$BMI

Viavi Solutions (down 10.9%) had the fastest revenue growth among inspection instruments stocks, while Badger Meter (NYSE:BMI, down 9.3%) reported a 6.6% revenue decline. Itron (NASDAQ:ITRI, up 12.2%) missed revenue estimates but exceeded EBITDA and EPS guidance. Teledyne (NYSE:TDY, down 3.7%) reported a 9.8% revenue increase, beating expectations. Market risks have shifted from AI to geopolitics and back to fundamentals.

Allegro MicroSystems (ALGM) reports 15% automotive revenue growth, 30% bookings increase. Onto Innovation (ONTO) posts $343M revenue, up 35% YOY, raises growth forecasts. Badger Meter (BMI) faces 7% sales decline but expects sequential improvement. All three companies are positioned in growth industries: EVs, chips, and water infrastructure.

Badger Meter (NYSE: BMI) said its board approved a 10% quarterly dividend increase to $0.44 per share from $0.40. The dividend is payable Sept. 11, 2026, to shareholders of record Aug. 28, 2026. The new annual dividend rate is $1.76 per share, marking 34 consecutive years of annual dividend growth.

Badger Meter, Inc. said its board increased the dividend by 10%, extending its consecutive annual dividend growth streak to 34 years. The company attributed the decision to confidence in its business model, balance sheet strength, and cash flow generation, while continuing investment and capital returns to shareholders.

Conestoga Capital Advisors’ Q2 2026 investor letter cites a shift toward small caps, with the Russell 2000 Growth Index up 25.7% in Q2. The firm exited Badger Meter (NYSE:BMI) after 1Q revenue declined and management cited limited recovery visibility, describing a potential demand “air pocket.” BMI closed at $139.44 on Aug. 5, 2026.

Simply Wall St says Badger Meter (BMI) finished a $60.26 million share repurchase program and reported Q2 2026 results. It cites recent share performance and a valuation view that BMI’s fair value is $155.11 versus a $134.35 close, implying about 13% upside, based on an 8.69% discount rate and expectations for water metering demand.

Callahan Edward F. (VP-Engineering) purchased 751 shares of BADGER METER INC (BMI) at $135.25 ($0.10M total) on 2026-07-30.

Badger Meter (BMI) shares fell about 18% for the week after the company reported mixed Q2 results on Wednesday. Sales declined 7% and EPS fell 13%, slightly above Wall Street’s low expectations. The stock dropped despite the beat, as guidance for 2026 called for only “flattish” sales growth in the second half.

Badger Meter reported Q2 2026 results on an earnings call, citing a 7.5% organic sales decline tied to AMI-related product revenue pacing, and 9% sequential organic growth from early shipments on major awarded projects. The company reaffirmed full-year 2026 organic revenue guidance roughly flat to 2025, with >100% free cash flow conversion of net earnings.

Badger Meter (BMI) reported Q2 2026 revenue of $222.3M, down from $238.1M a year earlier, and diluted EPS of $1.02 versus $1.17. Net income was $29.7M versus $34.6M. The company cited uneven AMI project pacing, mix shifts toward SaaS and BEACON, and longer lead times from component constraints and tariffs, plus acquisitions expanding sewer monitoring.