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Energy Recovery Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | -$0.100 |
| EPS actual | -$0.230 |
| EPS Surprise | -130.00% |
| Revenue estimate | 8.372M |
| Revenue actual | 9.706M |
| Revenue Surprise | 15.94% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.670 |
| EPS actual | $0.530 |
| EPS Surprise | -20.90% |
| Revenue estimate | 82.591M |
| Revenue actual | 66.9M |
| Revenue Surprise | -19.00% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.0900 |
| EPS actual | $0.120 |
| EPS Surprise | 33.33% |
| Revenue estimate | 82.591M |
| Revenue actual | 32M |
| Revenue Surprise | -61.25% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0700 |
| EPS Surprise | 250.00% |
| Revenue estimate | 42.856M |
| Revenue actual | 28.051M |
| Revenue Surprise | -34.55% |
Last 4 Quarters for Energy Recovery
Below you can see how ERII performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $13.62 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0700 |
| EPS surprise | 250.00% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $13.45 |
| Aug 01, 2025 | $12.79 |
| Aug 04, 2025 | $13.33 |
| Aug 05, 2025 | $13.63 |
| Aug 06, 2025 | $13.62 |
| Aug 07, 2025 | $14.65 |
| Aug 08, 2025 | $14.19 |
| Aug 11, 2025 | $13.89 |
| Aug 12, 2025 | $14.30 |
| 4 days before | 1.26% |
| 4 days after | 4.99% |
| On release day | 7.56% |
| Change in period | 6.32% |
| Release date | Nov 05, 2025 |
| Price on release | $17.26 |
| EPS estimate | $0.0900 |
| EPS actual | $0.120 |
| EPS surprise | 33.33% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $17.13 |
| Oct 31, 2025 | $17.11 |
| Nov 03, 2025 | $16.81 |
| Nov 04, 2025 | $16.41 |
| Nov 05, 2025 | $17.26 |
| Nov 06, 2025 | $14.49 |
| Nov 07, 2025 | $13.98 |
| Nov 10, 2025 | $14.06 |
| Nov 11, 2025 | $14.05 |
| 4 days before | 0.759% |
| 4 days after | -18.60% |
| On release day | -16.05% |
| Change in period | -17.98% |
| Release date | Feb 25, 2026 |
| Price on release | $16.12 |
| EPS estimate | $0.670 |
| EPS actual | $0.530 |
| EPS surprise | -20.90% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $16.05 |
| Feb 20, 2026 | $16.24 |
| Feb 23, 2026 | $16.06 |
| Feb 24, 2026 | $16.07 |
| Feb 25, 2026 | $16.12 |
| Feb 26, 2026 | $10.43 |
| Feb 27, 2026 | $10.43 |
| Mar 02, 2026 | $10.26 |
| Mar 03, 2026 | $10.22 |
| 4 days before | 0.436% |
| 4 days after | -36.60% |
| On release day | -35.30% |
| Change in period | -36.32% |
| Release date | May 06, 2026 |
| Price on release | $11.61 |
| EPS estimate | -$0.100 |
| EPS actual | -$0.230 |
| EPS surprise | -130.00% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $11.07 |
| May 01, 2026 | $11.04 |
| May 04, 2026 | $11.00 |
| May 05, 2026 | $11.31 |
| May 06, 2026 | $11.61 |
| May 07, 2026 | $9.43 |
| May 08, 2026 | $9.13 |
| May 11, 2026 | $8.70 |
| May 12, 2026 | $8.73 |
| 4 days before | 4.88% |
| 4 days after | -24.81% |
| On release day | -18.78% |
| Change in period | -21.14% |
Energy Recovery Earnings Call Transcript Summary of Q1 2026
Key points for investors: Energy Recovery launched the new PX Q650 in March, has already received its first commercial order, and is working with multiple large customers to design the product into major desalination plants. CEO David Moon announced his intention to retire and the board has begun a successor search; CFO Mike Mancini resigned and Aidan Ryan (Interim CFO) will manage finance and shareholder matters. Due to the war in Iran and meaningful exposure to the Middle East, the company has withdrawn 2026 financial guidance until there is more visibility. Management expects some project delays (moving some activity from 2026 into 2027) but believes the long-term desalination fundamentals remain intact. The company is building inventory to be ready when projects resume and is maintaining its strategic priorities: product innovation, cost discipline, manufacturing transformation (including plans to begin overseas Q400 assembly in the Middle East by Q1 of the target timeline), and wastewater business growth. Management sees near-term geographic opportunities in China, South America and potentially Texas. They are pausing guidance for both desalination and wastewater and indicate limited additional large one-time SG&A cost savings remaining after prior reductions; further gains are expected mainly from manufacturing productivity and ongoing efficiency initiatives. Management expects the PX Q650 transition to be multi-year, with the 650 becoming the primary product likely around 2028.
