Badger Meter: An Insight Into Its BlueEdge, Smart Water Solutions & Other Major Drivers!

Badger Meter reported a robust third quarter in 2025, displaying continued growth and a solid financial footing. The company achieved a 13% year-over-year increase in total sales, reaching $236 million. This growth was mainly driven by the utility water product line, which saw a 14% increase, driven by higher ultrasonic meter volumes, BEACON Software sales, and water quality product sales. Notably, excluding impacts from the SmartCover acquisition, base sales growth stood at 8% year-over-year. Gross margins improved slightly to 40.7% from 40.2% in the previous year, a positive indicator given the backdrop of persistent tariff and trade-related cost challenges. The gross margin improvement was partly due to structural mix improvements and strategic pricing strategies to offset increased costs. Badger Meter has revised its normalized gross margin range from a historical 38%-40% to 39%-42%, reflecting confidence in its structural mix benefits and better management of tariff impacts.