CECO Environmental Corp.

NasdaqGS:CECO Stok Raporu

Piyasa değeri: US$4.8b

CECO Environmental Yönetim

Yönetim kriter kontrolleri 3/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Todd Gleason

İcra Kurulu Başkanı

US$8.8m

Toplam tazminat

CEO maaş yüzdesi8.86%
CEO görev süresi6yrs
CEO sahipliği2.3%
Yönetim ortalama görev süresi3.4yrs
Yönetim Kurulu ortalama görev süresi5.3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO Tazminat Analizi

Todd Gleason'un ücretlendirmesi CECO Environmental'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$14m

Dec 31 2025US$9mUS$775k

US$50m

Sep 30 2025n/an/a

US$52m

Jun 30 2025n/an/a

US$52m

Mar 31 2025n/an/a

US$47m

Dec 31 2024US$3mUS$717k

US$13m

Sep 30 2024n/an/a

US$12m

Jun 30 2024n/an/a

US$13m

Mar 31 2024n/an/a

US$12m

Dec 31 2023US$6mUS$515k

US$13m

Sep 30 2023n/an/a

US$17m

Jun 30 2023n/an/a

US$16m

Mar 31 2023n/an/a

US$17m

Dec 31 2022US$3mUS$476k

US$17m

Sep 30 2022n/an/a

US$10m

Jun 30 2022n/an/a

US$7m

Mar 31 2022n/an/a

US$3m

Dec 31 2021US$2mUS$457k

US$1m

Sep 30 2021n/an/a

US$2m

Jun 30 2021n/an/a

US$3m

Mar 31 2021n/an/a

US$6m

Dec 31 2020US$4mUS$216k

US$8m

Tazminat ve Piyasa: Todd 'ın toplam tazminatı ($USD 8.75M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 6.91M ).

Tazminat ve Kazançlar: Todd şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Todd Gleason (55 yo)

6yrs
Görev süresi
US$8,750,102
Tazminat

Mr. Todd R. Gleason has been Chief Executive Officer and Director at CECO Environmental Corp since July 6, 2020 and serves as its Chairman since June 01, 2026. Mr. Gleason has been a Director of NSF Intern...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Todd Gleason
CEO & Chairman6yrsUS$8.75m2.26%
$ 108.6m
Peter Johansson
Senior VP & CFO3.9yrsUS$3.01m0.070%
$ 3.3m
Kiril Kovachev
VP, Chief Accounting Officer & Global Controller2.8yrsVeri yok0.028%
$ 1.3m
Marcio Pinto
VP & Head of Integration & Investor Relationsno dataVeri yokVeri yok
Alyson Richter
General Counselless than a yearVeri yokVeri yok
Stephen Merchant
Head of Strategy & Corporate Developmentno dataVeri yokVeri yok
Mary Rusnak
Head of Global Marketingno dataVeri yokVeri yok
Daniel Berryman
Head of Operational Excellenceno dataVeri yokVeri yok
3.4yrs
Ortalama Görev Süresi
52.5yo
Ortalama Yaş

Deneyimli Yönetim: CECO 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.4 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Todd Gleason
CEO & Chairman6yrsUS$8.75m2.26%
$ 108.6m
Marcus George
Independent Directorless than a yearVeri yok0.067%
$ 3.2m
Robert Knowling
Independent Director4yrsUS$252.01k0.022%
$ 1.1m
Jason DeZwirek
Lead Independent Director32.4yrsUS$337.01k2.34%
$ 112.2m
Richard Wallman
Independent Director4.7yrsUS$267.01k0.58%
$ 27.8m
Victor Richey
Independent Directorless than a yearVeri yok0.011%
$ 523.9k
Laurie Siegel
Independent Director2.8yrsUS$257.01k0.038%
$ 1.8m
Valerie Sachs
Independent Director10.2yrsUS$252.01k0.18%
$ 8.7m
Claudio Mannarino
Independent Director11.1yrsUS$243.26k0.13%
$ 6.1m
Munish Nanda
Independent Director8.1yrsUS$243.26k0.11%
$ 5.3m
5.3yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CECO 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/06 09:20
Gün Sonu Hisse Fiyatı2026/07/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

CECO Environmental Corp. 15 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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