CECO at a glance
CECO ENVIRONMENTAL CORP (CECO, SEC CIK 3197) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as August 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CECO ENVIRONMENTAL CORP (CECO) reported revenue of $774.4 million (up 38.8% from FY2024) and net income of $50.1 million. Diluted EPS was $1.37.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding CECO ENVIRONMENTAL CORP (CECO) shares worth $1.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by DEZWIREK JASON on June 25, 2026 of 34,000 shares at $97.28 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $774.4M
- +38.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 34 funds
- $1.9B · +1 vs prior quarter
- Latest 8-K
- Aug 10, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Environmental technology solutions focused on industrial air pollution control
- New strategic emphasis: Agreement and Plan of Merger with Thermon dated February 23, 2026
- Equity compensation plans transitioned to 2021 Equity and Incentive Compensation Plan with 1,574,197 outstanding options at $21.32 exercise price
- Credit facility amended via Fourth Amended and Restated Credit Agreement dated January 30, 2026 with Bank of America as agent
- Inducement stock awards granted to CEO Todd Gleason totaling approx. 1.3 million options including premium-priced options at double market value
Risk Factors
- Asbestos-containing product litigation linked to former Dean Pump division risks financial impact, despite divestiture and vigorous legal defense by insurers
- 34% revenue exposure to currency fluctuations from foreign sales, potentially reducing profits or increasing costs due to exchange rate movements
- Dependence on third-party suppliers exposes company to risks from supplier insolvency, operational failures, or disruptions including cybersecurity incidents and natural disasters
- Competition risk from advancing technologies including data analytics, artificial intelligence, and machine learning affecting product performance and customer requirements
- Goodwill and intangible assets $297.9M (33.3% of total assets) at risk of impairment charges due to subjective estimates of future revenue and economic conditions
AI summary of the CECO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Thermon acquisition integration risk: management distraction, customer and personnel retention, and delayed synergies
- Internal-control risk: unremediated material weaknesses at Verantis and in balance-sheet reconciliation controls
- Debt and interest-rate risk: $736.7 million long-term debt, with $3.0 million annual sensitivity to a 10% borrowing-rate change
- Supply-chain and project-execution risk: contract delays or cancellations from supply constraints and Middle East conflict
- Cost inflation risk: higher raw-material, labor, energy, tariff, and surcharge costs pressuring fixed-price contract profitability
AI summary of the CECO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued August 10, 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue $285.0M, up 54%, with orders up 191% to $798.5M and backlog up 164% to $1.82B
- Thermon integration ahead of plan, supporting combined sales pipeline above $8.5B
Item EX-99.1: Item EX-99.1
- Thermon acquisition completed June 1, 2026, combining CECO with a $522.0M-revenue business through stock-and-cash consideration
- Pro forma revenue reached $1.296B for 2025, but acquisition accounting and financing produced a $20.2M attributable loss
AI summaries of CECO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CECO
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- Fund moves. Which tracked funds opened, added or cut CECO, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Johansson Peter K. | F | Aug 15, 2026 | 2,914 | $79.59 |
| Harris-Peterson Candace | F | Jul 15, 2026 | 890 | $79.03 |
| Kovachev Kiril | F | Jul 5, 2026 | 460 | $82.15 |
| DEZWIREK JASON | Sell | Jun 25, 2026 | 34,000 | $97.28 |
| Johansson Peter K. | Sell | Jun 24, 2026 | 30,000 | $96.49 |
| DEZWIREK JASON | Sell | Jun 24, 2026 | 34,000 | $96.61 |
| Harris-Peterson Candace | A | Jun 8, 2026 | 3,105 | - |
| Nanda Munish | Sell | May 1, 2026 | 11,218 | $74.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $557.9M | $774.4M |
| Gross Profit | - | $196.1M | $269.2M |
| Operating Income | - | $35.4M | $105.9M |
| Net Income | - | $13.0M | $50.1M |
| Gross Margin | - | 35.2% | 34.8% |
| Op. Margin | - | 6.3% | 13.7% |
| Net Margin | - | 2.3% | 6.5% |
| Balance Sheet | |||
| Total Assets | $600.3M | $759.7M | $893.8M |
| Equity | $232.6M | $247.7M | $317.5M |
| ROE | - | 5.2% | 15.8% |
| Per Share | |||
| EPS | - | $0.36 | $1.37 |
| Cash Flow | |||
| Operating CF | - | $24.8M | $5.9M |
| CapEx | - | $17.4M | $11.3M |
Source: XBRL data in CECO ENVIRONMENTAL CORP (CECO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CECO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.87B |
| Q1 2026 | 33 | $649.1M |
| Q4 2025 | 26 | $597.2M |
| Q3 2025 | 25 | $492.4M |
| Q2 2025 | 26 | $261.7M |
| Q1 2025 | 23 | $154.0M |
| Q4 2024 | 18 | $214.4M |
| Q3 2024 | 15 | $110.4M |
- FMR LLC (Fidelity)+2.20M (+94%)
- BlackRock+2.04M (+89%)
- Dimensional Fund Advisors+1.28M (+142%)
- Vanguard Capital Management LLC+1.01M (+76%)
- T. Rowe Price Group+814.3K (+3811%)
- Franklin Resources−126.3K (-86%)
- Morgan Stanley−83.9K (-24%)
- Citadel Advisors LLC−56.5K (-26%)
- U.S. Bancorp−13.7K (-79%)
- Bridgewater Associates LP−6.9K (-75%)
- M&T Bank+3.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 200 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CECO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 28, 2026 | - | Analysis | |
| SC 13G | May 15, 2026 | - | - | |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 8-K | Apr 2, 2026 | - | Analysis | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
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CECO SEC filings: frequently asked questions
Which institutions hold CECO stock?
As of June 30, 2026, the largest CECO ENVIRONMENTAL CORP (CECO) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($410.5 million), BlackRock ($392.4 million), Vanguard Capital Management LLC ($212.3 million), Dimensional Fund Advisors ($198.3 million), State Street Corp ($114.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CECO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CECO ENVIRONMENTAL CORP (CECO) reported revenue of $774.4 million (up 38.8% from FY2024) and net income of $50.1 million. Diluted EPS was $1.37. The figures come from the XBRL data in the 10-K.
What are the main risks in CECO's latest 10-K?
In the 10-K filed March 2, 2026, CECO ENVIRONMENTAL CORP (CECO) flagged: Asbestos-containing product litigation linked to former Dean Pump division risks financial impact, despite divestiture and vigorous legal defense by insurers. 34% revenue exposure to currency fluctuations from foreign sales, potentially reducing profits or increasing costs due to exchange rate movements. (AI summary of the Risk Factors section.)
What did CECO report in its latest 8-K?
CECO ENVIRONMENTAL CORP (CECO) filed an 8-K on August 10, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest CECO SEC filings?
CECO ENVIRONMENTAL CORP (CECO) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on August 18, 2026.
What is CECO's SEC CIK number?
CECO ENVIRONMENTAL CORP (CECO)'s SEC Central Index Key (CIK) is 3197. EDGAR lists every CECO filing under that number.
Ask anything about CECO
The research agent reads CECO's filings, financials, insider trades and 13F holders, then answers with sources.