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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.4B
58M shares
52-week range
$28.01 – $101.24
85% from low
Sector
INDUSTRIAL & COMMERCIAL FANS & BLOWERS & AIR PURIFYING EQUIP
Exchange
NASDAQ
CS
Borrow rate
0.73%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $337.3M | $341.9M | $316.0M | $324.1M | $422.6M | $544.8M | $557.9M | $774.4M |
| Cost of revenue | $225.8M | $227.8M | $210.9M | $223.2M | $294.4M | $373.8M | $361.8M | $521.3M |
| Gross profit | $111.5M | $114.1M | $105.1M | $100.9M | $128.2M | $171.0M | $196.1M | $253.1M |
| Gross margin | 33.1% | 33.4% | 33.3% | 31.1% | 30.3% | 31.4% | 35.2% | 32.7% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $10.0M | $18.0M | $13.3M | $9.9M | $22.2M | $34.6M | $35.4M | $51.7M |
| EBITDA | $22.7M | $29.4M | $25.3M | $21.9M | $38.3M | $47.4M | $45.2M | $128.6M |
| Net income | −$7.1M | $17.7M | $8.2M | $1.4M | $17.4M | $12.9M | $13.0M | $50.1M |
| Net margin | -2.1% | 5.2% | 2.6% | 0.4% | 4.1% | 2.4% | 2.3% | 6.5% |
| EPS (diluted) | -0.21 | 0.50 | 0.23 | 0.04 | 0.50 | 0.37 | 0.36 | 1.37 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.3B | $1.82 | $1.79–$1.85 | 2 |
| 2027 | $1.7B | $2.52 | $2.48–$2.56 | 2 |
| 2028 | $1.9B | $3.55 | $3.42–$3.67 | 2 |
Forward consensus · source: Financial Modeling Prep
CECO Environmental Corp is an industrial company, serving industrial air, industrial water, and energy transition markets. It offers various engineered and configured products and solutions, including dampers and diverters, selective catalytic reduction systems, severe-service and industrial cyclones, dust collectors, thermal oxidizers, filtration systems, wet and dry scrubbers, water treatment packages, industrial silencers, etc. These products are offered through brands like Western Airducts, WK, Wakefield Acoustics, Transcend, Verantis, and others. The company's reportable segments are: Engineered Systems, which derive maximum revenue, and Industrial Process Solutions. Geographically, it derives key revenue from the U.S., followed by the Netherlands, the UK, China, and other markets.
www.cecoenviro.comNo one on the platform currently holds CECO.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 9,288 | $553.4K |
No one on the platform has traded CECO yet.
| $2.2B |
| — |
| PBIPitney Bowes Inc. | $17.92 | -1.10% | $2.4B | — |
| PCTPureCycle Technologies, Inc. | $7.62 | -2.18% | $1.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 70.0× earnings vs its 33.3× historical median P/E.
Fair value ≈ $42.88 · price $90.07 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
This year, the portfolio is quietly validating one of the strongest signals in small/mid-cap investing: M&A is following the picks. Three holdings taken out at premiums: • $SYNA → acquired by $ON • $THR → acquired by $CECO • $GLDD → acquired by Saltchuk Resources From a market structure lens, this is exactly what you want to see in a high-conviction basket - not just price appreciation, but strategic buyers stepping in and paying up for assets. It also highlights something important: in fragmented sectors, the market often underprices consolidation until it accelerates. Alpha isn’t just picking winners - it’s identifying names that become must-own assets for larger platforms.
View on StockTwits ↗@looking4aprty Thank you for the post! Much Appreciated, explains what CEO Vince Arnone $FTEK been articulating for the past couple of years! $CECO
View on StockTwits ↗$CECO Just got new targets from $110-118, stock has been ripping. Overlooked midcap
View on StockTwits ↗$CECO is consolidating near its all-time highs. Hidden AI infrastructure play. Makes cooling, ventilation, and emission-control equipment for AI data centers and semiconductor plants.
View on StockTwits ↗$CECO: CECO Environmental Corp is a global leader in providing industrial air quality and water handling solutions. In addition to strong buying pressure, its revenue growth has shown 16.54% YoY according to its recent earnings report. The stock is trading above both 20-day and 100-day MA’s, and has even broke through its 100-week resistance level at $81.72. It holds all these indicators while still not being fully overbought. It shows good revenue growth and also has top operational efficiency among its peers. $ODC: Oil-Dri Corp stock is beginning to show strong bullish momentum. Recent volume climbed to 262,318 shares, which is far greater than its 10-day average. ODC also has good financials with high growth in profitability and also having a high ROE at 23%. The stock also has good trend and momentum and is above both the 20-day and 120-day EMA. It’s also above a key 100-day support level.
View on StockTwits ↗$CECO from 16% before market to 6% now …dam! Might be worth adding some shares here before another spike
View on StockTwits ↗Pre-Market Fly By for Tuesday, June 9th: Breaking Stock Market News $NUVL $SAIL $MTN $APLD $CECO
View on StockTwits ↗$CECO (+14.2% pre) CECO Environmental surges after raising 2026 outlook following Thermon acquisition https://ooc.bz/l/104610
View on StockTwits ↗$CECO Raising FY 25 revenues 1.28-1.38 Billion (20% above est.) Sick call here Look to load next pullback https://investors.cecoenviro.com/news-releases/news-release-details/ceco-environmental-provides-post-closing-update-thermon
View on StockTwits ↗$CECO: CECO Environmental Corp. (+14.8%) updated FY26 guidance after the Thermon deal, with revenue now expected at $1.28-1.38 bln vs. $968 mln consensus. The co also reaffirmed at least $40 mln in cost synergies.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.