AI brief of an SEC Form 8-K · CECO ENVIRONMENTAL CORP (CECO)

CECO Environmental posts Q2 net loss of $34.8 million; revenue up 54%, guidance raised

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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%

The filing

CompanyCECO ENVIRONMENTAL CORP (CECO)
Form8-K, current report
Filed with the SECAug 10, 2026, 7:01 AM ET
Accession number0001193125-26-341191

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:51 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 10, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.