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Side-by-side financial comparison of Bowhead Specialty Holdings Inc. (BOW) and CECO ENVIRONMENTAL CORP (CECO). Click either name above to swap in a different company.
CECO ENVIRONMENTAL CORP is the larger business by last-quarter revenue ($205.9M vs $155.7M, roughly 1.3× Bowhead Specialty Holdings Inc.). On growth, Bowhead Specialty Holdings Inc. posted the faster year-over-year revenue change (26.9% vs 16.5%).
Bowhead Specialty Holdings Inc. is a specialty insurance holding company that offers a diversified portfolio of property and casualty insurance products, focusing on underserved niche market segments primarily across North America. It provides tailored risk management solutions and specialized coverage options for both commercial and individual clients.
CECO Environmental Corp. is an American industrial technology company founded in 1966 and headquartered in Dallas, Texas. It is publicly traded on the Nasdaq Stock Market under the ticker symbol CECO. The company provides air pollution control technology, products, and services for industrial markets, including manufacturing, chemical processing, energy, and refining.
BOW vs CECO — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $155.7M | $205.9M |
| Net Profit | $16.0M | — |
| Gross Margin | — | 31.0% |
| Operating Margin | — | 0.9% |
| Net Margin | 10.3% | — |
| Revenue YoY | 26.9% | 16.5% |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.48 | $0.98 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $155.7M | $205.9M | ||
| Q4 25 | $151.7M | $214.7M | ||
| Q3 25 | $143.9M | $197.6M | ||
| Q2 25 | $133.3M | $185.4M | ||
| Q1 25 | $122.7M | $176.7M | ||
| Q4 24 | — | $158.6M | ||
| Q3 24 | $116.8M | $135.5M | ||
| Q2 24 | $98.9M | $137.5M |
| Q1 26 | $16.0M | — | ||
| Q4 25 | $14.8M | $3.1M | ||
| Q3 25 | $15.2M | $1.5M | ||
| Q2 25 | $12.3M | $9.5M | ||
| Q1 25 | $11.4M | $36.0M | ||
| Q4 24 | — | $4.9M | ||
| Q3 24 | $12.1M | $2.1M | ||
| Q2 24 | $5.5M | $4.5M |
| Q1 26 | — | 31.0% | ||
| Q4 25 | — | 35.1% | ||
| Q3 25 | — | 32.7% | ||
| Q2 25 | — | 36.2% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 35.8% | ||
| Q3 24 | — | 33.4% | ||
| Q2 24 | — | 35.7% |
| Q1 26 | — | 0.9% | ||
| Q4 25 | 11.7% | 7.7% | ||
| Q3 25 | 13.3% | 4.8% | ||
| Q2 25 | 11.9% | 9.7% | ||
| Q1 25 | 11.8% | 35.0% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | 13.5% | 5.3% | ||
| Q2 24 | 7.5% | 6.7% |
| Q1 26 | 10.3% | — | ||
| Q4 25 | 9.8% | 1.4% | ||
| Q3 25 | 10.5% | 0.8% | ||
| Q2 25 | 9.3% | 5.1% | ||
| Q1 25 | 9.3% | 20.4% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 10.4% | 1.5% | ||
| Q2 24 | 5.6% | 3.3% |
| Q1 26 | $0.48 | $0.98 | ||
| Q4 25 | $0.44 | $0.09 | ||
| Q3 25 | $0.45 | $0.04 | ||
| Q2 25 | $0.36 | $0.26 | ||
| Q1 25 | $0.34 | $0.98 | ||
| Q4 24 | — | $0.14 | ||
| Q3 24 | $0.36 | $0.06 | ||
| Q2 24 | $0.20 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $97.2M | $45.4M |
| Total DebtLower is stronger | — | $5.3M |
| Stockholders' EquityBook value | $457.9M | $317.2M |
| Total Assets | $2.5B | $1.0B |
| Debt / EquityLower = less leverage | — | 0.02× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $97.2M | $45.4M | ||
| Q4 25 | $193.5M | $33.1M | ||
| Q3 25 | $197.9M | $32.8M | ||
| Q2 25 | $114.8M | $36.8M | ||
| Q1 25 | $88.0M | $146.5M | ||
| Q4 24 | — | $37.8M | ||
| Q3 24 | $132.9M | $38.7M | ||
| Q2 24 | $180.3M | $36.5M |
| Q1 26 | — | $5.3M | ||
| Q4 25 | $146.4M | $212.4M | ||
| Q3 25 | — | $220.9M | ||
| Q2 25 | — | $238.7M | ||
| Q1 25 | — | $339.7M | ||
| Q4 24 | — | $218.9M | ||
| Q3 24 | — | $133.4M | ||
| Q2 24 | — | $130.8M |
| Q1 26 | $457.9M | $317.2M | ||
| Q4 25 | $448.3M | $317.5M | ||
| Q3 25 | $430.2M | $309.2M | ||
| Q2 25 | $407.2M | $298.4M | ||
| Q1 25 | $391.0M | $285.8M | ||
| Q4 24 | — | $247.7M | ||
| Q3 24 | $364.7M | $241.3M | ||
| Q2 24 | $339.9M | $235.0M |
| Q1 26 | $2.5B | $1.0B | ||
| Q4 25 | $2.4B | $893.8M | ||
| Q3 25 | $2.1B | $891.9M | ||
| Q2 25 | $1.9B | $876.6M | ||
| Q1 25 | $1.8B | $957.1M | ||
| Q4 24 | — | $759.7M | ||
| Q3 24 | $1.5B | $621.5M | ||
| Q2 24 | $1.4B | $598.1M |
| Q1 26 | — | 0.02× | ||
| Q4 25 | 0.33× | 0.67× | ||
| Q3 25 | — | 0.71× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 1.19× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.55× | ||
| Q2 24 | — | 0.56× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
