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Perma-Fix Set To Do Much Better In H2 '26

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⚡ Quantum Brief
The environmental services firm is rated a "Buy" at $11, with profitability expected to return in Q2 2026 as its Hanford waste treatment and PFAS destruction businesses scale operations. Hanford waste treatment contracts with the DOE and new grouting programs will drive revenue and backlog growth through 2040, marking a long-term expansion phase for the company. PFAS destruction capacity will triple using proprietary technology, offering a cost-effective, emission-free alternative to incineration while targeting high incremental margins. International operations are accelerating, with treatment backlog surging 51% year-over-year, signaling strong global demand for its waste management solutions. Management anticipates margin improvements as throughput increases and fixed costs are absorbed, positioning the company for stronger financial performance in H2 2026.
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Shareholders UniteInvesting Group LeaderFollow5ShareSavePlay(11min)Comment(1)SummaryPerma-Fix Environmental Services, Inc. is rated a Buy at $11, with an anticipated inflection point and profitability return in Q2 as Hanford and PFAS businesses scale.PESI's Hanford-related waste treatment is ramping up, with DOE contracts and supplemental grouting programs expected to drive revenue and backlog growth through 2040.PFAS destruction capacity is set to triple with new technology, targeting high incremental margins and offering a cost-effective, emission-free alternative to incineration.International operations are accelerating, treatment backlog is up 51% y/y, and PESI management expects margin improvement as throughput increases and fixed costs are absorbed.Looking for more investing ideas like this one? Get them exclusively at SHU Growth Portfolio. Learn More » onurdongel/iStock via Getty Images Perma-Fix Environmental Services, Inc. (PESI), the waste management company we've been following for years, did produce disappointing Q4 results. Apart from Q1, a better FY26 lies ahead as the company's fortunes are boosted fromThis article was written byShareholders Unite20.24K FollowersFollowShareholders Unite is a retired academic with 30+ years of experience in the financial markets. He looks to find small companies with multi-bagger potential while mitigating risks through a portfolio approach. He runs SHU Growth Portfolio where he offers wide coverage of several small companies with high growth possibilities. He has a buy and hold approach with tranche purchases of stocks of interest. The service features an illustrative portfolio to incorporate into your portfolio, buy alerts, weekend stock and market updates, and a chat room. Learn moreAnalyst’s Disclosure: I/we have a beneficial long position in the shares of PESI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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