CECO
CECO Environmental·NASDAQ
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CECO fundamentals
CECO Environmental (CECO) released its earnings on Feb 24, 2026: revenue was 214.69M (YoY +35.40%), beat estimates; EPS was 0.2976 (YoY +10.22%), missed estimates.
Revenue / YoY
214.69M
+35.40%
EPS / YoY
0.2976
+10.22%
Report date
Feb 24, 2026
CECO Earnings Call Summary for Q4,2025
- Record Financials: FY2025 revenue $774M (+39%), EBITDA $90M (+44%). Q4 bookings $329M, backlog $793M.
- Thermon Deal: $2.2B transaction creating $1.5B revenue, $295M EBITDA (incl. $40M synergies). CECO 62.5% ownership post-close.
- 2026 Outlook: Revenue $925M-$975M (+23%), EBITDA $115M-$135M (+38%). >$1B power gen pipeline, Q1 bookings >$270M.
- Gross Margin Recovery: 35% Q4 gross margin, up 240bps QoQ. Strong cash flow ($10M FY2025) and balance sheet ($124M liquidity).
- Strategic Growth: Thermon adds $520M short-cycle revenue, 45% gross margin. Power gen, industrial water, and semiconductor drive double-digit growth.
EPS
Actual | 0.15 | 0.14 | 0.11 | 0.16 | 0.09 | 0.09 | 0.01 | 0.1 | 0.14 | 0.18 | 0.2 | 0.21 | 0.1 | 0.15 | 0.22 | 0.28 | 0.11 | 0.2 | 0.14 | 0.27 | 0.1 | 0.24 | 0.26 | 0.2976 | |||||||||||
Forecast | 0.104 | 0.0825 | 0.1125 | 0.09 | 0.0867 | 0.0875 | 0.1075 | 0.0825 | 0.0475 | 0.0925 | 0.11 | 0.1567 | 0.104 | 0.142 | 0.19 | 0.2413 | 0.1096 | 0.1583 | 0.1983 | 0.2267 | 0.0845 | 0.1767 | 0.25 | 0.405 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +44.23% | +69.70% | -2.22% | +77.78% | +3.81% | +2.86% | -90.70% | +21.21% | +194.74% | +94.59% | +81.82% | +34.01% | -3.85% | +5.63% | +15.79% | +16.04% | +0.36% | +26.34% | -29.40% | +19.10% | +18.34% | +35.82% | +4.00% | -26.52% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 80.49M | 75.17M | 77.42M | 82.93M | 71.89M | 78.68M | 79.98M | 93.59M | 92.44M | 105.38M | 108.41M | 116.40M | 112.56M | 129.18M | 149.39M | 153.71M | 126.33M | 137.52M | 135.51M | 158.57M | 176.70M | 185.39M | 197.60M | 214.69M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 82.01M | 68.40M | 82.83M | 78.43M | 73.46M | 76.34M | 81.30M | 84.10M | 83.27M | 91.28M | 95.23M | 105.10M | 106.53M | 117.77M | 132.80M | 146.61M | 135.82M | 143.33M | 155.94M | 156.09M | 151.53M | 178.66M | 190.36M | 205.39M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -1.85% | +9.90% | -6.53% | +5.74% | -2.14% | +3.07% | -1.62% | +11.29% | +11.01% | +15.44% | +13.85% | +10.76% | +5.67% | +9.69% | +12.49% | +4.84% | -6.99% | -4.05% | -13.10% | +1.58% | +16.61% | +3.77% | +3.80% | +4.53% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for CECO Environmental next quarter?What factors drove the changes in CECO Environmental's revenue and profit?Did CECO Environmental beat or miss consensus estimates last quarter?What is CECO Environmental's gross profit margin?What were the key takeaways from CECO Environmental’s earnings call?What guidance did CECO Environmental's management provide for the next earnings period?What is CECO Environmental's latest dividend and current dividend yield?What does CECO Environmental do and what are its main business segments?
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