Q2 2026 Clean Harbors Inc Earnings Call Transcript

Jul 29, 2026 / 01:00 PM GMT

Release Date Price: MXN5215.5

Transcript 10-Q8-K

Key Points

Positve

Clean Harbors Inc (CLH) exceeded its guidance for the quarter, achieving record revenue, adjusted EBITDA, and adjusted EBITDA margin.
The company secured a significant 10-year disposal contract valued at $600 million, which is expected to provide a decade-long growth runway.
Clean Harbors Inc (CLH) is expanding its presence in the data center market, with plans to invest $50 million over the next three years to support growth in this sector.
The acquisition of ES&H is expected to accelerate growth and increase coverage of field services in the Gulf region, enhancing Clean Harbors Inc (CLH)'s capabilities.
The SKSS segment delivered spectacular results with a greater than 40% increase in its top-line, driven by elevated market pricing and effective management of oil collection services.

Negative

Industrial services revenue was comparable to the previous year, with limited growth due to North American refineries operating with minimal downtime.
The company faces substantial uncertainty around the duration of current market conditions affecting petroleum-derived products such as base oil.
SG&A expenses as a percentage of revenue increased due to higher incentive compensation, insurance, and claim-related costs.
The company anticipates a decrease in adjusted EBITDA for the SKSS segment in Q4, reflecting potential declines in base oil pricing.
Clean Harbors Inc (CLH) has increased its net CapEx guidance due to incremental capital investments, which may impact free cash flow in the short term.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CLH.N - Clean Harbors Inc
Q2 2026 Clean Harbors Inc Earnings Call
Jul 29, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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As a reminder, this conference.

It is now my your host Tim Rodberger, general counsel for Clean Harbors.

Mr.

Roddenberger, you may begin.

Thank you, Christine, good morning, everyone.

With me on today's call.

Are co-Chief Executive Officer Eric Gerstenberg and Mike Battles.

For EVP and Chief Financial Officer Dugas, and our SVP of Investor Relations, Jim Buffley.

Slide slides for today's call are posted on our investor relations website.

Matters we are discussing today that are not historical facts are considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1,995.

Participants are cautioned not

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