Added to YB: 2026-06-05
Pitch date: 2026-06-05
CECO [bullish]
CECO Environmental Corp.
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
Company Info
CECO Environmental Corp. provides critical solutions in industrial air quality, industrial water treatment, and energy transition solutions in the United States, the United Kingdom, the Netherlands, China, and internationally.
Market Cap
$5.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.04
P/E
224.80
EV/Sales
6.52
Sector
Machinery
Category
growth
Top insider trades (Fri, Jun 5) - CECO ENVIRONMENTAL CORP (CECO)
CECO (new position): Diversified industrial for air-quality/water/energy-transition equip around gas turbines; data-center AI play. Ex-Honeywell CFO director bought $1.54M @ $76.85 (2nd-largest of 48). Orders +97%, backlog +72%, book-to-bill 2.2x; record $135M Q4 & $300M Apr orders; super-cycle to 2030. Just closed Thermon (17x EBITDA) aiding cash conversion. Pricey at 22.6x NTM EBITDA vs 11.8x median; yellow flag: DSO rose to 125d from 86, AR outpacing rev (POC accounting). Momentum play.
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