GFL Environmental Inc. (GFL) Form 6-K — Oct 28, 2026
GFL Environmental reported Q3 2026 revenue of $2,155.3 million, up 27.2%, with Adjusted EBITDA of $678.7 million, up 26.8%, and 7.4% organic revenue growth. It raised full-year 2026 guidance for the third time this year, now expecting revenue of ~$8,055-8,075 million and Adjusted Free Cash Flow over $1 billion. The company also disclosed that a Special Committee of independent directors is reviewing unsolicited inbound proposals to take GFL private, with a final deadline of November 9, 2026 for updated proposals. Strong interest from global institutional investors was cited.
Key figures
- Guidance
- FY2026 revenue ~$8,055-8,075M (prior $7,510-7,530M); Adjusted EBITDA ~$2,490-2,495M (prior ~$2,290M); Adjusted FCF ~$1,020M (prior ~$900M); net leverage mid 3s
- Revenue Yoy
- 27.2%
- Cash Position
- 296500000
- Shares Outstanding
- 436016632
- Ytd revenue
- $5,746.9M (+16.6%)
- Net leverage
- 3.8x
- Adjusted ebitda q3
- $678.7M (+26.8%)
- Adjusted net income q3
- $100.1M
- Adjusted ebitda margin q3
- 31.5%
- Organic revenue growth q3
- 7.4%
- Adjusted free cash flow q3
- $272.5M vs $180.5M prior year
- Underlying margin expansion
- 115 bps ex-M&A and diesel
- Take private proposal deadline
- November 9, 2026
- Annualized revenue from ytd acquisitions
- ~$2 billion
AI analysis
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