Ceco Environmental Corp. · NASDAQ:CECO
Ceco Environmental — Merger or Acquisition (June 2026)
8 slides from Ceco Environmental's merger presentation, Jun 9, 2026
Slide 1: The New CECO: Post Thermon Acquisition Update
The New CECO: Post Thermon Acquisition Update June 9, 2026
Slide 2: Legal Disclosures
J u n e 9 th: C E C O I n v e s t o r C a l l LEGAL DISCLOSURES Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. All statements, other than statements of historical fact, in
Slide 3: The New CECO: A Global, Diversified Industrial Solutions Leader
J u n e 9 th: C E C O I n v e s t o r C a l l The New CECO: A Global, Diversified Industrial Solutions Leader CECO FY 2026 Proforma – “Day One” Positioned to Maximize Secular Tailwinds Aligned To Maximize Strong Secular Tailwinds 1 2 o Power Generation, Electrification, Data Centers / AI, Industrial
Slide 4: Combination Unlocks Growth, Maximizes Efficiencies, and Expands Talent
J u n e 9 th: C E C O I n v e s t o r C a l l Combination Unlocks Growth, Maximizes Efficiencies, and Expands Talent Integration and Cost Synergies Growth Synergies People & Culture Integration on track: Maintain / Expand Investment: Leadership Transitions: • Week 1: Completed … Clean Transition • M
Slide 5: Transformational Journey that Started in 2020 is Now Accelerating
J u n e 9 th: C E C O I n v e s t o r C a l l Transformational Journey that Started in 2020 is Now Accelerating Business Transformation: Portfolio Transformation: Business Model = Value Creation High-Performance Design / Processes Expanding Industrial Leadership $80.53 Organizational Design Organic
Slide 6: Updated Full Year 2026 Guidance: Initial Post-Acquisition Outlook
June 9th: CECO Investor Call Updated Full Year 2026 Guidance: Initial Post-Acquisition Outlook Historic Results Reference: Pro-forma FY’26 Reference: Stand-Alone / Pre-Acquisition Initial “New CECO1” FY 2026 Outlook: Pro-forma FY 20262 Stand Alone Previous CECO FY’25 FY’26 Guide YoY Orders: $2.0B+ O
Slide 7: Appendix
Appendix 7
Slide 8: Thermon Proforma financials for 2024 and 2025
APPENDIX ($MM) Thermon Proforma financials for 2024 and 2025 2024 FY Proforma - Calendar Year 2025 FY Proforma - Calendar Year Q1 Q2 Q3 Q4 Full Year Q1 Q2 Q3 Q4 Full Year YoY Orders $117 $127 $131 $139 $514 $139 $121 $131 $158 $549 7% B-t-B 0.92 1.10 1.14 1.03 1.04 1.04 1.11 0.99 1.07 1.05 Revenue $
CECO Environmental — Merger or Acquisition (June 2026) on 6ix