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Ceco Environmental (CECO)
NASDAQ:CECO
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Ceco Environmental (CECO) Price & Analysis

719 Followers

CECO Stock Chart & Stats

$70.27
-$3.96(-4.98%)
At close: 4:00 PM EDT
$70.27
-$3.96(-4.98%)

Bulls Say, Bears Say

Bulls Say
Backlog And Revenue VisibilityRecord orders, a rapidly expanding backlog and book-to-bill above 2.0 provide unusually strong revenue visibility. This supports continued growth over the next several quarters and reduces reliance on winning entirely new projects.
Thermon Synergy PotentialThe Thermon acquisition expands CECO's industrial solutions portfolio while creating identifiable cost and cross-selling opportunities. Early savings ahead of expectations improve the probability of durable margin and earnings benefits as integration progresses.
Operating LeverageImproving gross margins and lower operating expenses as a percentage of revenue indicate scalability in CECO's operating model. Sustaining these gains would allow strong sales growth to translate into structurally higher EBITDA margins.
Bears Say
Profitability ReversalThe sharp move from profitable 2025 results to a TTM net loss and negative EBITDA indicates meaningful execution, acquisition or cost pressures. A sustained recovery is needed before recent revenue growth can be considered consistently earnings accretive.
Weak Cash ConversionNegative recent free cash flow despite positive operating cash flow shows that earnings and working-capital requirements are not converting reliably into cash. This can constrain deleveraging, fund expansion less efficiently and increase dependence on external financing.
Acquisition Leverage And Integration RiskThe Thermon transaction materially increased leverage, leaving less balance-sheet flexibility if industrial demand weakens or integration costs rise. CECO must realize planned synergies and generate cash consistently to reduce debt without limiting strategic investment.

Ceco Environmental News

CECO FAQ

What was Ceco Environmental’s price range in the past 12 months?
Ceco Environmental lowest stock price was $42.82 and its highest was $101.24 in the past 12 months.
    What is Ceco Environmental’s market cap?
    Ceco Environmental’s market cap is $4.17B.
      When is Ceco Environmental’s upcoming earnings report date?
      Ceco Environmental’s upcoming earnings report date is Nov 09, 2026 which is in 67 days.
        How were Ceco Environmental’s earnings last quarter?
        Ceco Environmental released its earnings results on Aug 10, 2026. The company reported $0.47 earnings per share for the quarter, beating the consensus estimate of $0.255 by $0.215.
          Is Ceco Environmental overvalued?
          According to Wall Street analysts Ceco Environmental’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Ceco Environmental pay dividends?
            Ceco Environmental pays a Quarterly dividend of $0.075 which represents an annual dividend yield of N/A. See more information on Ceco Environmental dividends here
              What is Ceco Environmental’s EPS estimate?
              Ceco Environmental’s EPS estimate is 0.58.
                How many shares outstanding does Ceco Environmental have?
                Ceco Environmental has 58,569,830 shares outstanding.
                  What happened to Ceco Environmental’s price movement after its last earnings report?
                  Ceco Environmental reported an EPS of $0.47 in its last earnings report, beating expectations of $0.255. Following the earnings report the stock price went down -0.761%.
                    Which hedge fund is a major shareholder of Ceco Environmental?
                    Currently, no hedge funds are holding shares in CECO
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Ceco Environmental

                      CECO Environmental Corp. provides critical solutions in industrial air quality, industrial water treatment, and energy transition solutions in the United States, the United Kingdom, the Netherlands, China, and internationally. It operates through Engineered Systems and Industrial Process Solutions segments. The company offers emissions management, fluid bed cyclones, thermal acoustics, and separation and filtration solutions; engineering services and environmental systems; and industrial exhaust air contamination treatment and control systems, solutions, and services, as well as intelligent control solutions. It also provides engineered and configured products and solutions, including dampers and diverters, expansion joints, selective catalytic reduction systems, severe-service and industrial cyclones, dust collectors, thermal oxidizers, filtration systems, wet and dry scrubbers, separators and coalescers, water treatment packages, metallic and non-metallic pumps, industrial silencers, and fluid handling equipment, as well as plant engineering services and engineered design build fabrication services. In addition, the company offers solutions for air pollution and contamination control, fluid handling, and process filtration in various applications, such as aluminum beverage can production, automobile production, food and beverage processing, semiconductor fabrication, electronics production, steel and aluminum mill processing, wood manufacturing, desalination, and aquaculture markets. It markets its power generation, hydrocarbon processing, water/wastewater treatment, oily water separation and treatment, marine and naval vessels, and midstream oil and gas sectors. CECO Environmental Corp. was founded in 1869 and is headquartered in Addison, Texas.

                      Ceco Environmental (CECO) Earnings & Revenues

                      CECO Company Deck

                      CECO Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed strong, broad-based operating momentum: record orders, a rapidly growing backlog, robust pipeline, meaningful quarter-over-quarter and year-over-year revenue and EBITDA growth, early Thermon integration synergies, raised guidance, and strong cash generation. Key near-term challenges include acquisition-related one-time costs, a sizable increase in debt and leverage from the Thermon purchase (though management is actively de-levering and has available liquidity), partial rather than complete synergy realization to date, and timing uncertainty for some large industrial water projects due to geopolitical delays. On balance, the positives dominate with high-confidence revenue visibility and integration progress.View all CECO earnings summaries

                      CECO Stock 12 Month Forecast

                      Average Price Target

                      $109.14
                      ▲(55.32% Upside)
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                      25.67% Public Companies and Individual Investors
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