ERII Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
High-margin, Cash-generative ModelVery high margins and strong cash conversion indicate that Energy Recovery’s technology creates substantial economic value and does not require heavy reinvestment to support earnings. This supports internal funding, resilience through project cycles, and flexibility to invest in products and operations.
Conservative Balance SheetMinimal leverage reduces interest burden and financial risk while preserving capacity to withstand delayed projects or fund strategic initiatives. Strong returns on equity also suggest the company is using its capital efficiently, supporting durable financial flexibility over the next several quarters.
Multi-year Desalination PipelineLong-dated pipeline visibility and structural end-market growth provide a foundation for future demand beyond individual project awards. The backlog offers additional support for later periods, while growing desalination needs can sustain adoption of Energy Recovery’s efficiency-focused systems.
Bears Say
Recent Revenue ContractionRecent top-line contraction indicates that strong margins have not yet translated into consistent growth. Continued weakness could reduce operating leverage, delay the realization of product and facility benefits, and make earnings momentum more dependent on the timing of large project awards.
Geopolitical Project DelaysDelays to major Middle East projects can defer orders and revenue even when underlying customer demand remains intact. Prolonged financing and procurement disruption would make project conversion less predictable, lengthen the cash-to-revenue cycle, and pressure near-term utilization.
Soft Wastewater PerformanceWeak wastewater results suggest that expansion beyond the core desalination opportunity has not yet produced dependable commercial momentum. If adoption remains slow, the company may have less diversification of growth and may take longer to realize the potential of newer applications.
Energy Recovery News
ERII FAQ
What was Energy Recovery’s price range in the past 12 months?
Currently, no data Available
What is Energy Recovery’s market cap?
Energy Recovery’s market cap is $6.22B.
When is Energy Recovery’s upcoming earnings report date?
Energy Recovery’s upcoming earnings report date is Nov 04, 2026 which is in 47 days.
How were Energy Recovery’s earnings last quarter?
Energy Recovery released its earnings results on Aug 05, 2026. The company reported -$1.019 earnings per share for the quarter, missing the consensus estimate of -$0.306 by -$0.713.
Is Energy Recovery overvalued?
According to Wall Street analysts Energy Recovery’s price is currently Undervalued.
Does Energy Recovery pay dividends?
Energy Recovery does not currently pay dividends.
What is Energy Recovery’s EPS estimate?
Energy Recovery’s EPS estimate is -1.02.
How many shares outstanding does Energy Recovery have?
Currently, no data Available
What happened to Energy Recovery’s price movement after its last earnings report?
Energy Recovery reported an EPS of -$1.019 in its last earnings report, missing expectations of -$0.306. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Energy Recovery?
Currently, no hedge funds are holding shares in MX:ERII
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Energy Recovery Stock Smart Score
Underperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$137.16 (― Upside)
$137.16 (― Upside)
Blogger Sentiment
Neutral
MX:ERII Sentiment 75%
Sector Average 61%
Sector Average 61%
Insider Transactions
Sold Shares
Worth $524.8K over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-51.43%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
-6.85%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Energy Recovery
Energy Recovery, Inc. (ERII) is a global technology firm that engineers, manufactures, and distributes cutting-edge solutions predominantly for the seawater reverse osmosis (SWRO) desalination and industrial wastewater treatment industries. The company manages its operations through two distinct divisions: Water and Emerging Technologies. Its extensive product range includes advanced energy recovery devices, high-pressure feed and recirculation pumps, and hydraulic turbochargers and boosters. Beyond hardware, ERII also offers crucial support services such as spare parts, repair, field technical assistance, and commissioning. Furthermore, the company develops specialized solutions aimed at minimizing energy consumption in natural gas processing and in refrigeration systems that employ carbon dioxide. These various offerings are commercialized under recognized brand names including ERI, Ultra PX, PX, Pressure Exchanger, PX PowerTrain, VorTeq, IsoBoost, AT, and AquaBold. Its diverse customer base encompasses large engineering, procurement, and construction (EPC) companies, direct end-users, industry consultants, original equipment manufacturers (OEMs), and aftermarket clients. Founded in 1992, Energy Recovery, Inc. is headquartered in San Leandro, California.
ERII Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call presents a mixed picture: management highlights strong long-term fundamentals (a multi-year MPD pipeline, product launches like the PX Q650, demonstrated energy savings, modest capex needs, and operational discipline) but also emphasizes significant near-term headwinds from geopolitical conflict that have caused formalized project delays, reduced visibility, softer wastewater results, and an inability to provide 2026 guidance. Margin benefits from the new Saudi facility and product launches are expected but will accrue gradually rather than immediately.View all MX:ERII earnings summariesERII Revenue Breakdown
100.00% Water
0.49% Emerging Technologies
