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TickerERII
SectorIndustrial - Pollution & Treatment Controls
Mkt cap$471M
EV / EBITDA10.2×
PostureHigh Velocity
Composite70/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1421517

Energy Recovery, Inc.

ERIIHIGH VELOCITYFILING INTENSITY

Energy Recovery, Inc. reads as High Velocity (composite 70/100); pressure / disclosure signals dominate the posture this cycle · primary market Waste.

Lens

Disclosed M&A capital (2023–2025)

N/A

flat

vs N/A in 2020–2022

Disclosed transactions

N/A

flat

0/3 active fiscal years in window

Buyer archetype

Selective Buyer

Acquisition use is visible but targeted.

Composite score

70

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$136M
EBITDA$41M
Enterprise value$429M
EV / Revenue3.1×
EV / EBITDA10.2×
P/EN/A
Cash$50M
Total debt$19K
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

5/100

Companies actively deploying disclosed capital into M&A

  • $14M disclosed buyer spend

Buyer Cadence

15/100

Buyer-side companies with recent filing activity

  • Filed within 34d
  • 1 acquisition-history signals
  • 233 8-Ks

Target Probability

20/100

Issuers showing target-side patterns from filings

  • 8 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 8 activism filings

Pressure Watch

34/100

Issuers facing activism, governance, or control pressure

  • 8 activism filings
  • Latest activism 4.5y ago; discounted

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 8 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
70/100

Issuers with the highest filing-activity intensity

  • 233 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $429M
  • 10-Q 34d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

No disclosed M&A capital in the 10-year window.

This issuer has not disclosed material acquisition spend or count in the last ten fiscal years.

§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Geographic Expansion
    33%
  • Technology Acquisition
    33%
  • Bolt On
    33%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • bolt_on
  • technology_acquisition
  • platform
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

During fiscal year 2011, we completed the consolidation of our two manufacturing plants, closing our facility in Michigan and integrating all production operations at our corporate headquarters and manufacturing center in California.

10-KFY2011

Likewise, we validated internal production capability for all ceramic components used in PX devices, and we expect that such vertical integration will provide increased utilization and cost savings in 2012.

10-KFY2011

However, the future growth of our business depends on our ability to successfully expand our manufacturing, research and development and technical testing facilities.

10-KFY2008

The Company’s acquisition of Pump Engineering, LLC is aligned with the Company’s growth strategy of expanding product offerings and addressing potential new markets.

10-KFY2010

Our existing manufacturing facilities are capable of meeting current demand and demand for the foreseeable future.

10-KFY2008
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Waste

Market spend (2023–2025)
$24.4B
Market spend (2020–2022)
$21.3B
Recent vs prior
+15%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

10.2×EV / EBITDA

ERII trades at a -5.4-turn discount to the Waste peer median of 15.6×.

EV / Revenue
3.1×
Net debt / EBITDA
-1.2×
Peer median EV / EBITDA
15.6×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
24.5×4.9×2.3×$16.5B$2.1B
16.5×4.0×0.9×$5.6B$395M
15.6×3.1×0.6×$9.1B$832M
15.0×3.4×2.0×$4.2B$401M
14.9×2.2×1.4×$4.7B$372M
Energy Recovery, Inc.ERII
10.2×3.1×-1.2×$136MN/A

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Waste. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)202026-02-25
  • 10-Q (quarterly)542026-05-06
  • 8-K (event)2332026-05-06
  • Proxy / DEF 14A212026-04-21
  • Activism (13D / DFAN / PREC)82021-12-02

Signals on file

  • elevated

    Activism on file

    2021-12-02

    8 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Disclosed acquisition spend

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.