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Side-by-side financial comparison of Energy Recovery, Inc. (ERII) and El Pollo Loco Holdings, Inc. (LOCO). Click either name above to swap in a different company.
El Pollo Loco Holdings, Inc. is the larger business by last-quarter revenue ($123.5M vs $66.9M, roughly 1.8× Energy Recovery, Inc.). Energy Recovery, Inc. runs the higher net margin — 40.2% vs 5.3%, a 35.0% gap on every dollar of revenue. On growth, El Pollo Loco Holdings, Inc. posted the faster year-over-year revenue change (8.1% vs -0.3%). Energy Recovery, Inc. produced more free cash flow last quarter ($6.4M vs $5.1M). Over the past eight quarters, Energy Recovery, Inc.'s revenue compounded faster (8.1% CAGR vs 3.1%).
Energy Recovery Inc. is an American manufacturer of energy recovery devices for water and CO2 refrigeration industries.
El Pollo Loco, Inc., is a restaurant chain based in the United States, specializing in Mexican-style grilled chicken. Restaurant service consists of dine-in and take-out, with some locations offering drive-through options. The company is headquartered in Costa Mesa, California, and operates about 500 company-owned and franchised restaurants in the Southwestern United States.
ERII vs LOCO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $66.9M | $123.5M |
| Net Profit | $26.9M | $6.5M |
| Gross Margin | 67.2% | — |
| Operating Margin | 46.8% | 8.3% |
| Net Margin | 40.2% | 5.3% |
| Revenue YoY | -0.3% | 8.1% |
| Net Profit YoY | 14.7% | 9.9% |
| EPS (diluted) | $0.49 | $0.22 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $66.9M | $123.5M | ||
| Q3 25 | $32.0M | $121.5M | ||
| Q2 25 | $28.1M | $125.8M | ||
| Q1 25 | — | $119.2M | ||
| Q4 24 | $67.1M | $114.3M | ||
| Q3 24 | $38.6M | $120.4M | ||
| Q2 24 | $27.2M | $122.2M | ||
| Q1 24 | $12.1M | $116.2M |
| Q4 25 | $26.9M | $6.5M | ||
| Q3 25 | $3.9M | $7.4M | ||
| Q2 25 | $2.1M | $7.1M | ||
| Q1 25 | — | $5.5M | ||
| Q4 24 | $23.5M | $6.0M | ||
| Q3 24 | $8.5M | $6.2M | ||
| Q2 24 | $-642.0K | $7.6M | ||
| Q1 24 | $-8.3M | $5.9M |
| Q4 25 | 67.2% | — | ||
| Q3 25 | 64.2% | — | ||
| Q2 25 | 64.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 70.2% | — | ||
| Q3 24 | 65.1% | — | ||
| Q2 24 | 64.6% | — | ||
| Q1 24 | 59.0% | — |
| Q4 25 | 46.8% | 8.3% | ||
| Q3 25 | 11.4% | 9.4% | ||
| Q2 25 | 5.3% | 9.0% | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | 38.2% | 7.9% | ||
| Q3 24 | 18.3% | 8.4% | ||
| Q2 24 | -7.4% | 10.1% | ||
| Q1 24 | -90.4% | 8.3% |
| Q4 25 | 40.2% | 5.3% | ||
| Q3 25 | 12.1% | 6.1% | ||
| Q2 25 | 7.3% | 5.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | 35.0% | 5.2% | ||
| Q3 24 | 22.0% | 5.1% | ||
| Q2 24 | -2.4% | 6.2% | ||
| Q1 24 | -68.3% | 5.1% |
| Q4 25 | $0.49 | $0.22 | ||
| Q3 25 | $0.07 | $0.25 | ||
| Q2 25 | $0.04 | $0.24 | ||
| Q1 25 | — | $0.19 | ||
| Q4 24 | $0.40 | $0.21 | ||
| Q3 24 | $0.15 | $0.21 | ||
| Q2 24 | $-0.01 | $0.25 | ||
| Q1 24 | $-0.14 | $0.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $75.2M | $6.2M |
| Total DebtLower is stronger | — | $51.0M |
| Stockholders' EquityBook value | $206.2M | $291.1M |
| Total Assets | $231.5M | $606.6M |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $6.2M | ||
| Q3 25 | $70.4M | $10.9M | ||
| Q2 25 | $79.5M | $9.0M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | $78.0M | $2.5M | ||
| Q3 24 | $118.6M | $7.9M | ||
| Q2 24 | $101.0M | $10.5M | ||
| Q1 24 | $117.4M | $9.1M |
| Q4 25 | — | $51.0M | ||
| Q3 25 | — | $61.0M | ||
| Q2 25 | — | $69.0M | ||
| Q1 25 | — | $73.0M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | — | $76.0M | ||
| Q2 24 | — | $87.0M | ||
| Q1 24 | — | $80.0M |
| Q4 25 | $206.2M | $291.1M | ||
| Q3 25 | $180.8M | $282.9M | ||
| Q2 25 | $185.2M | $274.2M | ||
| Q1 25 | — | $265.7M | ||
| Q4 24 | $210.0M | $260.7M | ||
| Q3 24 | $233.9M | $255.2M | ||
| Q2 24 | $218.5M | $248.6M | ||
| Q1 24 | $216.0M | $256.3M |
| Q4 25 | $231.5M | $606.6M | ||
| Q3 25 | $209.6M | $602.7M | ||
| Q2 25 | $212.3M | $596.8M | ||
| Q1 25 | — | $590.5M | ||
| Q4 24 | $242.8M | $592.0M | ||
| Q3 24 | $262.7M | $590.0M | ||
| Q2 24 | $249.0M | $593.8M | ||
| Q1 24 | $244.3M | $598.0M |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.31× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $7.1M | $13.9M |
| Free Cash FlowOCF − Capex | $6.4M | $5.1M |
| FCF MarginFCF / Revenue | 9.6% | 4.1% |
| Capex IntensityCapex / Revenue | 1.0% | 7.1% |
| Cash ConversionOCF / Net Profit | 0.26× | 2.13× |
| TTM Free Cash FlowTrailing 4 quarters | $15.8M | $25.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $7.1M | $13.9M | ||
| Q3 25 | $-3.1M | $15.3M | ||
| Q2 25 | $4.1M | $14.1M | ||
| Q1 25 | — | $4.7M | ||
| Q4 24 | $9.0M | $5.6M | ||
| Q3 24 | $-3.0M | $13.0M | ||
| Q2 24 | $8.1M | $17.0M | ||
| Q1 24 | $6.5M | $11.2M |
| Q4 25 | $6.4M | $5.1M | ||
| Q3 25 | $-3.5M | $9.9M | ||
| Q2 25 | $4.0M | $9.1M | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | $8.9M | $1.1M | ||
| Q3 24 | $-3.2M | $9.1M | ||
| Q2 24 | $7.9M | $10.4M | ||
| Q1 24 | $5.7M | $7.0M |
| Q4 25 | 9.6% | 4.1% | ||
| Q3 25 | -10.9% | 8.2% | ||
| Q2 25 | 14.3% | 7.2% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | 13.2% | 1.0% | ||
| Q3 24 | -8.2% | 7.6% | ||
| Q2 24 | 28.9% | 8.5% | ||
| Q1 24 | 46.9% | 6.0% |
| Q4 25 | 1.0% | 7.1% | ||
| Q3 25 | 1.1% | 4.4% | ||
| Q2 25 | 0.5% | 4.0% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | 0.2% | 3.9% | ||
| Q3 24 | 0.4% | 3.2% | ||
| Q2 24 | 0.7% | 5.3% | ||
| Q1 24 | 6.8% | 3.6% |
| Q4 25 | 0.26× | 2.13× | ||
| Q3 25 | -0.81× | 2.08× | ||
| Q2 25 | 2.02× | 1.99× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | 0.38× | 0.95× | ||
| Q3 24 | -0.35× | 2.11× | ||
| Q2 24 | — | 2.22× | ||
| Q1 24 | — | 1.89× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ERII
| Water Segment | $38.6M | 58% |
| Other | $11.0M | 16% |
| Original Equipment Manufacturer | $10.6M | 16% |
| Aftermarket | $6.6M | 10% |
LOCO
| Services | $102.4M | 83% |
| Franchise | $13.0M | 11% |
| Franchise Advertising Fee | $8.1M | 7% |
