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CECO Environmental (CECO) investor relations material
CECO Environmental 16th Annual Midwest Ideas Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.16th Annual Midwest Ideas Conference summary26 Aug, 2025
Strategic Growth and Market Positioning
Achieved significant market cap growth since 2021, with share price up 600% and market cap rising from $225M to $1.7B by August 2025, driven by strong underlying markets and a focus on energy transition, industrial water, and air verticals.
Expanded internationally, with about half of bookings/orders and 40% of sales outside the U.S., supported by organic growth and 12 acquisitions in three years.
Maintains balanced, niche leadership in industrial air, water, and energy transition markets, providing mission-critical environmental solutions for industrial clients.
Programmatic M&A strategy with a proven track record of doubling sales in acquired businesses within 24 months.
Recognized among Forbes 2024 America's Most Successful Small Companies.
Operational Performance and Financial Outlook
Pipeline expanded from $1B (2015-2020) to $5.5B (2021-2025), with 1H 2025 bookings at $502M (up 76% YoY), backlog at $688M, and book-to-bill ratio of 1.4x.
2025 guidance raised: orders expected at $900M-$950M, revenue outlook at $725–$775M (midpoint $750M, 35% growth), and adjusted EBITDA between $90M-$100M (up ~50%).
Revenue for 1H 2025 was $362M, up 37% YoY, and adjusted EBITDA margin expanded to 12.6% in Q2 2025.
Cash flow expected at 60% of adjusted EBITDA, with improved performance in Q2 and continued recovery projected for 2H 2025.
Largest order in company history at $75M in Q2, supporting a robust backlog.
Business Model, Revenue Mix, and Margin Profile
Revenue split between long-cycle (9-18 months, highly engineered) and short-cycle (3 months, higher margin, more standardized) projects.
Short-cycle projects deliver gross margins of 40-60%, while long-cycle projects average high 20s to 30s.
Margins improved from 8% in 2021 to about 12% currently, with double-digit EBITDA margins sustained since 2022 and 12.6% in Q2 2025.
Pricing is typically locked with both customers and fabricators, insulating from most supply chain cost pressures.
Resilient supply chain and proactive tariff mitigation strategies offset cost risks.
How does CECO achieve M&A sales doubling?
Identify top 3 drivers for $5.5B+ sales pipeline.
How will CECO offset the $3-10M tariff impact?
What drives M&A activity resumption?
How do large projects impact working capital?
How does outsourcing mitigate project cost risk?
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Next CECO Environmental earnings date
Q3 202528 Oct, 2025
Next CECO Environmental earnings date
Q3 202528 Oct, 2025
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Frequently asked questions
CECO Environmental Corp. is a provider of environmental solutions specializing in air quality and fluid handling systems. The company designs and manufactures equipment and services for industries requiring pollution control, industrial ventilation, and wastewater treatment. CECO Environmental serves sectors such as energy, manufacturing, and construction, helping organizations meet environmental compliance and sustainability goals. The company is headquartered in Dallas, Texas, and its shares are listed on the NASDAQ.
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