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Adech Shreza

Research Analyst at Stifel

No comprehensive professional profile available for Adech Shreza due to lack of verifiable public information from search results. Specific details on job title, companies covered, performance metrics, career timeline, previous experience, and credentials could not be identified. Further direct access to LinkedIn or proprietary databases may be required for accurate data.

Adech Shreza's questions to GFL Environmental (GFL) leadership

Question · Q4 2025

Adech Shreza inquired about the contribution of EPR and R&G ramping up to GFL's 50 basis points reported volume for 2025, and the recovery assumptions built into the 2026 volume guidance.

Answer

CFO Luke Pelosi clarified that R&G had a de minimis contribution to 2025 volume, while EPR contributed approximately $10 million in Q1, $20 million each in Q2 and Q3, and $5-$7 million in Q4. He stated that the 2026 volume guidance assumes status quo macro conditions, with any C&D or broader macroeconomic recovery providing an additive tailwind, not currently built into the base guide. He noted a tough start to Q1 2026 due to exceptional snow levels.

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