You Can Do Better Than Waste Management. Buy Clean Harbors Instead.
Clean Harbors (CLH) reported Q2 revenue of $1.74B, up 12% YoY, and EPS of $3.22, up 35.8%. The company, specializing in hazardous waste management, raised 2026 guidance. Waste Management (WM) reported Q2 revenue of $6.68B, up 4%, and EPS of $1.95, down 3%, while trimming full-year guidance. CLH's growth and regulatory tailwinds are highlighted as reasons to prefer it over WM.
How this was made
The 30-second read
Why it matters
Provides a bullish narrative for CLH but lacks new primary data.
Market read
Highlights CLH's strong Q2 performance and regulatory tailwinds, offering a positive outlook for traders.
What to watch
Potential regulatory cost increases and competition from larger waste firms.
Background
The article compares Clean Harbors (CLH) to Waste Management (WM) and argues CLH is a better buy based on growth and regulatory moat.
Ticker impact
Q2 revenue $1.74B (+12% YoY) and EPS $3.22 (+35.8% YoY) with raised 2026 guidance for EBITDA and free cash flow.
likely upward pressure as investors price higher growth and EPA-driven demand.
The article highlights double‑digit growth and new guidance, but it is a comparative opinion piece rather than a primary disclosure.
Market effects
May boost sentiment for hazardous waste and environmental services sector.
Limited to U.S. industrial waste market.
Low; primarily a U.S. niche.
Counterpoint
Clean Harbors' higher valuation may already be priced in, limiting upside.
Key entities
- companyClean Harbors
Hazardous waste disposal and recycling firm.
