ERII at a glance
Energy Recovery, Inc. (ERII, SEC CIK 1421517) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as July 29, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Energy Recovery, Inc. (ERII) reported revenue of $135.0 million (down 6.9% from FY2024) and net income of $23.0 million. Diluted EPS was $0.42.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Energy Recovery, Inc. (ERII) shares worth $164.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Clemente Rodney on July 28, 2026 of 5,387 shares at $8.56 per share.
- In the last 90 days, ERII insiders reported 0 open-market purchases ($0) and 2 open-market sales ($64K) on Form 4, a net sale of $64K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $135.0M
- −6.9% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$64K
- 13F holders
- 27 funds
- $164.8M · −2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $12.0M, down 57% YoY from $28.1M, driven by megaproject revenue down 82% to $2.7M
- Gross margin 74.7% vs 64.0% YoY, while gross profit fell to $9.0M from $18.0M
- Desalination strongest segment at $11.5M revenue vs Wastewater $0.5M, with Desalination operating expenses up 35.2%
- Six-month operating cash flow $37.3M vs $14.8M YoY; cash and equivalents $61.4M at June 30
- Management expects liquidity for at least 12 months; headwinds include lower volume, tariffs, product mix, and potential additional financing needs
Risk Factors
- Newly added Saudi Arabia manufacturing risk, triggered by facility development and expected 2027 operations
- Operational risk: commissioning delays, cost overruns, or production shortfalls could postpone customer deliveries and increase costs
- Regulatory risk: Saudi facility subject to local labor, tax, environmental, customs, sanctions, and export-control requirements
- Market risk: 2026 Iran conflict and Middle East tensions may delay desalination projects and reduce Water segment demand
- Financial risk: geopolitical escalation could increase input costs, interest rates, and future financing costs
AI summary of the ERII 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 and six-month results ended June 30, 2026 released August 5, 2026
- Exhibit 99.1 contains the earnings press release and detailed financial results
Item EX-99.1: Item EX-99.1
- Q2 revenue $12.0M, down 57%, driven by megaproject revenue declining 82% to $2.7M
- Gross margin 74.7% versus 64.0%, but operating loss $5.9M versus $1.5M income
Item 5.02: Departure/Appointment of Directors or Principal Officers
- John Mitchell appointed director on July 9, 2026, expanding the Board to six members
- Compensation and indemnification aligned with other non-employee directors, prorated for actual service
Item EX-99.1: Item EX-99.1
- John Mitchell appointed to Energy Recovery’s Board, adding senior technology, operations, and finance expertise
- Most recently led TE Connectivity’s Sensor Solutions business, spanning automotive, industrial, aerospace, and medical markets
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Exhibit 10.1 documents an employment offer for an interim President and Chief Executive Officer
- Interim CEO appointment signals executive leadership transition and potential near-term strategic uncertainty
AI summaries of ERII 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ERII
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- Fund moves. Which tracked funds opened, added or cut ERII, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Clemente Rodney | Sell | Jul 28, 2026 | 5,387 | $8.56 |
| Yeung William | Sell | Jul 28, 2026 | 2,048 | $8.56 |
| Clemente Rodney | F | Jul 27, 2026 | 2,320 | $8.42 |
| Yeung William | F | Jul 27, 2026 | 2,828 | $8.42 |
| Mitchell John Joseph | A | Jul 9, 2026 | 16,797 | - |
| BUEHLER ALEXANDER J | M | Jun 15, 2026 | 15,327 | $8.60 |
| BUEHLER ALEXANDER J | Sell | Jun 15, 2026 | 14,900 | $8.71 |
| Sabol Colin R | Buy | Jun 15, 2026 | 11,180 | $8.88 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $144.9M | $135.0M |
| Gross Profit | - | $96.9M | $87.9M |
| Operating Income | - | $19.7M | $23.9M |
| Net Income | - | $23.1M | $23.0M |
| Gross Margin | - | 66.9% | 65.1% |
| Op. Margin | - | 13.6% | 17.7% |
| Net Margin | - | 15.9% | 17.0% |
| Balance Sheet | |||
| Total Assets | $253.0M | $242.8M | $231.5M |
| Equity | - | $210.0M | $206.2M |
| ROE | - | 11.0% | 11.1% |
| Per Share | |||
| EPS | - | $0.40 | $0.42 |
| Cash Flow | |||
| Operating CF | - | $20.5M | $18.8M |
| CapEx | $2.6M | $1.3M | $1.3M |
Source: XBRL data in Energy Recovery, Inc. (ERII)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ERII share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $164.8M |
| Q1 2026 | 29 | $219.6M |
| Q4 2025 | 25 | $295.1M |
| Q3 2025 | 26 | $333.2M |
| Q2 2025 | 26 | $277.4M |
| Q1 2025 | 23 | $250.2M |
| Q4 2024 | 19 | $198.0M |
| Q3 2024 | 12 | $144.6M |
- Morgan Stanley+444.3K (+56%)
- JPMorgan Chase & Co+256.7K (+899%)
- BlackRock+253.3K (+4%)
- D.E. Shaw & Co+204.8K (+1473%)
- AQR Capital Management+204.5K (+351%)
- Ameriprise Financial−4.58M (-87%)
- FMR LLC (Fidelity)−236.0K (-94%)
- State Street Corp−147.1K (-8%)
- Vanguard Capital Management LLC−46.6K (-2%)
- Franklin Resources−4.9K (-25%)
- Allstate+31.2K
- Millennium Management−322.3K
- Renaissance Technologies LLC−144.3K
- Raymond James Financial−14.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 187 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ERII filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | May 28, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | Apr 8, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Mar 11, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
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ERII SEC filings: frequently asked questions
Are ERII insiders buying or selling?
In the last 90 days, Energy Recovery, Inc. (ERII) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $63,644 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ERII stock?
As of June 30, 2026, the largest Energy Recovery, Inc. (ERII) holders among the 13F filers tracked by SignalX were BlackRock ($57.2 million), Vanguard Capital Management LLC ($19.7 million), State Street Corp ($14.7 million), Vanguard Portfolio Management LLC ($11.4 million), Morgan Stanley ($11.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ERII's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Energy Recovery, Inc. (ERII) reported revenue of $135.0 million (down 6.9% from FY2024) and net income of $23.0 million. Diluted EPS was $0.42. The figures come from the XBRL data in the 10-K.
What did ERII report in its latest 8-K?
Energy Recovery, Inc. (ERII) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 and six-month results ended June 30, 2026 released August 5, 2026.
What are the latest ERII SEC filings?
Energy Recovery, Inc. (ERII) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on July 29, 2026.
What is ERII's SEC CIK number?
Energy Recovery, Inc. (ERII)'s SEC Central Index Key (CIK) is 1421517. EDGAR lists every ERII filing under that number.
Ask anything about ERII
The research agent reads ERII's filings, financials, insider trades and 13F holders, then answers with sources.