US · Technology · Scientific & Technical Instruments
EPS came in at 1.59 against a street estimate of 1.30 — a beat of 22.3%.
Analysts rate Itron Inc a buy (10 buy, 2 hold, 1 sell out of 13) with an average price target of $129.60.
CONFIDENT Itron delivered record gross margins (41.4%) and earnings beat despite 7% revenue decline. Strong recurring revenue growth (21% YoY) and $4.4B backlog signal durable infrastructure demand. FY26 EPS guidance raised to $6.30–$6.50. Q2 2026 Management sees opportunity across all major U.S. regions; gas refresh well above historical norms. No weak geographies called out; water smallest vertical but Europe water market alive. Analysts pressed on bookings lumpiness, distribution CapEx crowding, and mid-market adoption. Management emphasized pipeline strength, CapEx deferral examples, and mid-market PaaS traction; cautioned against booking-run-rate patterns given regulatory timing. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.33% |
| Vanguard Portfolio Management, LLC | 8.01% |
| Vanguard Capital Management, LLC | 4.60% |
| Impax Asset Management Group PLC | 4.40% |
| State Street Corp | 4.12% |
| Dimensional Fund Advisors, Inc. | 4.04% |
| Amvescap Plc. | 3.66% |
| First Trust Advisors L.P. | 2.77% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ITRON, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $562.9 million (down 7% from $606.8M in Q2 2025) • H1 2026 Revenue: $1,149.9 | 2026-07-28 |
| Results announced · Q3 2026 ITRON, INC. — Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $563 million, down 7% year-over-year (down 3% in constant currency for Networked | 2026-07-28 |
| Shareholder vote results · Q2 2026 ITRON, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 7, 2026 with three proposals voted upon – all passed • Board authorized ne | 2026-05-08 |
| Quarterly report · Q1 2026 ITRON, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues Q1 2026: $586,982k (down from $607,151k in Q1 2025, -3.3% decline) - Product | 2026-04-28 |
| Results announced · Q2 2026 ITRON, INC. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue: $587 million, down 3% year-over-year ($607 million in Q1 2025) • GAAP net i | 2026-04-28 |
| Company announcement · Q2 2026 ITRON, INC. - 8-K SUMMARY HEADLINE NUMBERS • No specific financial figures provided in this disclosure • Filing date: April 13, 2026 (event date); A | 2026-04-24 |
| Proxy statement · Q2 2026 ITRON, INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect five directors—two Class 3 directors for two-year ter | 2026-03-23 |
| Annual report FY2025 ITRON, INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization as of June 30, 2025: $5.94 billion • Outstanding shares as | 2026-02-17 |
Readable in the app.
| Announcement | Date |
|---|---|
| Full-year earnings outlook raised; Q2 results beat expectations Itron, a utility management software company, reported Q2 2026 results with mixed but ultimately encouraging indicators. Revenue declined 7% to $563 million, primarily due to timing of proje | 2026-07-28 |
| Board authorizes $200 million share repurchase program over 18 months Itron held its 2026 Annual Meeting of Shareholders on May 7, 2026, where three proposals were voted on and all passed. First, five directors were elected to the board: Scott Drury and Sheri | 2026-05-08 |
| Acquisition of Urbint and Locusview to enhance AI software solutions Itron, a utility software and hardware company, reported mixed revenue results but strong profitability improvements for full year 2025. Revenue declined 3% to $2.4 billion, primarily due to | 2026-02-17 |
| Signs definitive agreement to acquire Locusview for $525 million Itron, Inc. announced it is acquiring Locusview, Ltd., a privately held utility software company, for $525 million in cash. The deal is expected to close in January 2026. Key Details: - Pur | 2025-11-17 |
| Board authorizes $250 million share repurchase program over 18 months Itron's Board of Directors approved a new $250 million share repurchase program on November 7, 2025, effective immediately. The company will buy back its own stock over the next 18 months th | 2025-11-10 |
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Google PlayApp StoreData updated 2026-09-18.