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SEC EDGAR 8-KAUG 56 min read$ERII

Energy Recovery, Inc. (ERII): Results of Operations and Financial Condition

Energy Recovery, Inc. (ERII) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex991earningsrelease2026-q2.htm EX-99.1 Document Exhibit 99.1 Energy Recovery Reports its Second Quarter 2026 Financial Results SAN LEANDRO, Calif. - August 5, 2026 – Energy Recovery, Inc. (Nasdaq:ERII) (“Energy Recovery”, “Company”, “we”, and “our”) today announced its

Original reporting
SEC EDGAR 8-K
Published Aug 5, 2026, 8:06 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 5, 2026, 8:17 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
alphai market briefEarnings
Primary signal
$ERII
Bearish
high confidence
Mentioned
$ERII
Relevance
7/10
alphai data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$ERIIBearishMed
01

Why it matters

Traders can update near-term expectations for revenue trajectory, margin sustainability, and cash generation based on the disclosed quarter and six-month figures, plus the stated driver of the operating decline.

02

Market read

The filing is a direct earnings-style datapoint with sizable year-over-year deterioration in revenue and profitability, partially offset by improved gross margin and strong operating cash flow.

03

What to watch

The release attributes operating loss primarily to lower revenue due to the war in Iran, so investors may separate temporary geopolitical volume effects from longer-term product demand and customer performance.

Relevance 7/10Novelty 7/10Timing: filed after market close, for next trading session setup

Background

This SEC 8-K includes Energy Recovery’s Q2 2026 financial results and shareholder letter, filed as Item 2.02 with Exhibit 99.1.

Company-level read

Ticker impact

$ERIIBearishHigh confidence
Context

Energy Recovery reported Q2 2026 results, including revenue of $12.0M and a $3.2M net loss, plus cash and investments of $98.1M.

Expected impact

Near-term volatility likely as traders reprice profitability and demand risk implied by the Iran-related revenue decline.

Evidence & confidence

The filing provides multiple GAAP and non-GAAP datapoints (revenue down 57%, operating loss, net loss) and a cash position figure, which are direct inputs to valuation and risk assessment.

Market effects

Sector

Highlights demand and geopolitical sensitivity for industrial/energy equipment suppliers, with margin resilience but volume pressure.

Regional

No specific regional spillover beyond company-specific performance.

Global

Iran-related revenue impact suggests exposure to global energy/industrial supply and demand disruptions.

Counterpoint

What could challenge this read

Higher gross margin (74.7% vs 64.0%) and positive cash from operations ($16.3M) could indicate cost discipline and working-capital strength despite weaker top-line demand.

Key entities

  • public_company
    Energy Recovery, Inc.

    Nasdaq-listed company reporting Q2 2026 results in an SEC 8-K, including revenue, margins, losses, and cash position.

  • filing_exhibit
    Exhibit 99.1

    Shareholder letter and financial results included with the 8-K under Item 2.02.

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