vs
Side-by-side financial comparison of Energy Recovery, Inc. (ERII) and Origin Bancorp, Inc. (OBK). Click either name above to swap in a different company.
Origin Bancorp, Inc. is the larger business by last-quarter revenue ($104.0M vs $66.9M, roughly 1.6× Energy Recovery, Inc.). Energy Recovery, Inc. runs the higher net margin — 40.2% vs 26.6%, a 13.6% gap on every dollar of revenue. Over the past eight quarters, Energy Recovery, Inc.'s revenue compounded faster (8.1% CAGR vs 3.9%).
Energy Recovery Inc. is an American manufacturer of energy recovery devices for water and CO2 refrigeration industries.
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
ERII vs OBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $66.9M | $104.0M |
| Net Profit | $26.9M | $27.7M |
| Gross Margin | 67.2% | — |
| Operating Margin | 46.8% | — |
| Net Margin | 40.2% | 26.6% |
| Revenue YoY | -0.3% | — |
| Net Profit YoY | 14.7% | — |
| EPS (diluted) | $0.49 | $0.89 |
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.
| Q1 26 | — | $104.0M | ||
| Q4 25 | $66.9M | $103.4M | ||
| Q3 25 | $32.0M | $109.8M | ||
| Q2 25 | $28.1M | $83.5M | ||
| Q1 25 | — | $94.1M | ||
| Q4 24 | $67.1M | $78.3M | ||
| Q3 24 | $38.6M | $90.8M | ||
| Q2 24 | $27.2M | $96.4M |
| Q1 26 | — | $27.7M | ||
| Q4 25 | $26.9M | $29.5M | ||
| Q3 25 | $3.9M | $8.6M | ||
| Q2 25 | $2.1M | $14.6M | ||
| Q1 25 | — | $22.4M | ||
| Q4 24 | $23.5M | $14.3M | ||
| Q3 24 | $8.5M | $18.6M | ||
| Q2 24 | $-642.0K | $21.0M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 46.8% | 36.2% | ||
| Q3 25 | 11.4% | 10.0% | ||
| Q2 25 | 5.3% | 22.3% | ||
| Q1 25 | — | 30.4% | ||
| Q4 24 | 38.2% | 23.0% | ||
| Q3 24 | 18.3% | 26.1% | ||
| Q2 24 | -7.4% | 27.7% |
| Q1 26 | — | 26.6% | ||
| Q4 25 | 40.2% | 28.5% | ||
| Q3 25 | 12.1% | 7.9% | ||
| Q2 25 | 7.3% | 17.5% | ||
| Q1 25 | — | 23.8% | ||
| Q4 24 | 35.0% | 18.2% | ||
| Q3 24 | 22.0% | 20.5% | ||
| Q2 24 | -2.4% | 21.8% |
| Q1 26 | — | $0.89 | ||
| Q4 25 | $0.49 | $0.95 | ||
| Q3 25 | $0.07 | $0.27 | ||
| Q2 25 | $0.04 | $0.47 | ||
| Q1 25 | — | $0.71 | ||
| Q4 24 | $0.40 | $0.45 | ||
| Q3 24 | $0.15 | $0.60 | ||
| Q2 24 | $-0.01 | $0.67 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $206.2M | $1.3B |
| Total Assets | $231.5M | $10.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $75.2M | $424.2M | ||
| Q3 25 | $70.4M | $626.9M | ||
| Q2 25 | $79.5M | $334.1M | ||
| Q1 25 | — | $486.2M | ||
| Q4 24 | $78.0M | $470.2M | ||
| Q3 24 | $118.6M | $321.2M | ||
| Q2 24 | $101.0M | $288.1M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $206.2M | $1.2B | ||
| Q3 25 | $180.8M | $1.2B | ||
| Q2 25 | $185.2M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $210.0M | $1.1B | ||
| Q3 24 | $233.9M | $1.1B | ||
| Q2 24 | $218.5M | $1.1B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $231.5M | $9.7B | ||
| Q3 25 | $209.6M | $9.8B | ||
| Q2 25 | $212.3M | $9.7B | ||
| Q1 25 | — | $9.8B | ||
| Q4 24 | $242.8M | $9.7B | ||
| Q3 24 | $262.7M | $10.0B | ||
| Q2 24 | $249.0M | $9.9B |
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 | — |
| Free Cash FlowOCF − Capex | $6.4M | — |
| FCF MarginFCF / Revenue | 9.6% | — |
| Capex IntensityCapex / Revenue | 1.0% | — |
| Cash ConversionOCF / Net Profit | 0.26× | — |
| TTM Free Cash FlowTrailing 4 quarters | $15.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $7.1M | $158.9M | ||
| Q3 25 | $-3.1M | $59.3M | ||
| Q2 25 | $4.1M | $20.6M | ||
| Q1 25 | — | $35.6M | ||
| Q4 24 | $9.0M | $108.5M | ||
| Q3 24 | $-3.0M | $39.6M | ||
| Q2 24 | $8.1M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | $6.4M | $151.1M | ||
| Q3 25 | $-3.5M | $56.8M | ||
| Q2 25 | $4.0M | $19.6M | ||
| Q1 25 | — | $34.8M | ||
| Q4 24 | $8.9M | $86.4M | ||
| Q3 24 | $-3.2M | $32.2M | ||
| Q2 24 | $7.9M | $6.5M |
| Q1 26 | — | — | ||
| Q4 25 | 9.6% | 146.0% | ||
| Q3 25 | -10.9% | 51.7% | ||
| Q2 25 | 14.3% | 23.5% | ||
| Q1 25 | — | 37.0% | ||
| Q4 24 | 13.2% | 110.3% | ||
| Q3 24 | -8.2% | 35.5% | ||
| Q2 24 | 28.9% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 7.6% | ||
| Q3 25 | 1.1% | 2.3% | ||
| Q2 25 | 0.5% | 1.2% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | 0.2% | 28.1% | ||
| Q3 24 | 0.4% | 8.1% | ||
| Q2 24 | 0.7% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.26× | 5.38× | ||
| Q3 25 | -0.81× | 6.88× | ||
| Q2 25 | 2.02× | 1.41× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 0.38× | 7.60× | ||
| Q3 24 | -0.35× | 2.13× | ||
| Q2 24 | — | 0.57× |
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% |
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
