Badger Meter, Inc. Investor Day Presentation

Badger Meter, Inc. held its Investor Day on May 21, 2026, presenting a comprehensive overview of its business, strategy, and financial outlook. The company highlighted its leadership position in the smart water solutions market, driven by long-term secular trends such as water scarcity, aging infrastructure, and the increasing need for efficiency and compliance. Badger Meter's strategy focuses on expanding its "Beyond the Meter" technologies, which include solutions for water quality, pressure monitoring, and sewer line monitoring, complementing its core metering business. The company emphasized its hardware-enabled software model, which converts its installed base into a recurring revenue stream and deepens its competitive moat. Financial projections indicate a strong growth outlook, supported by disciplined capital allocation, a focus on profitable growth, and a history of returning cash to shareholders. Badger Meter's key messages reinforced its durable growth foundation, the expanding value of its "Beyond the Meter" technologies, and its commitment to leveraging innovation and strategic portfolio evolution to strengthen its competitive position in the smart water market. The presentation also detailed the company's experienced leadership team and its values-based, metrics-driven culture.