{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-183496","form_type":"8-K","ticker":"CECO","cik":"0000003197","company_name":"CECO ENVIRONMENTAL CORP","filed_at":"2026-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.560539+00:00","generated_at":"2026-05-15T03:21:48.065593+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"CECO Q1 orders surge 97% to $449.5M; backlog tops $1B; raises FY guidance","bullets":["Orders of $449.5M (+97% YoY); backlog $1,035.1M (+72%); book-to-bill ratio 2.2.","Revenue $205.9M (+17%); adjusted EBITDA $20.4M (+46%); GAAP EPS $(0.01).","Non-GAAP EPS $0.36; non-GAAP net income $13.9M (+297% vs $3.5M prior year).","FY 2026 guidance raised: revenue $940M-$1B, adjusted EBITDA $120-$140M vs $925-$975M/$115-$135M prior.","April 2026 booked ~$450M+ orders incl. largest natural gas power order; Thermon merger votes May 27, close in June."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-183496","json":"https://secwatch.observer/filing/0001193125-26-183496.json","markdown":"https://secwatch.observer/filing/0001193125-26-183496.md","text":"https://secwatch.observer/filing/0001193125-26-183496.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/0001193125-26-183496-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/ceco-20260428.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T03:21:48.065593+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"eba02eb47f92281dca4d2c58b4b459e415103c12","claim":"CECO ENVIRONMENTAL CORP reported the first quarter ended March 31, 2026 results: revenue $205.9 million, net income $(0.4) million, EPS $(0.01). Guidance raised.","evidence_excerpt":"with Thermon Group Holdings, Inc. (\"Thermon\"). Highlights for the Quarter (1) • Orders of $449.5 million, up 97 percent • Backlog of $1,035.1 million, up 72 percent • Revenue of $205.9 million, up 17 percent • Gross profit of $63.9 million, up 3 percent; Gross margin of 31.0 percent • Net loss of $(0.4) million, down 101 percent; non-GAAP net income of $13.9 million,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/0001193125-26-183496-index.htm","confidence":0.95}],"comparable_filings":[{"accession":"0001645590-26-000052","ticker":"HPE","company_name":"Hewlett Packard Enterprise Co","filed_at":"2026-06-01T20:09:22+00:00","headline":"HPE Q2 FY26: record revenue $10.7B (+40%), raises FY26 guidance, introduces FY27 framework","event_type":"earnings","sec_items":["1.01","2.02","5.02","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001645590-26-000052","json":"https://secwatch.observer/filing/0001645590-26-000052.json","markdown":"https://secwatch.observer/filing/0001645590-26-000052.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/hpe-20260601.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"with Thermon Group Holdings, Inc. (\"Thermon\"). Highlights for the Quarter (1) • Orders of $449.5 million, up 97 percent • Backlog of $1,035.1 million, up 72 percent • Revenue of $205.9 million, up 17 percent • Gross profit of $63.9 million, up 3 percent; Gross margin of 31.0 percent • Net loss of $(0.4) million, down 101 percent; non-GAAP net income of $13.9 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/0001193125-26-183496-index.htm","comparable_excerpt":"gross margin, and non-GAAP diluted net EPS, as well as its highest-ever free cash flow generation for a second quarter. Second Quarter Fiscal 2026 Financial Results • Revenue : $10.7 billion, up 40% from the prior-year period • Gross margins : ◦ GAAP of 36.5%, up 810 basis points from the prior-year period and up 60 basis points sequentially ◦ Non-GAAP (1) of 36.9%,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm"}},{"accession":"0001628280-26-039474","ticker":"CRDO","company_name":"Credo Technology Group Holding Ltd","filed_at":"2026-06-01T20:08:16+00:00","headline":"Credo Q4 revenue $437M (+157% YoY); guides Q1 $465-475M; CEO awarded 1.44M performance-based RSUs","event_type":"earnings","sec_items":["2.02","5.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039474","json":"https://secwatch.observer/filing/0001628280-26-039474.json","markdown":"https://secwatch.observer/filing/0001628280-26-039474.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/0001628280-26-039474-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/crdo-20260528.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"with Thermon Group Holdings, Inc. (\"Thermon\"). Highlights for the Quarter (1) • Orders of $449.5 million, up 97 percent • Backlog of $1,035.1 million, up 72 percent • Revenue of $205.9 million, up 17 percent • Gross profit of $63.9 million, up 3 percent; Gross margin of 31.0 percent • Net loss of $(0.4) million, down 101 percent; non-GAAP net income of $13.9 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/0001193125-26-183496-index.htm","comparable_excerpt":"On June 1, 2026, Credo Technology Group Holding Ltd (the \"Company\") issued a press release announcing its financial results for the fiscal year ended May 2, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/0001628280-26-039474-index.htm"}},{"accession":"0001104659-26-058226","ticker":"ACH","company_name":"ACCENDRA HEALTH INC/VA/","filed_at":"2026-05-11T23:59:59+00:00","headline":"Accendra Health Q1 revenue $627.8M, adj. EBITDA $58.4M; >$1.5B debt optimization","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058226","json":"https://secwatch.observer/filing/0001104659-26-058226.json","markdown":"https://secwatch.observer/filing/0001104659-26-058226.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/ach-20260511x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"with Thermon Group Holdings, Inc. (\"Thermon\"). Highlights for the Quarter (1) • Orders of $449.5 million, up 97 percent • Backlog of $1,035.1 million, up 72 percent • Revenue of $205.9 million, up 17 percent • Gross profit of $63.9 million, up 3 percent; Gross margin of 31.0 percent • Net loss of $(0.4) million, down 101 percent; non-GAAP net income of $13.9 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/0001193125-26-183496-index.htm","comparable_excerpt":"Commission this morning. ​ Details on First Quarter 2026 Results ​ ​ First Quarter Results (1) ​ ($ in millions, except per share data) ​ ​ ​ 1Q26 ​ ​ ​ 1Q25 Net Revenue ​ $ 627.8 ​ $ 673.9 ​ ​ ​ ​ ​ ​ ​ Loss from continuing operations, net of tax, GAAP ​ $ (6.5) ​ $ (3.8) Adj. net (loss) income from continuing operations, Non-GAAP ​ $ (3.1) ​ $ 23.2 ​ ​ ​","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm"}},{"accession":"0001104659-26-058234","ticker":"LQDA","company_name":"Liquidia Corp","filed_at":"2026-05-11T23:59:59+00:00","headline":"Liquidia Q1 2026 net income $53M vs $38M loss YoY; YUTREPIA sales $130M","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058234","json":"https://secwatch.observer/filing/0001104659-26-058234.json","markdown":"https://secwatch.observer/filing/0001104659-26-058234.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/0001104659-26-058234-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/tm2614109d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"with Thermon Group Holdings, Inc. (\"Thermon\"). Highlights for the Quarter (1) • Orders of $449.5 million, up 97 percent • Backlog of $1,035.1 million, up 72 percent • Revenue of $205.9 million, up 17 percent • Gross profit of $63.9 million, up 3 percent; Gross margin of 31.0 percent • Net loss of $(0.4) million, down 101 percent; non-GAAP net income of $13.9 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/0001193125-26-183496-index.htm","comparable_excerpt":"First Quarter 2026 Financial Results YUTREPIA sales led to the company’s third consecutive quarter of profitability with net income of $52.9 million and positive non-GAAP adjusted EBITDA of $71.2 million in the first quarter of 2026. Cash and cash equivalents totaled $222.8 million as of March 31, 2026, compared to $190.7 million as of December 31, 2025. Product sales, net, were $129.9 million for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1819576/000110465926058234/0001104659-26-058234-index.htm"}},{"accession":"0001104659-26-058236","ticker":"TH","company_name":"Target Hospitality Corp.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Target Hospitality Q1 revenue up 4% but net loss widens to $13M; announces $750M AI infrastructure contract","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058236","json":"https://secwatch.observer/filing/0001104659-26-058236.json","markdown":"https://secwatch.observer/filing/0001104659-26-058236.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1712189/000110465926058236/0001104659-26-058236-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1712189/000110465926058236/th-20260511x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"with Thermon Group Holdings, Inc. (\"Thermon\"). Highlights for the Quarter (1) • Orders of $449.5 million, up 97 percent • Backlog of $1,035.1 million, up 72 percent • Revenue of $205.9 million, up 17 percent • Gross profit of $63.9 million, up 3 percent; Gross margin of 31.0 percent • Net loss of $(0.4) million, down 101 percent; non-GAAP net income of $13.9 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/0001193125-26-183496-index.htm","comparable_excerpt":"today reported results for the three months ended March 31, 2026. ​ Financial Highlights for the quarter ended March 31, 2026 ​ ● Revenue of $72.8 million. ● Net loss of ($13.0) million. ● Basic and diluted loss per share of $0.13 . ● Adjusted EBITDA (1) of $9.9 million. ● Net Cash Provided by Operating Activities of $7.0 million and Discretionary Cash","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1712189/000110465926058236/0001104659-26-058236-index.htm"}},{"accession":"0001104659-26-058250","ticker":"FSK","company_name":"FS KKR Capital Corp","filed_at":"2026-05-11T23:59:59+00:00","headline":"FSK posts Q1 GAAP loss of $1.57/sh, NAV falls to $18.83; announces $150M preferred, tender, buyback","event_type":"earnings","sec_items":["1.01","2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058250","json":"https://secwatch.observer/filing/0001104659-26-058250.json","markdown":"https://secwatch.observer/filing/0001104659-26-058250.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/tm2614112d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"with Thermon Group Holdings, Inc. (\"Thermon\"). Highlights for the Quarter (1) • Orders of $449.5 million, up 97 percent • Backlog of $1,035.1 million, up 72 percent • Revenue of $205.9 million, up 17 percent • Gross profit of $63.9 million, up 3 percent; Gross margin of 31.0 percent • Net loss of $(0.4) million, down 101 percent; non-GAAP net income of $13.9 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/0001193125-26-183496-index.htm","comparable_excerpt":"Earnings (Loss) per share of ($1.57), compared to Earnings (Loss) per share of ($0.41) for the quarter ended December 31, 2025","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm"}},{"accession":"0001193125-26-215683","ticker":"APGE","company_name":"Apogee Therapeutics, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Apogee reports Q1 loss of $74.1M; $1.3B cash; zumilokibart Phase 3 AD on track","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-215683","json":"https://secwatch.observer/filing/0001193125-26-215683.json","markdown":"https://secwatch.observer/filing/0001193125-26-215683.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1974640/000119312526215683/0001193125-26-215683-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1974640/000119312526215683/apge-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"with Thermon Group Holdings, Inc. (\"Thermon\"). Highlights for the Quarter (1) • Orders of $449.5 million, up 97 percent • Backlog of $1,035.1 million, up 72 percent • Revenue of $205.9 million, up 17 percent • Gross profit of $63.9 million, up 3 percent; Gross margin of 31.0 percent • Net loss of $(0.4) million, down 101 percent; non-GAAP net income of $13.9 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/0001193125-26-183496-index.htm","comparable_excerpt":"On May 11, 2026, Apogee Therapeutics, Inc. (the “Company”) issued a press release providing a business update and announcing its financial results for the quarter ended March 31, 2026 (the “Earnings Press Release”).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1974640/000119312526215683/0001193125-26-215683-index.htm"}},{"accession":"0001213900-26-054185","ticker":"COCH","company_name":"Envoy Medical, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Envoy Medical completes pivotal trial enrollment for fully implanted cochlear implant; raises $30M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-054185","json":"https://secwatch.observer/filing/0001213900-26-054185.json","markdown":"https://secwatch.observer/filing/0001213900-26-054185.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1840877/000121390026054185/0001213900-26-054185-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1840877/000121390026054185/ea0289965-8k_envoy.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"with Thermon Group Holdings, Inc. (\"Thermon\"). Highlights for the Quarter (1) • Orders of $449.5 million, up 97 percent • Backlog of $1,035.1 million, up 72 percent • Revenue of $205.9 million, up 17 percent • Gross profit of $63.9 million, up 3 percent; Gross margin of 31.0 percent • Net loss of $(0.4) million, down 101 percent; non-GAAP net income of $13.9 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/3197/000119312526183496/0001193125-26-183496-index.htm","comparable_excerpt":"Net Revenue was $39 for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1840877/000121390026054185/0001213900-26-054185-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}