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Side-by-side financial comparison of CECO ENVIRONMENTAL CORP (CECO) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.

Zeta Global Holdings Corp. is the larger business by last-quarter revenue ($394.6M vs $205.9M, roughly 1.9× CECO ENVIRONMENTAL CORP). On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 16.5%). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 22.4%).

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.

Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.

CECO vs ZETA — Head-to-Head

Bigger by revenue
ZETA
ZETA
1.9× larger
ZETA
$394.6M
$205.9M
CECO
Growing faster (revenue YoY)
ZETA
ZETA
+8.9% gap
ZETA
25.4%
16.5%
CECO
Faster 2-yr revenue CAGR
ZETA
ZETA
Annualised
ZETA
42.3%
22.4%
CECO

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
CECO
CECO
ZETA
ZETA
Revenue
$205.9M
$394.6M
Net Profit
$6.5M
Gross Margin
31.0%
59.5%
Operating Margin
0.9%
4.5%
Net Margin
1.7%
Revenue YoY
16.5%
25.4%
Net Profit YoY
-57.1%
EPS (diluted)
$0.98
$0.04

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.

Revenue
CECO
CECO
ZETA
ZETA
Q1 26
$205.9M
Q4 25
$214.7M
$394.6M
Q3 25
$197.6M
$337.2M
Q2 25
$185.4M
$308.4M
Q1 25
$176.7M
$264.4M
Q4 24
$158.6M
$314.7M
Q3 24
$135.5M
$268.3M
Q2 24
$137.5M
$227.8M
Net Profit
CECO
CECO
ZETA
ZETA
Q1 26
Q4 25
$3.1M
$6.5M
Q3 25
$1.5M
$-3.6M
Q2 25
$9.5M
$-12.8M
Q1 25
$36.0M
$-21.6M
Q4 24
$4.9M
$15.2M
Q3 24
$2.1M
$-17.4M
Q2 24
$4.5M
$-28.1M
Gross Margin
CECO
CECO
ZETA
ZETA
Q1 26
31.0%
Q4 25
35.1%
59.5%
Q3 25
32.7%
60.5%
Q2 25
36.2%
62.1%
Q1 25
35.2%
60.9%
Q4 24
35.8%
60.0%
Q3 24
33.4%
60.6%
Q2 24
35.7%
60.0%
Operating Margin
CECO
CECO
ZETA
ZETA
Q1 26
0.9%
Q4 25
7.7%
4.5%
Q3 25
4.8%
2.6%
Q2 25
9.7%
-1.7%
Q1 25
35.0%
-6.1%
Q4 24
7.1%
2.2%
Q3 24
5.3%
-4.6%
Q2 24
6.7%
-11.7%
Net Margin
CECO
CECO
ZETA
ZETA
Q1 26
Q4 25
1.4%
1.7%
Q3 25
0.8%
-1.1%
Q2 25
5.1%
-4.2%
Q1 25
20.4%
-8.2%
Q4 24
3.1%
4.8%
Q3 24
1.5%
-6.5%
Q2 24
3.3%
-12.3%
EPS (diluted)
CECO
CECO
ZETA
ZETA
Q1 26
$0.98
Q4 25
$0.09
$0.04
Q3 25
$0.04
$-0.02
Q2 25
$0.26
$-0.06
Q1 25
$0.98
$-0.10
Q4 24
$0.14
$0.10
Q3 24
$0.06
$-0.09
Q2 24
$0.12
$-0.16

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CECO
CECO
ZETA
ZETA
Cash + ST InvestmentsLiquidity on hand
$45.4M
$319.8M
Total DebtLower is stronger
$5.3M
$197.1M
Stockholders' EquityBook value
$317.2M
$804.6M
Total Assets
$1.0B
$1.5B
Debt / EquityLower = less leverage
0.02×
0.24×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CECO
CECO
ZETA
ZETA
Q1 26
$45.4M
Q4 25
$33.1M
$319.8M
Q3 25
$32.8M
$385.2M
Q2 25
$36.8M
$365.3M
Q1 25
$146.5M
$364.4M
Q4 24
$37.8M
$366.2M
Q3 24
$38.7M
$418.5M
Q2 24
$36.5M
$154.7M
Total Debt
CECO
CECO
ZETA
ZETA
Q1 26
$5.3M
Q4 25
$212.4M
$197.1M
Q3 25
$220.9M
$196.9M
Q2 25
$238.7M
$196.7M
Q1 25
$339.7M
$196.5M
Q4 24
$218.9M
$196.3M
Q3 24
$133.4M
$196.1M
Q2 24
$130.8M
$184.4M
Stockholders' Equity
CECO
CECO
ZETA
ZETA
Q1 26
$317.2M
Q4 25
$317.5M
$804.6M
Q3 25
$309.2M
$689.2M
Q2 25
$298.4M
$673.3M
Q1 25
$285.8M
$676.6M
Q4 24
$247.7M
$676.8M
Q3 24
$241.3M
$474.9M
Q2 24
$235.0M
$217.0M
Total Assets
CECO
CECO
ZETA
ZETA
Q1 26
$1.0B
Q4 25
$893.8M
$1.5B
Q3 25
$891.9M
$1.2B
Q2 25
$876.6M
$1.1B
Q1 25
$957.1M
$1.1B
Q4 24
$759.7M
$1.1B
Q3 24
$621.5M
$869.1M
Q2 24
$598.1M
$583.9M
Debt / Equity
CECO
CECO
ZETA
ZETA
Q1 26
0.02×
Q4 25
0.67×
0.24×
Q3 25
0.71×
0.29×
Q2 25
0.80×
0.29×
Q1 25
1.19×
0.29×
Q4 24
0.88×
0.29×
Q3 24
0.55×
0.41×
Q2 24
0.56×
0.85×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CECO
CECO
ZETA
ZETA
Operating Cash FlowLast quarter
$64.1M
Free Cash FlowOCF − Capex
$60.9M
FCF MarginFCF / Revenue
15.4%
Capex IntensityCapex / Revenue
0.8%
Cash ConversionOCF / Net Profit
9.81×
TTM Free Cash FlowTrailing 4 quarters
$185.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CECO
CECO
ZETA
ZETA
Q1 26
Q4 25
$10.0M
$64.1M
Q3 25
$15.3M
$57.9M
Q2 25
$-7.7M
$42.0M
Q1 25
$-11.7M
$34.8M
Q4 24
$1.8M
$43.7M
Q3 24
$15.1M
$34.4M
Q2 24
$6.7M
$31.1M
Free Cash Flow
CECO
CECO
ZETA
ZETA
Q1 26
Q4 25
$7.3M
$60.9M
Q3 25
$11.0M
$52.4M
Q2 25
$-8.7M
$39.7M
Q1 25
$-15.1M
$32.1M
Q4 24
$-4.3M
$35.4M
Q3 24
$11.1M
$29.5M
Q2 24
$2.5M
$24.4M
FCF Margin
CECO
CECO
ZETA
ZETA
Q1 26
Q4 25
3.4%
15.4%
Q3 25
5.6%
15.6%
Q2 25
-4.7%
12.9%
Q1 25
-8.5%
12.1%
Q4 24
-2.7%
11.3%
Q3 24
8.2%
11.0%
Q2 24
1.9%
10.7%
Capex Intensity
CECO
CECO
ZETA
ZETA
Q1 26
Q4 25
1.2%
0.8%
Q3 25
2.1%
1.6%
Q2 25
0.6%
0.8%
Q1 25
1.9%
1.0%
Q4 24
3.9%
2.6%
Q3 24
3.0%
1.8%
Q2 24
3.0%
3.0%
Cash Conversion
CECO
CECO
ZETA
ZETA
Q1 26
Q4 25
3.26×
9.81×
Q3 25
10.18×
Q2 25
-0.81×
Q1 25
-0.33×
Q4 24
0.37×
2.87×
Q3 24
7.24×
Q2 24
1.49×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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