Energy RecoveryERII
ERII
About: Energy Recovery Inc is an engineering-driven technology company. It is engaged in engineering, designing, manufacturing and supplying solutions that make industrial processes more efficient and sustainable. The company operates in three segments, Water, Emerging Technologies and Corporate. It offers energy recovery devices (ERDs) and pumps as well as related products and services to the reverse osmosis desalination market. The company derives a majority of the revenue from the Water segment. Geographically, the company operates in the U.S. and other international countries.
Employees: 254
0
Funds holding %
of 7,431 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
63% more call options, than puts
Call options by funds: $637K | Put options by funds: $390K
1.38% more ownership
Funds ownership: 80.9% [Q1] → 82.28% (+1.38%) [Q2]
8% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 64
11% less funds holding
Funds holding: 200 [Q1] → 179 (-21) [Q2]
19% less capital invested
Capital invested by funds: $706M [Q1] → $573M (-$133M) [Q2]
53% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 36
100% less funds holding in top 10
Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$14
5%
downside
Avg. target
$14
5%
downside
High target
$14
5%
downside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
B. Riley Securities Ryan Pfingst | 5%downside $14 | Neutral Maintained | 7 Aug 2025 |
Financial journalist opinion
Based on 5 articles about ERII published over the past 30 days
Positive
Seeking Alpha
2 weeks ago
Energy Recovery Keeps Advancing On Its 3 Fronts, Waiting For Key Q3 And 1H26 On CO2
I maintain my Buy rating on Energy Recovery, Inc., as the company shows steady progress in all three business segments and maintains strong financial discipline. Desalination remains the single profit driver, with new megaproject contracts and technological innovation supporting growth and market expansion beyond MENA. Wastewater and CO2 segments are developing well, with resumed exports to China and promising OEM partnerships, though both remain speculative growth areas.
Neutral
Seeking Alpha
2 weeks ago
Energy Recovery, Inc. (ERII) Q2 2025 Earnings Call Transcript
Energy Recovery, Inc. (NASDAQ:ERII ) Q2 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Company Participants David W. Moon - President, CEO & Director Michael Mancini - Chief Financial Officer Conference Call Participants Jeffrey Leon Campbell - Seaport Research Partners Ryan James Pfingst - B.
Positive
Zacks Investment Research
2 weeks ago
Energy Recovery (ERII) Q2 Earnings and Revenues Top Estimates
Energy Recovery (ERII) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.09 per share a year ago.
Neutral
Business Wire
2 weeks ago
Energy Recovery Announces New Share Repurchase Program
SAN LEANDRO, Calif.--(BUSINESS WIRE)--Energy Recovery, Inc. (Nasdaq: ERII) today announced its Board of Directors approved a share repurchase program to purchase up to $25 million of the company's outstanding common stock over the next 12 months, beginning in August 2025. The new program is in addition to two share repurchase programs announced in the last twelve months. The $50 million share repurchase program announced in November was completed in Q4 2024. Under this program, the company repu.
Neutral
Business Wire
2 weeks ago
Energy Recovery Reports its Second Quarter 2025 Financial Results
SAN LEANDRO, Calif.--(BUSINESS WIRE)--Energy Recovery, Inc. (Nasdaq:ERII) (“Energy Recovery” or the “Company”) today announced its financial results for the second quarter and six months ended June 30, 2025. Second Quarter Highlights Q2'2025 financial results were in-line with internal expectations and consistent with our communicated expectations for quarterly revenue cadence in 2025. Revenue of $28.1 million, an increase of $0.9 million, as compared to Q2'2024, due to timing of revenue from c.
Neutral
Business Wire
1 month ago
Energy Recovery to Release Second Quarter 2025 Financial Results
SAN LEANDRO, Calif.--(BUSINESS WIRE)--Energy Recovery, Inc. (NASDAQ: ERII or the Company) announced today it will release its financial results for the quarterly period ending June 30, 2025. The Company will host a conference call to discuss the results and related matters on August 6, 2025, after market close. EARNINGS RELEASE Wednesday, August 6, 2025 (after market close) LIVE CONFERENCE CALL Wednesday, August 6, 2025, 2 p.m. PT / 5 p.m. ET Listen-only, US / Canada Toll-Free: +1 (888) 645-440.
Positive
Seeking Alpha
2 months ago
Energy Recovery's Tariff Impact Is Minimal Post U.S.-China Agreement
Despite a sharp post-earnings drop, ERII remains a speculative Buy due to resilient long-term prospects and recent easing of US-China tariffs. Desalination revenues were lumpy in Q1, but management expects to meet FY25 guidance as the project pipeline is strong and likely to close soon. CO2 segment progress is slow but steady, with more OEMs piloting products and potential for significant future growth if successful.
Neutral
Business Wire
2 months ago
Airxchange Sets New Standard in Energy Recovery with Revolutionary Blue Wave
ROCKLAND, Mass.--(BUSINESS WIRE)--In a bold move that redefines the future of HVAC energy recovery, Airxchange, a Madison Air company and pioneer in energy recovery ventilation, proudly announces the launch of its newest innovation: the Blue Wave energy recovery wheel. Designed to meet the demands of energy efficiency, the Blue Wave delivers unmatched performance, lower pressure drop and effortless code compliance -- all while maintaining Airxchange's legacy of reliability and sustainability. ".
Negative
Zacks Investment Research
2 months ago
4 Pollution Control Stocks to Watch Despite Industry Headwinds
Despite the high adoption of air pollution control equipment, the rising preference for alternative fuels and high innovation costs dampen the prospects for the Zacks Pollution Control industry. TTEK, ATMU, ERII and LIQT are four stocks to consider.
Positive
Benzinga
3 months ago
Top 3 Industrials Stocks That May Explode This Month
The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.
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