CECO Environmental Corp.

NasdaqGS:CECO 株式レポート

時価総額：US$4.9b

CECO Environmental 将来の成長

Future 基準チェック /56

CECO Environmental利益と収益がそれぞれ年間63.9%と29.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.4% 57.8%なると予測されています。

主要情報

63.9%

収益成長率

57.80%

EPS成長率

Machinery 収益成長16.7%
収益成長率29.7%
将来の株主資本利益率7.42%
アナリストカバレッジ

Low

最終更新日09 Jul 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jul 10

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
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
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...

業績と収益の成長予測

NasdaqGS:CECO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,9412012392683
12/31/20271,7421491932155
12/31/20261,298711051315
3/31/202680414-64N/A
12/31/202577450-56N/A
9/30/202571852-17-2N/A
6/30/202565652-17-2N/A
3/31/202560847-612N/A
12/31/202455813725N/A
9/30/2024553122438N/A
6/30/2024567134153N/A
3/31/2024559124958N/A
12/31/2023545133645N/A
9/30/2023508173339N/A
6/30/202346716410N/A
3/31/2023443171318N/A
12/31/2022423172630N/A
9/30/2022400102023N/A
6/30/202237172528N/A
3/31/2022345303N/A
12/31/202132411113N/A
9/30/2021313236N/A
6/30/2021311336N/A
3/31/2021307647N/A
12/31/2020316804N/A
9/30/2020322151520N/A
6/30/2020330171724N/A
3/31/2020336192531N/A
12/31/201934218N/A10N/A
9/30/201934610N/A18N/A
6/30/2019349-5N/A1N/A
3/31/2019349-11N/A5N/A
12/31/2018337-7N/A22N/A
9/30/2018317-20N/A11N/A
6/30/2018314-4N/A15N/A
3/31/20183273N/A5N/A
12/31/2017345-3N/A7N/A
9/30/2017371-43N/A16N/A
6/30/2017388-40N/A27N/A
3/31/2017406-41N/A65N/A
12/31/2016417-38N/A70N/A
9/30/201641810N/A74N/A
6/30/2016415-1N/A55N/A
3/31/2016390-3N/A21N/A
12/31/2015367-6N/A13N/A
9/30/2015342-1N/A3N/A

アナリストによる今後の成長予測

収入対貯蓄率: CECOの予測収益成長率 (年間63.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CECOの収益 ( 63.9% ) はUS市場 ( 18.3% ) よりも速いペースで成長すると予測されています。

高成長収益: CECOの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: CECOの収益 ( 29.7% ) US市場 ( 13% ) よりも速いペースで成長すると予測されています。

高い収益成長: CECOの収益 ( 29.7% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CECOの 自己資本利益率 は、3年後には低くなると予測されています ( 7.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/10 13:38
終値2026/07/10 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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。16

アナリスト機関
Christopher Van HornB. Riley Securities, Inc.
John QuealyCanaccord Genuity
Dale PfauCantor Fitzgerald & Co.