NYSE$BMI

Badger Meter Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Badger Meter reported record earnings driven by strong sales growth and improved operating margins.

Badger Meter reported record third-quarter results with a 26% increase in sales and a 44% increase in diluted earnings per share. The company benefited from strong demand for its smart water solutions and improved supply chain conditions.

  • Total sales increased by 26% year-over-year to $186.2 million.
  • Operating profit increased by 31% year-over-year, with operating profit margins expanding to 16.9%.
  • Diluted earnings per share (EPS) increased by 44% to $0.88.
  • Net cash provided by operations increased 32% over the prior year to $31 million.

Headline financials

Total Revenue

$186M

Previous: $148M+25.8%
EPS (adj)

$0.88

Previous: $0.61+44.3%
Operating Margin

16.9%

Previous: 16.1%+5.0%
Capital Expenditures

-$9.95M

Previous: -$4.69M-112.1%
Free Cash Flow

$16M

Previous: $13.2M+21.0%
Net Income

$26M

Previous: $17.9M+44.8%
Operating Income

$31.4M

Previous: $23.9M+31.6%
Gross Profit

$72.7M

Previous: $57.5M+26.4%
Cash & Equivalents

$163M

Previous: $115M+41.9%
Total Assets

$690M

Previous: $574M+20.1%
Stock-Based Comp

$1.36M

Previous: $704K+92.6%

Revenue & EPS history

Badger Meter · Revenue · Quarterly

$186M

Q3 2023+25.8%vs Q3 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Badger Meter · $8M total across 1 segment · Q4 2019

  • Municipal Water
    $8M

Forward guidance

Badger Meter anticipates strong sales and operating performance, with sequentially fewer total operating days due to holidays in the fourth quarter. They expect to capitalize on the strength of end markets and maintain focus on execution.

Tailwinds

  • Healthy market conditions
  • Business momentum
  • Resilient order pace
  • Robust bid funnel
  • Strong customer support

Headwinds

  • Sequentially fewer total operating days due to holidays in the fourth quarter.
  • General economic conditions
  • Variation in demand from customers
  • Continued market acceptance of new products
  • Competitive pricing and operating efficiencies

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+1.6%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+3.6%

Avg return

30 days after

58%

38 / 66 earnings

Positive

+17.8%

Q3 2012

Best reaction

-13.2%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.5%-18.9%-25.5%
Q4 2025-11.0%-7.7%-7.3%
Q3 2025-5.5%-0.1%-10.3%
Q2 2025-1.0%-2.8%-7.9%
Q1 2025+9.6%+13.4%+33.2%
Q4 2024+2.6%+6.2%+0.8%
Q3 2024-5.5%-9.5%-2.0%
Q2 2024+3.9%+3.7%+3.1%
Q1 2024+15.5%+21.8%+28.9%
Q4 2023-3.9%-5.5%+2.8%
Q3 2023+1.6%+1.6%+10.1%
Q2 2023+12.6%+13.2%+9.5%
Q1 2023+12.6%+10.2%+18.1%
Q4 2022-3.2%+2.5%+1.1%
Q3 2022+0.7%+7.2%+19.8%
Q2 2022+9.5%+7.9%+22.4%
Q1 2022-7.1%-11.3%-17.8%
Q4 2021+17.3%+19.7%+16.0%
Q3 2021-0.6%+1.1%+6.3%
Q2 2021+4.6%+5.9%+8.2%
Q1 2021-1.9%+1.0%-3.7%
Q4 2020-2.7%-0.4%+12.4%
Q3 2020+7.6%+5.0%+6.7%
Q2 2020-4.1%-3.1%+2.9%
Q1 2020+11.7%+6.8%+6.7%
Q4 2019+6.0%+10.5%+3.1%
Q3 2019+17.2%+13.7%+14.3%
Q2 2019-7.3%-7.2%-7.2%
Q1 2019-3.1%-3.3%-9.8%
Q4 2018+8.1%+10.1%+5.8%
Q3 2018-2.3%-3.1%+6.4%
Q2 2018+11.5%+14.9%+15.0%
Q1 2018-8.2%-5.7%-6.7%
Q4 2017-0.5%-3.0%+1.2%
Q3 2017-13.2%-14.8%-14.9%
Q2 2017+8.0%+9.7%+6.8%
Q1 2017+10.1%+15.0%+8.0%
Q4 2016-8.9%-7.0%-11.1%
Q3 2016-7.1%-4.3%+5.6%
Q2 2016-4.9%-6.3%-7.4%
Q1 2016+11.0%
Q4 2015+0.6%
Q3 2015-5.2%
Q2 2015-10.9%
Q1 2015+0.3%
Q4 2014+0.6%
Q3 2014+1.5%
Q2 2014+5.1%
Q1 2014-3.0%
Q4 2013+4.7%
Q3 2013+4.3%
Q2 2013+2.3%
Q1 2013-10.5%
Q4 2012-5.1%
Q3 2012+17.8%
Q2 2012-9.0%
Q1 2011+2.7%
Q1 2012+2.9%
Q4 2009+3.9%
Q4 2011+3.9%
Q3 2010+9.9%
Q3 2011+9.9%
Q4 2010+1.1%
Q2 2010+1.1%
Q2 2011+1.1%
Q1 2010-0.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro