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.
| Energy Equipment & Services Industry | Energy Sector | David W. Moon CEO | XMUN Exchange | US29270J1007 ISIN |
| US Country | 254 Employees | - Last Dividend | - Last Split | 2 Jun 2008 IPO Date |
Energy Recovery, Inc. stands as a prominent entity devoted to designing, manufacturing, and marketing solutions aimed at enhancing energy efficiency. This corporation, along with its subsidiaries, offers its services across various global regions including the Americas, the Middle East, Africa, Asia, and Europe. It conducts its operations through two main segments: Water and Emerging Technologies. Since its incorporation in 1992, Energy Recovery, Inc. has established its headquarters in San Leandro, California, and has built a reputation for innovating in the field of energy efficiency, focusing especially on the needs of seawater and brackish desalination, and wastewater treatment.
The company’s portfolio is rich with a variety of products and services tailored to meet the demands of energy efficiency in different sectors. Below are some of its key offerings:
The company markets its products under various brands such as ERI, PX, Pressure Exchanger, PX Pressure Exchanger, Ultra PX, PX G, PX G1300, PX PowerTrain, AT, and Aquabold. Its customer base includes original equipment manufacturers, supermarket chains, cold storage facilities, refrigeration system installers, desalination plant owners, project developers, and various consultants and engineering firms, showcasing its wide reach and versatility in addressing the energy efficiency needs across multiple industries.