# GFL Environmental Inc. (GFL)

> Source: Nexqual · https://nexqual.com/GFL · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, GFL Environmental Inc. (GFL), nexqual.com/GFL" · informational, not investment advice.

**Price:** USD 44.14 (+1.52% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 43.48 · day 43.51–44.35 · 52w 33.33–46.77 · market cap $15.9B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold GFL (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Total return with dividends: 1Y -4.0% vs S&P 500 +14.9%; 5Y +7.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 0.28, revenue estimate $2.11B.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold GFL. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Lee Ainslie | Maverick Capital | 3.39% | $375M | Added +165.0% |

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | JP Morgan | Target raised | Underweight | $41 → $42 |
| 2026-09-11 | TD Cowen | Reiterated | Buy | $65 |
| 2026-09-02 | Scotiabank | Target raised | Sector Outperform | $56 → $57 |
| 2026-07-31 | Scotiabank | Target raised | Sector Outperform | $52 → $56 |
| 2026-07-16 | JP Morgan | Target raised | Underweight | $40 → $41 |
| 2026-07-06 | JP Morgan | Target lowered | Underweight | $42 → $40 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -4.0% | +7.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -4.1% | +1.5% |
| Volatility (annualized) | 29.4% | 29.0% |
| Max drawdown | -27.9% (Nov 2025→May 2026) | -42.0% (Oct 2021→Oct 2022) |

## Peers (Waste Management)
CLH (Clean Harbors, Inc.) USD 320.96 +0.53% · CWST (Casella Waste Systems, Inc.) USD 96.89 +7.39% · WCN (Waste Connections, Inc.) USD 184.88 +9.86% · RSG (Republic Services, Inc.) USD 241.9 +5.03% · WM (Waste Management, Inc.) USD 239.1 +4.15% · OIO (OIO Group) USD 1.87 +1.08%

## More
Full page: https://nexqual.com/GFL · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.28 | $0.34 | -16.8% | $2.11B | 13 |
| Next quarter (ends 2026-12-31) | $0.29 | $0.24 | +20.1% | $2.34B | 13 |
| Current fiscal year (ends 2026-12-31) | $0.85 | $0.92 | -7.4% | $8.05B | 13 |
| Next fiscal year (ends 2027-12-31) | $1.32 | $1.31 | +0.6% | $9.79B | 14 |