Key Takeaways Accelerating global water scarcity and industrial demand may drive revenues and earnings far above current expectations due to fast-tracked projects and broader PX adoption. Strong pricing power, ESG alignment, and aggressive share buybacks position the company for substantial margin growth and rising shareholder returns.Read more
Key Takeaways Accelerating renewable energy adoption and stricter water-use regulations threaten demand for large-scale desalination, pressuring top-line growth. Over-reliance on a narrow product line and major customers heightens risk from technological shifts, industry commoditization, and changing project priorities.Read more
Key Takeaways Strong positioning in desalination and industrial wastewater, driven by global trends and innovation, supports long-term revenue growth and margin expansion. Diversification into industrial and refrigeration sectors enhances earnings stability and aligns with decarbonization, creating new growth and operational efficiency opportunities.Read more
Energy Recovery, Inc., together with its subsidiaries, designs, manufactures, and sells energy efficiency technology solutions in the United States, North, South and Latin America, the Middle East, Northern Africa, Asia, and Europe. It operates through Water and Emerging Technologies segments. The company offers high and low pressure, and ultra high-pressure exchangers; AT and LPT hydraulic turbochargers; and high-pressure feed and circulation pumps for use in water treatment industries, including seawater and brackish desalination, and wastewater treatment. It also provides PX G1300, which reduces energy consumption and operating costs of carbon dioxide-based refrigeration systems; and spare parts, as well as repair, field, and commissioning services. The company sells its products under the ERI, PX, PX Pressure Exchanger, Pressure Exchanger, Ultra High-Pressure PX, PX PowerTrain, PX G1300, PX G, AT, and Aquabold brands to supermarket chains, cold storage facilities, refrigeration system installers or OEMs, and other industrial users; and aftermarket customers consisting of desalination plant owners and operators. Energy Recovery, Inc. was incorporated in 1992 and is headquartered in San Leandro, California.
