Special Industry Machinery, NEC · SIC 3559

Energy Recovery, Inc.

ERII

Watch

Latest revenue

$9.7M

as of 2026-03-31

Latest net income

$-12.3M

as of 2026-03-31

Net margin

-126.2%

as of 2026-03-31

Price · 5Y

-14.2% / yr 28.0 pts / yr vs S&P 500 53.4% total
Compare:

Live market

delayed ≤15 min
$8.85
2.67%
Market cap
$456.2M
Enterprise value
$456.2M
P/E (trailing)
19.9×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$18.32
52-wk low
$8.13
Beta
Shares out
51.5M

5-year trend

What this company does

AI

Item 1 — Business Overview Energy Recovery, Inc. (the “Company”, “Energy Recovery”, “we”, “our” and “us”) designs and manufactures world-class energy-saving technology for critical infrastructure that communities rely on every day, driving a more resilient and sustainable future. Grounded in more than 30 years of leadership in the desalination industry, today we use our proprietary pressure exchanger technology to help customers in multiple industries improve their operations and lower their emissions. We have been incorporated in the state of Delaware since 2001. Our corporate headquarters, principal research and development (“R&D”), and manufacturing facility is located in San Leandro,…

AI summary unavailable — showing raw filing excerpt

Generated from ERII's filing dated 2026-02-25

Key risks

AI

Item 1A — Risk Factors The following discussion sets forth what management currently believes could be the most significant risks and uncertainties that could impact our businesses, results of operations, and financial condition. Other risks and uncertainties, including those not currently known to us or our management, could also negatively impact our businesses, results of operations, and financial conditions. Accordingly, the following should not be considered a complete discussion of all of the risks and uncertainties we may face. We may amend or supplement these risk factors from time to time in other reports we file with the SEC. Risks Related to our Water Segment Our Water segment…

AI summary unavailable — showing raw filing excerpt

Generated from ERII's filing dated 2026-02-25

Profitability

Gross margin

65.1%

2.6%

Operating margin

17.7%

30.1%

Net margin

17.0%

7.0%

Return on equity

11.1%

6.2%

Return on assets

9.9%

4.5%

Leverage

Debt / equity

0.12×

17.4%

Debt / assets

10.9%

15.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$9.7M+20.3%$-12.3M-24.0%-126.2%

Q4 2025

2025-12-31

$66.9M-0.3%$26.9M-16.9%40.2%

Q3 2025

2025-09-30

$32.0M-17.1%$3.9M+1020.2%12.1%

Q2 2025

2025-06-30

$28.1M+3.1%$2.1M+419.9%7.3%

Q1 2025

2025-03-31

$8.1M-33.3%$-9.9M-19.6%-122.5%

Q4 2024

2024-12-31

$67.1M$32.4M48.3%

Q3 2024

2024-09-30

$38.6M+4.2%$-421.0K-124.8%-1.1%

Q2 2024

2024-06-30

$27.2M+31.3%$-642.0K+61.4%-2.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Special Industry Machinery, NEC · SIC 3559

No data yet for industry average

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Insider activity

Insider buying

$166.8K

Insider selling

$5.2M

Net activity

−$5.0M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-13

Pamela L. Tondreau

Director

Purchase20,000$8.34$166.8K
2026-04-06

Arve Hanstveit

Director

Sale2,419$10.29$24.9K
2026-04-02

Arve Hanstveit

Director

Sale165,292$10.14$1.7M
2026-03-10

Arve Hanstveit

Director

Sale25,000$10.96$274.0K
2026-03-06

Arve Hanstveit

Director

Sale11,582$10.62$122.9K
2026-03-05

Arve Hanstveit

Director

Sale38,418$10.71$411.5K
2026-03-05

Natarajan Ramanan

Chief Technology Officer

Sale272$10.57$2.9K
2026-03-04

Rodney Clemente

SVP, Water

Sale20,568$10.61$218.3K
2026-02-06

William Yeung

Chief Legal Officer

Sale646$15.14$9.8K
2026-02-05

William Yeung

Chief Legal Officer

Sale890$14.59$13.0K
2026-02-05

Rodney Clemente

SVP, Water

Sale724$14.59$10.6K
2026-02-02

William Yeung

Chief Legal Officer

Sale729$14.46$10.5K
2026-01-28

William Yeung

Chief Legal Officer

Sale7,271$14.55$105.8K
2025-12-05

Arve Hanstveit

Director

Sale15,000$14.71$220.6K
2025-12-04

Arve Hanstveit

Director

Sale15,000$14.97$224.5K
2025-10-24

William Yeung

Chief Legal Officer

Sale5,638$18.00$101.5K
2025-10-24

William Yeung

Chief Legal Officer

Sale3,530$18.00$63.5K
2025-10-23

William Yeung

Chief Legal Officer

Sale3,530$17.50$61.8K
2025-10-20

William Yeung

Chief Legal Officer

Sale3,530$17.00$60.0K
2025-10-16

William Yeung

Chief Legal Officer

Sale3,530$16.50$58.2K
2025-10-03

William Yeung

Chief Legal Officer

Sale1,038$16.00$16.6K
2025-10-03

William Yeung

Chief Legal Officer

Sale2,529$16.00$40.5K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ERII

Institutional value

$200.3M

Total shares held

20.7M

Distinct holders

105

-84 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.6.1M$61.3M-246.5K (-3.9%)Trimmed
2VANGUARD CAPITAL MANAGEMENT LLC2.2M$22.5MNew
3Legal & General Group Plc1.9M$19.2M+558.7K (+41.6%)Added
4VANGUARD PORTFOLIO MANAGEMENT LLC1.3M$12.7MNew
5DIMENSIONAL FUND ADVISORS LP877.4K$8.8M-72.1K (-7.6%)Trimmed
6Invesco Ltd.826.3K$8.3M+80.3K (+10.8%)Added
7DIAMOND HILL CAPITAL MANAGEMENT INC673.0K$6.8M-215.3K (-24.2%)Trimmed
8Kopion Asset Management, LLC507.0K$5.1M+172.5K (+51.6%)Added
9ROYCE & ASSOCIATES LP483.0K$4.9M+150.8K (+45.4%)Added
10KLP KAPITALFORVALTNING AS404.5K$4.1M+16.8K (+4.3%)Added
11VANGUARD FIDUCIARY TRUST CO364.3K$3.7MNew
12PINNACLE ASSOCIATES LTD342.4K$3.4M-37.8K (-9.9%)Trimmed
13Raiffeisen Bank International AG350.0K$3.4M+50.0K (+16.7%)Added
14CenterBook Partners LP271.8K$2.7MNew
15BNP PARIBAS FINANCIAL MARKETS271.0K$2.7M+154.9K (+133.4%)Added
16Redmond Asset Management, LLC214.4K$2.2M-12.0K (-5.3%)Trimmed
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC165.7K$1.7M+6.1K (+3.8%)Added
18Nuveen, LLC164.5K$1.7M-170 (-0.1%)Trimmed
19ISTHMUS PARTNERS, LLC153.3K$1.5M+42.2K (+38.0%)Added
20Bank of New York Mellon Corp148.8K$1.5M-6.0K (-3.9%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once ERII's latest filing finishes processing.