CECO Environmental（CECO）株式概要
CECO Environmental Corp.は、産業用空気品質、産業用水処理、エネルギー転換ソリューションにおける重要なソリューションを、米国、英国、オランダ、中国、そして国際的に提供している。 詳細
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Analyst Price Targets
CECO Environmental Corp. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$80.84 |
| 52週高値 | US$90.25 |
| 52週安値 | US$25.92 |
| ベータ | 1.53 |
| 1ヶ月の変化 | 24.97% |
| 3ヶ月変化 | 2.15% |
| 1年変化 | 201.19% |
| 3年間の変化 | 544.14% |
| 5年間の変化 | 895.57% |
| IPOからの変化 | 2,149.46% |
最新ニュース
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
新しいナラティブ • 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 Alpha新しいナラティブ • 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?
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| CECO | US Machinery | US 市場 | |
|---|---|---|---|
| 7D | -1.1% | -0.4% | 1.1% |
| 1Y | 201.2% | 42.1% | 26.7% |
業界別リターン: CECO過去 1 年間で42.1 % の収益を上げたUS Machinery業界を上回りました。
リターン対市場: CECO過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。
価格変動
| CECO volatility | |
|---|---|
| CECO Average Weekly Movement | 11.3% |
| Machinery Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CECOの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: CECOの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1869 | 1,540 | Todd Gleason | www.cecoenviro.com |
CECO Environmental Corp.は、産業用空気清浄、産業用水処理、エネルギー転換ソリューションの重要なソリューションを、米国、英国、オランダ、中国、および国際的に提供している。エンジニアード・システム部門と産業プロセス・ソリューション部門を通じて事業を展開している。排ガス管理、流動床サイクロン、熱音響、分離ろ過ソリューション、エンジニアリングサービス、環境システム、産業用排ガス汚染処理・制御システム、ソリューション、サービス、インテリジェント制御ソリューションを提供。また、ダンパーやダイバーター、伸縮継手、選択的触媒還元システム、シビアサービス・産業用サイクロン、集塵機、熱酸化装置、ろ過システム、湿式・乾式スクラバー、分離・合体装置、水処理パッケージ、金属・非金属ポンプ、産業用サイレンサー、流体処理装置など、設計・構成された製品やソリューション、プラントエンジニアリングサービス、設計・構築・製造サービスも提供している。さらに、飲料用アルミ缶製造、自動車製造、食品・飲料加工、半導体製造、電子機器製造、鉄鋼・アルミ工場加工、木材製造、海水淡水化、水産養殖市場など、さまざまな用途において、大気汚染・汚染防止、流体処理、プロセスろ過のソリューションを提供している。また、発電、炭化水素処理、水・廃水処理、油水分離・処理、船舶・艦艇、石油・ガス中流部門への販売も行っている。CECO Environmental Corp.は1869年に設立され、テキサス州アディソンに本社を置いている。
CECO Environmental Corp. 基礎のまとめ
| CECO 基礎統計学 | |
|---|---|
| 時価総額 | US$3.09b |
| 収益（TTM） | US$13.67m |
| 売上高(TTM) | US$803.60m |
212.2x
PER（株価収益率3.6x
P/SレシオCECO は割高か？
公正価値と評価分析を参照収益と収入
| CECO 損益計算書（TTM） | |
|---|---|
| 収益 | US$803.60m |
| 売上原価 | US$532.62m |
| 売上総利益 | US$270.98m |
| その他の費用 | US$257.31m |
| 収益 | US$13.67m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.38 |
| グロス・マージン | 33.72% |
| 純利益率 | 1.70% |
| 有利子負債／自己資本比率 | 79.8% |
CECO の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/15 03:40 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
CECO Environmental Corp. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Christopher Van Horn | B. Riley Securities, Inc. |
| John Quealy | Canaccord Genuity |
| Dale Pfau | Cantor Fitzgerald & Co. |