CECO Environmental Corp.

CECO Environmental Corp.

CECOยทNASDAQ

$79.47

+0.56%
IndustrialsIndustrial - Pollution & Treatment Controls

CECO Environmental Corp. provides industrial air quality and fluid handling systems worldwide. It operates in two segments: Engineered Systems Segment and Industrial Process Solutions Segment. The company engineers, designs, builds, and installs systems that capture, clean, and destroy air- and water-borne emissions from industrial facilities as well as fluid handling, gas separation, and filtration systems. It offers dampers and diverters, selective catalytic reduction and selective non-catalytic reduction systems, cyclonic technology, thermal oxidizers, filtration systems, scrubbers, and water and fluid handling equipment, as well as plant engineering services and engineered design build fabrication. The company markets its products and services to natural gas processors, transmission and distribution companies, refineries, power generators, industrial manufacturing, engineering and construction companies, semiconductor manufacturers, compressor manufacturers, beverage can manufacturers, metals and minerals, and electric vehicle producer companies. CECO Environmental Corp. was incorporated in 1966 and is headquartered in Dallas, Texas.

At a Glance

Live Snapshot
Market Cap$2.85B
EPS1.4200
P/E Ratio55.96
Earnings Date08/04/2026
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CECO Environmental Corp. Street Expectations Map

CECO ยท NASDAQ

Wall Street analysts project that CECO stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 86.20, with estimates ranging from a low of 73.00 to a high of 103.00.

Lowest Target
73.00
-8.14%
Consensus Target
86.20
8.47%
Highest Target
103.00
29.61%

The consensus 1-year price target stands at 86.20, with estimates ranging from a low of 73.00 to a high of 103.00.

Analyst Consensus Analysis

Upside Potential

+8.5%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

34.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

3.64x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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CECO Environmental Corp. Forward Estimates of Revenue

CECO ยท NASDAQ
Latest Revenue
774.38M
FY 2025
Avg Estimate
878.83M
FY 2026
Estimate Range
858.20M - 898.75M
Analyst Spread

Forward Growth Analysis

Projected Growth+13.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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CECO Environmental Corp. Forward Estimates of Net Income

CECO ยท NASDAQ
Latest Net Income
50.05M
FY 2025
Avg Estimate
52.88M
FY 2026
Estimate Range
51.50M - 54.25M
Analyst Spread

Forward Growth Analysis

Projected Growth+5.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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CECO Environmental Corp. Forward Estimates of EPS

CECO ยท NASDAQ
Latest EPS
1.42
FY 2025
Avg Estimate
$1.48
FY 2026
Estimate Range
$1.44 - $1.52
Analyst Spread

Forward Growth Analysis

Projected Growth+4.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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CECO Environmental Corp. Forward Estimates of EBIT

CECO ยท NASDAQ
Latest EBIT
103.76M
FY 2025
Avg Estimate
47.56M
FY 2026
Estimate Range
46.44M - 48.63M
Analyst Spread

Forward Growth Analysis

Projected Growth-54.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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CECO Environmental Corp. Forward Estimates of EBITDA

CECO ยท NASDAQ
Latest EBITDA
128.64M
FY 2025
Avg Estimate
71.44M
FY 2026
Estimate Range
69.76M - 73.06M
Analyst Spread

Forward Growth Analysis

Projected Growth-44.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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CECO Environmental Corp. Forward Estimates of SG&A Expense

CECO ยท NASDAQ
Latest SG&A Expense
200.73M
FY 2025
Avg Estimate
211.89M
FY 2026
Estimate Range
206.92M - 216.70M
Analyst Spread

Forward Growth Analysis

Projected Growth+5.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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CECO Environmental Corp. Insider Positioning

CECO ยท NASDAQ

During the last 12 months, insiders have purchased $733K and sold $6.28M worth of CECO shares, resulting in $5.54M of net selling activity.

3 Months

Bought

10.0K

732.50K

Sold

11.2K

830.14K

Net Activity

-98K

-$98K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

185.0K

5.45M

Net Activity

-5.4M

-$5.45M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
WRF

Wallman Richard F

Director

10.0K sharesโ€ข1 transactions

$733K

Top Sellers

1
GTR

Gleason Todd R

Director, Officer: Chief Executive Officer

185.0K sharesโ€ข2 transactions

$5.45M

2
NM

Nanda Munish

Director

11.2K sharesโ€ข1 transactions

$830K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $5.54M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.12:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$98K

Negative recent trend with net selling. Insiders have reduced positions in recent months, which could signal caution.

Insider Participation

Moderate Selling

2 insider sellers vs. 1 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.