Event-Driven Stocks

Energy Recovery, Inc.

ERII

Other · Large accelerated filer · SEC filings ↗ · Compare ⊕

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Signs5 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$135.0M$144.9M$128.3M$125.6M$103.9M$119.0M
Operating income$23.9M$19.7M$19.1M$24.8M$13.8M$31.3M
Net income$23.0M$23.1M$21.5M$24.0M$14.3M$26.4M
Total assets$231.5M$242.8M$253.0M$217.0M$213.7M$204.3M
Total liabilities$25.3M$32.8M$33.2M$31.7M$34.9M$32.7M
Equity$206.2M$210.0M$219.8M$185.3M$178.8M$171.6M
EPS (diluted)$0.42$0.40$0.37$0.42$0.24$0.47
Shares out.55.0M57.1M56.3M56.8M57.1M55.5M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
17.7%
Net margin
17.0%
Return on equity
11.1%
Return on assets
9.9%
Return on capital (ROCE)
11.2%
Liabilities / assets
10.9%
Debt / equity
0.12×
Book value / share
$3.75
Revenue growth (YoY)
−6.9%
Net income growth (YoY)
−0.4%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
15.70safe
Accruals / assets
1.8%clean
Beneish M-Score
-2.23normal
Piotroski F-Score
7/9strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
67
/ 100
Profitability 100Growth 0Catalyst 67Earnings quality 67Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

1 warning5 good
  • Revenue declined year-over-year
  • Operating margin is positive
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
5 acquisitions7 disposals1 open-market buy(s)net 52,190 shares · last 12
InsiderDateTypeSharesPrice
Tondreau Pamela L.DirectorMay 13, 2026Buy20,000$8.34
Hanstveit ArveDirectorApr 6, 2026Sell2,419$10.29
Hanstveit ArveDirectorApr 2, 2026Sell165,292$10.14
Hanstveit ArveDirectorMar 10, 2026Sell25,000$10.96
Hanstveit ArveDirectorMar 5, 2026Sell38,418$10.71
Clemente RodneyOfficer — SVP, WaterMar 4, 2026Sell20,568$10.61
Ramanan NatarajanOfficer — Chief Technology OfficerMar 5, 2026Sell272$10.57
Ramanan NatarajanOfficer — Chief Technology OfficerMar 3, 2026Tax withholding2,724$10.22
Mancini Michael S.Officer — Chief Financial OfficerFeb 17, 2026Grant45,626$0.00
Moon David WOfficer — President and CEOFeb 17, 2026Grant81,812$0.00
Yeung WilliamOfficer — Chief Legal OfficerFeb 17, 2026Grant25,959$0.00
Ramanan NatarajanOfficer — Chief Technology OfficerFeb 17, 2026Grant29,106$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20261.9M1.0+9.9%
Apr 30, 20261.7M1.7-16.4%
Apr 15, 20262.1M3.0-2.5%
Mar 31, 20262.1M2.4+35.8%
Mar 13, 20261.6M1.5+8.2%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

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