Industrials·Environmental & Facilities Services·$14.6B
GFL Environmental Inc. is a leading provider of environmental and facilities services, focusing on waste management and recycling solutions....
Earnings Per Share (EPS)
EPS is a critical measure of profitability and will indicate how well GFL has managed costs and generated income.
Revenue
Revenue growth is essential for assessing the company's ability to expand its market share and maintain operational efficiency.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
3Q
EPS Beat Rate
75%
Avg EPS Surprise
-10.10%
Avg Stock Reaction
+0.56%
In Q4 2025, GFL reported an EPS of $0.36, significantly exceeding expectations and showcasing strong performance. The stock reacted positively, gaining over 2% the following day.
Management Promises & Guidance
Analysts expect GFL to report a modest EPS of $0.12 and revenue of $1.6B for Q1 2026, reflecting cautious optimism after strong prior performance.
Bull Case
If GFL surpasses expectations, it could indicate robust demand for its services and effective cost management, leading to a positive stock reaction.
Bear Case
Conversely, if GFL fails to meet EPS or revenue estimates, it may raise concerns about operational challenges and market conditions, leading to a negative stock response.
Earnings Per Share (EPS)
$0.12EPS is a critical measure of profitability and will indicate how well GFL has managed costs and generated income.
Revenue
$1.6BRevenue growth is essential for assessing the company's ability to expand its market share and maintain operational efficiency.
The print will turn on these two things.
Q1
Will GFL's EPS exceed the consensus estimate of $0.12?
A beat on EPS would reinforce GFL's operational strength and could lead to positive investor sentiment.
Q2
How does GFL plan to achieve its revenue target of $1.6B?
Understanding the company's strategies for revenue growth will be crucial for assessing its future performance and market position.
Why consensus could be wrong
The consensus may underestimate GFL's ability to leverage recent operational efficiencies and cost management strategies, which could lead to better-than-expected results.
Supporting Evidence
GFL has a strong track record of beating EPS estimates, with a 75% beat rate over the last eight quarters.
Recent operational improvements may not be fully reflected in analyst models, suggesting potential upside.
The company's commitment to expanding service offerings could drive additional revenue that analysts have not factored in.
Key Risk
If GFL's revenue exceeds $1.7B, it could challenge the current bearish sentiment and shift investor expectations.
Pre-commit to what would confirm each case.
This quarter, the focus is on GFL's ability to maintain profitability and revenue growth amid market pressures.
Bull Confirmed If
An EPS of $0.15 or higher would confirm strong operational performance and effective cost management.
Bear Confirmed If
An EPS below $0.10 would raise concerns about profitability and operational challenges.
Implied Move
±4.2%
The options market is pricing in a potential move of 4.2%, suggesting that investors are anticipating some volatility around the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If GFL beats expectations, history suggests a potential stock increase of around 0.78%, confirming strong demand and operational efficiency.
In-Line / Cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance.
Miss
A miss on earnings could lead to a slight decline, with historical data indicating an average drop of 0.07% when expectations are not met.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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VERIZON COMMUNICATIO
Apr 27, 2026