Energy Recovery (ERII) reported a 60% revenue collapse in 2Q26, with Desalination down 80% and significant weakness beyond the Middle East. Unexplained revenue declines in Europe and Asia raise concerns about potential structural or competitive issues beyond the Iran conflict. ERII's balance sheet strength is overstated due to depleted receivables; much of current cash will be needed to rebuild working capital if business recovers.
Energy Recovery, Inc. (ERII) Q2 2026 Earnings Call Transcript
Energy Recovery (ERII) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to earnings of $0.07 per share a year ago.
Energy Recovery NASDAQ: ERII said it remains focused on executing its growth initiatives, managing costs and advancing its manufacturing footprint while geopolitical uncertainty continues to delay the timing of major desalination projects in the Middle East.
Energy Recovery, Inc. (ERII) Q1 2026 Earnings Call Transcript
Energy Recovery (ERII) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to a loss of $0.13 per share a year ago.
Former Energy Secretary Rick Perry joins ‘Varney & Co.' to weigh in on falling oil prices after President Donald Trump's Iran ceasefire, the path to $60 crude, and how U.S. strength is reshaping global energy markets and weakening Iran. 0:00 Oil Prices Crash: The Trump-Iran Cease-Fire 0:36 The Path to $60 Oil: Rick Perry's Prediction 1:05 American Ingenuity & Global Power Operations 1:53 Why Critics Can't Celebrate Foreign Policy Wins 2:46 Repairing Gulf Energy Infrastructure & Defanging Iran 3:53 Working with Allies: The Future of Energy Flow
Energy Recovery (ERII) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Alpha Wave Global LP reduced its stake in Energy Recovery, Inc. (NASDAQ: ERII) by 26.1% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 527,871 shares of the industrial products company's stock after selling 186,450 shares during the period. Energy
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
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.