CECO logo

CECO Environmental Corp. Stock Price

NasdaqGS:CECO Community·US$2.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author

CECO Share Price Performance

US$81.71
54.40 (199.19%)
US$93.60
Fair Value
US$81.71
54.40 (199.19%)
12.7% undervalued intrinsic discount
US$93.60
Fair Value
Price US$81.71
AnalystConsensusTarget US$93.60
AnalystHighTarget US$103.00
AnalystLowTarget US$55.00

CECO Community Narratives

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Fair Value US$93.6 12.7% undervalued intrinsic discount

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

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·
Fair Value US$103 20.7% undervalued intrinsic discount

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

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Fair Value US$55 48.6% overvalued intrinsic discount

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

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US$103
20.7% undervalued intrinsic discount
Revenue
16.69% p.a.
Profit Margin
9.08%
Future PE
42.76x
Price in 2029
US$131.77
US$55
48.6% overvalued intrinsic discount
Revenue
12.46% p.a.
Profit Margin
5.7%
Future PE
41.2x
Price in 2029
US$70.26

Trending Discussion

Updated Narratives

CECO logo

CECO: Thermon Deal Will Rebalance Cycles And Support 2026 Outlook

Fair Value: US$93.6 12.7% undervalued intrinsic discount
11 users have set this as their fair value
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CECO logo

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

Fair Value: US$103 20.7% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CECO logo

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

Fair Value: US$55 48.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Reasonable growth potential with slight risk.

4 Risks
2 Rewards

CECO Environmental Corp. Key Details

US$803.6m

Revenue

US$532.6m

Cost of Revenue

US$271.0m

Gross Profit

US$257.3m

Other Expenses

US$13.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.38
33.72%
1.70%
79.8%
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. 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

Narrative Update 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

Recent updates

No updates