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Career Education Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.120 |
| EPS actual | $0.360 |
| EPS Surprise | 200.00% |
| Revenue estimate | 198.878M |
| Revenue actual | 205.919M |
| Revenue Surprise | 3.54% |
| Release date | Feb 24, 2026 |
| EPS estimate | $0.430 |
| EPS actual | $0.300 |
| EPS Surprise | -30.23% |
| Revenue estimate | 205.39M |
| Revenue actual | 214.693M |
| Revenue Surprise | 4.53% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.250 |
| EPS actual | $0.260 |
| EPS Surprise | 4.00% |
| Revenue estimate | 190.359M |
| Revenue actual | 197.599M |
| Revenue Surprise | 3.80% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.200 |
| EPS actual | $0.240 |
| EPS Surprise | 20.00% |
| Revenue estimate | 183.096M |
| Revenue actual | 185.391M |
| Revenue Surprise | 1.25% |
Last 4 Quarters for Career Education
Below you can see how CECO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $40.35 |
| EPS estimate | $0.200 |
| EPS actual | $0.240 |
| EPS surprise | 20.00% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $33.84 |
| Jul 24, 2025 | $33.88 |
| Jul 25, 2025 | $34.63 |
| Jul 28, 2025 | $34.71 |
| Jul 29, 2025 | $40.35 |
| Jul 30, 2025 | $43.53 |
| Jul 31, 2025 | $44.95 |
| Aug 01, 2025 | $45.13 |
| Aug 04, 2025 | $44.84 |
| 4 days before | 19.24% |
| 4 days after | 11.13% |
| On release day | 7.88% |
| Change in period | 32.51% |
| Release date | Oct 29, 2025 |
| Price on release | $48.04 |
| EPS estimate | $0.250 |
| EPS actual | $0.260 |
| EPS surprise | 4.00% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $50.85 |
| Oct 24, 2025 | $52.16 |
| Oct 27, 2025 | $53.36 |
| Oct 28, 2025 | $48.50 |
| Oct 29, 2025 | $48.04 |
| Oct 30, 2025 | $47.95 |
| Oct 31, 2025 | $48.89 |
| Nov 03, 2025 | $52.00 |
| Nov 04, 2025 | $53.63 |
| 4 days before | -5.53% |
| 4 days after | 11.64% |
| On release day | -0.187% |
| Change in period | 5.47% |
| Release date | Feb 24, 2026 |
| Price on release | $60.00 |
| EPS estimate | $0.430 |
| EPS actual | $0.300 |
| EPS surprise | -30.23% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $78.41 |
| Feb 19, 2026 | $78.24 |
| Feb 20, 2026 | $78.78 |
| Feb 23, 2026 | $77.68 |
| Feb 24, 2026 | $60.00 |
| Feb 25, 2026 | $64.81 |
| Feb 26, 2026 | $63.32 |
| Feb 27, 2026 | $60.45 |
| Mar 02, 2026 | $57.81 |
| 4 days before | -23.48% |
| 4 days after | -3.65% |
| On release day | 8.02% |
| Change in period | -26.27% |
| Release date | Apr 28, 2026 |
| Price on release | $74.29 |
| EPS estimate | $0.120 |
| EPS actual | $0.360 |
| EPS surprise | 200.00% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $63.83 |
| Apr 23, 2026 | $64.80 |
| Apr 24, 2026 | $64.89 |
| Apr 27, 2026 | $64.92 |
| Apr 28, 2026 | $74.29 |
| Apr 29, 2026 | $72.48 |
| Apr 30, 2026 | $74.14 |
| May 01, 2026 | $74.30 |
| May 04, 2026 | $78.17 |
| 4 days before | 16.39% |
| 4 days after | 5.22% |
| On release day | -2.44% |
| Change in period | 22.47% |
Career Education Earnings Call Transcript Summary of Q1 2026
CECO Environmental reported a very strong start to 2026 with record orders, backlog and continued margin expansion. Key financials: Q1 revenue $206M (+17% YoY), adjusted EBITDA $20.4M (+46% YoY), backlog $1.035B (+72% YoY), and a $7+ billion sales pipeline. Orders in Q1 were $449M (book-to-bill ~2.2); April bookings alone exceeded $400M and included a single ~ $300M order. Management raised full-year 2026 stand-alone guidance (ex-Thermon) to $940M–$1.0B revenue and $120M–$140M adjusted EBITDA, implying ~25% organic revenue growth at the midpoint and ~44% EBITDA growth. Cash flow was seasonally negative in Q1 (~$16M consumed) but management expects positive cash flow in Q2 aided by milestone billings collected in April; net debt and leverage remain manageable (net leverage ~2.3x). CECO remains on track to close the Thermon acquisition in early June, reaffirming $40M of cost synergies and highlighting potential additional commercial synergies; management expects the combination to create a larger diversified industrial platform (estimated ~$1.5B pro forma run-rate sales) and to accelerate growth and margin expansion. Operational initiatives (80/20 program, ERP completion) and ongoing supply-chain investments are expected to further drive margin expansion and execution on large projects. Management emphasized diversified end-market strength (power generation/natural gas, semiconductor, industrial water, LNG/midstream) and confidence in execution despite regional geopolitical uncertainty.
