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Water control and measure company Badger Meter (NYSE:BMI) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 13.2% year on year to $222.2 million. Its non-GAAP profit of $1.30 per share was 23.1% above analysts’ consensus estimates.
Is now the time to buy BMI? Find out in our full research report (it’s free).
Badger Meter’s first quarter results reflected a combination of favorable sales mix and continued adoption of advanced metering technologies, according to management’s discussion on the earnings call. The company attributed its margin expansion to strong performance in software, positive product and customer mix, and the initial contribution from the SmartCover acquisition. CEO Kenneth Bockhorst emphasized the durability of Badger Meter’s replacement-driven demand, citing sustained investment in water technology even during periods of broader economic uncertainty.
Looking ahead, management acknowledged significant uncertainty related to tariffs and global supply chain pressures. Bockhorst indicated that while current tariff exposures are considered manageable, the company will implement targeted pricing actions if conditions worsen. CFO Robert Wrocklage noted that while recent gross margin performance benefited from several favorable factors, not all are expected to persist in future quarters. Management maintained its long-term focus on operational flexibility, pricing discipline, and ongoing investment in technology to support sustained growth.
Management identified key factors behind Badger Meter’s Q1 performance and addressed how external challenges may impact future quarters. The discussion highlighted the influence of product mix, customer trends, and macroeconomic pressures on the company’s results and outlook.
Management’s outlook for the coming quarters centers on navigating tariff uncertainty while capitalizing on technology adoption and maintaining operational flexibility. The company’s strategic priorities are aimed at sustaining revenue growth and protecting margins.
In the upcoming quarters, the StockStory team will closely monitor (1) management’s ability to implement targeted price adjustments in response to evolving tariff and raw material costs, (2) the integration progress and revenue contribution from the SmartCover acquisition, and (3) sustained growth in software and AMI adoption. Execution on these fronts will be critical to assessing Badger Meter’s ability to maintain margin improvement and capitalize on technology-driven opportunities.
Is BMI at an inflection point that warrants a buy or sell? Find out in our free research report.
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