CECO Earnings

CECO reported its earnings on 2026-02-24, showcasing a revenue of 214.69M against an estimate of 208.61M, resulting in a 2.92% surprise. The EPS was 0.3, surpassing the expected 0.43 by -30.23%. The stock experienced a -22.76% price change on the earnings day and a -22.18% change over the next five days, reflecting market reactions to the results.

Following CECO's earnings announcement on 2026-02-24, the stock price moved by -22.76% on the day of the release. Over the subsequent five days, it saw a -22.18% change. Historically, CECO's stock price tends to shift by an average of 2.59% in the 10 days leading up to earnings and 8.52% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate CECO's annual revenue to reach 192.10M, while the EPS is projected at 0.17. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between CECO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CECO's stock price typically moves by 2.59% in the 10 days before its earnings and 8.52% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.17 and revenue of 192.10M.

The earnings call summary indicates strong financial performance and optimistic guidance, with reaffirmed revenue and EBITDA outlooks, and a significant growth pipeline. The Q&A section highlights strong market opportunities, particularly in industrial water and power sectors, and potential synergies from the Thermon acquisition. Despite some uncertainties, such as lack of specific market share details, the overall sentiment is positive, with strong organic growth and strategic expansion plans. The absence of market cap data suggests a cautious rating, but the positive indicators outweigh the negatives.