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CECO Environmental Corp.NasdaqGS:CECO Voorraadrapport

Marktkapitalisatie US$3.1b
Prijs aandeel
US$80.84
US$103
21.5% ondergewaardeerd intrinsieke korting
1Y201.2%
7D-1.1%
Portefeuillewaarde
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CECO Environmental Corp.

NasdaqGS:CECO Voorraadrapport

Marktkapitalisatie: US$3.1b

CECO Environmental (CECO) Aandelenoverzicht

CECO Environmental Corp. biedt kritische oplossingen op het gebied van industriële luchtkwaliteit, industriële waterzuivering en oplossingen voor energietransitie in de Verenigde Staten, het Verenigd Koninkrijk, Nederland, China en internationaal. Meer informatie

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CECO Environmental Corp. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor CECO Environmental
Historische aandelenkoersen
Huidige aandelenkoersUS$80.84
52 Week HoogtepuntUS$90.25
52 Week LaagUS$25.92
Bèta1.53
1 maand verandering24.97%
3 maanden verandering2.15%
1 Jaar Verandering201.19%
3 jaar verandering544.14%
5 jaar verandering895.57%
Verandering sinds IPO2,149.46%

Recent nieuws en 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
Nieuw narratief 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
Nieuw narratief 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?
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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?
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
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Nieuw narratief 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.
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Rendement voor aandeelhouders

CECOUS MachineryUS Markt
7D-1.1%-0.4%1.1%
1Y201.2%42.1%26.7%

Rendement versus industrie: CECO overtrof de US Machinery industrie, die het afgelopen jaar een rendement 42.1 % opleverde.

Rendement versus markt: CECO overtrof de US markt, die het afgelopen jaar een rendement opleverde van 26.7 %.

Prijsvolatiliteit

Is CECO's price volatile compared to industry and market?
CECO volatility
CECO Average Weekly Movement11.3%
Machinery Industry Average Movement6.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Stabiele aandelenkoers: De aandelenkoers van CECO is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 11% ) van CECO is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
18691,540Todd Gleasonwww.cecoenviro.com

CECO Environmental Corp. biedt kritische oplossingen op het gebied van industriële luchtkwaliteit, industriële waterzuivering en oplossingen voor energietransitie in de Verenigde Staten, het Verenigd Koninkrijk, Nederland, China en internationaal. Het bedrijf opereert via de segmenten Engineered Systems en Industrial Process Solutions. Het bedrijf biedt emissiebeheer, wervelbedcyclonen, thermische akoestiek en scheidings- en filtratieoplossingen; engineeringdiensten en milieusystemen; en systemen, oplossingen en diensten voor de behandeling en controle van industriële uitlaatluchtverontreiniging en intelligente regeloplossingen.

CECO Environmental Corp. Samenvatting

Hoe verhouden de winst en inkomsten van CECO Environmental zich tot de beurswaarde?
CECO fundamentele statistieken
MarktkapitalisatieUS$3.09b
Inkomsten(TTM)US$13.67m
Inkomsten(TTM)US$803.60m
212.2x
Koers/Winstverhouding
3.6x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
CECO resultatenrekening (TTM)
InkomstenUS$803.60m
Kosten van inkomstenUS$532.62m
BrutowinstUS$270.98m
Overige uitgavenUS$257.31m
InkomstenUS$13.67m

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)0.38
Brutomarge33.72%
Nettowinstmarge1.70%
Schuld/Eigen Vermogen Verhouding79.8%

Hoe presteerde CECO op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/15 01:53
Aandelenkoers aan het einde van de dag2026/05/15 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

CECO Environmental Corp. wordt gevolgd door 15 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Christopher Van HornB. Riley Securities, Inc.
John QuealyCanaccord Genuity
Dale PfauCantor Fitzgerald & Co.