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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 Order MomentumRecord orders and a rapidly expanding backlog provide substantial revenue visibility for the coming quarters. Continued backlog growth, supported by a book-to-bill above 2, indicates demand is outpacing delivery and can support sustained scale, utilization, and growth.
Margin And Operating EfficiencyImproving EBITDA margins alongside lower operating expenses suggests CECO is gaining operating leverage as revenue expands. If sustained through integration, this efficiency can strengthen earnings power and provide more internal funding for investment, debt reduction, and growth.
Diversified Environmental DemandExposure to multiple industrial and infrastructure end markets reduces reliance on any single customer or application. Demand tied to pollution control, water treatment, energy infrastructure, and data centers supports a broad structural opportunity set and reinforces CECO's market relevance.
Bears Say
Recent Profitability ReversalThe shift from solid 2025 earnings to a TTM net loss and negative EBITDA shows that recent growth has not yet translated into dependable reported profitability. This weakens financial resilience and makes execution, integration, and margin recovery important over the next several quarters.
Higher Acquisition LeverageThe Thermon acquisition materially increased debt and leverage, reducing financial flexibility while CECO funds integration and growth. Higher obligations make cash generation and synergy delivery more important, and could constrain capital allocation if operating performance or project timing weakens.
Weak Recent Cash ConversionNegative recent free cash flow indicates that reported business activity is currently consuming cash rather than consistently producing it. Persistent working-capital needs and investment requirements could slow deleveraging, increase reliance on financing, and limit the funds available for expansion.

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 $3.37B.
      When is Ceco Environmental’s upcoming earnings report date?
      Ceco Environmental’s upcoming earnings report date is Nov 09, 2026 which is in 18 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 2.96%. See more information on Ceco Environmental dividends here
              What is Ceco Environmental’s EPS estimate?
              Ceco Environmental’s EPS estimate is 0.59.
                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

                      $103.00
                      ▲(46.58% Upside)
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                      Ownership Overview

                      9.15%20.36%0.43%55.87%
                      0.43% Other Institutional Investors
                      55.87% Public Companies and Individual Investors
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