MILWAUKEE--(BUSINESS WIRE)--Badger Meter, Inc. (NYSE: BMI) today announced that it will issue its third quarter 2025 earnings release before the market opens on Tuesday, October 21, 2025. Following the release, Badger Meter will hold its earnings conference call at 10:00am CT. A live listen-only webcast will be accessible the day of the call from the Investor section of the Company's website. Those wishing to actively participate in the conference call can pre-register utilizing the following l. ...

Core Insights - Amber International Holding Limited, operating as Amber Premium, has been included in the S&P Global Broad Market Index (BMI), effective September 22, 2025, marking a significant milestone for the company [1][2]. Company Overview - Amber Premium is recognized as Asia's leading digital wealth management platform, providing advanced technology and exclusive digital asset opportunities for institutions and high-net-worth clients [1][5]. - The company offers a comprehensive range of services, including OTC trading, digital asset management, crypto payment solutions, and investment advisory services [5]. Market Impact - Inclusion in the S&P Global BMI is expected to enhance visibility among institutional investors, improve liquidity, and increase market recognition, as index-tracking funds may gain exposure to the company through passive investment strategies [2][3]. - The S&P Global BMI comprises over 14,000 companies from both developed and emerging markets, serving as a foundational index for institutional investors and ETFs [2]. Recent Performance - Amber Premium reported record quarterly revenue of US$21 million in Q2 2025 and client assets on the platform totaling US$1.54 billion as of June 30, 2025 [4]. - The company successfully completed a US$25.5 million private placement with notable investors, including CMAG Funds and Pantera Capital [4]. - Amber Premium has launched institutional-grade digital asset treasury management services, expanding its offerings in the digital assets treasury sector [4].

Core Insights - Mercurity Fintech Holding Inc. has been included in the S&P Global Broad Market Index (BMI) as of September 22, 2025, marking a significant milestone for the company [1][3] - The S&P Global BMI encompasses over 14,000 companies across 48 developed and emerging market countries, representing more than 99% of global market capitalization [2] - The inclusion in the S&P Global BMI is expected to enhance investor interest, liquidity, and market recognition for Mercurity Fintech, as it becomes accessible to index-tracking funds and institutional portfolios [3] Company Overview - Mercurity Fintech Holding Inc. operates as a blockchain-powered fintech group, providing technology and financial services through its subsidiaries, including Chaince Securities, LLC [4] - The company's strategic focus is on bridging traditional finance with digital innovation, offering services related to digital assets, financial advisory, and capital markets solutions [4] Institutional Interest - As of September 2025, approximately 80 institutional investors, including major index funds and ETFs, hold shares in Mercurity Fintech, indicating its growing visibility among institutional investors [3]

Core Insights - Badger Meter has demonstrated significant long-term growth, with a hypothetical $1,000 investment in 1990 now worth $288,000, despite a current market cap of $5 billion [1] - The company is positioned for continued growth, especially as its shares are down 32% from their highs, making it an attractive dividend growth stock [2] Financial Performance - Over the past five years, Badger Meter has achieved sales growth of 15% and free cash flow (FCF) growth of 16%, while increasing its dividend by 14% [3] - The company's FCF margin has improved from 6% in 2015 to 18% today, driven by the expansion of its software-as-a-service (SaaS) sales [6] Market Position and Strategy - Badger Meter's BlueEdge solution aims to modernize outdated water and sewer utilities in the U.S., addressing the need for advanced technology in this sector [4] - The company has a strong acquisition track record, having acquired 14 companies since 2010, which has reinforced its leadership position and expanded its technology offerings [5] Dividend Growth Potential - Badger Meter's current dividend yield is 0.8%, with only 25% of its FCF allocated to dividend payments, indicating substantial room for future dividend increases as FCF margins improve [8]

Core Insights - NANO Nuclear Energy Inc. has been included in the S&P Global Broad Market Index (BMI), which enhances its visibility to institutional investors globally [2][4][5] - The S&P Global BMI captures over 99% of available market capitalization worldwide, including more than 14,000 companies [3] - NANO Nuclear's inclusion in the S&P Total Market Index (TMI) and the SPX Completion Index further broadens its exposure within the U.S. equity market [4][5] Company Overview - NANO Nuclear is focused on developing advanced nuclear energy solutions and aims to be a diversified, vertically integrated company across five business lines, including microreactor technologies and nuclear fuel fabrication [6] - The company is recognized as the first portable nuclear microreactor company to be publicly listed in the U.S. [6] Technology and Development - NANO Nuclear is developing several reactor products, including the KRONOS MMR™ Energy System, a high-temperature gas-cooled reactor, and the portable LOKI MMR™ for space applications [7][10] - The company has a subsidiary, Advanced Fuel Transportation Inc. (AFT), which aims to provide commercial quantities of HALEU fuel to various sectors, including small modular reactors and military applications [8] Strategic Goals - The company aims to leverage its inclusion in the S&P indices to enhance its visibility and attract more institutional investor support [5] - NANO Nuclear is focused on advancing its technologies towards construction, demonstration, regulatory licensing, and commercialization of its micro nuclear reactor programs [5]

Core Insights - Marti Technologies, Inc. has been added to the S&P Global Broad Market Index, effective September 22, 2025, marking a significant milestone for the company [1][2]. Company Overview - Founded in 2018, Marti is Türkiye's leading mobility app, providing a range of transportation services including ride-hailing, e-mopeds, e-bikes, and e-scooters, all supported by proprietary software and IoT infrastructure [3]. Business Growth - The company has experienced rapid growth in its ride-hailing service, achieving 2.28 million unique riders, a 107% year-over-year increase, and 327 thousand registered drivers, a 92% increase [6]. - As of August 12, 2025, Marti's ride-hailing service reached 2.52 million riders and 357 thousand registered drivers, surpassing its targets for September 30, 2025, by achieving these numbers a month and a half early [9]. Market Position - Marti's inclusion in the S&P Global BMI will enhance its visibility among index-tracking and new investors, aiding in the expansion of its ride-hailing operations to capture long-term mobility market opportunities in Türkiye [2]. - The S&P Global BMI encompasses over 14,000 companies across developed and emerging markets, employing a transparent methodology [2].

Core Idea - The article emphasizes the investment philosophy of Thomas W. Phelps, particularly his book "100 to 1 in the Stock Market," which advocates for buying exceptional companies early, holding them with discipline, and allowing compounding to generate wealth [1][4][6]. Phelps's Investment Framework - Phelps's framework focuses on identifying companies with durable advantages, such as network effects, proprietary know-how, and advantageous cost structures [8]. - The importance of verifying a large addressable market that allows for long-term compounding without hitting a wall is highlighted [8]. - Present-tense profitability is essential; Phelps preferred companies that generate cash rather than speculative ventures [8]. - The article suggests buying companies when their narratives are still forming, favoring modest valuations over those priced for perfection [8]. - A strategy of doing less is recommended, as holding onto winning investments can lead to tax deferral and reduced errors [8]. Current Investment Candidates - The article lists 25 companies that fit Phelps's criteria, categorized by how they create competitive advantages rather than by index labels [9]. - Companies in the construction and infrastructure sector, such as EMCOR Group and Quanta Services, are noted for their execution capabilities and ability to convert backlog into cash [10][11]. - Precision manufacturers like Celestica and Fabrinet are recognized for their high returns on capital and asset-light models [12]. - In network infrastructure, Arista Networks and Super Micro Computer are highlighted for their strong positions in high-speed switching and AI hardware, respectively [13]. - Companies in the materials sector, such as Martin Marietta Materials, are noted for their pricing power and local monopolies [14]. - Engineering firms like WSP Global are recognized for their expertise and customer relationships in regulated markets [15]. - Consumer brands like e.l.f. Beauty and Academy Sports are mentioned for their market share growth and operational efficiency [16]. - Specialty finance companies like FirstCash and software firms like Agilysys are noted for their cash generation and growth potential [17]. - Internationally, utilities like Sabesp and fintechs like StoneCo are highlighted for their governance and profitability improvements [18]. - UK companies like Spectris and Halma are recognized for their consistent acquisition strategies and operational excellence [19]. Conclusion - The article concludes that the focus should be on finding real engines of growth and sizing investments appropriately to endure market volatility, allowing time to enhance value [22].

Group 1 - Badger Meter, Inc. (BMI) is experiencing significant activity in the options market, particularly with the Nov 21, 2025 $130.00 Call showing high implied volatility, indicating potential for a major price movement [1] - Implied volatility reflects market expectations for future stock movement, suggesting that investors anticipate a significant event that could lead to a rally or sell-off [2] - Analysts have a negative outlook on Badger Meter, with the company currently holding a Zacks Rank 4 (Sell) in the Instruments - Control Industry, and the Zacks Consensus Estimate for the current quarter has decreased from $1.22 to $1.12 per share due to downward revisions by four analysts [3][4] Group 2 - The high implied volatility in Badger Meter's options may indicate a trading opportunity, as seasoned traders often seek to sell premium on options with such volatility, hoping the stock does not move as much as expected by expiration [4]

Group 1: ASML - ASML is a critical player in the global semiconductor supply chain, specializing in lithography technology essential for manufacturing semiconductor chips [3][4] - The company holds a dominant position in both mature and leading-edge lithography markets, particularly benefiting from the rise of AI technologies [6][7] - Despite its strong market position, ASML's stock is currently 17% below its 52-week high, primarily due to geopolitical issues rather than operational challenges [7][8] - ASML's current valuation is 28 times earnings, aligning with the S&P 500 average and significantly below its 10-year average of 38 [9] - The global semiconductor industry is projected to grow by 8% through 2040, indicating a favorable outlook for ASML [11] - ASML has a history of returning value to shareholders through stock buybacks and a 31% annual growth rate in dividends over the past decade [12] Group 2: Badger Meter - Badger Meter is North America's leading provider of water and sewer monitoring solutions, with significant historical stock performance, turning $1 invested in 2000 into $74 today [13] - The company's stock has recently declined by 27% from its 52-week high due to disappointing second-quarter earnings, where EPS growth was only 5% [14] - Despite the EPS shortfall, free cash flow grew by 19%, indicating underlying strength in the business [14][15] - Badger Meter's BlueEdge solutions are modernizing traditional water and sewer infrastructure, with a growing SaaS revenue stream that has increased by 28% annually since 2019 [16][19] - 85% of Badger Meter's sales are replacement-driven, providing ample opportunity for upselling to smart water solutions amid stricter regulations [19] - The company currently trades at 34 times free cash flow, below its five-year average of 43, and has a 0.7% dividend yield with a history of increasing payments for 31 consecutive years [21][22]

Core Viewpoint - Badger Meter's recent earnings report showed a mixed performance, with earnings per share missing estimates but net sales increasing year over year, indicating potential growth despite challenges in the market [2][10]. Financial Performance - Badger Meter reported Q2 2025 earnings per share (EPS) of $1.17, missing the Zacks Consensus Estimate by 3.3%, but up from $1.12 in the same quarter last year [2]. - Quarterly net sales reached $238.1 million, a 10% increase from $216.7 million in the prior year, driven by higher utility water sales and contributions from the SmartCover acquisition [2]. - Gross profit was $97.8 million, up from $85.4 million year over year, with a gross margin of 41.1%, reflecting a 170 basis point improvement [6]. - Operating earnings increased by 8% year over year to $44.9 million, while operating margin slightly declined to 18.8% from 19.2% [7]. Segmental Performance - Utility water sales rose 11% year over year, supported by the adoption of digital smart water technologies, with organic utility water sales up 6% excluding SmartCover [4]. - Flow instrumentation sales remained flat year over year, as growth in water-related markets was offset by reduced demand in non-water-related applications [5]. Cost and Expenses - Selling, general and administrative (SGA) expenses increased by 20.7% year over year to $52.9 million, primarily due to the SmartCover acquisition [8]. - Without the SmartCover impact, SGA expenses rose by 8%, driven by higher personnel costs and deferred compensation expenses [8]. Cash Flow and Liquidity - In Q2 2025, Badger Meter generated $44.6 million in net cash from operating activities, compared to $36.4 million a year ago [9]. - As of June 30, 2025, the company had $165.2 million in cash and cash equivalents, with total current liabilities of $138.7 million [9]. Outlook - The company is optimistic about achieving high single-digit revenue growth in the long term, supported by strong industry fundamentals and sustained customer demand [10]. - However, estimates have been trending downward, with a consensus estimate shift of -8.68%, leading to a Zacks Rank of 5 (Strong Sell) [11][13].