ERII · Energy Recovery, Inc.
$8.35
+0.53 (+6.78%)
At close · Aug 14
Market Cap
$426.22M
Shares
51.04M
Energy Recovery, Inc. Earnings Call Transcripts
Every quarterly earnings call for Energy Recovery, Inc. (ERII) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲46.6%
$30.46M
$4.79M
'22 Q3
22-11-02
▲26%
$42.29M
$13.72M
'22 Q4
23-02-22
▼58.8%
$13.40M
−$6.30M
'23 Q1
23-05-03
▲2.1%
$20.72M
−$1.67M
'23 Q2
23-08-02
▲21.6%
$37.04M
$9.66M
'23 Q3
23-11-01
▲35.2%
$57.19M
$19.80M
'23 Q4
24-02-21
▼9.8%
$12.09M
−$8.26M
'24 Q1
24-05-01
▲31.3%
$27.20M
−$642,000
'24 Q2
24-07-31
▲4.2%
$38.58M
$8.48M
'24 Q3
24-10-30
▲17.3%
$67.08M
$23.47M
'24 Q4
25-02-26
▼33.3%
$8.06M
−$9.88M
'25 Q1
25-05-07
▲3.1%
$28.05M
$2.05M
'25 Q2
25-08-06
▼17.1%
$32.00M
$3.87M
'25 Q3
25-11-05
▼0.3%
$66.87M
$26.91M
'25 Q4
26-02-25
▲20.3%
$9.71M
−$12.25M
'26 Q1
26-05-06
LATEST
▼57.2%
$12.00M
−$3.20M
'26 Q2
26-08-05
Earnings call
FY26 · Q2
2026-08-05
Q2 2026 Earnings Conference Call
Balanced tone
Middle East megaprojects and geopolitical risk
Pipeline visibility and long-term demand
Wastewater market development
Revenue
$12.00M
▼ 57.2% YoY Diluted EPS
$-0.06
▼ 250% YoY Gross margin
74.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Energy Recovery, Inc. Q1 FY2026 Earnings Call
Balanced tone
Middle East conflict and project delays
Manufacturing footprint expansion
Guidance withdrawal
Revenue
$9.71M
▲ 20.3% YoY Diluted EPS
$-0.23
Gross margin
27.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-25
Energy Recovery, Inc. Q4 FY2025 Earnings Call
Cautious tone
CO2 retail grocery wind-down and cost savings
Product portfolio transition (Q400 vs Q300)
Project delays and 2025/2026 air pocket
Revenue
$66.87M*
▼ 0.3% YoY Gross margin
67.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Energy Recovery, Inc. Q3 FY2025 Earnings Call
Positive tone
CO2 Refrigeration Commercialization
Hiring / Commercial Build-Out
Wastewater / Lithium Growth
Revenue
$32.00M
▼ 17.1% YoY Diluted EPS
$0.07
▼ 53.3% YoY Gross margin
64.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Energy Recovery, Inc. Q2 FY2025 Earnings Call
Confident tone
Wastewater expansion and five-sector focus
CO2 refrigeration and OEM partnerships
China tariffs and shipping resumption
Revenue
$28.05M
▲ 3.1% YoY Diluted EPS
$0.04
Gross margin
64.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Energy Recovery, Inc. Q1 FY2025 Earnings Call
Positive tone
CO2 refrigeration business
Desalination market and pipeline
Tariffs and mitigation
Revenue
$8.06M
▼ 33.3% YoY Diluted EPS
$-0.18
Gross margin
55.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-26
Energy Recovery, Inc. Q4 FY2024 Earnings Call
Positive tone
Tariffs / trade war risk to wastewater in China
Desalination outlook and geographic mix
PXG expansion outside core markets (Japan, South Africa)
Revenue
$67.08M*
▲ 17.3% YoY Gross margin
70.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Energy Recovery, Inc. Q3 FY2024 Earnings Call
Confident tone
PX G refrigeration product and white paper
Full-year 2024 revenue guidance
Mega project desalination shipments
Revenue
$38.58M
▲ 4.2% YoY Diluted EPS
$0.15
▼ 11.8% YoY Gross margin
65.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Energy Recovery, Inc. Q2 FY2024 Earnings Call
Positive tone
CO2 / PX G Second Generation
Strategic Playbook and CFO
Wastewater Market
Revenue
$27.20M
▲ 31.3% YoY Diluted EPS
$-0.01
Gross margin
64.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Energy Recovery, Inc. Q1 FY2024 Earnings Call
Positive tone
PX G CO2 product development and field validation
PX diversification strategy and wastewater/CO2 growth
OEM engagement and commercialization path
Revenue
$12.09M
▼ 9.8% YoY Diluted EPS
$-0.14
Gross margin
59.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
Energy Recovery, Inc. Q4 FY2023 Earnings Call
Positive tone
CO2 refrigeration (PX G)
Shareholder value restoration and CEO transition
2024 financial guidance
Revenue
$57.19M*
▲ 35.2% YoY Gross margin
69.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Energy Recovery, Inc. Q3 FY2023 Earnings Call
Revenue
$37.04M
▲ 21.6% YoY Diluted EPS
$0.17
▲ 112.5% YoY Gross margin
69.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Energy Recovery, Inc. Q2 FY2023 Earnings Call
Revenue
$20.72M
▲ 2.1% YoY Diluted EPS
$-0.03
Gross margin
65.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Energy Recovery, Inc. Q1 FY2023 Earnings Call
Revenue
$13.40M
▼ 58.8% YoY Diluted EPS
$-0.11
▼ 178.6% YoY Gross margin
60.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Energy Recovery, Inc. Q4 FY2022 Earnings Call
Revenue
$42.29M*
▲ 26% YoY Gross margin
70.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Energy Recovery, Inc. Q3 FY2022 Earnings Call
Revenue
$30.46M
▲ 46.6% YoY Diluted EPS
$0.08
▲ 300% YoY Gross margin
69.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Energy Recovery, Inc. Q2 FY2022 Earnings Call
Revenue
$20.29M
▼ 1.5% YoY Diluted EPS
$-0.04
▼ 300% YoY Gross margin
65.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Energy Recovery, Inc. Q1 FY2022 Earnings Call
Revenue
$32.55M
▲ 12.5% YoY Diluted EPS
$0.14
▲ 16.7% YoY Gross margin
70.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Energy Recovery, Inc. Q4 FY2021 Earnings Call
Revenue
$33.58M*
▲ 27.1% YoY Gross margin
69.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Energy Recovery, Inc. Q3 FY2021 Earnings Call
Revenue
$20.78M
▼ 24.2% YoY Diluted EPS
$0.02
▼ 80% YoY Gross margin
70.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Energy Recovery, Inc. Q2 FY2021 Earnings Call
Revenue
$20.61M
▼ 52.7% YoY Diluted EPS
$0.02
▼ 93.3% YoY Gross margin
65.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Energy Recovery, Inc. Q1 FY2021 Earnings Call
Revenue
$28.94M
▲ 34.3% YoY Diluted EPS
$0.12
▲ 1100% YoY Gross margin
69.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-03-11
Energy Recovery, Inc. Q4 FY2020 Earnings Call
Revenue
$26.43M*
▲ 35.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Energy Recovery, Inc. Q3 FY2020 Earnings Call
Revenue
$27.41M
▲ 10.3% YoY Diluted EPS
$0.10
▲ 11.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-31
Energy Recovery, Inc. Q2 FY2020 Earnings Call
Revenue
$43.61M
▲ 91.3% YoY Diluted EPS
$0.30
▲ 328.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-30
Energy Recovery, Inc. Q1 FY2020 Earnings Call
Revenue
$21.54M
▲ 8.8% YoY Diluted EPS
$0.01
▼ 80% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-03-05
Energy Recovery, Inc. Q4 FY2019 Earnings Call
Revenue
$19.50M*
▲ 10.1% YoY Diluted EPS
$-0.01
▼ 125% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1421517
CUSIP
29270J100
13F (30d)
195 filings
192 filers
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