The miss and downward revision in near-term outlook may pressure shares despite the long-term strategic acquisition. Investors should monitor project pacing improvements in second half 2026 and integration of UDlive.
Price Chart
Executive Summary
Badger Meter reported Q1 2026 earnings with revenue of $202.3 million (down 9% YoY) and EPS of $0.93 (down 28% YoY), missing consensus estimates. The decline was attributed to project timing and weak short-cycle orders, though the company maintains long-term growth outlook and announced an acquisition of UDlive to expand its sewer monitoring capabilities.
Key Financial Metrics
Key Facts
- Q1 2026 revenue was $202.3 million, down 9% YoY from $222.2 million
- Diluted EPS was $0.93, down 28% YoY from $1.30
- Operating margin declined to 17.4% from 22.2% in the prior year
- Company missed consensus estimates of $1.22 EPS and $230.9M revenue
- Announced acquisition of UK-based UDlive to enhance sewer monitoring capabilities
Financial Impact
Revenue miss of $28.6 million and EPS miss of $0.29 compared to consensus
Risk Factors
- Continued project timing delays
- Weaker-than-expected short-cycle municipal orders
- Integration risks with UDlive acquisition
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-160389 |
| Document: bmi-20260417.htm | 0001193125-26-160389 |
| Document: 0001193125-26-160389-index-headers.html | 0001193125-26-160389 |
| Document: 0001193125-26-160389-index.html | 0001193125-26-160389 |
| Document: 0001193125-26-160389.txt | 0001193125-26-160389 |
| 8-K Data (Synthetic) | 0001193125-26-160389 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 3, 2026 8w ago | Institutional Cluster | $136.95 $135.47 | ▼ −1.08% | ▼ −2.32% | $128.05 (−6.50%) |
Jul 27, 2026 9w ago | Press Release | $134.58 $136.36 | ▼ −1.32% | ▲ +2.06% | $128.05 (+4.85%) |
Jul 22, 2026 10w ago | 8-K | $126.67 $130.94 | ▼ −3.37% | ▼ −0.47% | $128.05 (−1.09%) |
Jun 11, 2026 16w ago | 8-K | $130.52 $144.97 | ▲ +11.07% | ▲ +9.18% | $128.05 (−1.89%) |
May 21, 2026 19w ago | 8-K | $119.84 $135.32 | ▲ +12.91% | ▲ +12.58% | $128.05 (+6.85%) |
Apr 28, 2026 22w ago | 8-K | $117.47 $124.74 | ▲ +6.19% | ▲ +0.14% | $128.05 (+9.01%) |
Apr 21, 2026 23w ago | Insider Cluster | $120.89 $118.96 | ▼ −1.60% | ▼ −6.51% | $128.05 (+5.93%) |
Apr 21, 2026 23w ago | Insider Cluster | $120.89 $118.96 | ▼ −1.60% | ▼ −6.51% | $128.05 (+5.93%) |
Apr 21, 2026 23w ago | Insider Cluster | $120.89 $118.96 | ▼ −1.60% | ▼ −6.51% | $128.05 (+5.93%) |
Apr 17, 2026 24w ago | 8-K | $115.54 $117.54 | ▼ −1.73% | ▲ +3.64% | $128.05 (−10.83%) |
US Market Status
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