GFL 6-K SEC Filing Analysis

Latest settled — T+20d

GFL ▼ -8.99% at T+20d

NEUTRAL call ✗ call lost -8.99% · α vs SPY -14.63% · entry $37.71 → $34.32

Next anchor: T+60d in 6w

Currently $35.97 · -4.61% from $37.71 entry

Entry anchored
May 1, 03:59 PM ET
via Databento tick

T+1d

0.00%

call 0.00% · α -0.80%

$37.71

settled 6w ago

T+5d

-2.81%

call -2.81% · α -5.75%

$36.65

settled 5w ago

T+20d

-8.99%

call -8.99% · α -14.63%

$34.32

settled 12d ago

T+60d

—

call — · α —

—

in 6w

Price Chart

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Executive Summary

GFL reported Q1 2026 revenue of $1,643.8M (+5.4% YoY) and Adjusted EBITDA of $478.5M (+12.3%), but net loss from continuing operations widened to -$219.2M (-$0.63 EPS vs -$0.58). Growth was driven by 7.0% core pricing and acquisitions, partially offset by negative volume, lower commodity prices, and FX headwinds. Debt rose to $9.375B, partly to fund post-quarter acquisitions including the pending SECURE Waste Infrastructure deal.

Actionable Insight

Revenue and EBITDA growth from pricing and M&A are positive, but net loss persistence, negative volume, and a sharp debt increase warrant caution. Monitor Q2 for volume recovery and integration of recent acquisitions (especially SECURE Waste). The stock has historically underperformed following positive filings, suggesting limited near-term upside.

Key Facts

Revenue $1,643.8M (+5.4% YoY)
Adjusted EBITDA $478.5M (+12.3% YoY)
Net loss from continuing operations -$219.2M (vs -$213.9M)
EPS from continuing ops -$0.63 (vs -$0.58)
Core pricing +7.0%, acquisitions +3.9%, volume -1.2%, FX -3.1%
Long-term debt $9,375.1M (up from $7,422.6M at Dec 2025)
Cash $1,436.2M (up from $85.6M)
Post-quarter acquisitions ~$1,437.6M, including SECURE Waste Infrastructure Corp. agreement

Financial Impact

Revenue growth of $83.7M and EBITDA growth of $52.4M; net loss widened by $5.3M

revenueadjusted EBITDAnet lossdebtEPS

Risk Factors

High net debt and leverage from acquisition financing
Negative organic volume trends in US collection business
Foreign exchange headwinds (CAD vs USD)
Integration risk from ~$1.4B in post-quarter acquisitions

Market Snapshot

Exchange

NYSE

Sector

Refuse Systems

Analyst Consensus

74% bullish (19 analysts)

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

Document	Accession Number
6-K Filing (Primary)	0001104659-26-054228
Document: tm2612685d3_ex99-2.htm	0001104659-26-054228
Document: tm2612685d3_6k.htm	0001104659-26-054228
Document: tm2612685d3_ex99-3.htm	0001104659-26-054228
Document: tm2612685d3_ex99-4.htm	0001104659-26-054228
Document: 0001104659-26-054228-index-headers.html	0001104659-26-054228
Document: 0001104659-26-054228-index.html	0001104659-26-054228
Document: 0001104659-26-054228.txt	0001104659-26-054228

7 reports for GFL

T+1T+5T+20T+60

100% Hit rate 3 of 3 directional calls best @ T+1▲ +2.32%Apr 1, 2026

Filters

Reports for GFL — sortable, filterable
	Type				Now
May 13, 2026 4w ago	6-K NEUTRAL ★ 2/10	$37.17 $35.96	▼ −3.26%	▼ −2.54%	$35.97 (−3.23%)
May 1, 2026 6w ago	6-K NEUTRAL ★ 4/10	$37.71 $36.65	▼ −2.81%	▼ −5.75%	$35.97 (−4.61%)
Apr 23, 2026 7w ago	6-K BULLISH ★ 7/10	$40.36 $40.34	▼ −0.05%	▼ −1.53%	$35.97 (−10.88%)
Apr 13, 2026 8w ago	6-K BULLISH ★ 8/10	$38.95 $39.42	▲ +1.21%	▼ −2.09%	$35.97 (−7.65%)
Apr 2, 2026 10w ago	6-K NEUTRAL ★ 3/10	$44.55 $43.06	▼ −3.34%	▼ −6.96%	$35.97 (−19.26%)
Apr 1, 2026 10w ago	6-K BULLISH ★ 7/10	$43.54 $44.49	▲ +2.18%	▼ −1.58%	$35.97 (−17.39%)
Mar 27, 2026 11w ago	6-K NEUTRAL ★ 2/10	$38.94 $44.86	▲ +15.20%	▲ +11.33%	$35.97 (−7.64%)

US Market Status

Market Closed — Opens Mon (48h 49m)

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