The 10 publicly traded digital water companies tracked by Bluefield saw an annual revenue growth of 7.4% in 2024, with five of these firms posting double-digit growth, led by Trimble with an impressive 22.3% increase. During earnings calls, tariffs emerged as a significant concern. Given the evolving situation, most firms opted to exclude tariff considerations from their 2025 outlook. Overall, companies anticipate that ongoing infrastructure investment will drive demand.
This quarterly analysis highlights key trends in project and policy development, M&A, and early-stage funding in digital water globally. Notable market events in digital water are included in this analysis. The data presented in this analysis is also available in Bluefield’s Data Navigator, an online, interactive platform for projects, M&A, forecasts, and market data shaping global water markets.
In this Digital Water Quarterly Review:
- Top digital water vendors report strong 2024 growth and cautious optimism for 2025
- Despite initial optimism, economic uncertainty dampens digital water M&A activity
- Legislation, partnerships, and acquisitions bolster strength in global meter markets
- AI-based solutions continue to generate buzz in water
