Clean Harbors (CLH) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
23 Jun, 2026Mission and sustainability focus
Aims to create a safer, cleaner environment through treatment, recycling, and disposal of hazardous materials.
Operates with a sustainable business model, leveraging powerful brands and closed-loop offerings.
Significant efforts to improve ESG ratings and achieve a net climate benefit factor of 2.3x, targeting 3x by 2030.
Market leadership and operational scale
Largest hazardous waste disposal company and leading collector, recycler, and re-refiner of used oil in North America.
Operates over 100 waste management facilities, 900 service locations, and maintains more than 20,000 vehicles.
Serves 300,000+ customers with ~24,000 employees across all 50 states, nine Canadian provinces, and Puerto Rico.
Competitive advantages
Holds over 600 permits, making regulatory compliance a significant barrier to entry.
High customer switching costs, unique assets, and substantial capital investments.
Deeply experienced personnel and proprietary systems developed over decades.
Latest events from Clean Harbors
- PFAS, reshoring, and regulation fuel growth, with strong demand and rising free cash flow conversion.CLH
Waste360/ Stifel Investor Summit10 Jun 2026 - Margin expansion, Safety-Kleen growth, and PFAS tailwinds drive strong outlook.CLH
16th Annual Wells Fargo Industrials & Materials Conference9 Jun 2026 - Guidance raised to 9% EBITDA growth, with PFAS and project work fueling strong momentum.CLH
Oppenheimer 21st Annual Industrial Growth Virtual Conference8 May 2026 - Record Q1 results and raised 2026 guidance reflect strong demand and margin expansion.CLH
Q1 20266 May 2026 - Votes will be cast on director elections, executive pay, and auditor ratification.CLH
Proxy filing10 Apr 2026 - Annual meeting to vote on directors, executive pay, auditor, and highlight ESG oversight.CLH
Proxy filing10 Apr 2026 - PFAS remediation, reshoring, and AI innovation drive growth and efficiency in hazardous waste management.CLH
47th Annual Raymond James Institutional Investor Conference3 Mar 2026 - Record 2025 results, robust growth, and strong 2026 outlook with major investments.CLH
Q4 202518 Feb 2026 - Record Adjusted EBITDA and strong ES growth offset SKSS declines, supporting a positive outlook.CLH
Q2 20253 Feb 2026