Energy Recovery, Inc. (ERII)

I maintain my Buy rating on Energy Recovery, Inc., as the company shows steady progress in all three business segments and maintains strong financial discipline. Desalination remains the single profit driver, with new megaproject contracts and technological innovation supporting growth and market expansion beyond MENA. Wastewater and CO2 segments are developing well, with resumed exports to China and promising OEM partnerships, though both remain speculative growth areas.

Energy Recovery, Inc. (NASDAQ:ERII ) Q2 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Company Participants David W. Moon - President, CEO & Director Michael Mancini - Chief Financial Officer Conference Call Participants Jeffrey Leon Campbell - Seaport Research Partners Ryan James Pfingst - B.

Energy Recovery (ERII) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.09 per share a year ago.

PBF Energy remains a strong buy despite recent volatility, with recovery underway as Martinez refinery restarts and insurance payments support cash flow. Balance sheet pressures from the Martinez fire are being managed through insurance recoveries, asset sales, and aggressive cost-cutting, preserving liquidity and the 5.1% dividend. Refining margins have improved but not to full potential; risks remain from weaker crack spreads and possible delays in Martinez's full restart.

SAN LEANDRO, Calif.--(BUSINESS WIRE)--Energy Recovery, Inc. (NASDAQ: ERII or the Company) announced today it will release its financial results for the quarterly period ending June 30, 2025. The Company will host a conference call to discuss the results and related matters on August 6, 2025, after market close. EARNINGS RELEASE Wednesday, August 6, 2025 (after market close) LIVE CONFERENCE CALL Wednesday, August 6, 2025, 2 p.m. PT / 5 p.m. ET Listen-only, US / Canada Toll-Free: +1 (888) 645-440.

Crack spreads have rebounded, supporting CVR Energy's margins and cash flow, especially with low gasoline inventories and favorable OPEC+ production dynamics. The costly Coffeyville refinery turnaround is nearly complete, with no major maintenance expected until 2027, positioning CVR for stronger H2 results. CVR's improved cash flow outlook should enable debt reduction and a likely dividend resumption in early 2026, with its UAN stake providing additional value.

Despite a sharp post-earnings drop, ERII remains a speculative Buy due to resilient long-term prospects and recent easing of US-China tariffs. Desalination revenues were lumpy in Q1, but management expects to meet FY25 guidance as the project pipeline is strong and likely to close soon. CO2 segment progress is slow but steady, with more OEMs piloting products and potential for significant future growth if successful.

ROCKLAND, Mass.--(BUSINESS WIRE)--In a bold move that redefines the future of HVAC energy recovery, Airxchange, a Madison Air company and pioneer in energy recovery ventilation, proudly announces the launch of its newest innovation: the Blue Wave energy recovery wheel. Designed to meet the demands of energy efficiency, the Blue Wave delivers unmatched performance, lower pressure drop and effortless code compliance -- all while maintaining Airxchange's legacy of reliability and sustainability. ".

Despite the high adoption of air pollution control equipment, the rising preference for alternative fuels and high innovation costs dampen the prospects for the Zacks Pollution Control industry. TTEK, ATMU, ERII and LIQT are four stocks to consider.

Energy Recovery, Inc. (NASDAQ:ERII ) Q1 2025 Results Conference Call May 7, 2025 5:00 PM ET Company Participants David Moon - President and Chief Executive Officer Mike Mancini - Chief Financial Officer Conference Call Participants Ryan Pfingst - B. Riley Securities Jeffrey Campbell - Seaport Research Partners Operator Good day, ladies and gentlemen, and welcome to Energy Recovery's First Quarter 2025 Earnings Call.

Energy Recovery (ERII) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to loss of $0.08 per share a year ago.

SAN LEANDRO, Calif.--(BUSINESS WIRE)--Energy Recovery, Inc. (Nasdaq:ERII) (“Energy Recovery” or the “Company”) today announced its financial results for the first quarter ended March 31, 2025. First Quarter Highlights Q1'25 financial results were in-line with internal expectations and consistent with our communicated expectations for quarterly revenue cadence in 2025. Revenue of $8.1 million, a decrease of $4.0 million as compared to Q1'2024 due to timing of revenue from contracted projects. Gr.

SAN LEANDRO, Calif.--(BUSINESS WIRE)--Energy Recovery, Inc. (NASDAQ: ERII or the Company) announced today it will release its financial results for the quarterly period ending March 31, 2025. The Company will host a conference call to discuss the results and related matters on May 7, 2025, after market close. EARNINGS RELEASE Wednesday, May 7, 2025 (after market close) LIVE CONFERENCE CALL Wednesday, May 7, 2025, 2 p.m. PT / 5 p.m. ET Listen-only, US / Canada Toll-Free: +1 (888) 645-4404 Listen.

Energy Recovery Ventilator Market research includes key company profiles like Daikin Industries Ltd; Greenheck Fan Corp; Munters Group AB; Nortek Air Solutions, LLC; Fujitsu General Ltd.; LG Electronics Inc.; Johnson Controls International Plc; Carrier Global Corp; and Panasonic Holdings Corp. Energy Recovery Ventilator Market research includes key company profiles like Daikin Industries Ltd; Greenheck Fan Corp; Munters Group AB; Nortek Air Solutions, LLC; Fujitsu General Ltd.; LG Electronics Inc.; Johnson Controls International Plc; Carrier Global Corp; and Panasonic Holdings Corp.

The average of price targets set by Wall Street analysts indicates a potential upside of 25.7% in Energy Recovery (ERII). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Donaldson, Austry Outlook Donaldson, tmus Filtration Technologies, CECO Environmental and Energy Recovery have been highlighted in this Industry Outlook article.