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Side-by-side financial comparison of Energy Recovery, Inc. (ERII) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Urban Edge Properties is the larger business by last-quarter revenue ($132.6M vs $66.9M, roughly 2.0× Energy Recovery, Inc.). Energy Recovery, Inc. runs the higher net margin — 40.2% vs 17.1%, a 23.2% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs -0.3%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% CAGR vs 8.1%).
Energy Recovery Inc. is an American manufacturer of energy recovery devices for water and CO2 refrigeration industries.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
ERII vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $66.9M | $132.6M |
| Net Profit | $26.9M | $22.6M |
| Gross Margin | 67.2% | — |
| Operating Margin | 46.8% | — |
| Net Margin | 40.2% | 17.1% |
| Revenue YoY | -0.3% | 12.2% |
| Net Profit YoY | 14.7% | -6.7% |
| EPS (diluted) | $0.49 | $0.18 |
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 | — | $132.6M | ||
| Q4 25 | $66.9M | $119.6M | ||
| Q3 25 | $32.0M | $120.1M | ||
| Q2 25 | $28.1M | $114.1M | ||
| Q1 25 | — | $118.2M | ||
| Q4 24 | $67.1M | $116.4M | ||
| Q3 24 | $38.6M | $112.4M | ||
| Q2 24 | $27.2M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $26.9M | $12.4M | ||
| Q3 25 | $3.9M | $14.9M | ||
| Q2 25 | $2.1M | $58.0M | ||
| Q1 25 | — | $8.2M | ||
| Q4 24 | $23.5M | $30.1M | ||
| Q3 24 | $8.5M | $9.1M | ||
| Q2 24 | $-642.0K | $30.8M |
| 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% | 11.3% | ||
| Q3 25 | 11.4% | 13.4% | ||
| Q2 25 | 5.3% | 53.9% | ||
| Q1 25 | — | 7.6% | ||
| Q4 24 | 38.2% | 27.6% | ||
| Q3 24 | 18.3% | 8.9% | ||
| Q2 24 | -7.4% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 40.2% | 10.4% | ||
| Q3 25 | 12.1% | 12.4% | ||
| Q2 25 | 7.3% | 50.8% | ||
| Q1 25 | — | 6.9% | ||
| Q4 24 | 35.0% | 25.9% | ||
| Q3 24 | 22.0% | 8.1% | ||
| Q2 24 | -2.4% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.49 | $0.09 | ||
| Q3 25 | $0.07 | $0.12 | ||
| Q2 25 | $0.04 | $0.46 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | $0.40 | $0.25 | ||
| Q3 24 | $0.15 | $0.07 | ||
| Q2 24 | $-0.01 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $206.2M | $1.4B |
| Total Assets | $231.5M | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $75.2M | $48.9M | ||
| Q3 25 | $70.4M | $77.8M | ||
| Q2 25 | $79.5M | $53.0M | ||
| Q1 25 | — | $48.0M | ||
| Q4 24 | $78.0M | $41.4M | ||
| Q3 24 | $118.6M | $67.9M | ||
| Q2 24 | $101.0M | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $206.2M | $1.4B | ||
| Q3 25 | $180.8M | $1.4B | ||
| Q2 25 | $185.2M | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $210.0M | $1.4B | ||
| Q3 24 | $233.9M | $1.3B | ||
| Q2 24 | $218.5M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $231.5M | $3.3B | ||
| Q3 25 | $209.6M | $3.3B | ||
| Q2 25 | $212.3M | $3.3B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | $242.8M | $3.3B | ||
| Q3 24 | $262.7M | $3.2B | ||
| Q2 24 | $249.0M | $3.2B |
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 | $39.1M |
| Free Cash FlowOCF − Capex | $6.4M | — |
| FCF MarginFCF / Revenue | 9.6% | — |
| Capex IntensityCapex / Revenue | 1.0% | 1.5% |
| Cash ConversionOCF / Net Profit | 0.26× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $15.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $7.1M | $182.7M | ||
| Q3 25 | $-3.1M | $55.7M | ||
| Q2 25 | $4.1M | $43.5M | ||
| Q1 25 | — | $32.6M | ||
| Q4 24 | $9.0M | $153.2M | ||
| Q3 24 | $-3.0M | $36.6M | ||
| Q2 24 | $8.1M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $6.4M | $81.8M | ||
| Q3 25 | $-3.5M | $26.1M | ||
| Q2 25 | $4.0M | $19.6M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | $8.9M | $42.5M | ||
| Q3 24 | $-3.2M | $12.2M | ||
| Q2 24 | $7.9M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 9.6% | 68.4% | ||
| Q3 25 | -10.9% | 21.7% | ||
| Q2 25 | 14.3% | 17.2% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | 13.2% | 36.6% | ||
| Q3 24 | -8.2% | 10.8% | ||
| Q2 24 | 28.9% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 1.0% | 84.4% | ||
| Q3 25 | 1.1% | 24.6% | ||
| Q2 25 | 0.5% | 20.9% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | 0.2% | 95.1% | ||
| Q3 24 | 0.4% | 21.7% | ||
| Q2 24 | 0.7% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 0.26× | 14.71× | ||
| Q3 25 | -0.81× | 3.73× | ||
| Q2 25 | 2.02× | 0.75× | ||
| Q1 25 | — | 3.97× | ||
| Q4 24 | 0.38× | 5.09× | ||
| Q3 24 | -0.35× | 4.03× | ||
| Q2 24 | — | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
