CECO Environmental Gestion
Gestion contrôle des critères 3/4
Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.
Informations clés
Todd Gleason
Directeur général
US$8.8m
Rémunération totale
| Pourcentage du salaire du PDG | 8.86% |
| Durée du mandat du directeur général | 6yrs |
| Propriété du PDG | 2.3% |
| Durée moyenne d'occupation des postes de direction | 3.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.3yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • 22h
CECO Environmental: Trades At A Premium Multiple, But I Think It Is Justified
Summary CECO Environmental Corp. (CECO) is rated a buy, driven by robust order visibility, a record backlog, and structural demand from power and industrial infrastructure. Q1 2026 backlog reached ~$1.03 billion (up 72% y/y), with bookings of $449 million and a book-to-bill ratio of ~2.2x, signaling strong forward growth. The Thermon acquisition enhances CECO’s margin mix and cross-selling potential, positioning CECO closer to customers’ uptime and reliability needs. Valuation is demanding at 23x forward EBITDA, but projected EBITDA growth to $330–$380 million could drive significant upside without multiple expansion. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 29
CECO: Thermon Merger And Record Backlog Will Shape Balanced Return Potential
The analyst price target on CECO Environmental has been raised from $55 to $85, reflecting analysts' updated assumptions for higher revenue growth, improved profit margins, and a lower future P/E multiple following the Thermon merger and recent research indicating stronger earnings power for the combined business. Analyst Commentary Recent Street research on CECO Environmental has centered on the Thermon merger and how it reshapes expectations for revenue, earnings power, and valuation.Article d’analyse • Jun 21
CECO Environmental (CECO) Stock Could Be 9.1% Undervalued After Q1 Revenue Beat
CECO Environmental (CECO) drew investor attention after reporting Q1 revenue that exceeded forecasts by 4.1%, along with a record backlog above US$1b tied to natural gas power, electrification, and AI computing projects. See our latest analysis for CECO Environmental. CECO Environmental's latest Q1 update appears to have sharpened investor focus, with the stock's 30-day share price return of 20.43% and 90-day share price return of 68.46% sitting alongside a very large 5-year total shareholder...
Mise à jour du récit • Jun 15
CECO: Thermon Merger Will Support 2026 Outlook And Margin Expansion
Analysts have lifted the fair value estimate for CECO Environmental from $93.60 to $108.20, citing higher earnings power and improved profit expectations following the Thermon merger. Analyst Commentary Recent Street research has focused on the impact of the Thermon merger on CECO Environmental's earnings power, valuation framework, and execution risks.Mise à jour du récit • Jun 01
CECO: Thermon Combination Will Support 2026 Outlook And Rebalance Cycles
Analysts have raised their average price targets on CECO Environmental by a mid to high single digit dollar range, citing updated views on discount rate assumptions and future P/E expectations, while keeping fair value estimates broadly consistent in percentage terms. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets by a mid to high single digit dollar range, which points to increased conviction that the stock can support higher valuation levels without materially changing fair value in percentage terms.Mise à jour du récit • May 17
CECO: Thermon Deal Will Rebalance Cycles And Support 2026 Outlook
Analysts have raised their blended price target for Ceco Environmental to $93.60 from $78.83 as they incorporate expectations of higher revenue growth, a wider profit margin and a lower projected future P/E multiple following recent research updates related to the Thermon acquisition. Analyst Commentary Recent research points to a generally constructive stance on Ceco Environmental, with several firms lifting price targets after reviewing the Thermon combination and the latest quarterly results.
Nouveau récit • Apr 29
Natural Gas Projects And Thermon Combination Will Underpin Long Term Industrial Solutions Demand
Catalysts About CECO Environmental CECO Environmental provides engineered solutions that help industrial customers manage emissions, air quality, water treatment and process efficiency. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Apr 22
CECO: Thermon Combination Will Rebalance Cycles And Support 2026 Cash Flow
Analysts have nudged their price expectations for Ceco Environmental higher, with the consensus price target moving to about $79. This reflects views that the planned Thermon Group combination could create a more diversified business with stronger cash flow and margin potential.Mise à jour du récit • Apr 08
CECO: Thermon Deal Will Rebalance Cycles And Support 2026 Outlook
Analysts have lifted their average price targets on CECO Environmental toward the high $60s to $80 range, citing their views on solid recent results and the potential benefits of the planned Thermon Group acquisition, including a more diversified business mix and greater access to capital and global markets. Analyst Commentary Recent research on CECO Environmental and the planned Thermon Group combination highlights both enthusiasm for the deal and questions around execution and valuation.Mise à jour du récit • Mar 25
CECO: Thermon Acquisition Will Reposition Business Mix For Future Upside
The average analyst price target for CECO Environmental has shifted modestly higher to $79, supported by research highlighting perceived benefits from the Thermon Group acquisition, including a more diversified business mix and potential access to larger growth opportunities. Analyst Commentary Recent research around the Thermon Group transaction and the updated price targets gives you a mixed but generally constructive picture of how professionals view CECO Environmental’s repositioning.Mise à jour du récit • Mar 08
CECO: Thermon Deal And Record Backlog Will Support Medium Term Upside
The analyst price target for Ceco Environmental has increased from about $64 to roughly $78.83. Analysts cite the Thermon acquisition and recent research highlighting record metrics, a more diversified business mix, and potential scale benefits as key drivers behind the updated view.Nouveau récit • Feb 25
Power And Water Backlog Will Support Long Term Demand But Execution Risks Will Persist
Catalysts About CECO Environmental CECO Environmental provides engineered environmental and thermal solutions for industrial customers across power generation, natural gas infrastructure, water treatment and industrial air applications. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Feb 22
CECO: Record Power Order Will Sustain Overvaluation Despite Modest Multiple Reset
Analysts have revised their price target on CECO Environmental modestly lower to reflect a slight recalibration of the assumed future P/E multiple, while keeping fair value at $64.00 and leaving key growth and margin assumptions essentially unchanged. What's in the News CECO Environmental reported booking its largest ever order, valued at more than US$135 million, for an emissions management solution at a large Texas natural gas power generation facility that supports data center expansion (Key Developments).Mise à jour du récit • Feb 07
CECO: Record Texas Order Will Support Overvalued Shares In 2025
Analysts have modestly adjusted their price target on CECO Environmental to reflect small tweaks in the discount rate, revenue growth outlook, and projected profit margins, indicating a largely steady view on the company’s valuation. What's in the News CECO Environmental booked its largest ever order, valued at more than $135 million, for a comprehensive emissions management solution at a large-scale Texas natural gas power generation facility that supports data center expansion (Key Developments).Mise à jour du récit • Jan 23
CECO: Data Center Order And 2026 Outlook Will Guide Fairly Valued Shares
Narrative Update on CECO Environmental Analysts have nudged their fair value estimate for CECO Environmental up from US$63.17 to US$64.00, citing the recent Street target increase to US$57, better-than-expected Q3 revenue, reaffirmed 2025 guidance, and an early 2026 revenue outlook that was above consensus, even as shares trade near all time highs. Analyst Commentary Recent commentary around CECO Environmental focuses on how the latest guidance and share price levels feed into expectations for execution and valuation over the next few years.Mise à jour du récit • Jan 08
CECO: Data Center Order And 2026 Outlook Will Shape Fairly Valued Shares
Narrative Update: CECO Environmental Analysts have lifted their price target on CECO Environmental by about US$4, supported by recent Street research that raised targets to US$57 and US$60 on steadier growth assumptions, slightly higher projected margins, and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on CECO Environmental reflects a mix of optimism around execution and growth, alongside some caution tied to valuation and expectations at current share levels.Article d’analyse • Jan 06
CECO Environmental Corp.'s (NASDAQ:CECO) Business Is Yet to Catch Up With Its Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...Mise à jour du récit • Dec 16
CECO: Shares Will Reflect Data Center Order And Long Term Guidance Confidence
Analysts have nudged their average price target on CECO Environmental higher, from approximately $52 to the high $50s. They cite better than expected Q3 results, reaffirmed 2025 guidance, a 2026 revenue outlook above consensus, and increased conviction in the long term growth story, supported by a slightly lower discount rate and stable profitability assumptions.Article d’analyse • Dec 04
We Think CECO Environmental (NASDAQ:CECO) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Mise à jour du récit • Dec 02
CECO: Shares Will Rise On Strong 2026 Revenue Outlook And Raised Guidance
Analysts have raised their price target for CECO Environmental by $6, reflecting increased confidence in the company’s long-term growth prospects as well as stronger-than-expected recent performance. Analyst Commentary Recent analyst updates reflect a nuanced view of CECO Environmental's performance and outlook.Mise à jour du récit • Nov 18
CECO: Shares Will Advance On Strong 2026 Revenue Outlook And Upbeat Guidance
Analysts have raised their price target for CECO Environmental by approximately $6, citing strong Q3 performance, reaffirmed guidance, and increased confidence in the company's long-term growth outlook. Analyst Commentary Following the company's robust third-quarter results and updated guidance, analysts have weighed in with detailed perspectives on CECO Environmental's valuation and growth prospects.Mise à jour du récit • Nov 04
CECO: Raised Confidence Will Support Upbeat Outlook And 2026 Revenue Guidance
CECO Environmental’s analyst price target has been raised from $53 to approximately $58.83, as analysts cite continued strong revenue performance, reaffirmed guidance, and increased confidence in the company's long-term growth prospects. Analyst Commentary Following recent earnings and forward-looking guidance, analysts have provided updated perspectives on CECO Environmental’s outlook, highlighting both strengths and areas requiring caution.Mise à jour du récit • Oct 21
Analysts Raise Price Targets as CECO Environmental Posts Strong Results and Upbeat Outlook
Narrative Update on CECO Environmental Analysts have increased their price target for CECO Environmental from $51.50 to $53.00. This reflects higher confidence in the company’s long-term growth outlook and strong recent financial performance.Article d’analyse • Aug 01
CECO Environmental Corp.'s (NASDAQ:CECO) Shares Climb 56% But Its Business Is Yet to Catch Up
Despite an already strong run, CECO Environmental Corp. ( NASDAQ:CECO ) shares have been powering on, with a gain of...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$14m |
| Dec 31 2025 | US$9m | US$775k | US$50m |
| Sep 30 2025 | n/a | n/a | US$52m |
| Jun 30 2025 | n/a | n/a | US$52m |
| Mar 31 2025 | n/a | n/a | US$47m |
| Dec 31 2024 | US$3m | US$717k | US$13m |
| Sep 30 2024 | n/a | n/a | US$12m |
| Jun 30 2024 | n/a | n/a | US$13m |
| Mar 31 2024 | n/a | n/a | US$12m |
| Dec 31 2023 | US$6m | US$515k | US$13m |
| Sep 30 2023 | n/a | n/a | US$17m |
| Jun 30 2023 | n/a | n/a | US$16m |
| Mar 31 2023 | n/a | n/a | US$17m |
| Dec 31 2022 | US$3m | US$476k | US$17m |
| Sep 30 2022 | n/a | n/a | US$10m |
| Jun 30 2022 | n/a | n/a | US$7m |
| Mar 31 2022 | n/a | n/a | US$3m |
| Dec 31 2021 | US$2m | US$457k | US$1m |
| Sep 30 2021 | n/a | n/a | US$2m |
| Jun 30 2021 | n/a | n/a | US$3m |
| Mar 31 2021 | n/a | n/a | US$6m |
| Dec 31 2020 | US$4m | US$216k | US$8m |
Rémunération vs marché: La rémunération totale de Todd ($USD 8.75M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.35M ).
Rémunération et revenus: La rémunération de Todd a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.
PDG
Todd Gleason (55 yo)
6yrs
Titularisation
US$8,750,102
Compensation
Mr. Todd R. Gleason has been Chief Executive Officer and Director at CECO Environmental Corp since July 6, 2020 and serves as its Chairman since June 01, 2026. Mr. Gleason has been a Director of NSF Intern...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman | 6yrs | US$8.75m | 2.26% $ 111.5m | |
| Senior VP & CFO | 3.9yrs | US$3.01m | 0.070% $ 3.4m | |
| VP, Chief Accounting Officer & Global Controller | 2.8yrs | pas de données | 0.027% $ 1.3m | |
| VP & Head of Integration & Investor Relations | no data | pas de données | pas de données | |
| General Counsel | less than a year | pas de données | pas de données | |
| Head of Strategy & Corporate Development | no data | pas de données | pas de données | |
| Head of Global Marketing | no data | pas de données | pas de données | |
| Head of Operational Excellence | no data | pas de données | pas de données |
3.4yrs
Durée moyenne de l'emploi
52.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de CECO est considérée comme expérimentée (ancienneté moyenne 3.4 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman | 6yrs | US$8.75m | 2.26% $ 111.5m | |
| Independent Director | less than a year | pas de données | 0.067% $ 3.3m | |
| Independent Director | 4yrs | US$252.01k | 0.022% $ 1.1m | |
| Lead Independent Director | 32.4yrs | US$337.01k | 2.34% $ 115.2m | |
| Independent Director | 4.7yrs | US$267.01k | 0.58% $ 28.6m | |
| Independent Director | less than a year | pas de données | 0.011% $ 537.8k | |
| Independent Director | 2.8yrs | US$257.01k | 0.038% $ 1.9m | |
| Independent Director | 10.2yrs | US$252.01k | 0.18% $ 8.9m | |
| Independent Director | 11.1yrs | US$243.26k | 0.13% $ 6.3m | |
| Independent Director | 8.1yrs | US$243.26k | 0.11% $ 5.4m |
5.3yrs
Durée moyenne de l'emploi
65yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de CECO sont considérés comme expérimentés (ancienneté moyenne 5.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/10 09:00 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
CECO Environmental Corp. est couverte par 16 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christopher Van Horn | B. Riley Securities, Inc. |
| John Quealy | Canaccord Genuity |
| Dale Pfau | Cantor Fitzgerald & Co. |