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CECO Environmental(CECO) - 2023 Q4 - Earnings Call Presentation

Topline growth balanced across Air-Water-Energy Strong Backlog Conversion Delivering Double-Digit Y/Y & TTM Growth 11 Q4'23 Backlog* Remains at Record Levels 203203 210 219219 214 283283 289 278278 312 356356 391 394394371 9292 86 9393 91 161161 114 102102 151 146146 163 146146 128 7272 79 8080 94 9292 105 108108 116 113113 129 149149 154 211211 290 $378 Company Record Q1'21 Q2'21 Q3'21 Q4'21 Q1'22 Q2'22 Q3'22 Q4'22 Q1'23 Q2'23 Q3'23 Q4'23 Backlog Orders Revenue 2021 2022 2023 1.1x 1.2x 1.1x B2B •Up 19% YoY, ~70%+ conver ...