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Trademates doesn't assign a specific risk level here, but the data screams 'priced for perfection.' P/E of 70.2 on a construction stock is insane, even with 37% revenue growth. The catalyst is the backlog conversion and the CECO acquisition for cross-sell, but that's already in the price. My action plan is to wait for a real correction. The OP is right - this thing will get cut in half when the AI capex narrative hiccups.
Market seems happy around the THR and CECO merger going through. Glad I went full CECO lol. \> The Company expects full year revenue to be between $1.275 billion and $1.375 billion, up approximately 20 percent at the midpoint of the range, year over year. The Company expects Adjusted EBITDA to be between $195 and $225 million, up approximately 25 percent at the midpoint of the range, year over year. Outlook for full year Free Cash Flow is to generate at least 55 percent of Adjusted EBITDA. \> “Our full year outlook reflects the impact we expect from adding Thermon to the balance of the year. We continue to see incredibly strong orders and market opportunities – especially in power generation, data centers, semiconductors and continued industrial reshoring projects. In fact, already in early June the legacy CECO businesses have booked orders greatly exceeding previous records, and we have several more weeks to add more bookings and backlog. These strong market conditions, coupled with the expected cost synergies – which are already on-or-ahead of schedule – gives me a lot of confidence that the initial full year outlook as a combined company has opportunities for overperformance,” concluded Gleason.
I really suck at being too early on names lol. Haven't looked at it in forever and CECO is now up like 185% on tye year lol.
Kicking myself for never buying VVX. Fun/Cool little company. CECO having a nice bounce since the earning sell off. Ended converting all my THR to CECO. Also got to vote this morning. Voting is fun lol.
I'm thinking I might do that, not sure. Might do the cash and stock deal. I actually owned CECO years ago and liked the company, but valuation is pretty high now.
With CECO buying THR, such a interesting decision to make. Never had the option to choose between all cash, some cash and stock and full stock.
CECO Environmental (Nasdaq: CECO) reported Q1 2026 results with orders $449.5M (up 97%) and backlog $1,035.1M (up 72%). Q1 revenue was $205.9M, GAAP net loss $(0.4)M and non-GAAP net income $13.9M. Company raised 2026 guidance to $940M–$1.0B revenue and $120M–$140M adjusted EBITDA. CECO expects Thermon merger close in June 2026.
I like the NU call out. South american SOFI, except maybe better. Ive been watching: NFLX, META, VDE, VST, CEG. I like ASO, BYDDY, and CECO also. To name a few. I dont have any money right now so unfortunately wonr be buying anything. Id probably buy a mix of some sort of international ETF, NFLX below $90, META below $600, and an energy ETF. CECO below $45 as well.
I'd rather own CECO than brinks! Not a bad win!
Yeah with the THR deal, it’s interesting. CECO is paying like a 20% premium. They are giving us three options. All cash, 10 per share in cash with 0.68 shares of CECO , or all stock at 0.86 a share. Might be one a CECO holder again.
Market seems happy with DRS earnings this morning. Not so much on AWI, SHLS, and CECO.
CECO Environmental to buy Thermon Group in $2.2B cash and stock deal THR is up 17% in the pre market.
Thanks! Same with CECO for me. Was in it and posted about them when it was like 12-14 a share. Can’t win them all lol
Yeah lol I need to slim things down. I'm interested in CECO tomorrow morning. I got out of it in like 2024 and have regretted that. Maybe it'll get an unreasonable dip like IESC. Here's the ATEX post! https://www.reddit.com/r/stocks/s/oz7k7D1739
SMR - Nuscale Power CECO - CECO Environmental AQWA - Clean Water ETF
DIOD been a real stinker. STM too. But part of that is the story of autos and chips. When people talk about semi's, they lump everything together, but there different type of chips. Anything auto related basically has sucked for a while. I don't think the market has bottomed for that yet. Same with some of the analog names. I don't always hit home runs. However, I do feel like I have a pretty good track record. Here's another one: [https://www.reddit.com/r/stocks/comments/18ya1l6/comment/kgafpop/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/18ya1l6/comment/kgafpop/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Names mentioned in there are CECO, CWCO, CW, MOD, ITT, AIT, POWL, PSTG Since that post: CWCO +14% CECO +242% CW +202% MOD +120% ITT +60% AIT +72% POWL +400% PSTG +109% Not too bad from 2 years lol.
Haven't looked at CECO for a minute. Man should have never of sold that one lol.
CECO and NWPX are similar names to PRIM/AGX that I wish I stayed in. After the DeepSeek debacle I cut out some redundant names in the portfolio, so I forgot about them until recently. Maybe on a pullback. Thanks for the new name! I'm in the med-devices space right now, so it looks pretty interesting. I'll try to read about it over the weekend. Also, are you still big on the Aerospace names? I'm holding quite a few, but I was curious about ISSC since I'm pretty sure we both own(ed) that. I got back in at the lows in April, so I have a lot of breathing room. But there's a SeekingAlpha user, beach\_trader, that I like to drop-in on (they've made some good calls). There's a good back-and-forth conversation about recent earnings here: https://seekingalpha. com/news/4485363-innovative-solutions-and-support-gaap-eps-of-0\_14-revenue-of-24\_1m#scroll\_comments
$CECO could be a good long term play on water treatment. Might be priced in though
Great day for CECO. Pretty under the radar name. I forgot about it myself until I just saw it as the top mover on my watchlist.
I've been eyeing AGX! CECO and COHR also (after it lost all its earnings gains). But at this point I can't be adding to any of these infrastructure, electrical, etc names until after NVDAs earnings. Can't throw anything more in when it might dump hard again.
Man I need to learn to hold on to CECO. Every time I exit that stock it ends up bouncing up soon after
Too bad about MSFT. POWL looking good though. Finger crossed for MOD and FSLR. I was surprised with the CECO drop. Might add there.
Continuing to invest in $CECO and $VOO. Slow and steady….
I think it’s a whole lot more expensive than you think. Forward earnings estimates are almost always non-GAAP. CECO reports a non-GAAP that excludes amortization, earn out restructuring and exec transition. These are real expenses though and excluding them makes valuation metrics like forward p/e and PEG look a whole lot better than they really are. Lots of companies do this. Report a non-GAAP that excludes a variety of perfectly relevant expenses to try to juice their forward numbers and make valuations appear cheaper. AMD and PYPL being two popular examples around here. So you might think, those forward numbers aren’t that high, or maybe even cheap. Problem is, they’re not real.
Kind of a fun unknown stock, but $CECO has been on a little run since their earnings. Fundamentals on it aren't bad either, you are going to be looking at like 22X forward earnings, PS of 1.39, PB of 1.21, and a PEG of 1.49. They just announced their earnings on March 5th, looking at 32% YoY revenue growth and FCF is up 36%. Also raised full year guidance to $590 to $610 million vs. consensus of $590.91M. I'm a sucker for earnings report presentations, here is there's from the last earnings report: [https://investors.cecoenviro.com/static-files/bad67c4b-152b-4f6c-99f4-8f050608aec0](https://investors.cecoenviro.com/static-files/bad67c4b-152b-4f6c-99f4-8f050608aec0)
Moved on to other gramma thoughts… $LAC looks interesting. So does $CECO.
Buy into $LAC while it’s small, along with $CECO.
You mean this dip right now? I've been thinking the same man. But I'm so inexperienced that I don't dare to trust my own instincts/thoughts. I have a bit in AMD, CECO and TSM at the moment. Kinda just wish everything was in Nvidia...
Same happened today with CECO
So CECO beats, raises guidance, and drops? Got it. Makes sense
who the fuck mentioned CECO cuz of earnings? that shit free falling
CECO calls. Bought more shares AH, too. Been performing very well and seemingly under the radar since it’s small cap
Is anyone buying CECO?
They changed to ticker CECO. The company is CECO environmental. They tradded just south of $20 today. Thats not sloppy. Have a great friday :)
I think you also got in $PLAB as well? A fun one to look up is $CECO, much more riskier, but they are kind of transforming their business. I still like $CWCO a lot. More of a boring company, but $CW is interesting. They are more of a defense play, but also some exposure to nuclear and industrials. $MOD is interesting, they are growing a ton from their data center exposure. $ITT/$AIT is a boring company but really solid business. More on a risk side would be like $POWL. A great long term hold and more of a GARPY name is $PSTG.
Yeah, I'd much rather own those than the hyped up green names. CECO is cheap. CECO too, at least for their growth rates. Hammond power too. One of the biggest beneficiaries of green energy and it's trading at 13x earnings and growing at 20% or more. And no debt. I have a feeling some of the biggest winners of the next 10 years will be nuts and bolts plays on energy. Speaking of, I've got IESC very high on my purchase list right now.
CECO Iis an interesting one. Sort of an environmental equipment roll up. I can't really get a beat on their ultimate plan, but it's interesting.
Yeah, both are really interesting and kind of simliar stories around businesses going through some transformations. Same thing with CECO. Another interesting name.
CECO Environmental Corp. 2023 Q3 earnings This Qtr EPS $0.22 vs $0.18 Rev $149.4M vs $132.8M (YoY +38%) 2023 FY guidance Rev $525-550M vs $514.82M (YoY +25%) Adjusted EBITDA $55-57M 2024 FY guidance Rev $575-600M vs $553.92M (YoY +10%) Adjusted EBITDA $65-70M
CECO working in the industrial space and working on environmental solutions
Rad, stoked you pulled the trigger on FLT. I ended up getting into CECO.
Such a solid company. I found an interesting one last I might open a position in. You ever follow $CECO?
Canadian wildfires fucking up the air in NYC. HCCI and CECO both way up.
CECO earnings are out. Q4 eps: $0.24, up 0.21 y/y. Full year EPS: $.0.50, up $0.44 over last year. Revenue up 30% y/y Orders up 46% y/y Also raised guidance for next year. This stock isn't cheap anymore, but a very interesting turn around story.
CECO XPOF, and LEU all having big days too. Small cap mania I guess.