$ERII

Energy Recovery, Inc.

alphai earnings readQ2 FY2026 · AUG 5Energy Recovery Reports its Second Quarter 2026 Financial ResultsVerdict: weak

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Energy Recovery (ERII) Q2 2026 Earnings Call Transcript

Energy Recovery (ERII) reported Q2 2026 revenue of $12.0 million, down 57% year over year, citing project delays tied to the war in Iran. Gross margin rose to 74.7%, but operating margin was -49.0% and net loss was $3.2 million. Cash and investments were $98.1 million. Management said a Saudi Arabia facility and a strong megaproject pipeline support a return to growth.

Geopolitical Risk and Guidance Withdrawal Dim Energy Recovery’s (ERII) Near-Term Visibility

Conestoga Capital Advisors’ Q2 2026 investor letter said small caps shifted higher, citing Russell 2000 and Russell 2000 Growth gains, while leadership was uneven. The firm exited Energy Recovery, Inc. (NASDAQ:ERII) from its Micro-Cap Composite, citing higher Middle East geopolitical uncertainty, project timing delays, and withdrawal of full-year guidance. ERII closed Aug. 6, 2026 at $8.73.

Energy Recovery (NASDAQ:ERII) Misses Q2 CY2026 Revenue Estimates, Stock Drops

Energy Recovery (NASDAQ: ERII) reported Q2 CY2026 revenue of $12 million, down 57.2% year on year, missing analysts’ expectations. Adjusted non-GAAP EPS was -$0.03, matching consensus. The company’s operating margin was negative 49% in Q2. Shares fell 6.4% to $8.28. Analysts expect revenue to decline 19.2% over 12 months.

ERII sentiment & insider activity

Recent ERII coverage spans earnings, financial news and insider activity.

What's driving ERII

  • The earnings call discloses a sharp demand/timing hit from geopolitical delays plus a 2026 capex range and Saudi facility ramp plan, shaping near-term revenue and margin expectations.

    fool.com · Aug 13, 2026

  • The article frames a deteriorating near-term earnings outlook for ERII, driven by external project and geopolitical factors, alongside reduced visibility from guidance withdrawal.

    insidermonkey.com · Aug 7, 2026

  • The quarter confirms a sharp revenue contraction and weaker operating performance, likely keeping near-term sentiment bearish despite EPS meeting consensus.

    financialcontent.com · Aug 5, 2026

  • The 8-K discloses a sharp revenue decline and operating loss versus Q2 2025, alongside improved gross margin and strong operating cash flow.

    SEC EDGAR 8-K · Aug 5, 2026

  • The article frames a high-uncertainty earnings setup for ERII: revenue is expected to decline sharply YoY after prior misses, with EBITDA and EPS having underperformed last quarter.

    financialcontent.com · Aug 4, 2026

alphai scores every news story that mentions ERII with an AI model for sentiment and relevance, and aggregates insider trades from Energy Recovery, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ERII

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$ERIIMedAI 8/10

Energy Recovery (ERII) Q2 2026 Earnings Call Transcript

Energy Recovery (ERII) reported Q2 2026 revenue of $12.0 million, down 57% year over year, citing project delays tied to the war in Iran. Gross margin rose to 74.7%, but operating margin was -49.0% and net loss was $3.2 million. Cash and investments were $98.1 million. Management said a Saudi Arabia facility and a strong megaproject pipeline support a return to growth.

Geopolitical Risk and Guidance Withdrawal Dim Energy Recovery’s (ERII) Near-Term Visibility

Conestoga Capital Advisors’ Q2 2026 investor letter said small caps shifted higher, citing Russell 2000 and Russell 2000 Growth gains, while leadership was uneven. The firm exited Energy Recovery, Inc. (NASDAQ:ERII) from its Micro-Cap Composite, citing higher Middle East geopolitical uncertainty, project timing delays, and withdrawal of full-year guidance. ERII closed Aug. 6, 2026 at $8.73.

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. 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 financial results for the second quarter and six months en

Saudi Arabia to launch first energy recovery device manufacturing facility outside US

Saudi Water Authority (SWA) says it will start manufacturing energy recovery devices (ERDs) in Saudi Arabia in Q1 2027 via a facility established by Energy Recovery. Capacity is 2,000 units/year versus demand of about 1,200. About 40% may be exported to GCC, Africa and Asia. The project targets a SAR547 million market and aims for SAR137 million GDP impact by 2033.

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Energy Recovery, Inc. (ERII): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Energy Recovery, Inc. (ERII) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. erii-20260713 0001421517 False July 13, 2026 0001421517 2026-07-09 2026-07-09 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest ev

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