Sign in

You're signed outSign in or to get full access.

Jamison

Research Analyst at TD Cowen

Jamison's questions to GFL Environmental (GFL) leadership

Question · Q4 2025

Jamison sought clarification on how GFL expects to achieve its mid-5s average pricing guidance for 2026, given the 6.4% pricing in Q4 2025 and a strong Q1 2026 start. He also asked about GFL's plans and timing for reporting in U.S. dollars.

Answer

CFO Luke Pelosi explained that the mid-5s average pricing for 2026 is a blend, with Q1 starting in the mid-6s and gradually tapering down to around 5% by Q4, reflecting the math of prior-year pricing actions. He confirmed GFL's intention to convert to U.S. GAAP reporting as early as Q1 2027, which would align comparability with peers and potentially lead to U.S. dollar reporting, further supporting U.S. index inclusion.

Ask follow-up questions

Fintool

Fintool can predict GFL Environmental logo GFL's earnings beat/miss a week before the call