Every material Form 8-K Clean Harbors filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Clean Harbors reported third-quarter 2026 revenue up 21% to $1.87 billion, with net income up 75% to $208.1 million, or $3.93 per diluted share. The company raised the midpoint of its 2026 Adjusted EBITDA and adjusted free cash flow guidance by $80 million, and announced that Eric Gerstenberg will become sole CEO on January 1, 2027, when co-CEO Mike Battles retires.
Q3 2026 revenue rose 21% to $1.87 billion; Adjusted EBITDA rose 42% to $456.1 million.
Net income rose 75% to $208.1 million, or $3.93 per diluted share, versus $2.21 a year earlier.
2026 Adjusted EBITDA guidance is $1.44 billion to $1.48 billion; adjusted free cash flow guidance is $600 million to $660 million.
Gerstenberg becomes sole CEO January 1, 2027; Battles retires as co-CEO and director on December 31, 2026.
Clean Harbors completed its acquisitions of EnviroServe and ES&H for a combined purchase price of $775 million, funded through available cash and a $600 million senior notes offering. The company said the two businesses are expected to generate combined annual revenues of about $340 million and post-synergy Adjusted EBITDA of about $87 million, a multiple of 8.9 times Adjusted EBITDA.
Clean Harbors issued $600.0 million of 6.250% senior notes due September 30, 2034, on October 1, 2026
$470 million of the note proceeds financed the EnviroServe purchase; the remainder is to repay revolver borrowings used for ES&H
ES&H acquisition closed September 18, 2026; EnviroServe acquisition closed October 2, 2026
Combined expected annual revenue of about $340 million and post-synergy Adjusted EBITDA of about $87 million
Clean Harbors reported second-quarter 2026 revenue of $1.74 billion, up 12%, with net income up 34% to $170.5 million, or $3.22 per diluted share. The company raised the midpoint of its 2026 Adjusted EBITDA guidance by $110 million and announced a planned $305 million cash acquisition of ES&H, which is expected to close in the second half of 2026.
Q2 2026 net income was $170.5 million, or $3.22 per diluted share, versus $126.9 million, or $2.36 per diluted share, a year earlier.
Q2 2026 Adjusted EBITDA rose 22% to $409.0 million, and the Adjusted EBITDA margin was 23.6%, up from 21.7%.
2026 Adjusted EBITDA guidance is now $1.35 billion to $1.41 billion, and adjusted free cash flow guidance is $520 million to $580 million.
A ten-year disposal contract with an estimated value of $600 million was awarded, and the ES&H acquisition is priced at $305 million in cash.
Clean Harbors said founder Alan McKim, its Executive Chairman and Chief Technology Officer, notified the Board on May 19, 2026 that he will retire from the Board and his CTO role once the Board appoints a new Chair. The company expects an independent Chair to be appointed in the summer of 2026 as part of a planned leadership transition, and the filing says the retirement does not reflect any disagreement with the company.
McKim notified the Board on May 19, 2026, and the company announced the retirement in a press release dated May 20, 2026.
The retirement takes effect when the Board appoints a new Chair, which is expected in summer 2026.
The filing states the retirement does not arise from any disagreement with the company on operations, policies or practices.
Edward Galante, lead independent director, and co-CEOs Mike Battles and Eric Gerstenberg were quoted in the press release.
Clean Harbors reported first-quarter 2026 revenue of $1.46 billion, up from $1.43 billion a year earlier, and net income of $63.2 million, or $1.19 per diluted share, versus $1.09 a year earlier. The company raised the midpoint of its 2026 Adjusted EBITDA guidance by $40 million and its adjusted free cash flow guidance by $10 million, though first-quarter adjusted free cash flow was negative $75.8 million.
Q1 revenue was $1.46 billion versus $1.43 billion in Q1 2025; income from operations rose 7% to $118.9 million.
Q1 net income was $63.2 million, or $1.19 per diluted share, versus $58.7 million, or $1.09 per share, a year earlier.
Full-year 2026 Adjusted EBITDA guidance is $1.24 billion to $1.30 billion, with the midpoint raised by $40 million.
Full-year 2026 adjusted free cash flow guidance is $490 million to $550 million, with the midpoint raised by $10 million; Q1 adjusted free cash flow was negative $75.8 million.
Clean Harbors reported fourth-quarter 2025 revenue of $1.50 billion and net income of $86.6 million, or $1.62 per diluted share, both up from the prior-year quarter. For full-year 2025, revenue reached a record $6.03 billion, but net income fell to $391.0 million from $402.3 million. The company also guided 2026 Adjusted EBITDA to $1.20 billion to $1.26 billion and expanded its buyback by $350 million.
Q4 2025 net income was $86.6 million, or $1.62 per diluted share, versus $84.0 million, or $1.55, a year earlier.
Full-year 2025 net income was $391.0 million, or $7.28 per diluted share, versus $402.3 million, or $7.42, in 2024.
2026 guidance: Adjusted EBITDA of $1.20 billion to $1.26 billion and adjusted free cash flow of $480 million to $540 million.
Agreed to acquire certain Depot Connect International businesses for about $130 million, with closing expected in the first half of 2026; buyback availability was raised to $600 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Clean Harbors filing is on SEC EDGAR ↗. 8-K briefs of other companies →