Core Insights - CECO Environmental reported quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.27 per share, but showing an increase from $0.14 per share a year ago [1] - The company posted revenues of $197.6 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 4.26% and up from $135.51 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was -3.70%, following a previous quarter where the company had a positive surprise of +20% [2] - Over the last four quarters, CECO has surpassed consensus EPS estimates two times [2] Revenue Performance - CECO has topped consensus revenue estimates four times over the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is $0.39 on revenues of $207.03 million, and for the current fiscal year, it is $0.99 on revenues of $762.31 million [8] Stock Performance - CECO shares have increased approximately 76.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.9% [4] Industry Outlook - The Pollution Control industry, to which CECO belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges ahead [9] - The performance of CECO's stock may be influenced by the overall outlook for the industry [9]

Group 1: Earnings Performance - CECO Environmental reported quarterly earnings of $0.10 per share, matching the Zacks Consensus Estimate, but down from $0.11 per share a year ago [1] - The company posted revenues of $176.7 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 16.81% and up from $126.33 million year-over-year [2] - Over the last four quarters, CECO has surpassed consensus EPS estimates two times and topped consensus revenue estimates twice [2] Group 2: Stock Performance and Outlook - CECO shares have declined approximately 36.5% since the beginning of the year, compared to a 6% decline in the S&P 500 [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.24 on revenues of $165.98 million, and for the current fiscal year, it is $1.20 on revenues of $701.16 million [7] Group 3: Industry Context - The Pollution Control industry, to which CECO belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The current estimate revisions trend for CECO is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6]