Welcome to our dedicated page for Ceco Environmental SEC filings (Ticker: CECO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CECO Environmental Corp. filings document formal disclosures for an operating industrial company in industrial air, industrial water and energy-transition markets. The record includes 8-K reports on operating and financial results, definitive material agreements, shareholder voting matters, governance changes and capital-structure disclosures.
CECO's filings describe credit agreement arrangements, including senior secured revolving credit facilities, lender and administrative-agent relationships, maturity and interest-rate provisions, and covenant-based leverage terms. Governance disclosures also cover equity incentive compensation, director and officer matters, risk factors and exhibit-based contract information tied to the company's public-company reporting obligations.
CECO Environmental’s SVP and CFO Peter K. Johansson reported equity-based compensation and related tax withholding. He received grants of 16,083 and 3,944 shares of common stock at no cost, while 4,967, 1,731 and 1,570 shares were withheld to cover tax liabilities on vesting.
After these transactions he directly holds 71,379 common shares. He also holds performance-based restricted stock units covering 47,247 and 30,000 underlying shares, which may convert to common stock on July 5, 2027 and September 12, 2029 if continued employment and stock price targets are met.
CECO Environmental CEO Todd R. Gleason reported new equity awards and related tax withholding. He received a grant of 75,055 shares of Common Stock as compensation, with 29,535 shares withheld at $54.85 per share to cover taxes on vesting restricted stock units, leaving 452,798 shares held directly.
He was also granted a stock option for 17,563 shares at a $57.06 exercise price, vesting in three equal annual installments beginning March 16, 2027 and expiring March 16, 2036. The filing lists substantial existing option and performance-based restricted stock unit positions, plus small indirect holdings for his children.
CECO Environmental updates its 2026 outlook and acquisition progress. The company now expects full year 2026 orders to exceed $1.5 billion, representing a stated >1.5 book-to-bill ratio and an approximate 50% increase versus 2025. CECO says its sales pipeline exceeds $6.5 billion. The previously announced Thermon acquisition remains on track to close in mid-2026, subject to satisfaction of the applicable conditions to closing. CECO disclosed the Thermon deal consideration of $10 per Thermon share plus 0.6840 of a CECO share, with a cash portion capped at approximately $330 million to be funded through the company’s credit facility. CECO expects at least $40 million of run-rate cost synergies by year three and projects combined adjusted EBITDA margins of approximately 20%.
CECO Environmental updates its 2026 outlook and acquisition progress. The company now expects full year 2026 orders to exceed $1.5 billion, representing a stated >1.5 book-to-bill ratio and an approximate 50% increase versus 2025. CECO says its sales pipeline exceeds $6.5 billion. The previously announced Thermon acquisition remains on track to close in mid-2026, subject to satisfaction of the applicable conditions to closing. CECO disclosed the Thermon deal consideration of $10 per Thermon share plus 0.6840 of a CECO share, with a cash portion capped at approximately $330 million to be funded through the company’s credit facility. CECO expects at least $40 million of run-rate cost synergies by year three and projects combined adjusted EBITDA margins of approximately 20%.
CECO Environmental Chief Executive Officer Todd R. Gleason reported a tax-related share disposition. On March 7, 2026, 3,557 shares of common stock were withheld at $52.53 per share to cover the tax liability from vesting restricted stock units.
After this tax-withholding disposition, Gleason directly holds 407,278 shares of CECO common stock, with additional indirect holdings of common stock reported for his children, plus multiple stock option and restricted stock unit positions.
CECO Environmental Corp General Counsel Alyson Noel reported a Form 4 transaction involving company common stock. On the reported date, 287 shares were disposed of through a tax-withholding arrangement tied to the vesting of restricted stock units, rather than an open-market sale. After this withholding, Noel directly owned 20,328 common shares.
CECO Environmental Corp. files its annual report describing a global business focused on industrial air, industrial water and energy transition solutions. The company serves diverse end markets including power generation, hydrocarbons, semiconductors, electronics, EV and battery production, metals and industrial water treatment.
Backlog reached $793.1 million as of December 31, 2025, up from $540.9 million a year earlier, with most work expected to be delivered within 12–24 months. CECO reports an installed base exceeding $10 billion and is targeting more recurring aftermarket and services revenue.
The report highlights a February 2026 Agreement and Plan of Merger under which CECO plans to acquire Thermon Group Holdings, Inc. in a cash and stock transaction, subject to customary stockholder and regulatory approvals. CECO also notes total debt of $214.2 million, increased regulatory, macroeconomic and project-execution risks, and emphasizes safety, with a 2025 domestic TRIR of 1.98% versus an industry benchmark of 2.68%.
CECO Environmental Corp. provided a solicitation communication describing the proposed merger with Thermon Group Holdings, Inc. and stated it will file a Form S-4 containing a joint proxy statement/prospectus for stockholder votes.
The communication urges CECO and Thermon stockholders to read the Registration Statement and joint proxy statement/prospectus when filed, explains where free copies will be available, identifies potential participants in the solicitation, and discloses customary forward-looking statement risks including regulatory approvals, shareholder votes, integration challenges, synergies, and timing uncertainties.
CECO Environmental Corp. provided a solicitation communication describing the proposed merger with Thermon Group Holdings, Inc. and stated it will file a Form S-4 containing a joint proxy statement/prospectus for stockholder votes.
The communication urges CECO and Thermon stockholders to read the Registration Statement and joint proxy statement/prospectus when filed, explains where free copies will be available, identifies potential participants in the solicitation, and discloses customary forward-looking statement risks including regulatory approvals, shareholder votes, integration challenges, synergies, and timing uncertainties.
CECO Environmental Corp. announced a proposed combination with Thermon Group Holdings in a transaction valued at about $2 billion, using $340 million in cash (via a $10 per Thermon share payment) and the remainder in CECO stock, creating a pro forma company the CEO says would be roughly $1.5 billion on a 2027 run‑rate with ~39% gross margins and ~20% EBITDA margin. The companies expect CECO shareholders to own about 63% and Thermon shareholders about 37% of the combined business; closing is targeted around mid‑year (June timeframe), subject to customary approvals and the Registration Statement/Form S‑4 process.
CECO Environmental Corp. announced a proposed combination with Thermon Group Holdings in a transaction valued at about $2 billion, using $340 million in cash (via a $10 per Thermon share payment) and the remainder in CECO stock, creating a pro forma company the CEO says would be roughly $1.5 billion on a 2027 run‑rate with ~39% gross margins and ~20% EBITDA margin. The companies expect CECO shareholders to own about 63% and Thermon shareholders about 37% of the combined business; closing is targeted around mid‑year (June timeframe), subject to customary approvals and the Registration Statement/Form S‑4 process.
CECO Environmental’s major shareholder updated their Schedule 13D after signing a voting agreement tied to CECO’s planned merger with Thermon Group Holdings. Jason DeZwirek is reported as beneficial owner of 4,198,111 shares of CECO common stock, or 11.7% of 35,665,813 shares outstanding as of February 19, 2026.
Through Icarus Investment Corp. and 0to100 Inc., DeZwirek controls additional shares and has agreed, subject to specified conditions, not to transfer these holdings and to vote them in favor of issuing CECO stock to complete the Thermon merger and against competing acquisition or restructuring proposals until the agreement terminates.