ERII Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
High-margin BusinessVery high gross margins and solid operating profitability indicate meaningful technology value and pricing power in the company’s core offering. If maintained, this profitability can support internal investment, absorb project timing volatility, and preserve earnings quality as new products and markets scale.
Strong Cash GenerationOperating cash flow substantially exceeds reported earnings, while free cash flow nearly matches net income, demonstrating strong conversion of profit into cash. This supports self-funded growth, reduces dependence on external financing, and gives management flexibility through uneven project cycles.
Multi-year Growth VisibilityA multi-year pipeline and high-single-digit structural market growth provide a durable demand framework beyond individual quarterly orders. This visibility can support capacity planning and customer engagement, while helping the company compound adoption of its energy-recovery technology over several years.
Bears Say
Revenue ContractionRecent revenue contraction weakens near-term earnings momentum despite strong margins and cash conversion. Because the business depends on project awards and buildout timing, continued top-line softness could reduce operating leverage, delay growth investments, and make results less consistent over the next several quarters.
Geopolitical Project DelaysDelays to major Middle East projects can defer orders and revenue because Energy Recovery sells into project-based desalination deployments. Financing challenges, procurement disruption, and higher risk premiums may extend decision cycles, making near-term execution and revenue timing less predictable.
Slow Award-to-order ConversionA longer gap between project awards, orders, and revenue reduces the practical value of headline pipeline growth and can create uneven quarterly performance. Persistent conversion lags may also complicate production planning, working-capital management, and investor confidence in near-term growth delivery.
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 $6.59B.
When is Energy Recovery’s upcoming earnings report date?
Energy Recovery’s upcoming earnings report date is Nov 04, 2026 which is in 55 days.
How were Energy Recovery’s earnings last quarter?
Energy Recovery released its earnings results on Aug 05, 2026. The company reported -$1.018 earnings per share for the quarter, missing the consensus estimate of -$0.305 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 -1.05.
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 -$1.018 in its last earnings report, missing expectations of -$0.305. 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
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7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$135.30 (― Upside)
$135.30 (― Upside)
Blogger Sentiment
Neutral
MX:ERII Sentiment 75%
Sector Average 58%
Sector Average 58%
Insider Transactions
Sold Shares
Worth $519.7K over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Negative
20 days / 200 days
Momentum
-47.18%
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
