GFL Environmental Q4 Earnings Miss by $1.1M, Revenue Up 4%

February 11, 2026 — GFL Environmental (NYSE: GFL) reported Q4 revenue of $148.7 million, up 4% year-over-year, but earnings per share (EPS) fell 13 cents to $0.14, missing a $0.25 consensus estimate. The miss reflects higher-than-expected landfill closure costs and supply chain disruptions. Management attributed the result to continued transition to green waste processing, which is less capital intensive and more margin-friendly. The company raised its 2026 guidance to $1.25 billion in annual revenue, up from $1.20 billion previously.