Energy Recovery's CO2 Business Was Hampered, But The Name Remains Attractive
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 Transcript
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) Q3 Earnings and Revenues Top Estimates
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.
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.
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.
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.
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.
Energy Recovery, Inc. (ERII) Q1 2025 Earnings Call Transcript
Energy Recovery, Inc. (NASDAQ:ERII ) Q1 2025 Results Conference Call May 7, 2025 5:00 PM ET Company Participants David Moon - President and Chief Executive Officer Mike Mancini - Chief Financial Officer Conference Call Participants Ryan Pfingst - B. Riley Securities Jeffrey Campbell - Seaport Research Partners Operator Good day, ladies and gentlemen, and welcome to Energy Recovery's First Quarter 2025 Earnings Call.
Energy Recovery (ERII) Reports Q1 Loss, Misses Revenue Estimates
Energy Recovery (ERII) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to loss of $0.08 per share a year ago.
Wall Street Analysts See a 25.69% Upside in Energy Recovery (ERII): Can the Stock Really Move This High?
The average of price targets set by Wall Street analysts indicates a potential upside of 25.7% in Energy Recovery (ERII). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Wall Street Analysts Think Energy Recovery (ERII) Could Surge 35.58%: Read This Before Placing a Bet
The average of price targets set by Wall Street analysts indicates a potential upside of 35.6% in Energy Recovery (ERII). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Energy Recovery Growth Pipeline Advances Slowly, Warrants A Small Position
Energy Recovery, Inc. presents an attractive opportunity for a small initial position based on adjusted earnings yield versus growth perspectives and execution risk. ERII met full-year guidance with strong Q4 2024 results, crucial for generating yearly profits, because of the lumpy nature of desalination projects. The company projects moderate growth until 2027, with significant acceleration expected thereafter, driven by desalination, wastewater, and CO2 refrigeration segments.
