Stocks股票 / Industrials / CECO
CECO US listed · USD美股 · 美元
Company news公司新闻
The latest reporting最新报道
One story, with the reporting behind it.将同一事件汇总,保留各来源报道。
The latest call, in context把最新财报放回历史脉络
A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考;使用前请在电话会原文中核对准确措辞。
Live company record实时公司记录
JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动,请打开终端。
Continue with full transcript history继续查看完整电话会历史 ↗Price chart价格图表
Technicals技术面
daily bars日线数据 · 2026-10-26Earnings财务业绩
next report下次财报 2026-10-27Mixed — beat 2 of last 4 quarters表现不稳 — 近 4 季中 2 季超预期
Post-earnings drift: +7.6% (20d)财报后漂移:+7.6%(20日)
EPS surprise vs consensus, last quarters每股收益相对预期的超预期幅度(近几个季度) · average平均 65.5%
Financials财务数据
fiscal years财年Leverage杠杆
Capital allocation资本配置
Debt coming due到期债务
FY2025 10-KIn the 12-month bucket following fiscal period end 2025-12-31, it reported $1.9M due — about 1% of its disclosed principal.在财年期末 2025-12-31 之后12个月的区间内,已披露到期本金为 $1.9M,约占其披露本金的 1%。
All maturity buckets are measured from fiscal period end 2025-12-31, not from today.所有到期区间均从财年期末 2025-12-31 起算,而非从今天起算。
Cash reported at 2025-12-31: $33144000.截至 2025-12-31 披露的现金:$33144000。 At the cash-burn pace reported over 2025-01-01 to 2025-12-31, that cash represented about 72.6 months. This scenario excludes debt payments and future financing.按 2025-01-01 至 2025-12-31 期间披露的现金消耗速度,该现金约对应 72.6 个月。此情景不包括债务偿还与未来融资。
Capital-need coverage is partial; incomplete or incompatible filing inputs are not combined.资本需求覆盖信息不完整;不会合并不完整或不兼容的报告数据。
Any available cash-flow scenario is context only. Missing or incompatible inputs are not replaced with zero or a financing forecast.可用现金流情景仅供参考;缺失或不兼容的输入不以零值或融资预测替代。
Sources and cash-flow calculation来源与现金流计算
Figures are XBRL facts from one filing — no two years are mixed. Filing数据取自同一份文件中的 XBRL 事实,不跨文件拼接。文件
0001193125-26-085815, period ending报告期截至 2025-12-31, unit单位 USD.
Cache acquired缓存获取时间: 2026-10-24T07:40:13.714394+00:00.
3/6 buckets reported.个区间有披露。
LongTermDebtMaturitiesRepaymentsOfPrincipalInNextTwelveMonthsLongTermDebtMaturitiesRepaymentsOfPrincipalInYearTwoLongTermDebtMaturitiesRepaymentsOfPrincipalInYearThreeLongTermDebtMaturitiesRepaymentsOfPrincipalInYearFour— period_mismatchLongTermDebtMaturitiesRepaymentsOfPrincipalInYearFive— period_mismatchLongTermDebtMaturitiesRepaymentsOfPrincipalAfterYearFive— period_mismatch
Annual period年度区间 2025-01-01 — 2025-12-31 · USD · 10-K · 0001193125-26-085815 · Filed提交日期 2026-03-02.
Cache acquired缓存获取时间: 2026-10-24T07:40:13.714394+00:00 · Evaluated as of评估截至 2026-10-26.
- Reported operating cash flow已披露经营活动现金流: $5861000
- Reported equipment spending (capex outflow)已披露设备支出(资本开支流出): $11343000
- Derived free cash flow (operating cash flow minus capex)计算所得自由现金流(经营现金流减资本开支): $-5482000
Cash is the reported balance at period end. The runway scenario holds this annual cash-flow pace constant and excludes debt payments, restricted-cash adjustments and future financing.现金为期末已披露余额。现金跑道情景假设本年度现金流速度保持不变,不包括债务偿还、受限现金调整与未来融资。
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向: -$7.7M net (1 buyers, 3 sellers)-$7.7M 净值(1 买家,3 卖家)
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | As of截至 |
|---|---|---|---|---|
| Polen Capital Management | C | Holding持有 | 0.1% | 2026-06-30 |
Signal history信号历史
engine events引擎事件Company profile公司档案
- Margin compression despite revenue growth
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | +2.2% | +1.9% |
| 1 Month近1月 | -4.0% | +1.2% |
| 3 Months近3月 | -15.6% | +3.7% |
| 6 Months近6月 | +10.8% | +15.0% |
| Year to date年初至今 | +19.0% | +14.7% |
| 1 Year近1年 | +39.6% | +17.4% |
Trading information交易信息
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $316M | $324M | $423M | $545M | $558M | $774M |
| EPS每股收益 | $0.23 | $0.04 | $0.50 | $0.37 | $0.36 | $1.37 |
| Free cash flow自由现金流 | $476,000 | $11M | $26M | $36M | $7M | $-5M |
| Gross margin毛利率 | 33.3% | 31.1% | 30.3% | 31.4% | 35.2% | 34.8% |
| Net margin净利率 | 2.6% | 0.4% | 4.1% | 2.4% | 2.3% | 6.5% |
| FCF margin自由现金流利润率 | 0.2% | 3.3% | 6.2% | 6.7% | 1.3% | -0.7% |
Latest fiscal year最近财年
Returns & growth回报与增长
Accounting quality checks会计质量检查
- Earnings quality: accruals trending up over 6 fiscal years — earnings increasingly not cash-backed盈利质量:应计利润在 6 个财年间走高——盈利的现金支撑减弱
- Working capital: inventory +211% vs sales +145%; receivables +174% vs sales +145% — demand & revenue-quality risk营运资本:存货 +211% 对销售 +145%;应收 +174% 对销售 +145%——需求与营收质量风险
- Pricing power: gross margin +1.5pts over 6 years定价能力:毛利率 6 年上升 1.5 个百分点
- Capital discipline: investment near the peer median资本纪律:投资力度接近同业中位
- Balance sheet: leverage unremarkable资产负债表:杠杆水平一般
Indicator readings指标读数
Timeframe alignment多周期共振
Volatility regime波动状态
Surprise history超预期历史
| Quarter季度 | Reported实际 | Expected预期 | Surprise超预期 |
|---|---|---|---|
| Jun 2026 | $0.47 | $0.24 | +95.8% |
| Mar 2026 | $0.36 | $0.12 | +200.0% |
| Dec 2025 | $0.30 | $0.43 | -30.2% |
| Sep 2025 | $0.26 | $0.27 | -3.7% |
Tracked funds holding it跟踪基金持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | Position市值 |
|---|---|---|---|---|
| Polen Capital Management | C | Holding持有 | 0.1% | $13M |