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CECO Environmental Corp. Stock Price

NasdaqGS:CECO Community·US$4.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 19 Fair Values set on narratives written by author
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CECO Share Price Performance

US$75.39
27.73 (58.18%)
​
US$130.00
Fair Value
US$75.39
27.73 (58.18%)
42.0% undervalued intrinsic discount
US$130.00
Fair Value
Price US$75.39
AnalystHighTarget US$130.00
AnalystConsensusTarget US$108.20
AnalystLowTarget US$85.00
Mon, 13 Jul 26
Fair ValueUS$130.00
Share Pricen/a

CECO Community Narratives

AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$130 42.0% undervalued intrinsic discount

Natural Gas Projects And Thermon Combination Will Underpin Long Term Industrial Solutions Demand

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3users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$108.2 30.3% undervalued intrinsic discount

CECO: Raised Confidence Will Support Upbeat Outlook And 2026 Revenue Guidance

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11users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$85 11.3% undervalued intrinsic discount

Power And Water Backlog Will Support Long Term Demand But Execution Risks Will Persist

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CECO logo
CECO Environmental
42.0% undervalued intrinsic discount

Natural Gas Projects And Thermon Combination Will Underpin Long Term Industrial Solutions Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 13 Jul
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CECO logo
CECO Environmental
30.3% undervalued intrinsic discount

CECO: Raised Confidence Will Support Upbeat Outlook And 2026 Revenue Guidance

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 15 Jun
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CECO logo
CECO Environmental
11.3% undervalued intrinsic discount

Power And Water Backlog Will Support Long Term Demand But Execution Risks Will Persist

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AN
AnalystLowTarget
AnalystLowTarget
Updated 29 Jun
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Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
CECO logo

CECO: Thermon Acquisition Will Reshape Earnings Mix And Future Growth Profile

Fair Value: US$130 42.0% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystLowTarget
CECO logo

CECO: Thermon Merger And Record Backlog Will Shape Balanced Return Potential

Fair Value: US$85 11.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CECO logo

CECO: Thermon Merger Will Support 2026 Outlook And Margin Expansion

Fair Value: US$108.2 30.3% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

High growth potential and fair value.

2 Risks
2 Rewards
View Full Analysis

CECO Environmental Corp. Key Details

US$903.2m

Revenue

US$612.8m

Cost of Revenue

US$290.3m

Gross Profit

US$321.0m

Other Expenses

-US$30.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.52
32.15%
-3.39%
35.0%
View Full Analysis

About CECO

Founded
1869
Employees
1540
CEO
Todd Gleason
WebsiteView website
www.cecoenviro.com

CECO Environmental Corp. provides critical solutions in industrial air quality, industrial water treatment, and energy transition solutions in the United States, the United Kingdom, the Netherlands, China, and internationally. It operates through Engineered Systems and Industrial Process Solutions segments. The company offers emissions management, fluid bed cyclones, thermal acoustics, and separation and filtration solutions; engineering services and environmental systems; and industrial exhaust air contamination treatment and control systems, solutions, and services, as well as intelligent control solutions. It also provides engineered and configured products and solutions, including dampers and diverters, expansion joints, selective catalytic reduction systems, severe-service and industrial cyclones, dust collectors, thermal oxidizers, filtration systems, wet and dry scrubbers, separators and coalescers, water treatment packages, metallic and non-metallic pumps, industrial silencers, and fluid handling equipment, as well as plant engineering services and engineered design build fabrication services. In addition, the company offers solutions for air pollution and contamination control, fluid handling, and process filtration in various applications, such as aluminum beverage can production, automobile production, food and beverage processing, semiconductor fabrication, electronics production, steel and aluminum mill processing, wood manufacturing, desalination, and aquaculture markets, as well as it provides engineered industrial process heating solutions for process industries. It markets its power generation, hydrocarbon processing, water/wastewater treatment, oily water separation and treatment, marine and naval vessels, and midstream oil and gas sectors. CECO Environmental Corp. was founded in 1869 and is headquartered in Addison, Texas.

Recent CECO News & Updates

Seeking Alpha • Aug 12

CECO Environmental Delivers As Promised, Remains A 'Strong Buy'

Summary CECO Environmental is reaffirmed as a 'Strong Buy' with a raised price target of $95, driven by transformative growth and the Thermon merger. Q2 results delivered 54% YOY revenue growth, 73% adjusted EBITDA growth, and a 164% increase in backlog, far exceeding prior synergy expectations. CECO’s expanded portfolio addresses secular tailwinds in AI data centers, electrification, and industrial reshoring, supporting ongoing double-digit top-line growth. Risks include potential slowdowns in AI data center demand and typical small-cap volatility, but CECO’s diversification and synergy execution mitigate these concerns. Read the full article on Seeking Alpha

Recent updates

No updates

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