Energy Recovery

ERII

Market cap $562M

Energy Recovery, Inc. stock plunged 30%+ after abandoning its CO2 business, missing 2025 desalination guidance, and issuing weak 2026 desalination outlook. ERII's CO2 business exit removes major optionality; Emerging Technologies spend drops but not to zero, with some resources redirected to wastewater. 2026 desalination revenue guidance is $105–125M, down from 2025, with management emphasizing project delays and de-risked, potentially sandbagged, outlook.

Energy Recovery, Inc. (ERII) Q4 2025 Earnings Call Transcript

SAN LEANDRO, Calif.--(BUSINESS WIRE)--Energy Recovery, Inc. (Nasdaq:ERII) (“Energy Recovery” or the “Company”) today announced its financial results for the fourth quarter and year ended December 31, 2025. Fourth Quarter Highlights Revenue of $66.9 million, a decrease of $0.2 million, as compared to Q4'2024, due to timing of revenue from contracted projects. Gross margin of 67.2%, a decrease of 300 bps, as compared to Q4'2024, due primarily to costs related to product mix and tariffs. Operating.

SAN LEANDRO, Calif.--(BUSINESS WIRE)--Energy Recovery, Inc. (Nasdaq: ERII), a global leader in energy-efficient technology enabling affordable, reliable water and reduced emissions, today announced that Chief Financial Officer Mike Mancini will participate in the following investor conferences in March: Raymond James Annual Institutional Investors Conference, March 4, Orlando, Florida Northcoast 2026 Water 1x1 Summit, March 12, London, United Kingdom About Energy Recovery Energy Recovery (Nasda.

The Zacks Pollution Control industry is poised to gain from healthy demand for products, driven by global initiatives to tackle greenhouse gas emissions. DCI, CECO, ERII and FTEK are some notable stocks in the industry.

SAN LEANDRO, Calif.--(BUSINESS WIRE)--Energy Recovery, Inc. (NASDAQ: ERII or the Company) announced today it will release its financial results for the full year ending December 31, 2025. The Company will host a conference call to discuss the results and related matters on February 25, 2026, after market close. EARNINGS RELEASE Wednesday, February 25, 2026 (after market close) LIVE CONFERENCE CALL Wednesday, February 25, 2026, 2 p.m. PT / 5 p.m. ET Listen-only, US / Canada Toll-Free: +1 (877) 7.

The Zacks Pollution Control industry is benefiting from healthy demand for products, driven by global initiatives to tackle greenhouse gas emissions. DCI, ATMU, ERII and FTEK are some notable stocks in the industry.

Energy Recovery, Inc. maintains strong performance in desalination and wastewater, but the CO2 business faces slower rollout and muted expectations. ERII reiterates full-year revenue guidance for core businesses, with most revenues expected in Q4 and high visibility on backlog. Operational expenses, especially in emerging CO2 technologies, are being cut to protect profitability, supporting a 6.5% earnings yield.

Energy Recovery, Inc. ( ERII ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants David Moon - President, CEO & Director Michael Mancini - Chief Financial Officer Conference Call Participants Ryan Pfingst - B. Riley Securities, Inc., Research Division Lawrence Solow - CJS Securities, Inc. Jeffrey Campbell - Seaport Research Partners Presentation Operator Good day, ladies and gentlemen, and welcome to Energy Recovery's Third Quarter 2025 Earnings Call.

Energy Recovery (ERII) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.21 per share a year ago.