CECO Environmental (CECO) Panoramica del titolo
CECO Environmental Corp. fornisce soluzioni critiche per la qualità dell'aria industriale, il trattamento delle acque industriali e soluzioni per la transizione energetica negli Stati Uniti, nel Regno Unito, nei Paesi Bassi, in Cina e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
CECO Community Fair Values
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Analyst Price Targets
Concorrenti di CECO Environmental Corp.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$83.14 |
| Massimo di 52 settimane | US$90.25 |
| Minimo di 52 settimane | US$25.58 |
| Beta | 1.53 |
| Variazione di 1 mese | 24.35% |
| Variazione a 3 mesi | 10.68% |
| Variazione di 1 anno | 216.72% |
| Variazione a 3 anni | 596.31% |
| Variazione a 5 anni | 925.15% |
| Variazione dall'IPO | 2,213.46% |
Notizie e aggiornamenti recenti
Seeking Alpha • May 11
CECO Environmental: Building Conviction After The Thermon Deal
Summary CECO Environmental has rebounded over 30% post-Thermon deal announcement, driven by strong Q1 results and positive deal updates. Q1 orders surged 97% to $449.5M, with a book-to-bill ratio of 2.2x and backlog up 72% to $1.03B, reflecting robust demand from data center and AI investments. Full-year revenue guidance increased to a midpoint of $970M and adjusted EBITDA to $130M, with management sounding upbeat on closing the Thermon acquisition in Q2. Pro forma earnings power could reach $3/share if $40M in synergies materialize, but at $80/share, CECO trades at a mid-to-high 20s earnings multiple despite strong momentum. Read the full article on Seeking Alpha
Nuova narrazione • 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?Recent updates
Seeking Alpha • May 11
CECO Environmental: Building Conviction After The Thermon Deal
Summary CECO Environmental has rebounded over 30% post-Thermon deal announcement, driven by strong Q1 results and positive deal updates. Q1 orders surged 97% to $449.5M, with a book-to-bill ratio of 2.2x and backlog up 72% to $1.03B, reflecting robust demand from data center and AI investments. Full-year revenue guidance increased to a midpoint of $970M and adjusted EBITDA to $130M, with management sounding upbeat on closing the Thermon acquisition in Q2. Pro forma earnings power could reach $3/share if $40M in synergies materialize, but at $80/share, CECO trades at a mid-to-high 20s earnings multiple despite strong momentum. Read the full article on Seeking AlphaNuova narrazione • 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?
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • May 17
CECO Environmental (NASDAQ:CECO) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Articolo di analisi • Apr 22
CECO Environmental Corp.'s (NASDAQ:CECO) Share Price Is Still Matching Investor Opinion Despite 26% Slump
Unfortunately for some shareholders, the CECO Environmental Corp. ( NASDAQ:CECO ) share price has dived 26% in the last...Articolo di analisi • Mar 13
Should You Think About Buying CECO Environmental Corp. (NASDAQ:CECO) Now?
CECO Environmental Corp. ( NASDAQ:CECO ), is not the largest company out there, but it received a lot of attention from...Articolo di analisi • Jan 31
CECO Environmental (NASDAQ:CECO) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Nov 27
Why We're Not Concerned About CECO Environmental Corp.'s (NASDAQ:CECO) Share Price
When you see that almost half of the companies in the Commercial Services industry in the United States have...Articolo di analisi • Nov 06
We Think You Can Look Beyond CECO Environmental's (NASDAQ:CECO) Lackluster Earnings
The most recent earnings report from CECO Environmental Corp. ( NASDAQ:CECO ) was disappointing for shareholders...Seeking Alpha • Oct 31
CECO Environmental: Interesting Times As Expectations Rise
Summary CECO Environmental has seen incredible operating momentum in recent years, aided by a recalibrated strategy. The company is guiding for continued growth and pursuing a sizeable M&A deal here. I like this momentum, yet expectations have risen quite a bit, certainly if we consider lagging earnings growth. Read the full article on Seeking AlphaArticolo di analisi • Oct 30
Is CECO Environmental (NASDAQ:CECO) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Nuova narrazione • Sep 24
Calculated Acquisitions And Market Expansion Fuel Revenue Growth Amidst Operational Challenges
CECO Environmental's strategy to grow through acquisitions and operational excellence is set to expand market presence and improve profit margins.Articolo di analisi • Sep 20
Is It Time To Consider Buying CECO Environmental Corp. (NASDAQ:CECO)?
CECO Environmental Corp. ( NASDAQ:CECO ), is not the largest company out there, but it received a lot of attention from...Seeking Alpha • Aug 13
CECO Environmental: High Expectations Pose A Risk If Not Met
Summary CECO Environmental has seen a 500% share price increase since May 2022, supported by strong financials and solid growth. Q2 results have shown good revenue and profit growth, but I am concerned about their order delays, given the high expectations for the rest of the year. Their share buyback program continues with $8 million remaining, and the recent insider buying activity indicates some confidence, however, I am not convinced by their high valuation ratios. Despite strong growth, I believe there's a high risk in initiating a long position now due to high EPS expectations for the rest of the year. Read the full article on Seeking AlphaArticolo di analisi • Aug 01
CECO Environmental Corp. (NASDAQ:CECO) Just Reported And Analysts Have Been Lifting Their Price Targets
CECO Environmental Corp. ( NASDAQ:CECO ) shareholders are probably feeling a little disappointed, since its shares fell...Articolo di analisi • Jul 31
There's Been No Shortage Of Growth Recently For CECO Environmental's (NASDAQ:CECO) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • Jul 16
Why Investors Shouldn't Be Surprised By CECO Environmental Corp.'s (NASDAQ:CECO) 26% Share Price Surge
The CECO Environmental Corp. ( NASDAQ:CECO ) share price has done very well over the last month, posting an excellent...Rendimenti per gli azionisti
| CECO | US Machinery | US Mercato | |
|---|---|---|---|
| 7D | -3.6% | -3.5% | 0.5% |
| 1Y | 216.7% | 42.4% | 25.4% |
Ritorno vs Industria: CECO ha superato il US Machinery che ha restituito 42.4 % nell'ultimo anno.
Rendimento vs Mercato: CECO ha superato il mercato US che ha restituito 25.4 % nell'ultimo anno.
Volatilità dei prezzi
| CECO volatility | |
|---|---|
| CECO Average Weekly Movement | 11.3% |
| Machinery Industry Average Movement | 6.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di CECO è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 11% ) di CECO è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1869 | 1,540 | Todd Gleason | www.cecoenviro.com |
CECO Environmental Corp. fornisce soluzioni critiche per la qualità dell'aria industriale, il trattamento delle acque industriali e soluzioni per la transizione energetica negli Stati Uniti, nel Regno Unito, nei Paesi Bassi, in Cina e a livello internazionale. Opera attraverso i segmenti Engineered Systems e Industrial Process Solutions. L'azienda offre soluzioni per la gestione delle emissioni, cicloni a letto fluido, acustica termica, separazione e filtrazione; servizi di ingegneria e sistemi ambientali; sistemi, soluzioni e servizi per il trattamento e il controllo della contaminazione dell'aria di scarico industriale, nonché soluzioni di controllo intelligenti.
CECO Environmental Corp. Riepilogo dei fondamenti
| CECO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$2.89b |
| Utili (TTM) | US$13.67m |
| Ricavi(TTM) | US$803.60m |
218.2x
Rapporto P/E3.7x
Rapporto P/SCECO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CECO Conto economico (TTM) | |
|---|---|
| Ricavi | US$803.60m |
| Costo del fatturato | US$532.62m |
| Profitto lordo | US$270.98m |
| Altre spese | US$257.31m |
| Utili | US$13.67m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.38 |
| Margine lordo | 33.72% |
| Margine di profitto netto | 1.70% |
| Rapporto debito/patrimonio netto | 79.8% |
Come si è comportato CECO nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/13 13:53 |
| Prezzo dell'azione a fine giornata | 2026/05/13 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
CECO Environmental Corp. è coperta da 15 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christopher Van Horn | B. Riley Securities, Inc. |
| John Quealy | Canaccord Genuity |
| Dale Pfau | Cantor Fitzgerald & Co. |