$BMI

Badger Meter earnings beat by $0.01, revenue fell short of estimates

Badger Meter reported Q3 EPS of $1.24, beating estimates by $0.01, but revenue of $235.9M fell short of expectations. The stock is up 4.39% over 3 months but down 29.34% year-over-year. Analysts revised EPS estimates 7 times negatively in the last 90 days.

Original reporting
Published Oct 22, 2026, 12:55 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 22, 2026, 1:07 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.
AlphAI market briefEarnings
Primary signal
$BMI
Bearish
high confidence
Mentioned
$BMI
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$BMIBearishMed
01

Why it matters

The slight earnings beat coupled with a revenue miss may lead to short-term volatility, with the stock likely testing support levels.

02

Market read

Earnings release provides fresh data for traders; modest impact expected.

03

What to watch

Potential cost reductions or upcoming contract wins not disclosed in the brief could offset revenue miss.

Relevance 7/10Novelty 7/10Timing: post-market today

Background

Badger Meter (BMI) is a provider of flow measurement and control solutions for water and other utilities.

Company-level read

Ticker impact

$BMIBearishHigh confidence
Context

Badger Meter reported Q3 EPS of $1.24 beating estimates by $0.01 but revenue of $235.9M missed the $240.41M consensus.

Expected impact

modest downside as investors weigh revenue shortfall against a small earnings beat

Evidence & confidence

The earnings beat is minimal while revenue fell short, a typical catalyst for short-term price pressure.

Market effects

May signal pressure on water metering and utility equipment sector earnings expectations.

Limited to US-listed industrial stocks.

Low, confined to niche industrial segment.

Counterpoint

Investors could view the EPS beat as a sign of pricing power and buy on dip.

Key entities

  • Badger Meter

    US-listed provider of flow measurement devices.

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Badger Meter reported Q3 diluted EPS of $1.24, up 4% YoY. Gross margin was 42.1%, within its target range. Utility sales were flat YoY, while flow instrumentation sales rose 2%. The company faces electronic component cost pressures but managed them through pricing and sourcing. It expects modest sequential growth in Q4 and a low single-digit organic sales decline for the year. Badger Meter repurchased $55 million in shares and raised its dividend by 10%.

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