earnings by 2028. This requires 5.7% yearly revenue growth and a $220.3 million earnings increase from $384.8 million today.

Uncover how Clean Harbors' forecasts yield a $266.56 fair value, a 13% upside to its current price.

Exploring Other Perspectives

Fair value estimates from the Simply Wall St Community range from US$266.56 to US$348.33, based on two individual perspectives. Some expect opportunity in Clean Harbors’ lead on PFAS destruction, but opinions differ on how regulatory constraints might affect earnings and investment capacity, explore these viewpoints to see what resonates with you.

Explore 2 other fair value estimates on Clean Harbors - why the stock might be worth just $266.56!

Build Your Own Clean Harbors Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Clean Harbors research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Clean Harbors research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Clean Harbors' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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