Growth And ProfitabilityIncremental capacity at the newly constructed Kimball, Nebraska facility will help alleviate growing backlogs, increase profits, and could provide a $100MM positive free cash flow swing.
Market Position And ExpansionCLH has a dominant position in hazardous waste and the moat will widen with further M&A which should boost pricing and margins.
Regulatory And Market OpportunitiesReshoring of US manufacturing activity is expected to spur volume growth, and the nascent PFAS regulations provide another tailwind.