Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$454.6M
52M shares
52-week range
$7.83 – $18.32
9% from low
Sector
SPECIAL INDUSTRY MACHINERY, NEC
Exchange
NASDAQ
CS
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $74.5M | $72.8M | $92.1M | $103.9M | $125.6M | $128.3M | $144.9M | $134.7M |
| Cost of revenue | $17.9M | $20.3M | $28.2M | $32.7M | $38.2M | $41.3M | $48.0M | $46.9M |
| Gross profit | $56.6M | $52.5M | $63.8M | $71.2M | $87.4M | $87.1M | $96.9M | $87.8M |
| Gross margin | 76.0% | 72.1% | 69.3% | 68.6% | 69.6% | 67.8% | 66.9% | 65.2% |
| R&D | $17.0M | $23.4M | $23.4M | $20.1M | $17.9M | $17.0M | $16.2M | $6.3M |
| Operating income | $10.0M | $10.4M | $31.3M | $13.8M | $24.8M | $19.1M | $19.7M | $24.6M |
| EBITDA | $15.3M | $14.8M | $38.9M | $19.9M | $32.4M | $28.5M | $28.0M | $31.4M |
| Net income | $22.1M | $10.9M | $26.4M | $14.3M | $24.0M | $21.5M | $23.1M | $23.0M |
| Net margin | 29.6% | 15.0% | 28.7% | 13.7% | 19.1% | 16.8% | 15.9% | 17.0% |
| EPS (diluted) | 0.40 | 0.19 | 0.47 | 0.24 | 0.42 | 0.37 | 0.40 | 0.42 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $91M | $-0.01 | $-0.01–$-0.01 | 2 |
| 2027 | $120M | $0.33 | $0.27–$0.39 | 2 |
| 2028 | $144M | $0.56 | $0.53–$0.59 | 1 |
| 2029 | $275M | $1.36 | $1.29–$1.44 | 1 |
Forward consensus · source: Financial Modeling Prep
Energy Recovery Inc designs and manufactures energy-saving technologies. The firm uses its proprietary pressure exchanger technology to help customers in multiple industries improve their operations and lower their emissions. Using its proprietary technology, it offers energy recovery devices, including pressure exchangers, pumps, and turbochargers, mainly used for seawater desalination and wastewater treatment. Additionally, the company is involved in the development of emerging technologies, such as the PX G1300 used in industrial and commercial refrigeration applications. The firm's reportable operating segments are: Water, which generates maximum revenue, and Emerging Technologies. Geographically, it generates maximum revenue from the Middle East, and the rest from other markets.
www.energyrecovery.comNo one on the platform currently holds ERII.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 144,265 | $1.5M |
No one on the platform has traded ERII yet.
| $566M |
| — |
| MRTNMarten Transport, Ltd. | $17.47 | +0.92% | $1.4B | — |
| PLPCPreformed Line Products Company | $395.66 | -2.31% | $1.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
https://x.com/justinss55/status/2070237947119497243?s=46 $TE $WEN $ERII $MU ☝️
View on StockTwits ↗$ERII $VLTO These two boards are pretty barren, but not for long.
View on StockTwits ↗$VLTO $ERII Europe is frying like bacon. Summer is just starting. The water rotation is mounting. "The investment case for water in 2026 is that water is becoming a strategic resource in the same way electricity and critical minerals have become strategic resources. Most investors are still focused on AI chips, power generation, and data centers. Water is one layer further down the chain." NEXT
View on StockTwits ↗$ERII Tough volume day with the Naz off, but we're green!
View on StockTwits ↗$ERII might need some patience, but I think this is a long-term winner. Clean balance sheet, good tailwinds from ongoing water shortages, potential new growth from their wastewater division, monopoly on a high-margin, niche product used by the majority of RO plants. I like the stock.
View on StockTwits ↗$ERII https://www.aljazeera.com/news/liveblog/2026/6/22/iran-war-live-first-day-of-us-talks-covers-lebanon-hormuz-frozen-assets so if everything is good, why is it bad in investors eyes
View on StockTwits ↗$ERII Replaced XLY with $VLTO, still hold ERII. Conspiracy theory is that in some places we will need more desalination from lack of water, and in others, more portable water purification from too much water (flooding). The two niches. Blame it on El Niño now that summer is here.
View on StockTwits ↗$ERII https://www.cnn.com/2026/06/20/world/live-news/iran-war-trump-israel-lebanon
View on StockTwits ↗$ERII One of the best End of Iran war stocks in the market based on post-war rebuild of desalination plants and increased contingency plants
View on StockTwits ↗$ERII this is truly degen trade no technical thesis just unproven catalyst and bunch of furus on x calling that name. But who knows, I've seen many similar setups that made me 100% in few days. Let's find out where we go
View on StockTwits ↗$ERII Bought $10, 11/10/26 EXP CALLS a month back because this setup is too good to pass up. Price at FIVE YEAR lows, with the last leg down due entirely to the Iran conflict. Clear short term catalysts: 1. Iran conflict coming to a close. (Primary buildout revenue comes from the middle east. Earnings report projections were halted.) 2. Western US water crisis goes mainstream in October 2026, leading to citizen & Government prioritization of desalinization. (Potential influx of AI investor money coming in). Check out my CWCO thesis on this. Love the risk/reward ratio on this stock. Love the move today!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading at 23.9× earnings vs its 49.6× historical median P/E.
Fair value ≈ $18.29 · price $8.81 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.