Equity Profile

BMI

Badger Meter, Inc.

Information TechnologyElectronic Equipment & Instruments$3.8B

Jul22Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Badger Meter, Inc. is a technology company that specializes in electronic equipment and instruments, primarily focusing on water flow measurement and control solutions....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.20

Revenue Growth

Revenue growth is crucial for understanding market demand and the company's ability to expand its customer base.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

BMI Q2-2026 Earnings Preview

Context

Company Snapshot

Badger Meter, Inc. is a technology company that specializes in electronic equipment and instruments, primarily focusing on water flow measurement and control solutions. As a player in the Information Technology sector, it is positioned to benefit from trends in smart water management and sustainability initiatives.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+3.51%

Avg Stock Reaction

-6.61%

Last Quarter Recap

In Q1 2026, Badger Meter reported an EPS of $0.93, missing estimates by 22.76%. The stock reacted negatively, dropping 24.13% the following day.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to innovation in water management solutions.
Plans to enhance customer engagement and service.

Expectations

Wall Street Expectations

Investors are cautious ahead of the earnings report, especially after a significant miss last quarter. The market is looking for signs of recovery in profitability and revenue.

Bull Case

If Badger Meter can exceed EPS expectations and show strong revenue growth, it could signal a turnaround and restore investor confidence.

Bear Case

A continuation of poor performance or lack of clear guidance could lead to further declines in stock price, especially given the recent history of earnings misses.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.20

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue Growth

N/A

Revenue growth is crucial for understanding market demand and the company's ability to expand its customer base.

Gross Margin

N/A

Gross margin reflects the efficiency of production and pricing strategy, which is vital for maintaining profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $1.20, and what factors contributed to the previous miss?

This will indicate whether the company is on a recovery path and if management has addressed prior operational issues.

What is the outlook for revenue growth in the upcoming quarters?

Revenue growth is essential for long-term sustainability and will be closely monitored by investors looking for signs of market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Badger Meter's potential for recovery, especially given its historical ability to bounce back from earnings misses.

Supporting Evidence

The company has a track record of 75% EPS beat rate historically, indicating potential for positive surprises.

Options pricing suggests a lower expected move than historical averages, indicating complacency in the market.

Management's focus on innovation and operational efficiency could lead to unexpected positive results.

Key Risk

If the company can demonstrate strong revenue growth or improved margins, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Badger Meter can recover from its recent earnings miss and show signs of growth.

Bull Confirmed If

An EPS of $1.20 or higher with positive commentary on revenue growth would confirm the bull case.

Bear Confirmed If

An EPS below $0.93 or lack of guidance on revenue growth would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±5.5%

Historical Avg

±9.7%

Pricing cheap

The options market is pricing in a modest move, suggesting that investors are uncertain but not expecting extreme volatility.

Options are pricing ±5.5% while BMI has averaged ±9.7% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.5%

30d HV

88.5%

Calls (2K)P/C Ratio: 0.33Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Badger Meter beats expectations, history suggests a potential stock increase of around 9.64%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors assess management's commentary.

Miss

A miss could lead to a decline of approximately 17.57%, reflecting ongoing concerns about the company's performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational improvements and cost management strategies.
2Details on new product launches or innovations in water management technology.
3Insights into customer demand and market trends affecting revenue.
4Management's outlook on future quarters and any changes in guidance.
5Responses to analyst questions regarding the previous earnings miss.

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Company Snapshot

Badger Meter, Inc. is a technology company that specializes in electronic equipment and instruments, primarily focusing on water flow measurement and control solutions....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.20

Revenue Growth

Revenue growth is crucial for understanding market demand and the company's ability to expand its customer base.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

BMI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+3.51%

Avg Stock Reaction

-6.61%

Last Quarter Recap

In Q1 2026, Badger Meter reported an EPS of $0.93, missing estimates by 22.76%. The stock reacted negatively, dropping 24.13% the following day.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to innovation in water management solutions.
Plans to enhance customer engagement and service.

Expectations

Wall Street Expectations

Investors are cautious ahead of the earnings report, especially after a significant miss last quarter. The market is looking for signs of recovery in profitability and revenue.

Bull Case

If Badger Meter can exceed EPS expectations and show strong revenue growth, it could signal a turnaround and restore investor confidence.

Bear Case

A continuation of poor performance or lack of clear guidance could lead to further declines in stock price, especially given the recent history of earnings misses.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.20

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue Growth

N/A

Revenue growth is crucial for understanding market demand and the company's ability to expand its customer base.

Gross Margin

N/A

Gross margin reflects the efficiency of production and pricing strategy, which is vital for maintaining profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $1.20, and what factors contributed to the previous miss?

This will indicate whether the company is on a recovery path and if management has addressed prior operational issues.

What is the outlook for revenue growth in the upcoming quarters?

Revenue growth is essential for long-term sustainability and will be closely monitored by investors looking for signs of market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Badger Meter's potential for recovery, especially given its historical ability to bounce back from earnings misses.

Supporting Evidence

The company has a track record of 75% EPS beat rate historically, indicating potential for positive surprises.

Options pricing suggests a lower expected move than historical averages, indicating complacency in the market.

Management's focus on innovation and operational efficiency could lead to unexpected positive results.

Key Risk

If the company can demonstrate strong revenue growth or improved margins, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Badger Meter can recover from its recent earnings miss and show signs of growth.

Bull Confirmed If

An EPS of $1.20 or higher with positive commentary on revenue growth would confirm the bull case.

Bear Confirmed If

An EPS below $0.93 or lack of guidance on revenue growth would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±5.5%

Historical Avg

±9.7%

Pricing cheap

The options market is pricing in a modest move, suggesting that investors are uncertain but not expecting extreme volatility.

Options are pricing ±5.5% while BMI has averaged ±9.7% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.5%

30d HV

88.5%

Calls (2K)P/C Ratio: 0.33Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Badger Meter beats expectations, history suggests a potential stock increase of around 9.64%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors assess management's commentary.

Miss

A miss could lead to a decline of approximately 17.57%, reflecting ongoing concerns about the company's performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational improvements and cost management strategies.
2Details on new product launches or innovations in water management technology.
3Insights into customer demand and market trends affecting revenue.
4Management's outlook on future quarters and any changes in guidance.
5Responses to analyst questions regarding the previous earnings miss.