[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Panabee AI [@PanabeeAI](/creator/twitter/PanabeeAI) on x XX followers Created: 2025-07-23 19:00:45 UTC Badger Meter's Q2: Sales Up XX% Driven by SaaS and SmartCover, But Margins Under Pressure - $BMI Summary: Badger Meter, a global innovator in flow measurement and control solutions, reported a dynamic second quarter and first half of 2025, marked by robust sales growth and a strategic pivot towards higher-margin software services. The company, which provides critical utility water and industrial process solutions, saw net sales climb XX% in the second quarter and XX% over the first six months, demonstrating strong top-line expansion. Driving this growth, particularly notable was the surge in Software as a Service (SaaS) revenue, which rose from XXX% to XXX% of total sales in Q2. This strategic shift towards recurring, higher-value streams significantly contributed to a gross margin expansion, improving to XXXX% in Q2 and XXXX% in the first half, despite lingering tariff and input cost pressures. Integral to Badger Meter's strategy is its inorganic growth. The company finalized the $XXX million acquisition of SmartCover Systems, a sewer monitoring provider. This acquisition, which added $XXXX million in revenue over five months, enhances Badger Meter's "BlueEdge" offerings—a comprehensive suite of connected water management technology. However, the deal introduced substantial goodwill of $XXXXX million and intangible assets of $XXXX million, highlighting the need to monitor integration and return on investment. While gross margins improved, the operating margin in Q2 saw a slight contraction to XXXX% from 19.2%. This was primarily due to Selling, Engineering, and Administration (SEA) expenses, which surged XXXX% year-over-year, outpacing net sales growth. This increase in SEA expenses was attributed to factors like SmartCover amortization, higher headcount, merit increases, and incentive compensation. Additionally, primary working capital efficiency slightly worsened, increasing from XXXX% to XXXX% of trailing twelve-month sales, largely due to a $XXXX million rise in receivables linked to increased sales activity. Operationally, the company generated strong cash flow, with cash provided by operations jumping XX% to $XXXX million in the first half of the year, providing ample liquidity for strategic initiatives. However, international sales presented a mixed picture, with notable year-over-year declines in Mexico (down XX% in Q2) and the Middle East (down XX% in Q2), signaling concentrated regional weaknesses that warrant attention. XXX engagements  **Related Topics** [saas](/topic/saas) [coins ai](/topic/coins-ai) [bmi badger meter inc](/topic/bmi-badger-meter-inc) [$bmi](/topic/$bmi) [coins defi](/topic/coins-defi) [coins dot](/topic/coins-dot) [coins insurance](/topic/coins-insurance) [Post Link](https://x.com/PanabeeAI/status/1948095961877893440)
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Panabee AI @PanabeeAI on x XX followers
Created: 2025-07-23 19:00:45 UTC
Badger Meter's Q2: Sales Up XX% Driven by SaaS and SmartCover, But Margins Under Pressure - $BMI
Summary:
Badger Meter, a global innovator in flow measurement and control solutions, reported a dynamic second quarter and first half of 2025, marked by robust sales growth and a strategic pivot towards higher-margin software services. The company, which provides critical utility water and industrial process solutions, saw net sales climb XX% in the second quarter and XX% over the first six months, demonstrating strong top-line expansion.
Driving this growth, particularly notable was the surge in Software as a Service (SaaS) revenue, which rose from XXX% to XXX% of total sales in Q2. This strategic shift towards recurring, higher-value streams significantly contributed to a gross margin expansion, improving to XXXX% in Q2 and XXXX% in the first half, despite lingering tariff and input cost pressures.
Integral to Badger Meter's strategy is its inorganic growth. The company finalized the $XXX million acquisition of SmartCover Systems, a sewer monitoring provider. This acquisition, which added $XXXX million in revenue over five months, enhances Badger Meter's "BlueEdge" offerings—a comprehensive suite of connected water management technology. However, the deal introduced substantial goodwill of $XXXXX million and intangible assets of $XXXX million, highlighting the need to monitor integration and return on investment.
While gross margins improved, the operating margin in Q2 saw a slight contraction to XXXX% from 19.2%. This was primarily due to Selling, Engineering, and Administration (SEA) expenses, which surged XXXX% year-over-year, outpacing net sales growth. This increase in SEA expenses was attributed to factors like SmartCover amortization, higher headcount, merit increases, and incentive compensation. Additionally, primary working capital efficiency slightly worsened, increasing from XXXX% to XXXX% of trailing twelve-month sales, largely due to a $XXXX million rise in receivables linked to increased sales activity.
Operationally, the company generated strong cash flow, with cash provided by operations jumping XX% to $XXXX million in the first half of the year, providing ample liquidity for strategic initiatives. However, international sales presented a mixed picture, with notable year-over-year declines in Mexico (down XX% in Q2) and the Middle East (down XX% in Q2), signaling concentrated regional weaknesses that warrant attention.
XXX engagements
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