Equity Profile

BMI

Badger Meter, Inc.

Information TechnologyElectronic Equipment & Instruments$3.7B

Jul22Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Badger Meter, Inc. (BMI) operates in the Information Technology sector, focusing on electronic equipment and instruments....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and increase sales, crucial for long-term success.

N/A

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

BMI Q2-2026 Earnings Preview

Context

Company Snapshot

Badger Meter, Inc. (BMI) operates in the Information Technology sector, focusing on electronic equipment and instruments. The company is significant for its role in providing advanced metering solutions, which are increasingly important as industries seek to enhance efficiency and sustainability.

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, falling short of expectations by 22.76%. The stock reacted negatively, dropping 24.13% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautious ahead of the upcoming earnings report, especially after a significant miss last quarter. The lack of analyst estimates adds to the uncertainty.

Bull Case

If Badger Meter can demonstrate a strong recovery in EPS and revenue, it may regain investor confidence and see a positive stock reaction.

Bear Case

Conversely, another earnings miss could lead to further declines in stock price, as investors may lose faith in the company's growth trajectory.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $1.00 this quarter?

A strong EPS figure would signal a recovery from the previous quarter's miss and could boost investor confidence.

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

Clear guidance on revenue growth is crucial for assessing the company's future performance and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Badger Meter's potential for a strong recovery, given the recent insider buying activity.

Supporting Evidence

Insiders have purchased over $777,000 worth of stock, indicating confidence in the company's future performance.

Options are pricing a 5.5% move, which is below the historical average of 9.65%, suggesting the market may be overly cautious.

Key Risk

If EPS comes in above $1.00, it could shift sentiment dramatically and challenge the current bearish outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to recover from a significant earnings miss, making this quarter critical for future sentiment.

Bull Confirmed If

An EPS of $1.00 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $0.90 would reinforce 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 potential move of about 5.5%, indicating uncertainty but not 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)

Edge

Historical Setup Match

Cross-company pattern from 28 similar setups.

Prior-quarter miss + options pricing cheap setup in Information Technology

n=28

Fade rate: 9 of 28 (32%)

This setup has occurred 28 times across Information Technology in the last 2 years. 19 of 28 (68%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 7.7%, with a raw directional average of +4.5% (modestly positive historical bias).

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$777,135.66

6,628 sh

5 insiders

Sold

$0.00

0 sh

0 insiders

Net

$777,135.66

Net buying

Most Active Insiders· 5 open-market trades

Chairman, President & CEOBockhorst Kenneth
$258,573.26

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Badger Meter beats expectations, history suggests the stock could rise around 9.64%, confirming a positive turnaround.

In-Line / Cautious

If results are in line but cautious commentary follows, the stock may experience a muted response as investors reassess their outlook.

Miss

A miss could lead to a decline of around 17.57%, as seen in past reactions to earnings misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Management's commentary on cost management and operational efficiency.
3Insights into market demand for Badger Meter's products.
4Guidance on revenue expectations for the next quarter.
5Responses to questions about competitive pressures in the industry.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Domino's Pizza, Inc.

Company Snapshot

Badger Meter, Inc. (BMI) operates in the Information Technology sector, focusing on electronic equipment and instruments....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and increase sales, crucial for long-term success.

N/A

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, falling short of expectations by 22.76%. The stock reacted negatively, dropping 24.13% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautious ahead of the upcoming earnings report, especially after a significant miss last quarter. The lack of analyst estimates adds to the uncertainty.

Bull Case

If Badger Meter can demonstrate a strong recovery in EPS and revenue, it may regain investor confidence and see a positive stock reaction.

Bear Case

Conversely, another earnings miss could lead to further declines in stock price, as investors may lose faith in the company's growth trajectory.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $1.00 this quarter?

A strong EPS figure would signal a recovery from the previous quarter's miss and could boost investor confidence.

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

Clear guidance on revenue growth is crucial for assessing the company's future performance and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Badger Meter's potential for a strong recovery, given the recent insider buying activity.

Supporting Evidence

Insiders have purchased over $777,000 worth of stock, indicating confidence in the company's future performance.

Options are pricing a 5.5% move, which is below the historical average of 9.65%, suggesting the market may be overly cautious.

Key Risk

If EPS comes in above $1.00, it could shift sentiment dramatically and challenge the current bearish outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to recover from a significant earnings miss, making this quarter critical for future sentiment.

Bull Confirmed If

An EPS of $1.00 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $0.90 would reinforce 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 potential move of about 5.5%, indicating uncertainty but not 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)

Edge

Historical Setup Match

Cross-company pattern from 28 similar setups.

Prior-quarter miss + options pricing cheap setup in Information Technology

n=28

Fade rate: 9 of 28 (32%)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$777,135.66

6,628 sh

5 insiders

Sold

$0.00

0 sh

0 insiders

Net

$777,135.66

Net buying

Most Active Insiders· 5 open-market trades

Chairman, President & CEOBockhorst Kenneth
$258,573.26

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Badger Meter beats expectations, history suggests the stock could rise around 9.64%, confirming a positive turnaround.

In-Line / Cautious

If results are in line but cautious commentary follows, the stock may experience a muted response as investors reassess their outlook.

Miss

A miss could lead to a decline of around 17.57%, as seen in past reactions to earnings misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Management's commentary on cost management and operational efficiency.
3Insights into market demand for Badger Meter's products.
4Guidance on revenue expectations for the next quarter.
5Responses to questions about competitive pressures in the industry.