FY2026 EPS Estimates for CECO Lifted by Northland Securities

CECO Environmental Corp. (NASDAQ:CECO) – Stock analysts at Northland Securities raised their FY2026 earnings estimates for shares of CECO Environmental in a research report issued to clients and investors on Thursday, August 13th. Northland Securities analyst B. Brooks now forecasts that the company will post earnings of $2.24 per share for the year, up from their prior 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 data on Monday, August 10th. The company reported $0.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.26 by $0.21. CECO Environmental had a negative net margin of 3.39% and a positive return on equity of 17.56%. The firm had revenue of $284.96 million during the quarter, compared to the consensus estimate of $282.21 million. During the same quarter in the previous year, the firm posted $0.26 EPS. The company’s revenue for the quarter was up 53.7% compared to the same quarter last year.

CECO has been the topic of several other research reports. Craig Hallum reiterated a “buy” rating and issued a $103.00 price target on shares of CECO Environmental in a research note on Tuesday, April 28th. TD Cowen began coverage on CECO Environmental in a research report on Wednesday, August 5th. They issued a “buy” rating and a $85.00 target price on the stock. Weiss Ratings downgraded shares of CECO Environmental from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday. Zacks Research lowered CECO Environmental from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. Finally, Lake Street Capital upped their price objective on CECO Environmental from $80.00 to $111.00 and gave the company a “buy” rating in a research report on Wednesday, June 10th. Eight equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $104.88.

CECO Environmental Trading Up 1.3%

CECO Environmental stock opened at $76.82 on Friday. 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 firm’s 50 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 stock has a market cap of $2.76 billion, a P/E ratio of -111.33 and a beta of 1.51.

Insider Buying and Selling at CECO Environmental

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

Institutional Investors Weigh In On CECO Environmental

Institutional investors and hedge funds have recently bought and sold shares of the company. BlackRock Inc. bought a new position in shares of CECO Environmental during the 2nd quarter worth $392,358,000. T. Rowe Price Investment Management Inc. lifted its stake in CECO Environmental by 104.0% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 718,992 shares of the company’s stock worth $43,032,000 after acquiring an additional 366,611 shares during the period. Deutsche Bank AG bought a new position in CECO Environmental during the 2nd quarter worth about $30,475,000. Capital World Investors purchased a new position in CECO Environmental during the 4th quarter valued at about $19,936,000. Finally, Two Sigma Investments LP raised its holdings in shares of CECO Environmental by 3,620.8% in the 3rd quarter. Two Sigma Investments LP now owns 302,691 shares of the company’s stock valued at $15,498,000 after purchasing an additional 294,556 shares in the last quarter. 68.08% of the stock is owned by institutional investors.

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.