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CECO Environmental Corp. Stock Price

NasdaqGS:CECO Community·US$4.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author

CECO Share Price Performance

US$83.63
53.27 (175.46%)
US$108.20
Fair Value
US$83.63
53.27 (175.46%)
22.7% undervalued intrinsic discount
US$108.20
Fair Value
Price US$83.63
AnalystConsensusTarget US$108.20
AnalystLowTarget US$85.00
AnalystHighTarget US$103.00

CECO Community Narratives

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Fair Value US$108.2 22.7% undervalued intrinsic discount

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

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Fair Value US$85 1.6% undervalued intrinsic discount

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

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Fair Value US$103 18.8% undervalued intrinsic discount

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

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US$103
18.8% undervalued intrinsic discount
Revenue
16.69% p.a.
Profit Margin
9.08%
Future PE
42.76x
Price in 2029
US$131.77

Trending Discussion

Updated Narratives

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

Fair Value: US$85 1.6% undervalued intrinsic discount
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CECO: Thermon Merger Will Support 2026 Outlook And Margin Expansion

Fair Value: US$108.2 22.7% 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 18.8% undervalued intrinsic discount
1 users have set this as their fair value
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Snowflake Analysis

High growth potential with moderate risk.

5 Risks
3 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
0.23
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, 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 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

Recent updates

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