Badger Meter Q4 revenue up 8% but misses estimates

Badger Meter

28/01/2026 13:41

Overview

Water management solutions firm's Q4 revenue rose 8% yr/yr but missed analyst expectations

Diluted EPS for Q4 increased 10% yr/yr to $1.14

Company selected for major AMI project in Puerto Rico

Outlook

Badger Meter expects high single-digit sales growth over a five-year horizon

Result Drivers

SMART WATER SOLUTIONS - Growth driven by increased sales of digital smart water solutions, including ultrasonic meters and cellular AMI

SMARTCOVER CONTRIBUTION - SmartCover acquisition contributed to sales growth and improved profitability

GROSS MARGIN IMPROVEMENT - Favorable sales mix and cost management enhanced gross margins

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$220.71 mln
$232.04 mln (11 Analysts)
Q4 EPS
$1.14
Q4 Net Income
$33.58 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

Wall Street's median 12-month price target for Badger Meter Inc is $212.50, about 29.3% above its January 27 closing price of $164.41

The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 34 three months ago

Press Release: ID:nBw1hh9QCa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)