Ceco Environmental (WCE) AI Stock Analysis
Ceco Environmental
(Stuttgart:WCE)
No summary available
Ceco Environmental (WCE) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 3.37B
- Dividend Yield
- ―
- Average Volume (3M)
- 16
- Price to Earnings (P/E)
- -98.8
- Beta (1Y)
- 0.29
- Revenue Growth
- 28.37%
- EPS Growth
- -142.18%
- Country
- Germany
- Employees
- 1,540
- Sector
- Industrials
- Sector Strength
- 63
- Industry
- Industrial - Pollution & Treatment Controls
Ceco Environmental Business Overview & Revenue Model
Company Description
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 Eng...
Ceco Environmental Earnings Call Summary
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.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
CECO raised its full‑year 2026 guidance, now targeting revenue of $1.30–$1.375 billion (about 20% YoY at the midpoint) and adjusted EBITDA of $200–$225 million (management still expects mid‑teens EBITDA margins), with adjusted free cash flow conversion of at least 55% of adjusted EBITDA; the outlook includes roughly $5 million of 2026 realized Thermon cost synergies. On a pro‑forma calendar‑year basis (Thermon for the full year) management estimates revenue of ~$1.5–$1.6 billion and adjusted EBITDA of ~$255–$280 million, and continues to expect full‑year orders to easily exceed $2 billion. Management also noted integration progress—~$13 million of annualized net adjusted EBITDA savings captured in the first 60 days (≈1/3 of a $40 million synergy target), with ~$17–$20 million of annualized net adjusted EBITDA savings expected by year‑1—and pointed to supporting metrics behind the raised guidance including a quarter‑end backlog of ~$1.82 billion, a sales pipeline exceeding $8.5 billion and a trailing‑12‑month book‑to‑bill above 2.
Ceco Environmental Risk Analysis
Ceco Environmental disclosed 47 risk factors in its most recent earnings report. Ceco Environmental reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksCeco Environmental Peers Comparison
Overall Rating
VLTO79Outperform
ERII64Neutral
LIQT44Neutral
CLIR42Neutral
FTEK40Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| VLTO | 79Outperform | $27.09B | 27.30 | 32.22% | 0.47% | 6.40% | 10.53% |
| ERII | 64Neutral | $355.27M | 23.76 | 8.25% | ― | -14.95% | -31.61% |
| Sector * | 63Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
| LIQT | 44Neutral | $9.92M | -0.35 | -68.70% | ― | -0.17% | 37.55% |
| CLIR | 42Neutral | $15.73M | -2.51 | -58.08% | ― | 82.74% | 17.79% |
| FTEK | 40Underperform | $45.26M | -12.90 | -8.88% | ― | 8.89% | -6.47% |
* Industrials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:WCE | Ceco Environmental Corp. | 44.65 | -0.35 | -0.78% | |
| ERII | Energy Recovery | 6.96 | -9.85 | -58.60% | |
| FTEK | Fuel Tech Inc | 1.45 | -1.19 | -45.08% | |
| CLIR | ClearSign Combustion | 2.31 | -6.24 | -72.98% | |
| LIQT | Liqtech International | 0.30 | -2.09 | -87.41% | |
| VLTO | Veralto Corporation | 111.10 | 12.71 | 12.92% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.