Q1 EPS Estimate for CECO Environmental Increased by Analyst

CECO Environmental Corp. (NASDAQ:CECO) – HC Wainwright boosted their Q1 2026 earnings per share (EPS) estimates for CECO Environmental in a report released on Wednesday, February 25th. HC Wainwright analyst A. Dayal now anticipates that the company will earn $0.16 per share for the quarter, up from their previous forecast of $0.12. HC Wainwright currently has a “Buy” rating and a $90.00 price objective on the stock. The consensus estimate for CECO Environmental’s current full-year earnings is $0.67 per share. HC Wainwright also issued estimates for CECO Environmental’s Q2 2026 earnings at $0.36 EPS, Q3 2026 earnings at $0.33 EPS, Q4 2026 earnings at $0.82 EPS and FY2026 earnings at $1.67 EPS.

CECO Environmental (NASDAQ:CECO) last released its earnings results on Tuesday, February 24th. The company reported $0.08 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.43 by ($0.35). CECO Environmental had a return on equity of 10.60% and a net margin of 6.46%.The firm had revenue of $214.69 million for the quarter, compared to the consensus estimate of $205.39 million. During the same quarter last year, the company posted $0.27 EPS. CECO Environmental’s revenue for the quarter was up 35.4% on a year-over-year basis.

CECO has been the topic of several other reports. Roth Mkm lifted their price target on shares of CECO Environmental from $58.00 to $68.00 and gave the company a “buy” rating in a research note on Wednesday. Zacks Research raised CECO Environmental from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 11th. Northland Securities upped their target price on CECO Environmental from $60.00 to $73.00 and gave the stock an “outperform” rating in a report on Wednesday, December 24th. Weiss Ratings restated a “buy (b-)” rating on shares of CECO Environmental in a research note on Wednesday, January 21st. Finally, Lake Street Capital reaffirmed a “buy” rating and set a $80.00 price target on shares of CECO Environmental in a research report on Wednesday. Seven research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, CECO Environmental has an average rating of “Moderate Buy” and an average target price of $78.20.

CECO Environmental Price Performance

NASDAQ CECO opened at $63.32 on Thursday. The firm’s 50 day moving average is $67.34 and its 200-day moving average is $56.37. The company has a quick ratio of 1.13, a current ratio of 1.34 and a debt-to-equity ratio of 0.65. The company has a market capitalization of $2.26 billion, a PE ratio of 46.56 and a beta of 1.38. CECO Environmental has a 12-month low of $17.57 and a 12-month high of $81.72.

Institutional Trading of CECO Environmental

Several institutional investors have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd bought a new position in CECO Environmental during the 3rd quarter worth $25,000. Aventura Private Wealth LLC acquired a new position in shares of CECO Environmental in the fourth quarter valued at about $30,000. Advisory Services Network LLC bought a new position in CECO Environmental during the third quarter worth about $31,000. Global Retirement Partners LLC acquired a new stake in CECO Environmental in the 3rd quarter worth about $50,000. Finally, First Horizon Corp bought a new stake in CECO Environmental in the 3rd quarter valued at about $64,000. 68.08% of the stock is currently owned by institutional investors.

Trending Headlines about CECO Environmental

Here are the key news stories impacting CECO Environmental this week:

• Positive Sentiment: HC Wainwright sharply raised its FY2026 outlook and price target — analyst A. Dayal lifted FY2026 EPS to $1.67 (from $1.50) and boosted Q4 EPS to $0.82; the firm maintains a “Buy” rating and a $90 target, implying sizeable upside and signaling stronger medium‑term earnings expectations.
• Positive Sentiment: Other broker upgrades: Roth MKM raised its target to $68 with a “Buy” rating and Needham increased its target to $80 — these multiple upward target moves support upside sentiment from the sell‑side.
• Positive Sentiment: Management-level growth guidance tied to the Thermon merger: CECO outlined a $925M–$975M 2026 revenue target as the Thermon acquisition reshapes growth trajectory, providing a tangible revenue runway that underpins the higher analyst models. Ceco Environmental outlines $925M–$975M 2026 revenue target
• Positive Sentiment: Investor commentary highlighting M&A-driven growth (Thermon integration) reinforces the strategic narrative that analysts are pricing into upgraded models. CECO Environmental Continues To Grow Through M&A
• Neutral Sentiment: Short-interest data reported for February shows anomalous/zero values (data appears unreliable), so there’s no clear short‑squeeze or bearish crowding signal from the public short‑interest figures at this time.
• Negative Sentiment: HC Wainwright trimmed its Q3 2026 EPS estimate to $0.33 (from $0.40) — a quarter‑level downgrade that tempers some of the enthusiasm and highlights intra‑year volatility in the earnings cadence.
• Negative Sentiment: Recent quarterly results (Feb. 24) included a Q4 EPS miss versus consensus despite revenue growth, which likely contributes to the stock trading lower as investors reconcile strong revenue/organic growth and M&A prospects with near‑term profitability misses.

About CECO Environmental

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.