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Eric Gerstenberg

Co-Chief Executive Officer, Co-President & Director, CLEAN HARBORS INC

Search every verified Eric Gerstenberg interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During Clean Harbors' Q2 2026 earnings call on July 29, 2026, Eric Gerstenberg reported that June was the best month in the company's history for both capex growth and quote volumes. He stated that the company is investing in capex because it sees long-term value creation opportunities through 2029. Gerstenberg noted that the company is introducing an integrated data center solution consisting of eight lines of business, with an initial focus on the construction phase. He said the company is targeting $200 million in annual revenue from this market by the end of 2028, requiring an additional $50 million in capex over three years. Gerstenberg also announced a significant long-term disposal contract with a manufacturing customer expanding its U.S. operations. He described the 10-year agreement as centered on incineration waste and complex wastewater volumes, with an estimated value of $600 million and options to expand in scope and duration. Regarding pricing assumptions, Gerstenberg said the company expects pricing to remain elevated in Q3 before beginning to trend back down in Q4.

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