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Earnings transcript
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CECO
CECO Environmental Corp.
$70.33
0.06
(0.09%)
| Exchange: | NASDAQ |
| Market Cap: | 4.107B |
| Shares Outstanding: | 9.186M |
Delayed data
About The Company
| Sector: | Industrials | |||||
| Industry: | Industrial – Pollution & Treatment Controls | |||||
| CEO: | Todd R. Gleason | |||||
| Full Time Employees: | 1540 | |||||
| Address: |
| |||||
| Website: | https://www.cecoenviro.com |
CECO Environmental Corp. provides critical solutions in industrial air quality, industrial water treatment, and energy transition solutions in the United States, the United Kingdom, the Netherlands, China, and internationally. It operates through Engineered Systems and Industrial Process Solutions segments. The company offers emissions management, fluid bed cyclones, thermal acoustics, and separation and filtration solutions; engineering services and environmental systems; and industrial exhaust air contamination treatment and control systems, solutions, and services, as well as intelligent control solutions. It also provides engineered and configured products and solutions, including dampers and diverters, expansion joints, selective catalytic reduction systems, severe-service and industrial cyclones, dust collectors, thermal oxidizers, filtration systems, wet and dry scrubbers, separators and coalescers, water treatment packages, metallic and non-metallic pumps, industrial silencers, and fluid handling equipment, as well as plant engineering services and engineered design build fabrication services. In addition, the company offers solutions for air pollution and contamination control, fluid handling, and process filtration in various applications, such as aluminum beverage can production, automobile production, food and beverage processing, semiconductor fabrication, electronics production, steel and aluminum mill processing, wood manufacturing, desalination, and aquaculture markets. It markets its power generation, hydrocarbon processing, water/wastewater treatment, oily water separation and treatment, marine and naval vessels, and midstream oil and gas sectors. CECO Environmental Corp. was founded in 1869 and is headquartered in Addison, Texas.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 544,845 | 557,933 | 774,381 |
| Gross Profit | 171,016 | 196,147 | 253,060 |
| EBITDA | 47,448 | 45,234 | 128,640 |
| Operating Income | 34,569 | 35,403 | 51,713 |
| Net Income | 12,911 | 12,957 | 50,051 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 600,291 | 759,699 | 893,769 |
| Total Liabilities | 362,800 | 507,806 | 570,587 |
| Total Stockholders Equity | 232,643 | 247,689 | 317,528 |
| Total Debt | 155,478 | 249,916 | 24,840 |
| Cash and Cash Equivalents | 54,779 | 37,832 | 33,144 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 44,647 | 24,828 | 5,861 |
| Capital Expenditure | -8,384 | -17,368 | 0 |
| Free Cash Flow | 36,263 | 7,460 | 5,861 |
| Net Income | 12,911 | 14,421 | 50,051 |
| Net Change in Cash | 8,863 | -17,247 | -4,974 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 2,866,272.995 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 3,092,399.605 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 2,947,065 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 717,553.470 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 774,162.849 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 737,779.242 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 700,123.774 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 755,358.085 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 719,858.252 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 1 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 0 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Record Financial Performance: CECO Environmental reported a record third quarter in 2025 with strong revenue growth, as highlighted in the Q3 2025 earnings call transcript. This performance reflects robust operational execution and aligns with positive industry trends in the environmental sector.
- Solid Backlog and Outlook: The company reaffirmed its 2025 outlook and provided a positive initial outlook for 2026, supported by a record backlog. This indicates sustained demand and potential for future revenue growth, as noted in the earnings call summary.
- Strong Operating Metrics: Key metrics such as return on equity (ROE) and return on invested capital (ROIC) from the latest TTM data suggest efficient capital utilization, positioning CECO favorably against industry peers in the environmental solutions space.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates CECO intrinsic value between $3.08 – $44.24 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about CECO valuation
Is CECO Environmental Corp. (CECO) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for CECO Environmental Corp. (CECO) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is CECO a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether CECO trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is CECO’s P/E ratio?
You can see CECO’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for CECO?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is CECO a good long-term investment?
Whether CECO fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
CECO
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Daily snapshot
0.09
Trading Metrics:
| Open: | 70.61 | Previous Close: | 70.27 | |
| Day Low: | 69.01 | Day High: | 71.34 | |
| Year Low: | 42.78 | Year High: | 101.24 | |
| Price Avg 50: | 79.44 | Price Avg 200: | 69.52 | |
| Volume: | 392297 | Average Volume: | 906635 |
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Login — it's freeCECO full analysis
Welcome to MARKETSNAP’s SWOT analysis for CECO Environmental! If you’re looking to build wealth through smart, long-term investments, you’re in the right place. Today, we’re diving deep into CECO Environmental, a player in the environmental solutions space, to break down what makes this company tick, where it shines, and where it might face some headwinds. Let’s unpack their strengths, weaknesses, opportunities, and threats, while keeping an eye on what could drive value for investors like you over the long haul.…
