Energy Recovery, Inc.

NasdaqGS:ERII 株式レポート

時価総額：US$433.0m

Energy Recovery 将来の成長

Future 基準チェック /16

Energy Recoveryの収益は年間0.4%で減少すると予測されていますが、年間利益は年間16.6%で増加すると予想されています。EPS は年間17.1%で増加すると予想されています。

主要情報

16.6%

収益成長率

17.10%

EPS成長率

Machinery 収益成長16.4%
収益成長率-0.4%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日22 May 2026

今後の成長に関する最新情報

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 Alpha
Seeking 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...

業績と収益の成長予測

NasdaqGS:ERII - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202814430N/AN/A1
12/31/20271201812184
12/31/202693-215263
3/31/2026137212729N/A
12/31/2025135231719N/A
9/30/2025135202021N/A
6/30/2025142242021N/A
3/31/2025141212425N/A
12/31/2024145231921N/A
9/30/2024135192325N/A
6/30/2024134213336N/A
3/31/2024127202124N/A
12/31/2023128222326N/A
9/30/2023113151619N/A
6/30/202310711710N/A
3/31/2023106102023N/A
12/31/202212624813N/A
9/30/202211716813N/A
6/30/20221071239N/A
3/31/202210815412N/A
12/31/202110414714N/A
9/30/20219712814N/A
6/30/2021103172429N/A
3/31/2021126331723N/A
12/31/2020119261017N/A
9/30/202011222715N/A
6/30/202011022-25N/A
3/31/2020899-25N/A
12/31/20198711N/A5N/A
9/30/20198514N/A-2N/A
6/30/20198313N/A9N/A
3/31/20198125N/A8N/A
12/31/20187522N/A8N/A
9/30/20188033N/A15N/A
6/30/20187532N/A7N/A
3/31/20186817N/A1N/A
12/31/20176918N/A3N/A
9/30/2017638N/A0N/A
6/30/2017594N/A-2N/A
3/31/2017583N/A0N/A
12/31/2016584N/A5N/A
9/30/201653-2N/A79N/A
6/30/201653-2N/A78N/A
3/31/201650-5N/A70N/A
12/31/201545-12N/A69N/A
9/30/201543-17N/A-11N/A

アナリストによる今後の成長予測

収入対貯蓄率: ERIIの予測収益成長率 (年間16.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ERIIの収益 ( 16.6% ) US市場 ( 17% ) よりも低い成長が予測されています。

高成長収益: ERIIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ERIIの収益は今後 3 年間で減少すると予想されています (年間-0.4% )。

高い収益成長: ERIIの収益は今後 3 年間で減少すると予測されています (年間-0.4% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ERIIの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/29 00:50
終値2026/07/29 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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. HorwitzBaird
Debra CoyBrean Capital Historical (Janney Montgomery)
Ryan PfingstB. Riley Securities, Inc.