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Q1: 2026-05-06 Earnings Summary
EPS of $1.19 beats by $0.04
| Revenue of $1.46B (1.93% Y/Y) misses by $9.92M
Clean Harbors, Inc. (CLH) Oppenheimer 21st Annual Industrial Growth Virtual Conference May 7, 2026 1:30 PM EDT
Company Participants
Eric Dugas – Executive VP & CFO
James Buckley – Senior Vice President of Investor Relations & Corporate Communications
Conference Call Participants
Noah Kaye – Oppenheimer & Co. Inc., Research Division
Presentation
Noah Kaye
Oppenheimer & Co. Inc., Research Division
Well, good afternoon, everyone, and welcome back to Day 4 of Oppenheimer’s 21st Annual Industrial Growth Conference. I’m Noah Kaye, Managing Director in Oppenheimer’s Sustainable Growth and Resource Optimization Practice, which was recently rebranded to Industrial Innovation. We are very glad to welcome back to the conference, the management team of Clean Harbors, CFO, Eric Dugas; SVP of IR and Communications, Jim Buckley.
Gentlemen, welcome. Thanks so much for being here.
Eric Dugas
Executive VP & CFO
Thanks for having us, Noah. Excited to be here.
Question-and-Answer Session
Noah Kaye
Oppenheimer & Co. Inc., Research Division
I would love to maybe just start with yesterday’s results and the market reaction. The company raised guidance across segments above the street. It is pretty unusual for the company to raise guidance in the first quarter. And certainly, there was some anticipation of stronger results given what’s happened with the energy markets. But I guess the question to start with is, what, if anything, do you feel is underappreciated by the market? And where there might still be some upside in the outlook that you provided?
Eric Dugas
Executive VP & CFO
Great. So I’ll start, Noah, and I’m sure Jim will share some thoughts as well. But I appreciate the question about kind of what wasn’t appreciated yesterday. And certainly, the market reaction was a bit disappointing, but I don’t think it takes away from the positivity we felt about quarter 1 and our optimism for the rest of 2026 here
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