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Side-by-side financial comparison of ARKO Corp. (ARKO) and CLEAN HARBORS INC (CLH). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.5B, roughly 1.2× CLEAN HARBORS INC). CLEAN HARBORS INC runs the higher net margin — 5.8% vs 0.1%, a 5.7% gap on every dollar of revenue. On growth, CLEAN HARBORS INC posted the faster year-over-year revenue change (4.8% vs -9.9%). CLEAN HARBORS INC produced more free cash flow last quarter ($233.3M vs $14.9M). Over the past eight quarters, CLEAN HARBORS INC's revenue compounded faster (4.4% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
Clean Harbors, Inc., headquartered in Norwell, Massachusetts, is a provider of waste management and industrial services for commercial customers, specializing in the collection, transportation, treatment and disposal of hazardous waste, but also offering services for non-hazardous waste. The company has 870 operating locations in 630 properties in the U.S. and Canada including a network of over 100 waste disposal facilities such as incinerators, landfills, treatment, storage and disposal faci...
ARKO vs CLH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.5B |
| Net Profit | $1.9M | $86.6M |
| Gross Margin | — | 30.6% |
| Operating Margin | 1.2% | 10.6% |
| Net Margin | 0.1% | 5.8% |
| Revenue YoY | -9.9% | 4.8% |
| Net Profit YoY | 180.9% | 3.1% |
| EPS (diluted) | $0.01 | $1.62 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.8B | $1.5B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.1B | $1.4B |
| Q4 25 | $1.9M | $86.6M | ||
| Q3 25 | $13.5M | $118.8M | ||
| Q2 25 | $20.1M | $126.9M | ||
| Q1 25 | $-12.7M | $58.7M | ||
| Q4 24 | $-2.3M | $84.0M | ||
| Q3 24 | $9.7M | $115.2M | ||
| Q2 24 | $14.1M | $133.3M | ||
| Q1 24 | $-594.0K | $69.8M |
| Q4 25 | — | 30.6% | ||
| Q3 25 | — | 32.3% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | 28.6% | ||
| Q4 24 | — | 29.9% | ||
| Q3 24 | — | 31.0% | ||
| Q2 24 | — | 33.3% | ||
| Q1 24 | — | 29.5% |
| Q4 25 | 1.2% | 10.6% | ||
| Q3 25 | 1.8% | 12.5% | ||
| Q2 25 | 2.8% | 13.6% | ||
| Q1 25 | -0.6% | 7.8% | ||
| Q4 24 | 0.7% | 9.6% | ||
| Q3 24 | 1.8% | 12.6% | ||
| Q2 24 | 1.8% | 13.9% | ||
| Q1 24 | -0.2% | 9.1% |
| Q4 25 | 0.1% | 5.8% | ||
| Q3 25 | 0.7% | 7.7% | ||
| Q2 25 | 1.0% | 8.2% | ||
| Q1 25 | -0.7% | 4.1% | ||
| Q4 24 | -0.1% | 5.9% | ||
| Q3 24 | 0.4% | 7.5% | ||
| Q2 24 | 0.6% | 8.6% | ||
| Q1 24 | -0.0% | 5.1% |
| Q4 25 | $0.01 | $1.62 | ||
| Q3 25 | $0.10 | $2.21 | ||
| Q2 25 | $0.16 | $2.36 | ||
| Q1 25 | $-0.12 | $1.09 | ||
| Q4 24 | $-0.03 | $1.55 | ||
| Q3 24 | $0.07 | $2.12 | ||
| Q2 24 | $0.11 | $2.46 | ||
| Q1 24 | $-0.02 | $1.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $127.4M |
| Total DebtLower is stronger | $912.1M | — |
| Stockholders' EquityBook value | $267.2M | $2.7B |
| Total Assets | $3.5B | $7.6B |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $127.4M | ||
| Q3 25 | $313.2M | $91.2M | ||
| Q2 25 | $299.7M | $98.9M | ||
| Q1 25 | $271.1M | $105.9M | ||
| Q4 24 | $267.1M | $102.6M | ||
| Q3 24 | $296.8M | $82.4M | ||
| Q2 24 | $236.5M | $91.3M | ||
| Q1 24 | $189.1M | $104.8M |
| Q4 25 | $912.1M | — | ||
| Q3 25 | $911.6M | — | ||
| Q2 25 | $916.4M | — | ||
| Q1 25 | $880.1M | — | ||
| Q4 24 | $881.0M | — | ||
| Q3 24 | $884.7M | — | ||
| Q2 24 | $889.9M | — | ||
| Q1 24 | $885.0M | — |
| Q4 25 | $267.2M | $2.7B | ||
| Q3 25 | $273.1M | $2.8B | ||
| Q2 25 | $264.8M | $2.7B | ||
| Q1 25 | $255.2M | $2.6B | ||
| Q4 24 | $276.9M | $2.6B | ||
| Q3 24 | $280.0M | $2.5B | ||
| Q2 24 | $273.1M | $2.4B | ||
| Q1 24 | $261.2M | $2.3B |
| Q4 25 | $3.5B | $7.6B | ||
| Q3 25 | $3.6B | $7.5B | ||
| Q2 25 | $3.6B | $7.4B | ||
| Q1 25 | $3.6B | $7.2B | ||
| Q4 24 | $3.6B | $7.4B | ||
| Q3 24 | $3.7B | $7.3B | ||
| Q2 24 | $3.7B | $7.1B | ||
| Q1 24 | $3.6B | $6.9B |
| Q4 25 | 3.41× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | — | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 3.16× | — | ||
| Q2 24 | 3.26× | — | ||
| Q1 24 | 3.39× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $44.6M | $355.1M |
| Free Cash FlowOCF − Capex | $14.9M | $233.3M |
| FCF MarginFCF / Revenue | 0.8% | 15.6% |
| Capex IntensityCapex / Revenue | 1.7% | 8.1% |
| Cash ConversionOCF / Net Profit | 23.98× | 4.10× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $441.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $355.1M | ||
| Q3 25 | $49.4M | $302.0M | ||
| Q2 25 | $55.2M | $208.0M | ||
| Q1 25 | $43.4M | $1.6M | ||
| Q4 24 | $22.7M | $303.9M | ||
| Q3 24 | $109.2M | $239.2M | ||
| Q2 24 | $77.2M | $216.0M | ||
| Q1 24 | $12.8M | $18.5M |
| Q4 25 | $14.9M | $233.3M | ||
| Q3 25 | $24.5M | $207.5M | ||
| Q2 25 | $9.8M | $118.0M | ||
| Q1 25 | $16.0M | $-117.1M | ||
| Q4 24 | $-13.4M | $241.5M | ||
| Q3 24 | $79.9M | $142.4M | ||
| Q2 24 | $57.9M | $80.9M | ||
| Q1 24 | $-16.5M | $-119.4M |
| Q4 25 | 0.8% | 15.6% | ||
| Q3 25 | 1.2% | 13.4% | ||
| Q2 25 | 0.5% | 7.6% | ||
| Q1 25 | 0.9% | -8.2% | ||
| Q4 24 | -0.7% | 16.9% | ||
| Q3 24 | 3.5% | 9.3% | ||
| Q2 24 | 2.4% | 5.2% | ||
| Q1 24 | -0.8% | -8.7% |
| Q4 25 | 1.7% | 8.1% | ||
| Q3 25 | 1.2% | 6.1% | ||
| Q2 25 | 2.3% | 5.8% | ||
| Q1 25 | 1.5% | 8.3% | ||
| Q4 24 | 1.8% | 4.4% | ||
| Q3 24 | 1.3% | 6.3% | ||
| Q2 24 | 0.8% | 8.7% | ||
| Q1 24 | 1.4% | 10.0% |
| Q4 25 | 23.98× | 4.10× | ||
| Q3 25 | 3.67× | 2.54× | ||
| Q2 25 | 2.75× | 1.64× | ||
| Q1 25 | — | 0.03× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | 11.28× | 2.08× | ||
| Q2 24 | 5.49× | 1.62× | ||
| Q1 24 | — | 0.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
CLH
| Technical Services | $479.3M | 32% |
| Safetly Kleen Environmental Services | $252.9M | 17% |
| Fieldand Emergency Response | $246.6M | 16% |
| Products | $205.3M | 14% |
| Safety Kleen Sustainability Solutions Segment | $188.4M | 13% |
| Safety Kleen Oil | $132.6M | 9% |
