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Gfl Environmental Inc.

GFL · Utilities

Last earnings Oct 30, 2026

Key results

Revenuequarter

$399.0 million

Since the respective acquisition dates, revenue and income before income taxes of approximately $399.0 million and $49.2 million, respectively, attributable to the 2026 acquisitions, are included in these Interim Financial Statements.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Solid Waste Disposal revenuequarter

US$210.0 million

On October 8, 2024, GFL participated in the issuance of US$210.0 million aggregate principal amount of Solid Waste Disposal Revenue Bonds issued by Florida Development Finance Corporation.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

revenue of $51.2 million as at September 30, 2026 ($62.6 million as at December 31, 2025) and net payables of $13.7 million as at September 30, 2026 ($43.7 million as at December 31, 2025).

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Revenue increased by 27.2%, including 18.7% from acquisitions completed since July 1, 2025, 5.7% from core pricing, 1.5% from surcharges and 0.3% from higher commodity prices.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Changes in foreign exchange rates increased revenue by 1.1% .

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Revenue increased by 16.6% , including 11.0% from acquisitions completed since January 1, 2025, 6.3% from core pricing and 0.7% from surcharges.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Changes in foreign exchange rates decreased revenue by 0.6% .

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

The increase was due to acquisitions completed since July 1, 2025 which contributed approximately $153.5 million of revenue, $38.3 million from price increases, $8.8 million from higher surcharges, $11.6 million from higher volume and $1.7 million from higher selling prices for the saleable commodities generated from our MRF operations.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

AI analysis

Q3 2026 · reported Oct 30, 2026

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Revenue · Q3 2026
$399.0M
EX-99 · Oct 30, 2026
Solid Waste Disposal revenue · Q3 2026
US$210.0M
EX-99 · Oct 30, 2026

Headline figures

MetricQ3 2026Prior qtrYear ago
Revenue$399.0 million—$1,694.2 million
Solid Waste Disposal revenueUS$210.0 million——

EX-99 · Oct 30, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

GFL has the option to repurchase the balance of the equity of GFL Environmental Services (the “Call Option”).

Under the NCIB, a maximum of 27,396,513 subordinate voting shares may be repurchased by GFL.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Gfl Environmental Inc. Q3 2026 — Since the respective acquisition dates, revenue and income before income taxes of approximately $399.0 million and $49.2 million, respectively, attributable to the 2026 acquisitions, are included in t…

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

GFL has the option to repurchase the balance of the equity of GFL Environmental Services (the “Call Option”).

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Under the NCIB, a maximum of 27,396,513 subordinate voting shares may be repurchased by GFL.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

During the three and nine months ended September 30, 2026, GFL repurchased nil and 300,000 subordinate voting shares, respectively, under the NCIB (5,132,657 and 16,221,573 subordinate voting shares, respectively, during the three and nine months ended September 30, 2025).

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

All subordinate voting shares repurchased by GFL under the NCIB have been cancelled.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

The Revolving Credit Facility matures on April 29, 2030 and accrues interest at a rate of CORRA/SOFR plus 1.125% to 1.750% plus a credit spread adjustment or Canadian/Prime plus 0.125% to 0.750%.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

As of September 30, 2026, the applicable effective CORRA/SOFR borrowing rate was between 4.246% to 5.575%, depending on whether borrowings are drawn in Canadian or US dollars.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Strategy & priorities

Forward-looking information includes all statements that do not relate solely to historical or current facts, may relate to anticipated events or results and may include statements regarding our objectives, plans, goals, strategies, outlook, results of operations, financial and operating performance, prospects and opportunities.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Our results for the three and nine months ended September 30, 2026 were impacted by acquisitions as well as organic growth during the period as a result, in part, from the pricing strategies that we implemented and changes in volume, partially offset by the impact of inflationary pressures and certain labour wage rate pressures.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Our success in achieving these goals is dependent on our ability to execute on our three-pronged strategy of (i) continuing to generate strong, stable organic revenue growth, (ii) successfully executing strategic, accretive acquisitions, and (iii) continuing to drive operating cost efficiencies across our platform.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

We believe that executing on this strategy will continue to drive our organic revenue growth and free cash flow generation.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Our diversified business model also complements our acquisition strategy.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Risks & headwinds

Forward-looking information is subject to a number of known and unknown risks, uncertainties, assumptions and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking information.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

, Canadian or foreign anti-bribery or anti-corruption laws or regulations; landfill site closure and post-closure costs and contamination-related costs; increasing efforts by provinces, states and municipalities to reduce landfill disposal; litigation or regulatory or activist action; and public health outbreaks, epidemics or pandemics.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

These factors are also subject to a number of inherent risks and challenges discussed elsewhere in this Interim MD&A and in the AIF.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Gfl Environmental Inc. — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Fortis (FTS) UtilitiesAmerican Water Works (AWK) UtilitiesFirstEnergy (FE) UtilitiesEdison International (EIX) UtilitiesDuke Energy (DUK) UtilitiesPublic Service Enterprise Group (PEG) UtilitiesConstellation Energy (CEG) UtilitiesWEC Energy Group (WEC) Utilities
Documents

Filings

48 documents

Earnings releases

47 documents

Presentations

0 documents

No presentations for Gfl Environmental Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Gfl Environmental Inc. are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Gfl Environmental Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.