Added to YB: 2026-07-30
Pitch date: 2026-07-22
CECO [neutral]
CECO Environmental Corp.
-26.47%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$3.9B
Pitch Price
$81.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.75
P/E
177.32
EV/Sales
5.20
Sector
Machinery
Category
growth
Company a Day #2: CECO Environmental
CECO (overview): Industrial environmental/thermal-infrastructure platform selling low-cost-critical systems (air/water treatment, exhaust, combustion, noise, heat tracing). June 2026 Thermon deal transformative but adds leverage/integration risk. Q1'26 Engineered Systems orders +135% on gas-power. Bull: regulation-driven demand, installed base, aftermarket. Bear: fixed-price overruns, project volatility, POC accounting, cyclicality. Judge on organic margins, cash conversion, ROIC, deleveraging.
Read full article (24 min)