Welcome to our dedicated page for Energy Recovery SEC filings (Ticker: ERII), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Energy Recovery filings document the public-company record for a manufacturer of pressure exchanger technology used in water and industrial infrastructure. Form 8-K reports cover quarterly and annual operating results, earnings releases, capital actions such as share repurchase authorization, restructuring and impairment disclosures, and executive succession matters.
Proxy materials describe board elections, executive compensation, equity awards, shareholder voting items, and governance practices. The filings also frame capital-structure and operating disclosures around common stock, segment activity in Water and Emerging Technologies, product mix, contracted-project timing, manufacturing costs, and tariff exposure.
Ameriprise Financial, Inc. and related Ameriprise entities report beneficial ownership of Energy Recovery, Inc. common stock on a Schedule 13G/A (Amendment No. 5). Ameriprise Financial, Inc. has shared voting power over 678,251 shares and shared dispositive power over 679,236 shares, representing 1.3% of the common stock.
The filing states that Ameriprise, as parent of the other Ameriprise entities, may be deemed to beneficially own the shares reported by those entities, while each Ameriprise entity disclaims beneficial ownership. The group reports ownership of 5 percent or less of the class.
Energy Recovery, Inc. reported Q2 2026 revenue of $ 11,996 (in thousands), down 57% from Q2 2025, and first-half 2026 revenue of $ 21,702 (in thousands), down 40%. The decline was driven mainly by much lower megaproject shipments and softer wastewater OEM demand, particularly in Asia.
Q2 gross margin improved to 74.7% on channel mix and lower indirect manufacturing costs, but first-half gross margin fell to 53.7% after a $ 1,632 (in thousands) inventory reserve tied to winding down the CO2 retail grocery business. The company posted a Q2 net loss of $ ( 3,198 ) (in thousands), compared with net income of $ 2,054 (in thousands) in Q2 2025, and a first-half net loss of $ ( 15,449 ) (in thousands) versus $ ( 7,826 ) (in thousands) a year earlier.
At June 30, 2026, cash and cash equivalents were $ 61,438 (in thousands) and short- and long-term investments were $ 36,636 (in thousands), with no revolving loans outstanding under a $ 50.0 million credit line. The company repurchased 1,949,753 shares for $ 20,679 (in thousands) in the first half and is now organized around Desalination and Wastewater after exiting the CO2 retail grocery business.
Energy Recovery, Inc. reported significantly weaker results for the quarter ended June 30, 2026. Revenue was $12.0 million, down 57% from $28.1 million, with the company attributing the decline primarily to the war in Iran. Gross margin improved to 74.7% from 64.0%, and operating expenses fell 10% to $14.8 million, but the company swung to a loss from operations of $5.9 million versus $1.5 million of income a year earlier. Net loss was $3.2 million, or $0.06 per share, compared with net income of $2.1 million, or $0.04 per share.
For the first six months of 2026, revenue was $21.7 million versus $36.1 million and net loss widened to $15.4 million from $7.8 million. Adjusted EBITDA turned to a loss of $2.6 million in Q2 from $4.4 million, and to a $9.7 million loss year‑to‑date. Despite the earnings deterioration, cash and investments totaled $98.1 million, and operating activities provided $16.3 million of cash in Q2 and $37.3 million year‑to‑date, supporting free cash flow of $15.4 million in the quarter.
Energy Recovery, Inc. SVP, Water Rodney Clemente reported transactions in company common stock. On July 28, 2026, he sold 5,387 shares at $8.56 per share in an open-market or private transaction pursuant to a Rule 10b5-1 trading plan. On July 27, 2026, 2,320 shares were disposed of at $8.42 per share to satisfy tax obligations through share withholding upon vesting under Rule 16b-3(e).
Energy Recovery, Inc. Chief Legal Officer William Yeung reported selling 2,048 shares of common stock on July 28, 2026 at $8.56 per share in an open-market or private transaction effected under a Rule 10b5-1 trading plan. On July 27, 2026, 2,828 shares were disposed of at $8.42 per share to satisfy tax obligations by withholding securities upon vesting under Rule 16b-3(e). Yeung also reports 5,568 shares of common stock held indirectly through his spouse.
Mitchell John Joseph reported acquisition or exercise transactions in this Form 4 filing.
Energy Recovery, Inc. director John Joseph Mitchell received a grant of 16,797 restricted stock units of common stock on July 9, 2026. The award has a grant price of $0.0000 per share and will fully vest at the 2027 Annual Meeting, anticipated on or around June 3, 2027. Following this award, his reported direct holdings total 16,797 shares.
Energy Recovery, Inc. lists Mitchell John Joseph as a reporting person on a Form 3, identifying him as a director, not an officer and not a 10% owner. The report shows no non-derivative or derivative holdings, and no buy, sell, or other insider transactions.
Amundi and Amundi Asset Management, organized under the laws of France, report their beneficial ownership in Energy Recovery, Inc. common stock. They beneficially own 4,003,535 shares, representing 7.77% of the outstanding common stock.
They report shared power to vote 2,490,484 shares and shared power to dispose of 4,003,535 shares, with no sole voting or dispositive power. The filing identifies Amundi Asset Management and KBI Global Investors entities as relevant subsidiaries.