Equities Analysts Issue Forecasts for CECO FY2026 Earnings

CECO Environmental Corp. (NASDAQ:CECO) – Northland Securities upped their FY2026 EPS estimates for CECO Environmental in a note issued to investors on Thursday, August 13th. Northland Securities analyst B. Brooks now anticipates that the company will post earnings of $2.24 per share for the year, up from their previous estimate of $1.96. The consensus estimate for CECO Environmental’s current full-year earnings is $2.12 per share. Northland Securities also issued estimates for CECO Environmental’s Q4 2026 earnings at $0.90 EPS, Q1 2027 earnings at $0.58 EPS and Q3 2027 earnings at $0.76 EPS.

CECO Environmental (NASDAQ:CECO) last issued its quarterly earnings results on Monday, August 10th. The company reported $0.47 earnings per share for the quarter, topping the consensus estimate of $0.26 by $0.21. The business had revenue of $284.96 million during the quarter, compared to the consensus estimate of $282.21 million. CECO Environmental had a positive return on equity of 17.56% and a negative net margin of 3.39%.The company’s quarterly revenue was up 53.7% on a year-over-year basis. During the same quarter last year, the company earned $0.26 earnings per share.

A number of other analysts have also weighed in on the stock. Weiss Ratings lowered shares of CECO Environmental from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday. JPMorgan Chase & Co. started coverage on shares of CECO Environmental in a research note on Thursday, July 9th. They set an “overweight” rating and a $130.00 price objective on the stock. Roth Capital reaffirmed a “buy” rating and issued a $85.00 price objective on shares of CECO Environmental in a report on Wednesday, April 29th. Lake Street Capital upped their price target on CECO Environmental from $80.00 to $111.00 and gave the stock a “buy” rating in a report on Wednesday, June 10th. Finally, TD Cowen assumed coverage on shares of CECO Environmental in a research note on Wednesday, August 5th. They issued a “buy” rating and a $85.00 price target on the stock. Eight investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $104.88.

CECO Environmental Price Performance

NASDAQ CECO opened at $76.82 on Friday. The stock’s fifty day moving average price is $82.31 and its 200 day moving average price is $73.77. CECO Environmental has a 1 year low of $42.78 and a 1 year high of $101.24. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.33 and a quick ratio of 1.18. The company has a market cap of $2.76 billion, a price-to-earnings ratio of -111.33 and a beta of 1.51.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the company. GAMMA Investing LLC lifted its stake in CECO Environmental by 71.6% during the 2nd quarter. GAMMA Investing LLC now owns 369 shares of the company’s stock worth $33,000 after acquiring an additional 154 shares in the last quarter. Allworth Financial LP acquired a new stake in CECO Environmental during the 2nd quarter worth approximately $29,000. ProShare Advisors LLC lifted its holdings in CECO Environmental by 8.0% during the 4th quarter. ProShare Advisors LLC now owns 5,390 shares of the company’s stock worth $323,000 after buying an additional 399 shares in the last quarter. Osaic Holdings Inc. boosted its position in CECO Environmental by 3.5% in the 2nd quarter. Osaic Holdings Inc. now owns 12,297 shares of the company’s stock valued at $348,000 after buying an additional 412 shares during the period. Finally, Morton Brown Family Wealth LLC purchased a new position in CECO Environmental in the 1st quarter valued at approximately $29,000. 68.08% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other CECO Environmental news, Director Jason Dezwirek sold 34,000 shares of the firm’s stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $96.61, for a total transaction of $3,284,740.00. Following the completion of the sale, the director owned 166,000 shares of the company’s stock, valued at $16,037,260. This trade represents a 17.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Peter K. Johansson sold 30,000 shares of the company’s stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $96.49, for a total value of $2,894,700.00. Following the completion of the transaction, the chief financial officer directly owned 40,746 shares in the company, valued at approximately $3,931,581.54. This trade represents a 42.41% decrease in their position. The disclosure for this sale is available in the SEC filing. 18.40% of the stock is currently owned by company insiders.

CECO Environmental Company Profile

CECO Environmental Corp. (NASDAQ: CECO) is a global technology provider specializing in engineered solutions that help industrial and commercial customers manage air emissions, process fluids and optimize energy use. The company develops custom-engineered systems and modular packages designed to meet evolving environmental regulations and improve operational efficiency across diverse production processes.

CECO’s core offerings include air pollution control equipment—such as scrubbers, cyclones, fabric and cartridge filters—and industrial process filtration systems for applications ranging from particulate removal to oil-water separation.