CECO Environmental Corp. (CECO)
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-11-05
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-11-05
QuarterlyIQ Insights · CECO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks CECO against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Early synergy capture is proceeding ahead of our pre-acquisition integration objectives, and we are driving strong execution across the combined organization.”
Stated in 2 of 2 supplied quarters. Management reported: “Early synergy capture is proceeding ahead of our pre-acquisition integration objectives, and we are driving strong execution across the combined organization.”” “We remain confident the combination will also unlock at least $40 million in cost synergies and meaningful commercial opportunities.”
“Early synergy capture is proceeding ahead of our pre-acquisition integration objectives, and we are driving strong execution across the combined organization.””
“We remain confident the combination will also unlock at least $40 million in cost synergies and meaningful commercial opportunities.”
The updated full year consolidated 2026 outlook is: • Revenue between $1.300 billion and $1.375 billion, up from $1.275 billion and $1.375 billion • Adjusted EBITDA between $200 million and $225 mill…
Stated in 2 of 2 supplied quarters. Management reported: “The updated full year consolidated 2026 outlook is: • Revenue between $1.300 billion and $1.375 billion, up from $1.275 billion and $1.375 billion • Adjusted EBITDA between $200 million and $225 million, up from $195 million and $225 million • Free cash flow conversion of at least 55 percent of Adjusted EBITDA “Our confidence in our operating model and the robustness of our key growth markets, along with the positive trends from the Thermon integration, allows us to raise our full year outlook.”
The updated full year consolidated 2026 outlook is: • Revenue between $1.300 billion and $1.375 billion, up from $1.275 billion and $1.375 billion • Adjusted EBITDA between $200 million and $225 mill…
Stated in 2 of 2 supplied quarters. Management reported: “The updated full year consolidated 2026 outlook is: • Revenue between $1.300 billion and $1.375 billion, up from $1.275 billion and $1.375 billion • Adjusted EBITDA between $200 million and $225 million, up from $195 million and $225 million • Free cash flow conversion of at least 55 percent of Adjusted EBITDA “Our confidence in our operating model and the robustness of our key growth markets, along with the positive trends from the Thermon integration, allows us to raise our full year outlook.”
The updated full year consolidated 2026 outlook is: • Revenue between $1.300 billion and $1.375 billion, up from $1.275 billion and $1.375 billion • Adjusted EBITDA between $200 million and $225 mill…
Stated in 2 of 2 supplied quarters. Management reported: “The updated full year consolidated 2026 outlook is: • Revenue between $1.300 billion and $1.375 billion, up from $1.275 billion and $1.375 billion • Adjusted EBITDA between $200 million and $225 million, up from $195 million and $225 million • Free cash flow conversion of at least 55 percent of Adjusted EBITDA “Our confidence in our operating model and the robustness of our key growth markets, along with the positive trends from the Thermon integration, allows us to raise our full year outlook.” “The Company reiterates its full year free cash flow of at least 50% of Adjusted EBITDA.”
By becoming the first multi-industrial company to transfer its primary listing to the Texas Stock Exchange, we are aligning with a well-capitalized, leading technology platform that introduces a new…
Stated in a supplied disclosure. Management reported: “By becoming the first multi-industrial company to transfer its primary listing to the Texas Stock Exchange, we are aligning with a well-capitalized, leading technology platform that introduces a new era of competitive growth in U.S. capital markets.”
Over the trailing year it converted -2.14x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
13 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“The updated full year consolidated 2026 outlook is: • Revenue between $1.300 billion and $1.375 billion, up from $1.275 billion and $1.375 billion • Adjusted EBITDA between $200 million and $225 mill…”
“2026 Full Year Guidance Update The Company raises its full year outlook for 2026 to reflect revenue between $940 million and $1 billion, up approximately 25 percent at the midpoint of the range when…”
“The updated full year consolidated 2026 outlook is: • Revenue between $1.300 billion and $1.375 billion, up from $1.275 billion and $1.375 billion • Adjusted EBITDA between $200 million and $225 mill…”
“2026 Full Year Guidance Update The Company raises its full year outlook for 2026 to reflect revenue between $940 million and $1 billion, up approximately 25 percent at the midpoint of the range when…”
“The updated full year consolidated 2026 outlook is: • Revenue between $1.300 billion and $1.375 billion, up from $1.275 billion and $1.375 billion • Adjusted EBITDA between $200 million and $225 mill…”
“The Company reiterates its full year free cash flow of at least 50% of Adjusted EBITDA.”