Information Technology·Electronic Equipment & Instruments·$3.6B
Badger Meter Inc (BMI) operates in the Information Technology sector, focusing on electronic equipment and instruments. The company is known for its innovative solutions in flow measurement and control, which are essential for various industries, including water and energy management.
Earnings Per Share (EPS)
EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue Growth
Revenue growth reflects the company's ability to expand its business and capture market share, which is crucial for investor confidence.
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EPS Beat Streak
0Q
EPS Beat Rate
75%
Avg EPS Surprise
+3.51%
Avg Stock Reaction
-6.61%
In Q1 2026, Badger Meter reported an EPS of $0.93, which was significantly below the expected $1.20, leading to a sharp decline in stock price. The company has not provided specific revenue figures, making it challenging to assess overall performance.
Management Promises & Guidance
Investors are cautious ahead of the upcoming earnings report, especially after the significant EPS miss last quarter. There is uncertainty regarding revenue and overall performance.
Bull Case
If Badger Meter can exceed EPS expectations and demonstrate strong revenue growth, it could restore investor confidence and lead to a positive stock reaction.
Bear Case
Conversely, another earnings miss or weak guidance could further erode investor trust and lead to a substantial decline in the stock price.
Earnings Per Share (EPS)
N/AEPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue Growth
N/ARevenue growth reflects the company's ability to expand its business and capture market share, which is crucial for investor confidence.
Gross Margin
N/AGross margin indicates how efficiently the company produces its products and manages costs, impacting overall profitability.
The print will turn on these two things.
Q1
What will the EPS be for Q2-2026, and will it meet or exceed analyst expectations?
Given the significant miss last quarter, the market will closely scrutinize EPS to gauge the company's recovery and profitability.
Q2
What insights can management provide regarding revenue growth and future guidance?
Clear guidance on revenue growth is essential for investor confidence, especially after the lack of transparency in previous reports.
Why consensus could be wrong
The Street may underestimate Badger Meter's ability to rebound from last quarter's miss, as the company's focus on innovation could drive unexpected revenue growth.
Supporting Evidence
Badger Meter has a history of surprising the market with positive performance despite recent misses.
The company's investments in technology may yield better-than-expected results, particularly in niche markets.
Historical trends show that the stock has often reacted positively to unexpected earnings beats.
Key Risk
If the company reports an EPS significantly above $1.20, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The market is currently skeptical after last quarter's significant EPS miss, making this earnings report critical for shaping future expectations.
Bull Confirmed If
An EPS of $1.20 or higher, along with positive revenue growth, would confirm a bullish outlook.
Bear Confirmed If
An EPS below $0.90, combined with weak revenue guidance, would solidify a bearish perspective.
Implied Move
±N/A
There is currently no options market data available to gauge investor sentiment.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Badger Meter beats EPS expectations and raises guidance, history suggests a potential stock increase of around 9.64% based on past performance.
In-Line / Cautious
If results are in line with expectations but lack strong guidance, the stock may experience a muted reaction, reflecting ongoing investor caution.
Miss
A miss on EPS could lead to a decline of approximately 17.57%, as seen in previous quarters.
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MEDPACE HLDGS INC
Jul 20, 2026