Financial Results Announcement - Badger Meter, Inc. announced its financial results for Q1 2025 on April 17, 2025[4] - The press release detailing the financial results is available as Exhibit 99.1[5] Company Information - The company is listed on the New York Stock Exchange under the ticker symbol BMI[2] - The report does not indicate whether Badger Meter is an emerging growth company[3] - No specific financial metrics or performance data were provided in the extracted content[4]

Market Overview - The smart water meters market is projected to grow from USD 4.61 billion in 2024 to USD 9.04 billion by 2030, at a CAGR of 11.9% [2][10] - The growth is driven by regulatory pressures, limited budgets in utilities, and the need to address Non-Revenue Water (NRW), which accounts for 30-35% of total available water annually [2][3] Technology and Components - The Advanced Metering Infrastructure (AMI) technology segment is expected to dominate the market from 2024 to 2030, enhancing utility operations through two-way communication and reducing dependency on manual labor [4] - IT solutions are the fastest-growing component, driven by IoT sensors and data management software, allowing for proactive management of water resources [5] Regional Insights - The Asia Pacific region is anticipated to experience the highest growth rate in the smart water meter market, with significant investments in infrastructure development from countries like China, Australia, Singapore, and India [6] Competitive Landscape - Key market participants include Badger Meter, Inc., Sensus (Xylem), Diehl Stiftung & Co. KG, Landis+Gyr, Itron, Inc., and ZENNER International GmbH & Co.KG, among others [7] - The report provides an in-depth competitive analysis, exploring company profiles, strategies, and recent developments [8] Research Coverage - The report examines the smart water meter market segmented by meter type, technology, component, application, and region, analyzing drivers, restraints, challenges, and opportunities shaping market growth [8][12]

Core Viewpoint - Northern Graphite Corporation and BMI Group are collaborating to evaluate the feasibility of establishing a Battery Anode Material facility at a former paper mill in Baie-Comeau, Quebec, which aims to support the growing demand for battery materials essential for electric vehicles and renewable energy [1][3]. Group 1: Partnership and Development Plans - The partnership will engage local authorities and utility providers to secure power supply for a Stage 1, 50,000 tonnes-per-year BAM hub in Baie-Comeau, focusing on maximizing economic benefits and minimizing environmental impacts [2]. - The proposed BAM hub could be located at BMI's Norderra multimodal industrial hub or an alternative greenfield site, with the Norderra location offering significant advantages due to existing infrastructure [3][4]. Group 2: Market Demand and Strategic Importance - Graphite demand is projected to surge in the coming years, positioning Canada as a leader in battery materials critical for electric vehicles and renewable energy [3]. - The Baie-Comeau initiative addresses a critical need in the energy transition supply chain, as Battery Anode Material is the largest component of lithium-ion batteries [5]. Group 3: Infrastructure and Supply Chain - The partnership would enhance BMI Group's critical minerals infrastructure and help Northern become one of the world's largest integrated graphite producers, with feedstock supplied from Northern's LDI mine in Quebec and development projects in Namibia and Ontario [6]. - BMI Group's Critical Mineral Corridor aims to connect Ontario and Quebec's mineral resources to global markets, establishing a stable supply chain for essential minerals like lithium, graphite, nickel, copper, and cobalt [9].

Company Overview - Badger Meter, Inc. (BMI) is set to release its first-quarter 2025 earnings report on April 17, with revenue estimates at $221.8 million, reflecting a 13% growth year-over-year, and earnings per share (EPS) estimated at $1.08, indicating a 9.1% increase from the previous year [1][2] Earnings Performance - BMI has consistently beaten the Zacks Consensus Estimate in the last four quarters, with an average surprise of 9.9% [2] Demand Drivers - Continued demand for BMI's smart water solutions, including mechanical and E-Series Ultrasonic meters, ORION Cellular endpoints, and BEACON Software-as-a-Service, is expected to drive revenue growth [2] - Secular trends in the water industry, such as regulatory pressures, aging infrastructure, and climate-related events, are increasing the adoption of smart water technologies, benefiting BMI's offerings [3] Utility Segment Growth - The uptake of the BlueEdge platform is anticipated to contribute to revenue growth in the utility segment, with utility water sales expected to reach $196 million compared to $170 million in the same quarter last year [4] Margin Expectations - Higher volumes, a favorable sales mix, and effective price/cost management are projected to enhance gross margin performance in the upcoming quarter [5] Sales Growth Outlook - Management has indicated expectations of high single-digit sales growth rates moving forward, influenced by tougher year-over-year comparisons and normalizing demand trends [6] Segment Performance - Sales from the flow instrumentation segment are expected to be $27 million, slightly up from $26.2 million reported in the prior year quarter, despite some declines in certain de-emphasized markets [6] Cost and Competition Concerns - Increased expenses due to growth investments and an uncertain global macroeconomic environment, along with intensified competition, are noted as concerns [7] Earnings Prediction Model - Current models do not predict an earnings beat for BMI, with an Earnings ESP of -1.71% and a Zacks Rank of 2 (Buy) [8]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Badger Meter (BMI) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2] Earnings Expectations - Badger Meter is expected to report quarterly earnings of $1.08 per share, reflecting a +9.1% year-over-year change, with revenues projected at $221.84 million, up 13% from the previous year [3] - The consensus EPS estimate has been revised 0.04% higher in the last 30 days, indicating a slight positive reassessment by analysts [4] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate is lower than the Zacks Consensus Estimate, leading to an Earnings ESP of -1.71%, indicating a bearish outlook from analysts [10][11] - Despite the negative Earnings ESP, Badger Meter holds a Zacks Rank of 2, complicating predictions of an earnings beat [11] Historical Performance - In the last reported quarter, Badger Meter exceeded expectations by delivering earnings of $1.04 per share against an expected $1.01, resulting in a surprise of +2.97% [12] - The company has successfully beaten consensus EPS estimates in the last four quarters [13] Market Reaction Considerations - An earnings beat or miss alone may not dictate stock movement, as other factors can influence investor sentiment [14] - Betting on stocks expected to beat earnings can improve success odds, highlighting the importance of monitoring Earnings ESP and Zacks Rank [15]

Company Performance - Badger Meter (BMI) ended the recent trading session at $172.87, showing a +0.06% change from the previous day's closing price, outperforming the S&P 500 which lost 0.23% [1] - The stock has dropped by 18.53% in the past month, underperforming the Computer and Technology sector's loss of 16.18% and the S&P 500's loss of 12.13% [2] Upcoming Financial Results - Badger Meter is set to announce its earnings on April 17, 2025, with an anticipated EPS of $1.08, reflecting a 9.09% increase compared to the same quarter last year [3] - The consensus estimate projects revenue of $222.04 million, indicating a 13.12% rise from the equivalent quarter last year [3] Full Year Projections - For the full year, Zacks Consensus Estimates project earnings of $4.65 per share and revenue of $931.8 million, showing changes of +9.93% and +12.73% respectively from the previous year [4] - Recent changes to analyst estimates indicate confidence in the company's business performance and profit potential [4] Valuation Metrics - Badger Meter is currently trading at a Forward P/E ratio of 37.19, which is a premium compared to the industry's average Forward P/E of 20.48 [7] - The company has a PEG ratio of 3.08, compared to the average PEG ratio of 2.9 for Instruments - Control stocks [7] Industry Context - The Instruments - Control industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 208, placing it in the bottom 17% of all 250+ industries [8] - The Zacks Industry Rank assesses the strength of industry groups, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Most investors will see Wall Street analysts take a new view on the stock and move past it, only weighing how much upside there could be in that specific pick. However, the true benefit of following analyst ratings and valuation targets is that investors can reverse engineer some of these views into a broader industry or peer group sentiment, which then connects the dots to what the economy might take on. With President Trump having announced the April 2 trade tariffs—dubbed “Liberation Day” by some—the mov ...

In the latest market close, Badger Meter (BMI) reached $192.38, with a -1.72% movement compared to the previous day. This change lagged the S&P 500's 1.12% loss on the day. Meanwhile, the Dow experienced a drop of 0.31%, and the technology-dominated Nasdaq saw a decrease of 2.04%.The the stock of manufacturer of products that measure gas and water flow has fallen by 5.7% in the past month, lagging the Computer and Technology sector's loss of 4.05% and the S&P 500's loss of 2.91%.The investment community wil ...

Badger Meter, Inc. (BMI) , a leading provider of smart water solutions, has witnessed a share price decline of 7.7% year to date (YTD). This decline is steeper than the S&P 500 composite and the Instruments-Control industry’s decline of 2.3% and 2.2%, respectively.Price PerformanceImage Source: Zacks Investment ResearchWith a challenging start to 2025 for BMI, investors must be contemplating how to strategize their investment.Challenges Loom Ahead for BMIRising expenses and intense competition amid broader ...

Company Overview - Badger Meter is the leading North American provider of water management solutions, offering a range of products from flow measurement to software solutions for data analytics [5] - The company is set to celebrate its 120th anniversary in March and aims to modernize outdated water utilities through its technology-focused BlueEdge offering [6] Recent Performance - Badger Meter has experienced a significant pullback, down 16% from its highs in late 2024, despite a long history of outperforming the S&P 500 [3][4] - The company has seen its revenue growth accelerate as customers invest in aging infrastructure rather than just cutting costs [7] Strategic Acquisitions - Badger Meter has made 14 tuck-in acquisitions since 2010 to enhance revenue growth and technological capabilities [8] - The recent $185 million acquisition of SmartCover positions Badger Meter as the largest provider of sewer line monitoring in the U.S., capturing around 50% market share [9][10] Market Trends - The company is well-positioned to benefit from megatrends such as aging infrastructure, stricter environmental regulations, and population growth that demands a more resilient water grid [10] Profitability and Financial Metrics - Badger Meter's SaaS revenue has grown by 28% annually over the last six years, contributing to higher profit margins [14] - The company's return on invested capital (ROIC) stands at 22%, indicating strong management performance in generating profits [16] Dividend Growth - The company raised its dividend by 26% this year, marking 32 consecutive years of annual increases, with a low payout ratio of 25% of free cash flow [17] - Historical performance shows that an investor who bought Badger Meter in 2000 would now receive a 36% yield compared to their original cost basis [18] Valuation - Trading at 41 times free cash flow, Badger Meter is considered more expensive than the market, but its improving profitability and dividend history make it a compelling investment opportunity [20]