Latest Earnings Results: Q3 '26
Estimated EPS
$0.59
Reported EPS
$0.60
Surprise
+1.2%
Estimated Rev
$399.64M
Reported Rev
$404.43M
Surprise
+1.2%
• Reported GAAP EPS of $0.60 up 130.77% YoY • Reported revenue of $404.43M up 104.67% YoY • CECO raised full-year 2026 Orders to exceed $2.5B and free cash flow conversion to approximately 100% of Adjusted EBITDA, while maintaining revenue of $1.3B to $1.38B and Adjusted EBITDA of $200M to $225M.
Bullish Takeaway
CECO reported orders and backlog up 234 percent and 205 percent, respectively, cited a $9B sales pipeline, said Thermon synergies were ahead of schedule, and delivered $154.4M adjusted free cash flow.
Bearish Takeaway
CECO recorded a -$2M Q3 net loss and diluted GAAP EPS of $(0.03), disclosed large-scale power generation project concentration and customer cancellation or delay rights, and reported $583.32M in long-term debt.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.77 | -- | -- | N/A |
Q3 '26 | $0.59 | $0.60 | 1.20% | BEAT |
Q2 '26 | $0.25 | $0.47 | 84.31% | BEAT |
Q1 '26 | $0.15 | $0.36 | 145.45% | BEAT |
Q4 '25 | $0.41 | $0.30 | -26.52% | MISSED |