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tradingview.comOCT 231 min read$BMI

Badger Meter 3Q 2026: Revenue $235.9M, Net income $35.9M, EPS $1.24— 10-Q Summary

Badger Meter reported Q3 2026 revenue of $235.9M, up 0.1% YoY, with net income rising 2.4% to $35.9M and EPS increasing 4.2% to $1.24. SaaS growth and ultrasonic meter volumes drove margin improvements, while nine-month sales fell 5.1% due to utility project timing. The company acquired UDlive in May 2026, contributing $7.7M in revenue. Electronic-component shortages and tariffs pose risks.

Original reporting
tradingview.com
Published Oct 23, 2026, 8:31 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 23, 2026, 8:36 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.
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Badger Meter 3Q 2026: Revenue $235.9M, Net income $35.9M, EPS $1.24— 10-Q Summary — source image
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Decision brief

The 30-second read

$BMINeutralMed
01

Why it matters

The earnings release adds a fresh data point for the niche industrial sector, but the modest scale limits broader market impact.

02

Market read

Earnings are the primary news; the modest growth may lead to limited price movement, with attention on supply‑chain risks.

03

What to watch

Potential impact of electronic component shortages and tariffs could affect future margins more than current quarter suggests.

Relevance 7/10Novelty 8/10Timing: after‑hours release

Background

Badger Meter (BMI) is a provider of flow measurement and water‑utility solutions. The Q3 2026 filing includes a small revenue increase, higher EPS, and an acquisition of UDlive.

Company-level read

Ticker impact

$BMINeutralHigh confidence
Context

Badger Meter reported Q3 2026 results with slight revenue growth and higher EPS, marking the first public disclosure of these numbers.

Expected impact

likely limited movement as investors weigh modest revenue increase against slowing sales trends

Evidence & confidence

The numbers are new and material for a small‑cap, but the magnitude is modest; market reaction is expected to be muted.

Market effects

Sector

Provides a data point for the water‑utility instrumentation sector, indicating stable demand but potential supply‑chain pressures.

Regional

US‑based water‑meter market may see slight reassessment of growth expectations.

Global

Limited; primarily relevant to investors focused on niche industrial equipment.

Counterpoint

What could challenge this read

The modest revenue growth may hide underlying demand weakness; a short position could be justified if sales continue to lag.

Key entities

  • Company
    Badger Meter Inc.

    US‑listed industrial equipment provider reporting Q3 2026 results.

  • Company
    UDlive

    Sewer‑monitoring software provider acquired by Badger Meter.

Read at source← All news

StoryBadger Meter posts Q3 2026 earnings beat, raises dividend and announces $55 M buyback

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