Energy Recovery（ERII）株式概要
エナジー・リカバリー社は、その子会社とともに、米国、北米、南米、中南米、中東、アフリカ北部、アジア、ヨーロッパにおいて、エネルギー効率化技術ソリューションの設計、製造、販売を行っている。 詳細
ERII Community Fair Values
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Analyst Price Targets
Energy Recovery, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$8.73 |
| 52週高値 | US$18.32 |
| 52週安値 | US$7.83 |
| ベータ | 0.90 |
| 1ヶ月の変化 | 4.80% |
| 3ヶ月変化 | -22.67% |
| 1年変化 | -33.46% |
| 3年間の変化 | -71.14% |
| 5年間の変化 | -55.60% |
| IPOからの変化 | -11.19% |
最新ニュース
ナラティブ更新 • Jun 28
ERII: Desalination Mega Project Delays Create Future Upside Timing Opportunity
Analysts have trimmed their price target on Energy Recovery stock to $12 from $16, citing increased uncertainty around the timing of large desalination projects and related project delay risks. Analyst Commentary Recent Street research on Energy Recovery highlights how analysts are reassessing risk around large desalination projects while still identifying areas where the stock could appeal to investors focused on execution and long term growth potential.
ナラティブ更新 • Jun 14
ERII: Desalination Project Pipeline And Core Water Business Will Support Future Upside
Analysts have reduced their fair value estimate for Energy Recovery from $14 to $11, citing lower revenue growth and margin assumptions, a higher discount rate, and recent downgrades related to uncertainty around the timing of desalination mega projects following the Iran war. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential relative to the revised fair value range, with at least one price target at $12, which is above the updated $11 estimate.
ナラティブ更新 • May 31
ERII: Desalination Megaproject Timing Uncertainty Will Shape Future Upside Potential
Energy Recovery's analyst price targets have moved down from $23 to $12 as analysts factor in increased uncertainty around the timing of desalination mega projects and potential project delays highlighted in recent research updates. Analyst Commentary Recent research has turned more cautious, with several bearish analysts pointing to increased execution risk around large desalination projects and resetting their expectations accordingly.Recent updates
ナラティブ更新 • Jun 28
ERII: Desalination Mega Project Delays Create Future Upside Timing Opportunity
Analysts have trimmed their price target on Energy Recovery stock to $12 from $16, citing increased uncertainty around the timing of large desalination projects and related project delay risks. Analyst Commentary Recent Street research on Energy Recovery highlights how analysts are reassessing risk around large desalination projects while still identifying areas where the stock could appeal to investors focused on execution and long term growth potential.ナラティブ更新 • Jun 14
ERII: Desalination Project Pipeline And Core Water Business Will Support Future Upside
Analysts have reduced their fair value estimate for Energy Recovery from $14 to $11, citing lower revenue growth and margin assumptions, a higher discount rate, and recent downgrades related to uncertainty around the timing of desalination mega projects following the Iran war. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential relative to the revised fair value range, with at least one price target at $12, which is above the updated $11 estimate.ナラティブ更新 • May 31
ERII: Desalination Megaproject Timing Uncertainty Will Shape Future Upside Potential
Energy Recovery's analyst price targets have moved down from $23 to $12 as analysts factor in increased uncertainty around the timing of desalination mega projects and potential project delays highlighted in recent research updates. Analyst Commentary Recent research has turned more cautious, with several bearish analysts pointing to increased execution risk around large desalination projects and resetting their expectations accordingly.分析記事 • May 13
Bearish: Analysts Just Cut Their Energy Recovery, Inc. (NASDAQ:ERII) Revenue and EPS estimates
Market forces rained on the parade of Energy Recovery, Inc. ( NASDAQ:ERII ) shareholders today, when the analysts...Seeking Alpha • May 13
Energy Recovery: It Has To Be Easier Than This
Summary Energy Recovery (ERII) continues to struggle, with sales showing little progress since 2017. Recent first quarter results are discouraging, despite $90 million in cash (and investments) and no long-term debt. Key executive departures, including the President and CFO, raise significant red flags. I maintain a strong sell rating due to stalled fundamentals and leadership instability. Read the full article on Seeking Alphaナラティブ更新 • May 13
ERII: Megaproject Delays And Executive Changes Will Shape Core Water Focus
Analysts now see fair value for Energy Recovery at $10.00, down from $12.00. This reflects lower revenue growth and margin assumptions, as well as a slightly higher discount rate following a series of recent downgrades and reduced price targets tied to project delay risks.ナラティブ更新 • Apr 28
ERII: Water Projects And New Desalination Technology Will Support Future Upside
Analysts now center their price expectations for Energy Recovery around $16, reflecting recent target cuts from $23 and $16 as they factor in project delay risks, a softer P/E outlook, and a focus on the core Water business. Analyst Commentary Recent research shows a split but still constructive tone around Energy Recovery, with several bullish analysts highlighting valuation support and potential upside if execution on delayed projects and the core Water business improves.ナラティブ更新 • Apr 13
ERII: Fair Value View Will Weigh Megaproject Delays And Core Water Focus
Narrative Update on Energy Recovery The analyst price target for Energy Recovery has shifted from $16 to $12 as analysts factor in lower revenue growth and profit margin assumptions, along with updated Street research that includes reduced price targets tied to megaproject timing and a reaffirmed focus on the core Water business. Analyst Commentary Recent Street research around Energy Recovery has centered on recalibrated price targets and timing risks tied to large projects, which has contributed to a more cautious tone among some bearish analysts.ナラティブ更新 • Mar 30
ERII: Water Segment And Desalination Projects Will Drive Future Upside Potential
Analysts have trimmed the fair value estimate for Energy Recovery to $16 from $23, reflecting updated assumptions for revenue growth, profit margins and future P/E, alongside recent Street research that includes lower price targets and mixed ratings following project timing shifts and a renewed focus on the core Water business. Analyst Commentary Recent research presents a mixed but generally constructive view, with several bullish analysts still seeing upside potential for Energy Recovery despite trimmed targets and project timing shifts.ナラティブ更新 • Mar 16
ERII: Core Water Projects And New Coverage Will Support Future Upside
Narrative Update on Energy Recovery The analyst price target for Energy Recovery has shifted from $19.05 to $14.00, as analysts recalibrated expectations around revenue growth, profit margins, and future P/E assumptions following recent research updates that include new coverage and revised targets tied to project timing and a focus on the core Water business. Analyst Commentary Recent research on Energy Recovery reflects a mix of optimism around the core Water business and caution around execution risk and timing of large projects.ナラティブ更新 • Mar 02
ERII: Core Water Focus And Megaproject Timing Will Support Future Upside
Narrative Update on Energy Recovery Analysts have trimmed their average price target for Energy Recovery to $12, down from $16. The change is tied to recent revenue shortfalls from two delayed Megaprojects and a renewed focus on the core Water business, which underpins updated fair value, growth, margin and future P/E assumptions.ナラティブ更新 • Feb 16
ERII: Fair Value View Will Balance Refrigeration Delays And Buyback Support
Narrative Update on Energy Recovery Analysts have adjusted their price target on Energy Recovery from $15.00 to $16.00, reflecting updated assumptions around revenue growth, profit margins, and future price-to-earnings (P/E) expectations. Valuation Changes Fair Value: updated from $15.00 to $16.00, representing a modest upward adjustment in the valuation estimate.ナラティブ更新 • Feb 02
ERII: CO2 Refrigeration Progress And Buybacks Will Support Future Upside
Analysts have raised their price target on Energy Recovery to US$23 from US$17. They cite CO2 refrigeration results that are in line with expectations, even though original equipment manufacturer adoption is running about a year behind their prior timeline.ナラティブ更新 • Jan 19
ERII: Higher Forecast Margins And CO2 Rollout Will Support Stronger Upside
Analysts have lifted their price target on Energy Recovery to US$23 from US$20, citing updated assumptions around revenue growth, profit margin potential, discount rate, and future P/E. This is supported by recent research that points to CO2 refrigeration performing in line with expectations even as original equipment manufacturer uptake runs about a year behind earlier timelines.分析記事 • Jan 09
Energy Recovery, Inc. (NASDAQ:ERII) Not Flying Under The Radar
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...ナラティブ更新 • Jan 05
ERII: CO2 Refrigeration Delays And Buybacks Will Shape Future Share Performance
Analysts have raised their price target on Energy Recovery shares to $23 from $17, citing solid performance in CO2 refrigeration despite slower than expected adoption among original equipment manufacturers. Analyst Commentary Recent price target revisions reflect a mix of confidence in the long term CO2 refrigeration opportunity and near term caution around execution and adoption timelines.ナラティブ更新 • Dec 19
ERII: CO2 Refrigeration Adoption Delays Will Temper Long-Term Confidence
Analysts have raised their price target on Energy Recovery by approximately $1 to about $15, reflecting increased confidence in the company’s long term revenue growth and margin outlook, even as original equipment manufacturer adoption of CO2 refrigeration remains modestly delayed. Analyst Commentary Recent research updates reflect a mix of optimism on long term growth prospects and caution around execution timing, particularly in the CO2 refrigeration segment.ナラティブ更新 • Dec 05
ERII: Rising CO2 Refrigeration Adoption Will Drive Long-Term Upside
Analysts modestly lifted their price expectations for Energy Recovery, pointing to stronger long term profitability and supportive new targets in the high teens to low twenties, including a recent move to $23 from $17, even as they temper near term revenue growth assumptions. Analyst Commentary Recent Street research highlights a constructive but selective view on Energy Recovery, with valuation targets moving higher as analysts balance solid execution in core markets against pacing risks in newer growth channels.ナラティブ更新 • Nov 21
ERII: Renewed OEM Partnerships Will Unlock Significant Upside Potential
Analysts have raised their fair value estimate for Energy Recovery from $17.40 to $18.60 per share. They cite increased confidence in both ongoing CO2 refrigeration performance and renewed OEM uptake expectations.ナラティブ更新 • Nov 06
ERII: Profit Margins And Industry Tailwinds Will Drive Outperformance Ahead
Analysts have raised their price target for Energy Recovery from $16.50 to $17.40, citing improved revenue growth forecasts, higher profit margins, and a favorable outlook in recent research coverage. Analyst Commentary Recent analyst coverage reflects growing optimism about Energy Recovery’s future prospects, supported by increased price targets and positive forecasts.分析記事 • Nov 01
At US$17.11, Is It Time To Put Energy Recovery, Inc. (NASDAQ:ERII) On Your Watch List?
Energy Recovery, Inc. ( NASDAQ:ERII ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Oct 17
Are Investors Undervaluing Energy Recovery, Inc. (NASDAQ:ERII) By 24%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Energy Recovery fair value estimate is US$21.96 Energy...ナラティブ更新 • Aug 06
Global Water Scarcity And Decarbonization Will Unlock Long-Term Opportunities
The analyst price target for Energy Recovery was revised upward primarily due to a substantial increase in consensus revenue growth forecasts, partially offset by a decline in net profit margin, resulting in a new fair value estimate of $15.62. Valuation Changes Summary of Valuation Changes for Energy Recovery The Consensus Analyst Price Target has risen from $14.50 to $15.62.分析記事 • May 10
Energy Recovery, Inc.'s (NASDAQ:ERII) 25% Cheaper Price Remains In Tune With Earnings
Energy Recovery, Inc. ( NASDAQ:ERII ) shareholders that were waiting for something to happen have been dealt a blow...分析記事 • May 09
Investors Will Want Energy Recovery's (NASDAQ:ERII) Growth In ROCE To Persist
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Mar 25
Here's Why We Think Energy Recovery (NASDAQ:ERII) Is Well Worth Watching
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Mar 05
We Think Energy Recovery's (NASDAQ:ERII) Healthy Earnings Might Be Conservative
Energy Recovery, Inc.'s ( NASDAQ:ERII ) recent earnings report didn't offer any surprises, with the shares unchanged...Seeking Alpha • Feb 28
Energy Recovery Growth Pipeline Advances Slowly, Warrants A Small Position
Summary Energy Recovery, Inc. presents an attractive opportunity for a small initial position based on adjusted earnings yield versus growth perspectives and execution risk. ERII met full-year guidance with strong Q4 2024 results, crucial for generating yearly profits, because of the lumpy nature of desalination projects. The company projects moderate growth until 2027, with significant acceleration expected thereafter, driven by desalination, wastewater, and CO2 refrigeration segments. Valuation risks are compensated by reinvestment in new business lines, with potential high returns in a positive scenario and reasonable security from desalination earnings. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Energy Recovery: Riding Megatrends With Lowered Ambitions
Summary Energy Recovery leverages population growth, water scarcity, and environmental protection trends, with a strong market position in desalination and emerging opportunities in CO2 refrigeration and wastewater treatment. Despite past overpromises, Energy Recovery's new leadership aims to execute revised targets, focusing on market penetration and product iterations to drive growth. The company boasts a strong balance sheet, with over $100 million in net cash and a significant share repurchase program, enabling growth investments. Investment in Energy Recovery hinges on believing in sustained revenue growth, high profitability, and successful expansion into new verticals. Read the full article on Seeking Alpha分析記事 • Jan 11
Investors Still Waiting For A Pull Back In Energy Recovery, Inc. (NASDAQ:ERII)
With a price-to-earnings (or "P/E") ratio of 42.2x Energy Recovery, Inc. ( NASDAQ:ERII ) may be sending very bearish...株主還元
| ERII | US Machinery | US 市場 | |
|---|---|---|---|
| 7D | -3.0% | -2.1% | 0.1% |
| 1Y | -33.5% | 38.8% | 20.3% |
業界別リターン: ERII過去 1 年間で38.8 % の収益を上げたUS Machinery業界を下回りました。
リターン対市場: ERIIは、過去 1 年間で20.3 % のリターンを上げたUS市場を下回りました。
価格変動
| ERII volatility | |
|---|---|
| ERII Average Weekly Movement | 8.6% |
| Machinery Industry Average Movement | 6.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ERII 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ERIIの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1992 | 230 | Alex Buehler | www.energyrecovery.com |
は、子会社とともに、米国、北米、南米、中南米、中東、アフリカ北部、アジア、欧州において、エネルギー効率化技術ソリューションの設計、製造、販売を行っている。水部門と新興技術部門を通じて事業を展開している。高圧・低圧・超高圧交換機、AT・LPT油圧ターボチャージャー、海水・汽水淡水化、廃水処理などの水処理産業で使用される高圧供給・循環ポンプを提供している。また、二酸化炭素ベースの冷凍システムのエネルギー消費と運転コストを削減するPX G1300、スペアパーツ、修理、現場、試運転サービスも提供している。同社は、ERI、PX、PX Pressure Exchanger、Pressure Exchanger、Ultra High-Pressure PX、PX G1300、PX PowerTrain、PX G、AT、Aquaboldのブランドで、スーパーマーケットチェーン、冷蔵倉庫、冷凍システム設置業者やOEM、その他の産業ユーザー、および海水淡水化プラントのオーナーやオペレーターからなるアフターマーケットの顧客に製品を販売している。エネルギーリカバリー社は1992年に法人化され、カリフォルニア州サンリアンドロに本社を置いている。
Energy Recovery, Inc. 基礎のまとめ
| ERII 基礎統計学 | |
|---|---|
| 時価総額 | US$449.99m |
| 収益（TTM） | US$20.59m |
| 売上高(TTM) | US$136.63m |
21.9x
PER（株価収益率3.3x
P/SレシオERII は割高か？
公正価値と評価分析を参照収益と収入
| ERII 損益計算書（TTM） | |
|---|---|
| 収益 | US$136.63m |
| 売上原価 | US$48.82m |
| 売上総利益 | US$87.81m |
| その他の費用 | US$67.22m |
| 収益 | US$20.59m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.40 |
| グロス・マージン | 64.27% |
| 純利益率 | 15.07% |
| 有利子負債／自己資本比率 | 0% |
ERII の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/13 20:52 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Energy Recovery, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| J. Horwitz | Baird |
| Debra Coy | Brean Capital Historical (Janney Montgomery) |
| Ryan Pfingst | B. Riley Securities, Inc. |