CECO Environmental (CECO) 주식 개요
는 미국, 영국, 네덜란드, 중국 및 전 세계에서 산업 공기질, 산업 수처리 및 에너지 전환 솔루션 분야에서 중요한 솔루션을 제공합니다. 자세히 보기
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Analyst Price Targets
CECO Environmental Corp. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$90.07 |
| 52주 최고가 | US$101.24 |
| 52주 최저가 | US$28.01 |
| 베타 | 1.5 |
| 1개월 변동 | 20.50% |
| 3개월 변동 | 51.17% |
| 1년 변동 | 218.16% |
| 3년 변동 | 551.27% |
| 5년 변동 | 1,123.78% |
| IPO 이후 변동 | 2,406.30% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.분석 기사 • 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...Recent updates
내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.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
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...주주 수익률
| CECO | US Machinery | US 시장 | |
|---|---|---|---|
| 7D | -9.6% | 0.7% | 0.3% |
| 1Y | 218.2% | 48.1% | 19.9% |
수익률 대 산업: CECO은 지난 1년 동안 48.1%의 수익을 기록한 US Machinery 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: CECO은 지난 1년 동안 19.9%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| CECO volatility | |
|---|---|
| CECO Average Weekly Movement | 10.7% |
| Machinery Industry Average Movement | 6.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: CECO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: CECO의 주간 변동성(11%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1869 | 1,540 | Todd Gleason | www.cecoenviro.com |
는 미국, 영국, 네덜란드, 중국 및 국제적으로 산업 공기질, 산업 수처리 및 에너지 전환 솔루션 분야에서 중요한 솔루션을 제공합니다. 이 회사는 엔지니어링 시스템과 산업 공정 솔루션 부문을 통해 운영됩니다. 이 회사는 배출 관리, 유동층 사이클론, 열 음향, 분리 및 여과 솔루션, 엔지니어링 서비스 및 환경 시스템, 산업 배기 오염 처리 및 제어 시스템, 솔루션 및 서비스, 지능형 제어 솔루션 등을 제공합니다.
CECO Environmental Corp. 기초 지표 요약
| CECO 기초 통계 | |
|---|---|
| 시가총액 | US$5.37b |
| 순이익 (TTM) | US$13.67m |
| 매출 (TTM) | US$803.60m |
384.8x
주가수익비율(P/E)6.5x
주가매출비율(P/S)CECO는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| CECO 손익계산서 (TTM) | |
|---|---|
| 매출 | US$803.60m |
| 매출원가 | US$532.62m |
| 총이익 | US$270.98m |
| 기타 비용 | US$257.31m |
| 순이익 | US$13.67m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.23 |
| 총이익률 | 33.72% |
| 순이익률 | 1.70% |
| 부채/자본 비율 | 79.8% |
CECO의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/29 15:18 |
| 종가 | 2026/06/29 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
CECO Environmental Corp.는 15명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christopher Van Horn | B. Riley Securities, Inc. |
| John Quealy | Canaccord Genuity |
| Dale Pfau | Cantor Fitzgerald & Co. |