Every material Form 8-K CECO ENVIRONMENTAL CORP has filed with the SEC since June 09, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
CECO Environmental reported third-quarter 2026 revenue of $404.4 million, up 105% from a year earlier, following its June 1, 2026 acquisition of Thermon. The company swung to a GAAP net loss of $2.0 million, though non-GAAP net income rose to $34.3 million. It raised its full-year 2026 orders and free cash flow conversion outlook, kept its revenue and Adjusted EBITDA outlook unchanged, and introduced a 2027 outlook.
Q3 2026 revenue was $404.4 million, up 105%; GAAP net loss was $2.0 million versus net income of $1.5 million a year earlier.
Non-GAAP diluted EPS was $0.60 versus $0.26; Adjusted EBITDA was $70.1 million, up 202%.
2026 orders outlook raised to exceed $2.5 billion from at least $2.0 billion; free cash flow conversion raised to about 100% of Adjusted EBITDA from at least 55%.
2026 revenue ($1.300 billion to $1.375 billion) and Adjusted EBITDA ($200 million to $225 million) outlooks were maintained; 2027 revenue outlook is $2.1 billion to $2.3 billion.
CECO Environmental notified Nasdaq that it will voluntarily withdraw the primary listing of its common stock and transfer it to the Texas Stock Exchange. The stock is expected to stop trading on Nasdaq at the close on October 16, 2026, and start trading on TXSE at the open on October 19, 2026, under the same ticker, CECO. The filing says the transfer is not expected to affect operations, financial condition, reporting obligations, or stockholders' rights, and that stockholders need not take any action.
Nasdaq trading as primary listing expected to end at market close on October 16, 2026
TXSE trading as primary listing expected to begin at market open on October 19, 2026
Ticker remains CECO and the company retains its existing CUSIP
Company says the transfer is not expected to affect operations, financial condition, or stockholder rights
CECO Environmental reported a second-quarter 2026 net loss of $34.8 million, compared with net income of $9.5 million a year earlier, as acquisition and integration expenses of $45.5 million weighed on results. Revenue rose 54% to $285.0 million following the June 1, 2026 acquisition of Thermon, and the company raised its full-year 2026 revenue and adjusted EBITDA outlook.
Q2 2026 revenue of $285.0 million, up 54%; GAAP diluted EPS of $(0.80) versus $0.26 a year earlier
Net loss of $(34.8) million, including acquisition and integration expense of $45.5 million; non-GAAP net income of $21.5 million, up 147%
Full-year 2026 revenue outlook raised to $1.300 billion to $1.375 billion from $1.275 billion to $1.375 billion; adjusted EBITDA outlook raised to $200 million to $225 million from $195 million to $225 million
Second-quarter orders of $798.5 million, up 191%; backlog of $1,819.1 million, up 164%
CECO Environmental issued an initial full year 2026 outlook for the combined company after closing its acquisition of Thermon Group Holdings on June 1, 2026. The company expects revenue of $1.275 billion to $1.375 billion and Adjusted EBITDA of $195 million to $225 million, with guidance including seven months of Thermon contribution. Both measures are projected to rise about 20% and 25%, respectively, at the midpoints compared with the prior year.
Thermon acquisition closed June 1, 2026; guidance includes June through December contribution from Thermon.
Full year 2026 revenue expected between $1.275 billion and $1.375 billion, up about 20% at the midpoint year over year.
Adjusted EBITDA expected between $195 million and $225 million, up about 25% at the midpoint; free cash flow expected to be at least 55% of Adjusted EBITDA.
Management remains confident in generating $40 million or more in cost synergies.
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