Post-earnings recap
Reported
Wed, May 6, 2026
EPS actual
$1.19
EPS est.
$1.15
EPS surprise
+3.21%
1-day move
-8.20%
Clean Harbors reported better-than-expected earnings per share, which indicates strong performance in that area. However, revenue figures were not disclosed, leaving some uncertainty about overall sales performance. The stock reaction is currently unknown as no information is available on how the market responded to the earnings report.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.19 | $1.15 | +3.21% |
| Revenue | — | $1.5B | — |
No transcript is on record, and the analysis is based solely on numerical results.
Clean Harbors, Inc. is a leading provider of environmental and facilities services, focusing on waste management and industrial cleaning. As a key player in the industrial sector, it plays a vital role in helping businesses comply with environmental regulations and manage hazardous materials.
Last quarter
In the last quarter, Clean Harbors reported an EPS of $1.62, slightly exceeding expectations. The stock reacted positively, gaining 2.66% the following day.
EPS beat streak
3Q
EPS beat rate
75%
Avg EPS surprise
+4.86%
Avg 1-day reaction
-3.31%
Analysts are generally optimistic, expecting Clean Harbors to report solid earnings driven by strong demand for environmental services.
Bull case
If the company beats EPS estimates, it could signal robust operational efficiency and market demand, potentially driving the stock higher.
Bear case
Conversely, if earnings fall short of expectations, it may raise concerns about cost management and market conditions, leading to a negative stock reaction.
Key metrics to watch
Earnings Per Share (EPS)
$1.15EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.
Revenue
$1.5BRevenue growth is essential for assessing the company's ability to expand its operations and market share.
The print will turn on these.
Q1
Will Clean Harbors achieve an EPS of at least $1.15?
This figure is crucial for assessing the company's profitability and could significantly influence investor sentiment.
Q2
What is the revenue outlook for the next quarter?
Revenue growth is a key indicator of the company's operational health and market demand, which will be closely scrutinized.
—
Est. EPS
$0.01
Est. Rev
$918M
Impl. Move
±9.1%
Why consensus could be wrong
The Street may be underestimating the potential for Clean Harbors to exceed EPS expectations due to recent operational efficiencies not fully reflected in consensus estimates.
Supporting evidence
The company has a strong history of beating EPS estimates, with a 75% success rate over the last eight quarters.
Recent trends in environmental services suggest increasing demand that could drive revenue higher than expected.
Key risk
If the company reports an EPS below $1.15, it could undermine the current bullish sentiment.
Pre-commit to what would confirm each case.
This quarter's results will be pivotal in determining the company's trajectory amidst fluctuating market conditions.
Bull confirmed if
An EPS of $1.15 or higher with revenue exceeding $1.5B would confirm strong operational performance.
Bear confirmed if
An EPS below $0.92 would indicate potential issues with profitability and cost management.
What the market is pricing for the move.
Implied Move
±7.01%
Historical Avg
±5.8%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.
Options are pricing ±7.1% while CLH has averaged ±5.8% over the last 8 prints — setup is pricing rich.
ATM IV
0.5%
30d HV
18.7%
Smart-money positioning from the most recent 13F filings.
Institutional
96.48%
of float
Insider
4.92%
of float
Holders
874
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
5,076,220 sh · $1.6B
9.62%
5.7%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Clean Harbors beats expectations, history suggests a potential stock increase of around 1.61%, confirming strong demand and operational efficiency.
In line / cautious
If results are in line with expectations, the stock may react moderately, reflecting cautious optimism without significant changes in sentiment.
Miss
A miss on earnings could lead to a decline of approximately 11.10%, raising concerns about the company's cost management and market position.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
6
0 buys·6 sells
Members
1
House only
Est. Notional
$55,006.00–$175,000.00
disclosed dollar ranges
Most Active Members
6 trades
The lines on the call that would change the story.
Wellington Management Group, LLP
3,155,233 sh · $995.6M
5.98%
-11.8%
FMR, LLC
3,002,654 sh · $947.5M
5.69%
42.9%
Vanguard Capital Management LLC
2,182,972 sh · $688.8M
4.14%
0.6%
Vanguard Portfolio Management LLC
1,983,336 sh · $625.8M
3.76%
1.0%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net selling
Recent Transactions
Traded Aug 25, 2026 · disclosed Sep 9, 2026
$50,001.00–$100,000.00
Traded Jul 28, 2026 · disclosed Aug 3, 2026
$1,001.00–$15,000.00
Traded Jul 27, 2026 · disclosed Aug 3, 2026
$1,001.00–$15,000.00
Traded Jul 24, 2026 · disclosed Aug 3, 2026
$1,001.00–$15,000.00
Traded May 1, 2026 · disclosed Jun 5, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.