Water markets, globally, are in transition with critical inputs being influenced by inflation, climate, pandemic-related lockdowns, the Ukraine-Russia conflict, and overarching concerns about recession.
These factors, among others, are increasingly evident in company financial reports and presentations that warrant analysis. For this reason, Bluefield Research’s team of water experts supports clients with ongoing quarterly analysis of identifiable trends and market signals highlighted in the financial reports (e.g., 10–K, 10–Q), investor calls, and presentations of publicly traded companies holding positions in water, wastewater, and stormwater for the municipal and industrial sectors.
The 50 companies tracked by our team are segmented by treatment technologies & solutions, hardware & infrastructure, engineering services, digital water solutions, and utility services. The data and analysis highlight key factors shaping not only the segments but also the individual companies.