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of holders' portfolios
13F filers
1
institution
Market cap
$4.4B
59M shares
52-week range
$42.78 – $101.24
58% from low
Sector
INDUSTRIAL & COMMERCIAL FANS & BLOWERS & AIR PURIFYING EQUIP
Exchange
NASDAQ
CS
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.
Wall St is expecting 0.59 EPS for $CECO Q3 [Reporting 11/09 BMO] http://www.estimize.com/intro/ceco?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$CECO seems like good earnings... ..I'm optimistic this will recovery pretty quickly, as the numbers stand by themselves. Closing green would be a good start!
View on StockTwits ↗$CECO who the hell sold this today? Was up so good pre market? Fools . Will be buying any weakness at these levels . Next quarter will have no acquisition costs to report in their numbers and should show total blowout numbers across the board
View on StockTwits ↗$CECO strong support at bottom at $60 per share. Also, everything looking positive now and moving forward, double beat and record backlog… I would add now and add as it goes a little lower…. Should see this head back to $100
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-8-10-ceco-environmental-corp-stock-1/ $CECO CECO Environmental Earnings Transcript
View on StockTwits ↗$CECO (+6.8% pre) CECO Environmental stock surges 8% on Q2 beat, raised guidance https://ooc.bz/l/110587
View on StockTwits ↗$CECO excellent earnings with rapid growth. Towards new highs we go ;
View on StockTwits ↗$CECO Positive (78%): CECO's shares face upward pressure because the reported earnings beat and raised guidance support higher forward revenue or earnings estimates, with the reported 8% surge showing that repricing was already underway. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/bc09ecc736192388?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗$CECO Ceco Environmental narrows FY26 revenue view to $1.3B-$1.38B from $1.28B-$1.38B Consensus $1.31B. Narrows FY26 adjusted EBITDA view to $200M-$22M from $195M-$225M. "Our confidence in our operating model and the robustness of our key growth markets, along with the positive trends from the Thermon integration, allows us to raise our full year outlook. Our third quarter has started very well - with no slowdown in booked projects and sales opportunity discussions proceeding as expected. We continue to monitor the situation in the Middle East as well as certain inflationary items, but we believe we are navigating these challenges with cost actions and solid performance. Our teams do an incredible job every day and as I get to know the Thermon organization it is simply another outstanding addition to our leading portfolio of businesses," concluded Gleason.
View on StockTwits ↗$CECO Ceco Environmental reports Q2 EPS 47c, consensus 33c Reports Q2 revenue $284.96M, consensus $282.22M. Reports Q2 orders of $798.5M. Todd Gleason, CECO's Chairman and Chief Executive Officer commented: "We delivered an exceptional second quarter, with numerous financial records led by tremendous growth in both orders and backlog. Our multi-year, high-performance growth and value creation model continues to demonstrate the power of our operating model and the growing demand for our leading solutions across diverse global end markets. Additionally, we are pleased to have closed the Thermon acquisition in early June and report that the integration activities are progressing extremely well. Early synergy capture is proceeding ahead of our pre-acquisition integration objectives, and we are driving strong execution across the combined organization."
View on StockTwits ↗$CECO Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.80 down -396.30% YoY • Reported revenue of $284.96M up 53.71% YoY • CECO Environmental Corp. raised its 2026 full-year outlook, projecting revenue between $1.300 billion and $1.375 billion, Adjusted EBITDA between $200 million and $225 million, and free cash flow conversion of at least 55 percent.
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.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.3B | +71.5% | $1.92 | $1.72–$2.03 | 40.1× | 3 |
| 2027 | $1.8B | +36.4% | $2.99 | $2.25–$3.47 | 25.7× | 3 |
| 2028 | $2.1B | +15.8% | $3.71 | $3.58–$3.84 | 20.7× | 2 |
| 2029 | $2.7B | +32.1% | $0.00 | $0.00–$0.00 | — | 0 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-10 | $0.26 | $0.47 | +84.3% |
| 2026-04-28 | $0.12 | $0.36 | +200.0% |
| 2026-02-24 | $0.43 | $0.30 | -30.2% |
| 2025-10-29 | $0.25 | $0.26 | +4.0% |
| 2025-07-29 | $0.20 | $0.24 | +20.0% |
| 2025-04-29 | $0.10 | $0.10 | +0.0% |
| 2025-02-25 | $0.22 | $0.27 | +22.7% |
| 2024-10-29 | $0.22 |
| $0.14 |
| -36.4% |
| $3.6B |
| — |
| PBIPitney Bowes Inc. | $16.65 | +0.30% | $2.3B | — |
| PCTPureCycle Technologies, Inc. | $7.00 | -2.37% | $1.4B | — |
Source: Financial Modeling Prep · peers by sector/industry