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ENERGY RECOVERY INC (ERII)

Industrials · Water treatment equipment and energy recovery systems · NASDAQ

Energy Recovery manufactures pressure exchanger technology that slashes energy consumption in global desalination and water treatment infrastructure while expanding into adjacent industrial fluid-handling applications.

What ENERGY RECOVERY INC does

Energy Recovery designs and manufactures pressure exchanger technology that recovers and transfers pressure energy in critical infrastructure processes, primarily serving the desalination and water treatment industries. The company's flagship PX Pressure Exchanger reduces energy consumption by up to 60% in seawater reverse osmosis (SWRO) desalination facilities and operates at up to 98% efficiency with minimal maintenance. Leveraging over 30 years of leadership in desalination, the company has expanded its pressure exchanger technology platform to serve emerging applications in wastewater treatment, CO2 refrigeration, and other industrial processes using pressurized fluids.

Themes: Water desalination, Water treatment / wastewater, Energy efficiency / energy recovery, Sustainable infrastructure, Industrial process optimization

Fundamentals

  • Price$7.90 as of 2026-08-21 close
  • Market cap$403M as of 2026-08-21
  • 1-year return-44.3% 2025-08-21 close $14.19 → 2026-08-21 close $7.90
  • P/E18.84 as of 2026-08-24
  • Net margin+15.1% as of 2026-08-24
  • Gross margin+64.3% as of 2026-08-24
  • ROE+10.9% as of 2026-08-24
  • Debt / equity0.00 as of 2026-08-24
  • Revenue growth (YoY)-3.0% as of 2026-08-24
  • Revenue CAGR (3y)+2.4% SEC XBRL
  • Beta0.90 as of 2026-08-24
  • Last reported earnings2026-08-05 SEC EDGAR Form 8-K (Item 2.02)

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How ERII compares in its sector

  • price-to-earnings ratiobottom 25% 357 covered Industrials peers, as of 2026-08-24
  • net profit margintop 25% 457 covered Industrials peers, as of 2026-08-24
  • operating margintop 25% 457 covered Industrials peers, as of 2026-08-24
  • gross margintop 10% 455 covered Industrials peers, as of 2026-08-24
  • return on equitymiddle range 460 covered Industrials peers, as of 2026-08-24
  • 3-year revenue CAGRmiddle range 426 covered Industrials peers
  • free cash flow (absolute dollars, latest fiscal year)middle range 414 covered Industrials peers, as of FY2025

Position among covered Industrials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.

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How ENERGY RECOVERY INC looks technically

ENERGY RECOVERY INC (ERII) is trading 31.3% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 115 trading days ago — a "death cross", a bearish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 15, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 42, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 10 trading days ago (its momentum flipped negative). It made a new 20-day low about 9 trading days ago. It is 56.9% below its highest point of the past year.

Trend

7
Distance from the 200-dayit is trading 31.3% below its 200-day average, the long-term trend line — a long-term downtrend-31.3%
50-day moving averageits average price over the last 50 trading days — a short-term trend line — is $8.53$8.53
200-day moving averageits average price over the last 200 trading days — the long-term trend line — is $11.50$11.50
Swing structureits recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swingsmixed — one of the two is not confirming
Last swing turnits last significant turn was a swing low 8 calendar days ago — the swings before that are what the structure reading is measured on8 sessions
Since the 50/200 crossits 50-day average crossed below its 200-day average about 115 trading days ago — a "death cross", a bearish long-term signal115 sessions
Trend strength (14-day ADX)there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 15, below the 25 that marks a real trend)15.0

Momentum

3
14-day RSImomentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 42, neither overbought (above 70) nor oversold (below 30)42.3
Position in its 14-day rangeit is trading in the lower half of its 14-day range ($7.51 to $9.34) — its "stochastic" reading is 21 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions.21.3
Since the MACD crossed zeroMACD, a trend-momentum gauge, turned bearish about 10 trading days ago (its momentum flipped negative)10 sessions

Range

12
52-week highits highest closing price over the past year (about 252 trading days) was $18.32$18.32
From the 52-week highit is 56.9% below its 52-week high (its highest price of the past year)-56.9%
Above the 52-week lowit is 5.2% above its 52-week low (its lowest price of the past year)+5.2%
Below the 52-week highit is 56.9% below its highest point of the past year56.9%
Since a 20-day breakoutit made a new 20-day low about 9 trading days ago9 sessions
Since a 55-day breakoutit made a new 55-day low about 9 trading days ago9 sessions
All-time highits highest closing price on record is $30.76 (set on 2023-07-19)$30.76
Given back of the 52-week moveover the past year its closes ranged ($7.72 to $18.11), and it has recovered essentially none of its fall from last year’s high — 2% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $14.14 to $14.47. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast.1.7%
From the all-time highit is 74.3% below its all-time high-74.3%
Nearest price levelit is trading 17.8% below a resistance level at $9.31 — a price it turned at three times since 2026-03-20, most recently on 2026-08-05. Since 2024-08-21 it has 0 such levels below the current price and 13 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go.+17.8%
All-time lowits lowest closing price on record is $1.95 (set on 2012-04-12)$1.95
Above the all-time lowit is 305.1% above its all-time low+305.1%

Volatility

5
Band width vs its own 6 monthsday-to-day price swings are about average versus its own recent 6-month history70th percentile
Typical daily rangein a typical session it travels about $0.3595 between its high and its low — about 4.6% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was$0.3595
Bollinger bands (20-day, ±2σ)most of its recent trading has stayed between about $7.43 and $9.14 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles$7.43 – $8.28 – $9.14
Typical daily range (% of price)its price moves about 4.6% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price4.5%
Stretch from the 200-day averageit is trading 10.0 daily ranges below its 200-day average price (31.3% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale10.0 daily ranges below its 200-day average

Volume

1
Volume vs its 30-day averagetrading volume is about normal versus its 30-day average0.56×

Analyst

2
Change in the average price targetanalysts' average price target is unchanged from the prior reading0.0%
Change in the consensus ratingthe analyst consensus rating is unchanged since the prior readingunchanged

Candlestick patterns

2
Since a hammer1 session ago, after a stretch of decline, it sold off hard during the session and then closed back near its high — a "hammer", the long lower wick showing the drop was bought back before the close1 session ago
Since a bullish engulfing6 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it6 sessions ago

Price gaps

2
Gap at the openit opened on 2026-08-21 0.9% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close+0.9%
Gap filleda 5.7% gap down opened on 2026-08-06 has been "filled" 10 sessions ago — price traded back through the level the gap left behind, and it took 1 session to close10 sessions ago

Price streaks

1
Closing streakit closed higher in its latest session, after a session that did not close higher — a single up day rather than a run1 session up

Relative strength

4
vs market, 1 monthover the past 1 month this stock lagged the market by 10.7 percentage points (the stock lost 8.4% while the market gained 2.3%)-10.7%
vs market, 3 monthsover the past 3 months this stock lagged the market by 11.4 percentage points (the stock lost 8.4% while the market gained 3.1%)-11.4%
vs market, 6 monthsover the past 6 months this stock lagged the market by 62.4 percentage points (the stock lost 51.4% while the market gained 11.1%)-62.4%
vs market, 12 monthsover the past 12 months this stock lagged the market by 64.8 percentage points (the stock lost 44.3% while the market gained 20.5%)-64.8%

Signal agreement

2
Bullish technical signals0 of the 9 technical signals we can compute for it are currently in a bullish state — these describe past price behaviour, not a forecast0 of 9
Bearish technical signals5 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, MACD momentum is negative, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast5 of 9

Trend (Ichimoku cloud)

1
Vs the Ichimoku cloudtrading 10% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thick, spanning 12.3% of the share price, which is taken to mean a barrier that has held for a while and takes effort to cross.-10.3%

Volume-weighted price

2
Vs this year’s average price paidthe price is 19% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $9.80 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP.-19.4%
Vs the average paid since it last reportedthe price is 3% below the average price paid since it last reported on 2026-08-05 (its 10-Q), so the typical buyer over that stretch is under water. That average is $8.14 — a volume-weighted average of daily closes over 13 sessions, not a true tick-by-tick VWAP.-2.9%

Price levels it has turned at before

ERII last closed at $7.90 on 2026-08-21. Since 2024-08-21 it has turned at 0 prices below its last close and 13 above; the 3 nearest above are listed, nearest first.

LevelSideDistanceEvidence
$9.31Resistance17.8% above the last closeturned there three times · 2026-03-20 to 2026-08-05
$11.54Resistance46.0% above the last closeturned there three times · 2026-03-09 to 2026-04-27
$11.80Resistance49.4% above the last closeturned there twice · 2025-06-23 to 2026-05-06

A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.

Wave structure

No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.

Read from daily closes as of 2026-08-21.

An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.

Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.

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Analyst consensus

  • Consensus ratingBuy (2.50 mean, 1=Strong Buy…5=Strong Sell) — 3 analysts
  • Mean price target$9.33 range $8.00 – $12.00; median $8.00

Analyst estimates, as of 2026-08-19. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.

Analyst EPS estimate for ERII

  • Consensus EPS estimate$0.01 next reporting period, as of 2026-08-19

Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.

The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.

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Key risks (from latest filing)

["Revenue decline (YoY growth of -3.05%) and recent decision to wind down CO2 retail grocery business segment indicate market headwinds and strategic adjustments","Exposure to capital-intensive infrastructure projects with potential timing delays in customer payments and project revenue recognition","Dependence on exports with sales outside the U.S. representing a significant portion of revenue, creating foreign exchange and geopolitical exposure"]

See ERII's biggest risks from its latest 10-Q →

What changed in the latest 10-Q

AI-assisted comparison of ERII's 10-Q filed 2026-05-06 against the prior one filed 2025-11-05.

Management's Discussion & Analysis (MD&A)

  • Added:
    • Newer filing (2026-05-06) adds: 'During the three months ended March 31, 2026, we changed the composition of our reportable segments to better reflect how the CODM manages the business. As a part of this change, the Water segment was separated into two segments, the Desalination segment and the Wastewater segment. Prior periods have been recast to conform to the current year presentation.'
    • Newer filing (2026-05-06) adds detailed revenue tables by channel for Q1 2026 vs Q1 2025 with OEM, Aftermarket, and Megaproject channel breakdowns.
    • Newer filing (2026-05-06) adds revenue geographical breakdown table showing Desalination, Wastewater, and Emerging Technologies segments separately for Middle East, Africa, and Other regions.
    • Newer filing (2026-05-06) adds detailed explanations of revenue changes by channel and geography for the three months ended March 31, 2026.
    • Newer filing (2026-05-06) adds gross profit and gross margin discussion including mention of '$1.6 million of restructuring charges booked to inventory associated with the wind down of the CO2 retail grocery business'.
  • Removed:
    • Older filing (2025-11-05) contains reference to 'PX G1300® for use in the CO2 market' in Overview section, which is removed in newer filing.
    • Older filing (2025-11-05) states segments consist of 'water and emerging technologies segments'; newer filing (2026-05-06) states 'desalination, wastewater and emerging technologies segments'.
    • Older filing (2025-11-05) includes detailed definitions of Megaproject (MPD), Original Equipment Manufacturer (OEM), and Aftermarket (AM) channels with explanatory text, which is not present in newer filing's channel discussion.
    • Older filing (2025-11-05) contains revenue tables and geographical data for three and nine months ended September 30, 2025/2024; newer filing contains data for three months ended March 31, 2026/2025.
  • Reworded:
    • Revenue contract timeline description: Older filing states 'between 16 to 36 months from contract date'; Newer filing states 'up to 36 months from contract date'.
    • Segment structure description: Older filing describes 'water and emerging technologies segments'; Newer filing describes 'desalination, wastewater and emerging technologies segments'.
    • Geographic market organization: Older filing groups regions as 'Middle East and Africa', 'Asia', 'Europe', 'Americas'; Newer filing presents separate rows for 'Middle East', 'Africa', and 'Other'.
  • Notes:
    • The newer and older filings report different fiscal periods (Q1 2026 vs Q3 2025), making direct comparisons of financial metrics not directly comparable.
    • The segment restructuring (Water split into Desalination and Wastewater) is stated as effective in Q1 2026 with prior periods recast, but the older filing represents the pre-recast structure.
    • The newer filing text appears truncated at the Operating Expenses section, limiting full comparison of that section.

Risk Factors

  • Added:
    • Added to forward-looking statements list in newer filing (2026-05-06): reference to 'short and/or long-term investments' (previously only listed 'short and/or long-term investments' in same context)
  • Removed:
    • Removed from forward-looking statements in newer filing (2026-05-06): statement 'our belief that our PX G1300™ can contribute to help make CO2-based refrigeration more economically viable in a broader range of climates' (present in older filing filed 2025-11-05)
  • Reworded:
    • Date reference changed from 'November 5, 2025' in older filing (2025-11-05) to 'May 6, 2026' in newer filing (2026-05-06)
    • Period covered changed from 'three and nine months ended September 30, 2025' in older filing to 'three months ended March 31, 2026' in newer filing (2026-05-06)
    • Quarterly report period identifier changed from 'Q3'2025' in older filing to 'Q1'2026' in newer filing (2026-05-06)
    • Page number references changed: Risk Factors moved from page 36 in older filing (2025-11-05) to page 32 in newer filing (2026-05-06); subsequent item page numbers adjusted
  • Notes:
    • The provided sections are limited to forward-looking information and table of contents; the actual 'Item 1A Risk Factors' content is not fully presented in either text for detailed comparison
    • Balance sheet data is present but reflects different reporting periods (March 31, 2026 vs. September 30, 2025) making financial metric comparisons not directly comparable without adjustment for time period

AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.

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Insider activity (SEC Form 4)

1 open-market purchase and 3 open-market sales by insiders in the last 90 days.

  • Last 30 days0 buys · 2 sells ($63644) — 2 selling insiders
  • Last 90 days1 buy ($99267) · 3 sells ($193423) — 1 buying, 3 selling insiders
  • Last 180 days2 buys ($266107) · 6 sells ($2M) — 2 buying, 4 selling insiders

Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)

Most recent open-market transaction: 2026-07-28. As of 2026-08-24.

View full insider trading history → View SEC Form 3/4/5 filings

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Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.

Institutional ownership (13F)

5 institutional 13F filers reported holding ERII as of 2026-03-31 (quarter-end position, filed within 45 days).

  • Distinct 13F filers 5
  • Reported shares held 8,741,455
  • Reported value $88,026,455

reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 4 increased, 1 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".

Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.

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Short interest (FINRA)

ERII had 2,774,253 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).

ERII had 5.43% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 3.56 days to cover at the same settlement.

  • Reported short interest (shares) 2,774,253
  • Short interest (% of shares outstanding) 5.43%
  • Prior settlement (shares) 2,712,281
  • Reported change 2.28%
  • Days to cover (reported) 3.56

Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.

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Competitors & peers

AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.

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Frequently asked questions

What does ENERGY RECOVERY INC (ERII) do?

Energy Recovery designs and manufactures pressure exchanger technology that recovers and transfers pressure energy in critical infrastructure processes, primarily serving the desalination and water treatment industries. The company's flagship PX Pressure Exchanger reduces energy consumption by up to 60% in seawater reverse osmosis (SWRO) desalination facilities and operates at up to 98% efficiency with minimal maintenance.

What sector is ENERGY RECOVERY INC (ERII) in?

ENERGY RECOVERY INC (ERII) is classified in the Industrials sector. Its industry is Water treatment equipment and energy recovery systems. It trades on NASDAQ.

Who are ENERGY RECOVERY INC's (ERII) competitors?

Notable peers of ENERGY RECOVERY INC (ERII) include Pentair (PNR) - water treatment and industrial fluid handling, Flowserve Corporation (FSI) - industrial pumps and energy recovery, ITT Inc. (ITT) - water and wastewater treatment solutions, Xylem Inc. (XYL) - water technology and infrastructure and Veolia (VIE) - water and environmental services. This peer set is informational only — not financial advice.

Is ENERGY RECOVERY INC (ERII) overbought or oversold right now?

ENERGY RECOVERY INC (ERII) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 42, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.

Where does stocks-llm's data on ERII come from?

Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.

Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-08-21.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.

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