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Mar 31

Clean Harbors Q1 2025 Earnings Report

Clean Harbors posted solid Q1 2025 results with revenue growth across both core segments and strong adjusted EBITDA performance.

Key Takeaways

Clean Harbors delivered a strong start to 2025 with $1.43B in revenue and $58.7M in net income, supported by robust demand in disposal and recycling services and a strong performance from its new Kimball incinerator.

Revenue increased 4% year-over-year to $1.43 billion.

Environmental Services segment led with strong Field Services growth and incineration utilization of 88%.

Net income came in at $58.7 million, with EPS of $1.09.

Adjusted EBITDA reached $234.854 million, exceeding the prior year.

Total Revenue
$1.43B
Previous year: $1.38B
+4.0%
EPS
$1.09
Previous year: $1.29
-15.5%
Adjusted EBITDA
$235M
Previous year: $230M
+2.1%
Adj. EBITDA Margin
16.4%
Previous year: 16.7%
-1.8%
Cash and Equivalents
$489M
Previous year: $338M
+44.9%
Free Cash Flow
-$116M
Previous year: -$118M
-2.2%
Total Assets
$7.25B
Previous year: $6.94B
+4.4%

Clean Harbors

Clean Harbors

Clean Harbors Revenue by Segment

Forward Guidance

Clean Harbors reaffirmed full-year guidance with confidence in hitting targets, projecting continued growth in Environmental Services and cost control in SKSS despite economic uncertainties.

Positive Outlook

  • Maintained full-year adjusted EBITDA guidance of $1.15B to $1.21B.
  • Maintained adjusted free cash flow guidance of $430M to $490M.
  • Expected ramp-up of Kimball incinerator to contribute further.
  • Growing pipeline of remediation and waste projects.
  • Expansion through HEPACO acquisition boosts Field Services outlook.

Challenges Ahead

  • Uncertainty in U.S. trade and tariff policy poses macroeconomic risks.
  • SKSS segment faces continued weak pricing in base oil and lubricants.
  • Industrial Services revenues declined 10% due to delayed refinery spending.
  • Higher depreciation and amortization from acquisitions impacted operating income.
  • Soft commodity price environment affecting profitability in SKSS.