GFL Environmental Inc. (GFL) Releases Q4 2025 Earnings: Revenue and Profit Decline

GFL Environmental Inc. (GFL) reported fourth-quarter 2025 results with total revenues of $1.23 billion, a 41.6% year-over-year decline.

Total revenues: $1.23 billion (down 41.6% YoY).

Gross profit: $246.0 million (down 41.7% YoY).

Operating profit: $130.0 million (down 26.2% YoY).

Net income attributable to common shareholders: $24.7 million (down 122.6% YoY).

Diluted earnings per share: $0.04 (down 111.1% YoY).

Cost of sales totaled $982.7 million, a 41.5% decrease from the prior year.

Cash provided by operating activities: $324.4 million (down 29.5% YoY).

Purchases of property, plant and equipment: $180.9 million (down 1.6% YoY).

Cash and cash equivalents: $62.4 million (down 33.1% YoY).

Total liabilities: $8.6 billion (down 11.7% YoY).

The quarter shows broad declines in revenue, profitability and cash balances while total liabilities were reduced year-over-year; monitoring upcoming management actions and operational execution will be key for investors.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

GFL Environmental Inc. Hedge Fund Activity

We have seen 152 institutional investors add shares of GFL Environmental Inc. stock to their portfolio, and 144 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC removed 6,957,400 shares (-20.4%) from their portfolio in Q3 2025, for an estimated $329,641,612
CAPITAL RESEARCH GLOBAL INVESTORS added 3,267,936 shares (+17.6%) to their portfolio in Q4 2025, for an estimated $140,357,851
FRED ALGER MANAGEMENT, LLC removed 2,493,514 shares (-30.7%) from their portfolio in Q3 2025, for an estimated $118,142,693
ONTARIO TEACHERS PENSION PLAN BOARD removed 2,144,003 shares (-8.1%) from their portfolio in Q3 2025, for an estimated $101,582,862
SOROS FUND MANAGEMENT LLC removed 1,977,374 shares (-69.3%) from their portfolio in Q3 2025, for an estimated $93,687,980
NORDEA INVESTMENT MANAGEMENT AB added 1,932,442 shares (+40.8%) to their portfolio in Q4 2025, for an estimated $82,998,383
UBS GROUP AG removed 1,698,013 shares (-87.2%) from their portfolio in Q4 2025, for an estimated $72,929,658

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

GFL Environmental Inc. Analyst Ratings

Wall Street analysts have issued reports on $GFL in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Wells Fargo issued a "Overweight" rating on 11/14/2025
UBS issued a "Buy" rating on 11/10/2025
Barclays issued a "Overweight" rating on 11/07/2025
William Blair issued a "Outperform" rating on 09/25/2025

To track analyst ratings and price targets for GFL Environmental Inc., check out Quiver Quantitative's $GFL forecast page.

GFL Environmental Inc. Price Targets

Multiple analysts have issued price targets for $GFL recently. We have seen 7 analysts offer price targets for $GFL in the last 6 months, with a median target of $57.0.

Here are some recent targets:

Konark Gupta from Scotiabank set a target price of $57.0 on 01/21/2026
Bryan Burgmeier from Citigroup set a target price of $56.0 on 01/16/2026
Tami Zakaria from JP Morgan set a target price of $48.0 on 01/14/2026
Adam Bubes from Goldman Sachs set a target price of $50.0 on 11/24/2025
Jerry Revich from Wells Fargo set a target price of $68.0 on 11/14/2025
Jon Windham from UBS set a target price of $60.0 on 11/10/2025
William Grippin from Barclays set a target price of $88.0 on 11/07/2025