Análisis Argos
CECO
CECOSin veredicto
CECO Environmental Corp. · Industrials
US$ 82.15
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
42/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Las ganancias crecieron 286% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR1/6FUTURO4/6PASADO3/6SALUD4/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO3/6SALUD4/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos42de 100Sin veredicto
Ingresos38%
US$ 0.8 B
Margen operativo6%
6.7%
Flujo de caja libre200%
US$ -0 B
Deuda neta
US$ -0 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.9B
P/E58.9x
EV/EBITDA38.4x
FCF yield-0.2%
ROIC10.7%
Margen operativo6.7%
Crecim. ingresos+38.8%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 15 jun
What Makes CECO Environmental (CECO) a Strong Momentum Stock: Buy Now?
Does CECO Environmental (CECO) have what it takes to be a top stock pick for momentum investors? Let's find out.
seekingalpha.com · 10 jun
CECO Environmental Momentum Continues Post Thermon Merger
CECO Environmental (CECO) remains a Strong Buy following its transformative merger with Thermon Group, which significantly expands capabilities and growth prospects. Post-merger 2026 guidance was raised: revenue of $1.275B–$1.375B and adjusted EBITDA of $195M–$225M, representing 20–25% year-over-year growth. CECO now targets a broader market, leveraging an $8B sales pipeline and exposure to secular tailwinds like AI data centers, electrification, and industrial reshoring.
seekingalpha.com · 9 jun
CECO Environmental Corp. (CECO) M&A Call Transcript
CECO Environmental Corp. (CECO) M&A Call Transcript
globenewswire.com · 9 jun
CECO Environmental Provides Post-Closing Update on Thermon Transaction
ADDISON, Texas, June 09, 2026 (GLOBE NEWSWIRE) -- CECO Environmental Corp. (Nasdaq: CECO) (“CECO” or the “Company”), a leading environmentally focused, diversified industrial company whose solutions protect people, the environment and industrial equipment, today updated investors on the recent acquisition of Thermon Group Holdings, Inc. (“Thermon”), a diversified industrial technology company and a global leader in industrial process heating solutions. “I am pleased to share that approximately one week after closing our acquisition of Thermon, the initial integration phase is on track and delivering immediate benefits,” said Todd Gleason, Chairman and Chief Executive Officer of CECO.
globenewswire.com · 1 jun
CECO Environmental Completes Acquisition of Thermon Group Holdings
ADDISON, Texas, June 01, 2026 (GLOBE NEWSWIRE) -- CECO Environmental Corp. (Nasdaq: CECO) (“CECO”), a leading environmentally focused, diversified industrial company whose solutions protect people, the environment and industrial equipment, today announced the completion of its previously announced strategic combination with Thermon Group Holdings, Inc. (“Thermon”), a diversified industrial technology company and a global leader in industrial process heating solutions. As previously disclosed, the combined company will operate as CECO Environmental and continue to be led by Chief Executive Officer Todd Gleason and the CECO Board of Directors, now including two former Thermon Directors, Victor Richey and Marcus George.
globenewswire.com · 28 may
CECO Environmental and Thermon Group Holdings Announce that their respective Stockholders Approved the Strategic Combination and Provide Update on Election Results
ADDISON, Texas and AUSTIN, Texas, May 28, 2026 (GLOBE NEWSWIRE) -- CECO Environmental Corp. (Nasdaq: CECO) (“CECO”) and Thermon Group Holdings, Inc. (NYSE: THR) (“Thermon”) announced that both companies' stockholders overwhelmingly voted to approve the previously announced strategic combination at their respective stockholder meetings held earlier today. Preliminary results showed that approximately 99.93% of votes cast at CECO's annual meeting were voted in favor of the transaction, and nearly 99.97% of the votes cast at Thermon's meeting were in support of the combination.
accessnewswire.com · 28 may
CECO Environmental and Thermon Group Holdings Announce That Their Respective Stockholders Approved the Strategic Combination and Provide Update on Election Results
ADDISON, TX AND AUSTIN, TX / ACCESS Newswire / May 28, 2026 / CECO Environmental Corp. (NASDAQ:CECO) ("CECO") and Thermon Group Holdings, Inc. (NYSE:THR) ("Thermon") announced that both companies' stockholders overwhelmingly voted to approve the previously announced strategic combination at their respective stockholder meetings held earlier today. Preliminary results showed that approximately 99.93% of votes cast at CECO's annual meeting were voted in favor of the transaction, and nearly 99.97% of the votes cast at Thermon's meeting were in support of the combination.
fxempire.com · 26 may
CECO Environmental (CECO) Price Forecast: Breakout Signals New Bullish Leg
CECO surged to a record daily close after confirming multiple bullish breakout patterns, with technical analysis pointing toward continued upside momentum and higher price targets.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.