secwatch.observer — SEC 8-K summary
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Issuer:     CECO ENVIRONMENTAL CORP (CECO)
CIK:        0000003197
Form:       8-K
Filed at:   2026-08-10T11:01:43+00:00
Accession:  0001193125-26-341191
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

CECO Q2 orders up 191% to $798.5M, backlog $1.82B; raises FY2026 guidance
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- Q2 orders $798.5M, up 191% YoY; backlog $1,819.1M, up 164%.
- Revenue $285.0M, up 54%; GAAP net loss $(34.8)M vs income $9.5M; non-GAAP EPS $0.47.
- Adjusted EBITDA $40.2M, up 73%; non-GAAP net income $21.5M, up 147%.
- Thermon acquisition closed June 1; integration synergies ahead of plan; pipeline >$8.5B.
- FY2026 guidance raised: revenue $1.30-1.375B, adjusted EBITDA $200-225M (from $195-225M).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/3197/000119312526341191/0001193125-26-341191-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/3197/000119312526341191/ceco-20260810.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-341191

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer