AlphAIAlphAI — Financial news for AI agents
tradingview.comOCT 231 min read$BMI

Key facts: Badger Meter (BMI) Q3 EPS +4%, $55M buyback; OneNetwork

Badger Meter (BMI) reported Q3 2026 sales of $235.9M, EPS of $1.24 (+4%), and net income of $35.9M. Operating income was $47.7M with margins of 20.2% and 41.9%. The company announced a $55M buyback and a 10% dividend increase. It also launched OneNetwork, a real-time platform, and began shipping equipment for the PRASA project, with installations expected in Q4 2026.

Original reporting
tradingview.com
Published Oct 23, 2026, 7:00 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 23, 2026, 7:12 AM 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
Key facts: Badger Meter (BMI) Q3 EPS +4%, $55M buyback; OneNetwork — source image
Source · tradingview.com
Decision brief

The 30-second read

$BMIBullishMed
01

Why it matters

Earnings beat and buyback provide a catalyst for short‑term price movement; product launch may drive longer‑term growth.

02

Market read

The earnings release and buyback are primary drivers for BMI's stock, with modest sector ripple effects.

03

What to watch

Potential supply chain delays for the PRASA project could pressure near‑term earnings.

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

Background

Badger Meter announced Q3 results, a new real‑time platform (OneNetwork), and a $55M share repurchase.

Company-level read

Ticker impact

$BMIBullishHigh confidence
Context

Q3 2026 earnings released with EPS up 4% and a $55M share buyback.

Expected impact

potential upside as market prices in the buyback and EPS beat

Evidence & confidence

The combination of a modest EPS beat, flat sales, and a sizable buyback is new information that can drive buying pressure.

Market effects

Sector

Water infrastructure sector may see modest uplift from Badger Meter's product launch.

Regional

U.S. water utilities and equipment suppliers could benefit.

Global

Limited to investors tracking industrial and utility equipment stocks.

Counterpoint

What could challenge this read

Buyback size may be insufficient to offset flat sales, limiting upside.

Key entities

  • company
    Badger Meter

    U.S. water‑metering equipment manufacturer (ticker BMI).

Read at source← All news

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

Also covered by

5 outlets

Related articles

OCT 23
$BMIMed

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.

tradingview.com1 min
OCT 23
$BMIMedAI 8/10

Badger Meter Inc (BMI) (Q3 2026) Earnings Call Highlights: Margin Expansion and Dividend

Badger Meter (BMI) reported Q3 2026 earnings, expecting low single-digit year-over-year revenue growth in Q4 and a low single-digit full-year organic revenue decline. The company attributed strong gross margins to ultrasonic meter and software growth, with confidence in maintaining margins within the 39%-42% range. CEO Kenneth Bockhorst highlighted sequential improvement in day-to-day replacement business and strong long-term outlook for projects like PRASA AMI.

finance.yahoo.com2 min
OCT 22
$BMIMed

BMI Stock Jumps As OneNetwork Launch Fuels Bullish Outlook

Badger Meter Inc. (BMI) stock rose 13% on October 22, 2026, driven by the launch of OneNetwork, a real-time software platform for water networks. The company's shares have climbed from the low-$120s to $149.64, supported by strong fundamentals, including an 18.6% EBIT margin and $916.7M in annual revenue. Analysts note BMI's strategic shift towards data and analytics, though its valuation remains premium with a P/E near 30.8.

stockstotrade.com3 min
OCT 22
$BMIHigh

Badger Meter (BMI) Q3 2026 Earnings Call Transcript

Badger Meter reported Q3 2026 sales of $235.9M, with base sales down 2% YoY but up 5% sequentially. Operating earnings increased 4%, with margins up 60 bps to 20.2%. Gross margin was 41.9%, up 120 bps YoY. Diluted EPS was $1.24, up 4% YoY. The company launched OneNetwork, a real-time network monitoring platform, and remains optimistic about growth momentum into 2027.

finance.yahoo.com3 min