BMI Badger Meter Inc.

$BMI Q3 sales were basically flat year over year at 235.9 million dollars, but they were up 6% sequentially. Excluding the UDlive acquisition, base sales were 230.3 million dollars, down a bit year over year on uneven AMI project pacing, partly offset by higher software revenue. Margins did the work anyway. Gross margin rose to 41.9% from 40.7%, operating earnings rose 4% to 47.7 million dollars, and EPS came in at 1.24 dollars vs 1.19 a year ago. Management expects base revenue to improve both sequentially and year over year in Q4, even with fewer operating days. They also repurchased about 55 million dollars of stock in the quarter and raised the annual dividend 10% to 1.76 dollars, the 34th straight increase.

$BMI I dont get why the stock is up this big after earnings? Anyone? From my perspective the report was nothing to write home about

$BMI – Badger Meter Positive earnings catalyst 80/100 TA score 74/100 · AI score 80/100 BMI is recovering from a significant decline. Its latest Q3 results provide a positive fundamental catalyst. - Revenue: $235.9M. - EPS: $1.24 versus $1.19 a year ago. - Operating earnings: +4% year over year. - Technical: Watch $131–$133.50 resistance. - Breakout confirmation: Strong volume above resistance. The improving margins and earnings momentum are encouraging, although revenue growth remains modest.

$BMI Badger Meter reports Q3 2026 results against a tough year-ago quarter. 🏢 Milwaukee maker of smart water meters and software, about $3.82B market value at $131.86, 16:00 ET Oct 21, 2026 📉 2026 sales fell 9% year on year in Q1 and 7% in Q2 as utility meter projects ramped unevenly ⚠️ Q3 2025 set a high bar: $235.7M in sales, up 13% from a year earlier 📈 Q2 sales $222.3M, +10% vs Q1; July 22 Q2 release guided 2026 sales ex-acquisitions flattish vs 2025; today's Q3 may update 📅 Next: Earnings call Thursday, October 22, 2026, at 10:00 am CT Source: SEC 8-K, Oct 22 + Business Wire releases

$BMI You don't have to ask. You should know I'm long if you see me post fundamental dislocations like this.

$BMI Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.24 up 4.20% YoY • Reported revenue of $230.3M down -2.27% YoY • Badger Meter anticipates sequential and year-over-year Base revenue improvement in the final quarter of 2026, inclusive of fewer operating days typical for the fourth fiscal quarter, and expects to sustain growth momentum into 2027.