Environmental solutions provider CECO Environmental (NASDAQ: CECO) will be reporting results this Tuesday morning. Here’s what you need to know.

CECO Environmental beat analysts’ revenue expectations last quarter, reporting revenues of $197.6 million, up 45.8% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts’ revenue estimates but full-year revenue guidance slightly missing analysts’ expectations.

Is CECO Environmental a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting CECO Environmental’s revenue to grow 31.3% year on year, improving from the 3.2% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. CECO Environmental has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at CECO Environmental’s peers in the industrial & environmental services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Tetra Tech’s revenues decreased 13.4% year on year, beating analysts’ expectations by 6.4%, and Pitney Bowes reported a revenue decline of 7.5%, falling short of estimates by 1.2%. Tetra Tech traded up 3% following the results while Pitney Bowes was also up 8.6%.

Read our full analysis of Tetra Tech’s results here and Pitney Bowes’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the industrial & environmental services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.9% on average over the last month. CECO Environmental is up 11.1% during the same time and is heading into earnings with an average analyst price target of $64 (compared to the current share price of $77.67).

Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we’ve identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.