财务业绩 - 公司第二季度收入增长11%至15.5亿美元，主要由环境服务推动[2] - 第二季度净收入增长15%至1.333亿美元，每股收益2.46美元[6] - 第二季度调整后EBITDA增长14%至3.278亿美元，利润率为21.1%[7] - 公司第二季度收入为15.53亿美元，同比增长11.1%[25] - 第二季度净利润为1.33亿美元，同比增长15.1%[25] - 第二季度每股收益为2.46美元，同比增长15.5%[25] 分部业绩 - 环境服务分部收入增长12%,调整后EBITDA增长18%,利润率提升140个基点[8] - 安全-克林可持续解决方案分部收入增长8%,但盈利略有下降[10] - 第二季度环境服务分部收入为12.97亿美元，同比增长11.7%[36] - 第二季度Safety-Kleen可持续解决方案分部收入为2.55亿美元，同比增长8.1%[36] - 环境服务业务的调整后EBITDA为3.599亿美元，同比增长17.7%[41] - 安全-克林可持续解决方案业务的调整后EBITDA为5,148万美元，同比下降3.6%[41] 现金流和资产 - 第二季度公司经营活动产生的现金流为2.35亿美元[32] - 第二季度公司投资活动使用的现金流为7.31亿美元[32] - 第二季度公司筹资活动产生的现金流为4.56亿美元[32] - 截至2024年6月30日，公司现金及现金等价物为4.02亿美元[28] - 截至2024年6月30日，公司总资产为71.37亿美元[28] 未来展望 - 公司预计第三季度调整后EBITDA将同比增长20%-24%[12] - 公司全年调整后EBITDA预计为11.25亿-11.65亿美元,同比增长13%[12] - 公司全年调整后自由现金流预计为3.5亿-3.9亿美元[18]

The blue economy is on the rise, which makes investing in ocean tech stocks more appealing over time. Ocean tech stocks are companies creating products and solutions tied to the oceans regarding energy, water treatment and marine discovery. These firms provide new and creative answers to environmental problems and support the conservation of the ocean’s assets. Holding such stocks allows the investor to gain exposure to a promising sector, given the rising focus on sustainability and technological innovatio ...

The Waste Management industry is experiencing positive trends in government regulations, the integration of advanced technologies and a growing awareness of environmental concerns. The sector is capitalizing on increased industrialization and urbanization, coupled with a greater emphasis on improved waste management practices. Per Statista, the global waste management sector reached $1.3 trillion in 2022 and is expected to undergo substantial growth, reaching $2 trillion by 2030. The driving forces behind t ...

Clean Harbors, Inc. (CLH) has had an impressive run over the past three months. The stock has gained 15.4% against the 0.3% decline of the industry it belongs to and the 5.1% rally of the Zacks S&P 500 composite. Reasons Behind the Rally Clean Harbors has an impressive earnings surprise history. The company’s earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters and missed once, delivering an average surprise of 0.7%. Being a leading provider of environmental and industrial ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style S ...

The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Clean Harbors (CLH) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out. Clean Harbors is a member of the Business Services sector. This group includes 316 individual stocks and currently holds a Zacks Sector Rank of #4. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks ...

Clean Harbors, Inc. (CLH) is an environmental, energy and industrial services provider that has performed extremely well over the past year and has the potential to sustain momentum in the near term. Consequently, if you haven’t taken advantage of the share price appreciation yet, it’s time you add the stock to your portfolio. What Makes CLH a Great Pick? An Outperformer: A glimpse at the company’s price trend reveals that the stock has had an impressive run over the year. Shares of Clean Harbors have retur ...

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Clean Harbors (CLH) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question. Clean Harbors is one of 315 individual stocks in the Business S ...

Clean Harbors, Inc. (CLH) reported impressive first-quarter 2024 results, wherein earnings and revenues beat the Zacks Consensus Estimate. The stock has gained 5.5% since the earnings release on May 1 in response to the better-than-expected earnings. CLH’s earnings of $1.3 per share beat the Zacks Consensus Estimate by 11.2% but declined 5.2% from the year-ago quarter. Total revenues of $1.4 billion surpassed the consensus estimate by 2.8% and increased 5.3% on a year-over-year basis. The stock has gained 5 ...

财务数据和关键指标变化 - 公司第一季度收入增长5%,调整后EBITDA增长7%,毛利率提升80个基点至29.5% [10][29][30] - 环境服务(ES)分部收入增长10%,调整后EBITDA增长16%,创下该分部历史最高第一季度利润率 [12] - 安全-克林(SKSS)分部受基础油和润滑油价格疲软影响,调整后EBITDA同比下降 [17][18] - 公司整体调整后EBITDA指引上调至11-11.5亿美元,中值为11.25亿美元 [36] 各条业务线数据和关键指标变化 - 技术服务业务收入增长11%,创下第一季度鼓装量纪录 [13] - 安全-克林环境服务业务收入增长9%,保持强劲增长 [14] - 现场服务和工业服务业务收入分别增长10%和7% [14][15] - 公司收购HEPACO和Noble Oil后,这些业务的协同效应有望带来收益 [23][24] 各个市场数据和关键指标变化 - 公司在铁路行业的业务拓展有望带来收入协同效应 [89] - PFAS相关业务管线持续增长15%-20%,公司提供全方位PFAS解决方案 [135][137] 公司战略和发展方向及行业竞争 - 公司执行"2027愿景"战略,通过内生增长和并购实现利润率和现金流的持续改善 [23][24] - 公司计划在2024年第四季度投产内布拉斯加州的新焚烧炉,增加稀缺资产 [25] - 公司与卡斯罗尔(Castrol)合作推出更环保的润滑油产品,有望提升市场份额 [21][22] 管理层对经营环境和未来前景的评论 - 公司对2024年的增长前景保持乐观,需求环境有利,各业务线表现良好 [26][27][40] - 环境服务分部订单充足,项目管线强劲,PFAS相关业务前景看好 [40] - 安全-克林分部有望在2024年恢复稳定增长 [27] 问答环节重要的提问和回答 问题1 **Michael Hoffman 提问** 环境服务分部是否有明显的体量增长,而不仅仅是价格推动? [43][44] **Eric Gerstenberg 回答** 是的,公司在鼓装量等关键指标上都看到了明显的体量增长 [44] 问题2 **Jerry Revich 提问** 公司未来12-24个月的并购管线情况如何? [61][64] **Michael Battles 回答** 公司并购管线保持强劲,每周评估2-3个潜在目标,将继续保持并购活跃 [64][65] 问题3 **Jasper Bibb 提问** 公司在环境服务分部的价格改善幅度如何? [75][76] **Eric Dugas 回答** 价格改善大约占收入增长的50%-60%,其余为体量增长,公司将继续保持价格领先于成本上涨 [76][77][78]