GFL Environmental's investment thesis is centered on its aggressive acquisition-driven growth strategy, which has expanded its asset base but has not yet translated into consistent profitability or margin expansion. The company's gross margin of 19.8% in 2026Q...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth of 16.3% in 2026Q2 appears to be a rebound from a divested asset base, but the company's gross margin of 19.8% remains significantly below the 29-42% range of key peers, indicating a persistent structural disadvantage.
GFL is the only major diversified environmental services company in North America offering both solid and liquid waste management services.
GFL is the fourth-largest waste management and recycling operator in North America, with operations in Canada and 18 U.S. states.
The company generates about two-thirds of its revenue in the U.S. and one-third in Canada, providing balanced exposure to both markets.
Trailing total returns as of 10/2/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.14-13.3% vs $0.16 | $1.4B+2.9% vs $1.3B |
Q2 2026 Apr 29, 2026 | $0.06+20.0% vs $0.05 | $1.2B+1.0% vs $1.2B |
Q1 2026 Feb 11, 2026 | $0.26+85.7% vs $0.14 | $1.2B+1.2% vs $1.2B |
Q4 2025 Nov 5, 2025 | $0.17-10.5% vs $0.19 | $1.2B-27.1% vs $1.7B |
GFL Environmental Inc. (NYSE: GFL - Get Free Report) has been given an average rating of "Moderate Buy" by the fourteen ratings firms that are presently covering the stock, MarketBeat.com reports. Two analysts have rated the stock with a sell rating, two have assigned a hold rating and ten have assigned a buy rating to the
MIAMI BEACH, FL, Sept. 29, 2026 /PRNewswire/ -- GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") today announced that the Board of Directors of the Company has declared a cash dividend of US$0.0169 for each outstanding subordinate voting share and multiple voting share of the Company for the third quarter of 2026.
MIAMI BEACH, FL, Sept. 24, 2026 /PRNewswire/ -- GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL" or the "Company") today announced that it will release its 2026 third quarter financial results after the market closes on Wednesday October 28, 2026 and will host an investor conference call related to this release on Thursday October 29, 2026 at 8:30 am Eastern Time.
THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO AUSTRALIA, CANADA, ITALY, DENMARK, JAPAN, THE UNITED STATES, OR TO ANY NATIONAL OF SUCH JURISDICTIONS
Benchmark GFL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for GFL Environmental Inc. (GFL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $40.43 | $14.11B | 5.76 | 7.77% | 57.95% | 52.14% | 0.14% | |
| $201.90 | $80.7B | 30.13 | 14.24% | 11.12% | 28.92% | — | |
| $206.98 | $63.68B | 30.22 | 3.49% | 12.94% | 18.26% | — | |
| $150.66 | $37.97B | 36.04 | 6.55% | 10.86% | 13.18% | — | |
| $78.07 | $4.89B | 650.58 | 17.95% | 0.29% | 0.36% | — | |
| $312.51 | $16.5B | 42.93 | 2.39% | 7.03% | 15.65% | — |
GFL Environmental Inc. (GFL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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GFL Environmental Inc. (GFL) stock FAQ — growth, dividends, profitability & financials explained
GFL Environmental Inc. (GFL) reported $6.97B in revenue for fiscal year 2025. This represents a 423% increase from $1.33B in 2017.
GFL Environmental Inc. (GFL) grew revenue by 7.8% over the past year. This is steady growth.
GFL Environmental Inc. (GFL) reported a net loss of $227.4M for fiscal year 2025.
Yes, GFL Environmental Inc. (GFL) pays a dividend with a yield of 0.14%. This makes it attractive for income-focused investors.
GFL Environmental Inc. (GFL) has a return on equity (ROE) of 52.1%. This is excellent, indicating efficient use of shareholder capital.
GFL Environmental Inc. (GFL) generated $192.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
