The earnings call presented a generally positive outlook with strong sales execution and effective cost control measures. However, there are delays in the CO2 commercialization timeline and uncertainty in data center market opportunities. Despite these challenges, the company's achievements in wastewater revenue and the lithium extraction project highlight positive growth prospects.
Company Guidance
During Energy Recovery's Third Quarter 2025 Earnings Call, the company provided guidance indicating a strong quarter of sales execution with improvements in mega-project shipments and a rebound in wastewater revenue, leading to the reiteration of their full-year revenue guidance. The company also announced a reduction in full-year operating expenses (OpEx) guidance due to effective cost control measures, while still investing in their growing wastewater business. Despite strong OEM engagement in the CO2 business, commercialization is still in its early stages, with significant traction expected in 2026. The company plans to continue testing and aims for a commercial agreement with a large OEM by 2027. Additionally, the lithium extraction project in Argentina, valued at $350,000, marks a promising development in their wastewater treatment applications. Overall, Energy Recovery emphasized their commitment to maintaining operational efficiency while pursuing growth opportunities.
Strong Sales Execution
Mega-project shipments improved during the quarter, and wastewater revenue continued to rebound, leading to the reiteration of full-year revenue guidance.
Cost Control Success
The company reduced full-year OpEx guidance further, indicating effective cost management while still investing in growing the wastewater business.
CO2 Business Testing Success
The CO2 business had a successful summer season of testing, validating energy savings of up to 15% at peak times and significant water savings with adiabatic coolers.
Lithium Extraction Project
The company won a $350,000 lithium extraction project in Argentina, indicating growth in this niche area within wastewater treatment.
Energy Recovery (ERII) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ERII Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$17.26
$14.49
-16.05%
Aug 06, 2025
$13.62
$14.65
+7.56%
May 07, 2025
$15.04
$12.25
-18.55%
Feb 26, 2025
$14.68
$15.05
+2.52%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Energy Recovery (ERII) report earnings?
Energy Recovery (ERII) is schdueled to report earning on Feb 25, 2026, After Close (Confirmed).
What is Energy Recovery (ERII) earnings time?
Energy Recovery (ERII) earnings time is at Feb 25, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.