CECO Environmental Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Todd Gleason
Amministratore delegato
US$8.8m
Compenso totale
| Percentuale dello stipendio del CEO | 8.86% |
| Mandato del CEO | 6yrs |
| Proprietà del CEO | 2.3% |
| Durata media del management | 3.4yrs |
| Durata media del Consiglio di amministrazione | 5.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • 17h
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
Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
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?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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$8m |
Compensazione vs Mercato: La retribuzione totale di Todd ($USD 8.75M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: La retribuzione di Todd è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Todd Gleason (55 yo)
6yrs
Mandato
US$8,750,102
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | 0.027% $ 1.3m | |
| VP & Head of Integration & Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel | less than a year | Nessun dato | Nessun dato | |
| Head of Strategy & Corporate Development | no data | Nessun dato | Nessun dato | |
| Head of Global Marketing | no data | Nessun dato | Nessun dato | |
| Head of Operational Excellence | no data | Nessun dato | Nessun dato |
3.4yrs
Durata media
52.5yo
Età media
Gestione esperta: Il team dirigenziale di CECO è considerato esperto (durata media dell'incarico 3.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman | 6yrs | US$8.75m | 2.26% $ 111.5m | |
| Independent Director | less than a year | Nessun dato | 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 | Nessun dato | 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
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CECO sono considerati esperti (durata media dell'incarico 5.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/10 22:58 |
| Prezzo dell'azione a fine giornata | 2026/07/10 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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 16 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. |