Energy Recovery, Inc. ( ERII ) Q3 2026 Earnings Call November 4, 2026 5:00 PM EST Company Participants Alexander J. Buehler - Interim President, CEO & Director Aidan Ryan - Chief Financial Officer Conference Call Participants Ryan Pfingst - B.
Energy Recovery remains a structurally high-margin industrial franchise — gross margin of 74.7% in Q2 2026 versus a 44.7%–74.7% ten-quarter range and far above peers' 9.9%–35.5% — yet the equity is being asked to absorb a deteriorating top line, with trailing-twelve-month revenue down approximately 11% to about $120…
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | -$0.10-66.7% vs -$0.06 | $11M-30.7% vs $16M |
Q3 2026 Aug 5, 2026 | -$0.03-66.7% vs -$0.02 | $12M-34.7% vs $18M |
Q2 2026 May 6, 2026 | -$0.23-130.0% vs -$0.10 | $10M+15.9% vs $8M |
Q1 2026 Feb 25, 2026 | $0.53-20.9% vs $0.67 | $67M-19.0% vs $83M |
Energy Recovery, Inc. ( ERII ) Q3 2026 Earnings Call November 4, 2026 5:00 PM EST Company Participants Alexander J. Buehler - Interim President, CEO & Director Aidan Ryan - Chief Financial Officer Conference Call Participants Ryan Pfingst - B.
Energy Recovery (NASDAQ: ERII - Get Free Report) and L.B. Foster (NASDAQ: FSTR - Get Free Report) are both small-cap industrials companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, profitability, risk, valuation, institutional ownership, dividends and earnings. Institutional and Insider Ownership 83.6% of Energy
ERII, GECC and IMPUY have been added to the Zacks Rank #5 (Strong Sell) List on November 5, 2026.
Energy Recovery NASDAQ: ERII said desalination megaproject contracting has rebounded in the Middle East, with more than $30 million in new contracts signed over the past 30 days and a record project pipeline of about $525 million.
Benchmark ERII against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Energy Recovery, Inc. (ERII)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $7.15 | $368.55M | 71.07 | -7.07% | 5.16% | 2.82% | — | |
| $94.17 | $4.16B | 21.16 | 5.44% | 8.83% | 14.46% | 1.17% | |
| $6.39 | $783.52M | 491.54 | -12.13% | 0.16% | 0.21% | — | |
| $47.44 | $1.57B | 19.89 | 4.11% | 8.74% | 8.38% | 0.76% | |
| $68.12 | $11.01B | 17.84 | 2.28% | 15.44% | 16.02% | 1.46% | |
| $97.83 | $22.84B | 21.23 | 5.52% | 11.86% | 9.78% | 1.64% |
Energy Recovery, Inc. (ERII) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Energy Recovery, Inc. (ERII) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 13, 2026·SEC
Jun 8, 2026·SEC
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Energy Recovery, Inc. (ERII) stock FAQ — growth, dividends, profitability & financials explained
Energy Recovery, Inc. (ERII) reported $99.5M in revenue over the trailing twelve months. Revenue was $134.7M in fiscal year 2025. That is 572% more than the $20.1M of fiscal year 2006.
Energy Recovery, Inc. (ERII) revenue fell by 26.4% over the trailing twelve months, compared with the twelve months before.
Yes. Energy Recovery, Inc. (ERII) earned $5.1M in net income over the trailing twelve months (a 5.2% net margin).
Energy Recovery, Inc. (ERII) had a return on equity (ROE) of 2.8% over the trailing twelve months. That is below the market's typical 10-15%.
Energy Recovery, Inc. (ERII) generated $32.4M in free cash flow over the trailing twelve months.