Inferra AIResearch Tools

Inferra AI / Company / BMI

Badger Meter Inc

BMI · Information Technology

Last earnings Oct 22, 2026

Key results

EPSquarter

10%

• Diluted earnings per share (EPS) increased 10% to $1.19 compared to $1.08 in the prior year quarter.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Gross marginquarter

40.7%

Gross margin was 40.7%, up 50 basis points from 40.2% in the prior year quarter.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

As such, we are raising our normalized gross margin range from our historical 38-40% to a new range of 39-42%.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

AI analysis

Q3 2025 · reported Oct 21, 2025

Based on: Earnings release + parent 8-K — transcript not held

Gross margin · Q3 2025
40.7%
EX-99 · Oct 21, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
EPS10%——
Gross margin40.7%——

EX-99 · Oct 21, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin40.7%

Capital allocation

Dividend18%

• Increased annual dividend rate by 18% to $1.60 per share, representing the 33rd consecutive year of dividend growth.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

• Operating earnings increased 13% year-over-year to $46.1 million, with operating profit margins of 19.6% versus 19.5% in the prior year quarter

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

• Increased annual dividend rate by 18% to $1.60 per share, representing the 33rd consecutive year of dividend growth.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Strategy & priorities

Base operating earnings of $46.6 million increased 15% year-over-year, driving 120 basis points of Base operating margin expansion.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Outlook Bockhorst continued, The visibility we currently have into our opportunity pipeline, from planning, to bidding, to awards, to deployment and order activity, validates our conviction in an average top-line growth rate of high-single digits over our forward five-year strategic planning horizon.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

We expect that strategic pricing actions, coupled with the structural mix benefit of customer technology adoption, will continue to offset the impacts of already-implemented tariffs.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Bockhorst concluded, “With another quarter of strong free cash flow generation, we remain well-positioned to invest in innovation and fund strategic, disciplined and value-added acquisitions.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Risks & headwinds

As we manage through ever-evolving macroeconomic, trade and policy headwinds in the near-term, it remains clear that demand is strong for our industry-leading cellular AMI and BlueEdge TM smart water management solutions.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Gross margin continued to benefit from structural sales mix improvement, while implemented price increases partially mitigated certain tariff-related cost pressures in the quarter.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

We expect that strategic pricing actions, coupled with the structural mix benefit of customer technology adoption, will continue to offset the impacts of already-implemented tariffs.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

We continue to monitor global tariff and supply chain dynamics to remain nimble in this unpredictable trade environment.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

(the “Company”) or its employees, may contain forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those statements.

SEC original ↗Badger Meter Inc — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Documents

Earnings deck slides

1 deck with slide view

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

25 documents

Earnings releases

11 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Badger Meter Inc are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Badger Meter Inc by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.