Price (90d)
$75.83Signal Score (90d)
63Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $774.38M | $50.05M | $1.42 |
| 2024 | $557.93M | $12.96M | $0.37 |
| 2023 | $544.85M | $12.91M | $0.37 |
| 2022 | $422.63M | $17.42M | $0.50 |
| 2021 | $324.14M | $1.43M | $0.04 |
Social Signal Score
Earnings
Tue, Oct 27(in 2 months)
Consensus estimate $0.58 per share
Typical surprise +20.0% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 10$0.47 vs $0.26beat
- Tue, Apr 28$0.36 vs $0.12beat
- Tue, Feb 24$0.30 vs $0.43miss
- Wed, Oct 29$0.26 vs $0.25beat
- Tue, Jul 29$0.24 vs $0.20beat
- Tue, Apr 29$0.10 vs $0.10beat
Estimates and results for CECO via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from CECO's reported EPS growth of 143.6% a year over 4 years. Historical EPS growth of 144% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $5.26
- Implied price
- $220.91
- Return from $79.59
- 22.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $109.83 — today's price is already 27.5% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 30 | 36 | 42 | 48 | 54 |
|---|---|---|---|---|---|
| 20.0% | 5.8% | 9.8% | 13.2% | 16.3% | 19.1% |
| 25.0% | 10.3% | 14.4% | 17.9% | 21.1% | 24.0% |
| 30.0% | 14.7% | 18.9% | 22.7% | 26.0% | 29.0% |
| 35.0% | 19.1% | 23.5% | 27.4% | 30.8% | 33.9% |
| 40.0% | 23.5% | 28.1% | 32.1% | 35.7% | 38.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (6)
- News (RSS)seekingalpha·2d ago·Positive
CECO Environmental Delivers As Promised, Remains A 'Strong Buy'
View source ↗ - Newsseekingalpha.com·3d ago·Neutral
CECO Environmental Delivers As Promised, Remains A 'Strong Buy' 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-digi
View source ↗ - Newsseekingalpha.com·5d ago·Positive
CECO Environmental Corp. (CECO) Q2 2026 Earnings Call Transcript CECO Environmental Corp. (CECO) Q2 2026 Earnings Call Transcript
View source ↗ - Newsmarketbeat.com·5d ago·Neutral
CECO Environmental Q2 Earnings Call Highlights CECO Environmental NASDAQ: CECO reported record second-quarter results for 2026, citing accelerating orders, a growing backlog and early cost savings from its acquisition of Thermon, which closed June 1.
View source ↗ - Newszacks.com·5d ago·Positive
CECO Environmental (CECO) Tops Q2 Earnings and Revenue Estimates CECO Environmental (CECO) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.24 per share a year ago.
View source ↗ - Newsbenzinga.com·5d ago·Neutral
Top Wall Street Forecasters Revamp CECO Environmental Expectations Ahead Of Q2 Earnings CECO Environmental Corp. (NASDAQ:CECO) will release its second quarter earnings report before the opening bell on Monday, Aug. 10.
View source ↗