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Itron, Inc. ITRI

Technology — Scientific & Technical Instruments
Cash Flow Champion (3y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
15.41
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 9 1 — 27 — — 19 1 — 18 1
Insider Ownership
2.32%

Capital & Financial Ratios

Market Cap
4,000.00
Revenue
2,303.17
Net Income
276.29
Free Cash Flow
385.38
Net Debt
830.01
Current Ratio
2.75
Debt/Equity
0.96
P/E ratio
14.85
P/S ratio
1.73
P/B ratio
2.43
Past 5Y EPS Growth
33.39%
This Y EPS Growth
(9.92%)
Next Y EPS Growth
8.03%
Next 5Y EPS Growth
4.06%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2024 ‡‡‡
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 302.05 1,051.24 1,020.40 745.23
Receivables 303.82 350.47 367.79 351.11
Inventory 283.69 270.73 242.89 258.73
Other 159.88 143.46 191.24 194.46
1,049.44 1,815.89 1,822.32 1,549.52
2023 2024 2025 Q'26
Payables 199.52 144.93 156.29 146.73
ST’ Debt — — 459.52 —
Other 54.41 61.24 58.86 55.14
537.24 528.27 1,012.23 564.23
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡ ‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 586.98 562.90 — —
—
’25 607.15 606.76 581.63 571.66
2,367.19
’24 603.44 609.07 615.46 612.86
2,440.84
’23 494.62 541.07 560.77 577.17
2,173.63
’22 475.33 431.88 420.86 467.49
1,795.56
’21 519.57 489.41 486.95 485.64
1,981.57
’20 598.42 509.59 540.18 525.16
2,173.35
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 85.50 88.09 — —
—
’25 72.12 96.69 117.83 119.32
405.95
’24 41.31 51.72 65.30 79.85
238.18
’23 1.43 41.56 34.09 47.90
124.97
’22 7.59 15.07 14.87 (13.03)
24.50
’21 49.96 72.73 18.47 13.65
154.79
’20 18.89 6.89 44.79 38.94
109.51
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 78.97 81.49 — —
—
’25 67.48 90.67 113.41 111.51
383.06
’24 34.16 44.61 58.68 70.17
207.61
’23 (5.47) 35.96 28.28 39.32
98.09
’22 2.22 9.77 10.65 (17.89)
4.75
’21 38.54 63.66 11.16 6.75
120.11
’20 6.29 (9.55) 37.54 29.03
63.31
in millions of $

EPS

Mar Jun Sep Dec Year
’26 1.18 1.19 — —
—
’25 1.42 1.47 1.41 2.21
6.50
’24 1.12 1.10 1.70 1.26
5.18
’23 (0.26) 0.53 0.87 0.96
2.11
’22 0.02 (0.82) 0.09 0.49
(0.22)
’21 0.30 (0.73) (0.04) (1.30)
(1.83)
’20 0.21 (1.56) (0.63) 0.53
(1.44)

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.5
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 39.38 50.35 67.21 90.11 — — —
Low Price
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 70.67 79.99 124.90 142.00 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5,477 5,859 5,788 5,550 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.33 0.37 0.42 0.43 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,795.56 2,173.63 2,440.84 2,367.19 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 29.08% 32.84% 34.39% 37.69% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (15.74) 127.39 284.53 342.27 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.88%) 5.86% 11.66% 14.46% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (9.55) 98.32 241.12 303.34 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 108.74 59.43 61.77 56.59 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 39.81 47.86 53.80 52.04 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.22) 2.13 5.27 6.62 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.54 2.75 5.25 8.92 ‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.44) (0.59) (0.67) (0.50) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.11 2.16 4.58 8.42 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 26.42 29.31 31.11 38.21 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 45.10 45.42 45.37 45.49 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡ 0.00 35.27 20.60 14.03 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.30 1.57 2.02 1.78 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.96 2.56 3.49 2.43 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.45 1.65 2.10 1.88 ‡‡‡‡ ‡‡‡‡ ‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 547.03 36.51 24.73 11.62 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 24.50 124.97 238.18 405.95 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (19.75) (26.88) (30.56) (22.89) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.75 98.09 207.61 383.06 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 331.01 512.20 1,287.63 810.09 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 468.53 454.83 1,242.42 1,248.33 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 266.52 152.78 191.19 227.93 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,191.56 1,331.43 1,411.43 1,738.20 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.41%) 3.89% 7.95% 8.45% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.32%) 5.43% 10.30% 9.95% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.83%) 7.68% 17.43% 19.12% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Itron, Inc. (ITRI), a leader in smart metering and utility IoT solutions, has staged a compelling rebound after a decade of acquisition-fueled volatility and COVID-era lows, with revenue plunging 28% to $1.80 billion in 2022 before surging 21% in 2023 and 12% in 2024 to $2.44 billion. This mirrors rising demand for grid modernization amid electrification and regulatory tailwinds, bolstered by sharp productivity gains (revenue per employee up 29%) and post-pandemic rightsizing that cut headcount by 26%. Profitability has accelerated dramatically, with gross margins expanding to 34.4%, EBT margins hitting 11.7%, EPS climbing to $5.27, and free cash flow per share exploding to $4.58, driving ROE to 17.4% and attractive valuations like 21x PE and 2.0x PS.

Yet caution tempers the enthusiasm: analyst forecasts show a 3% revenue dip in 2025 before modest recovery, alongside ballooning debt to $1.24 billion and heavy insider selling ($8.9 million in proceeds, zero buys). While positioned in a $100+ billion smart metering market fueled by infrastructure spending, risks like supply chain disruptions and utility capex lumpiness loom. At discounts to targets implying 30-50% upside, Itron offers multi-year potential for patient investors—but execution will determine if it’s a compounder or cyclical trap.

Read full commentary →

Itron, Inc. (ITRI) Latest News

News by impact score

Fine-tune

17 Sep

3 , 8:45 AM
Itron introduces Itron Inspire 2026 lineup aimed at utility challenges through proven approaches. New lineup launch affects product strategy and positioning with moderate effects expected.

16 Sep

4 , 8:45 AM
Itron launches IEE Cloud AI enabling grid edge use cases from a trusted data foundation. New AI product launch targets core grid management applications and strengthens competitive positioning.

18 Aug

3 , 6:14 AM
Itron could be 21% undervalued based on smart grid growth expectations. Smart grid growth narrative may moderately lift Itron valuation and sentiment without altering core trajectory.

14 Aug

4 www.marketbeat.com, 4:01 PM
Itron states grid-edge intelligence fuels expanding utility opportunities. Grid-edge intelligence drives major utility market expansion for Itron.

12 Aug

3 , 10:24 AM
Itron (ITRI) is positioned as a strong investment bet on the back of its smart infrastructure solutions, expanding utility contracts and improving financial metrics. Favorable investment narrative can lift near-term sentiment and trading volume without altering core fundamentals.

29 Jul

4 transcript app.moby.co, 8:30 AM
Itron, Inc. released its Q2 2026 earnings call summary covering quarterly financial results, operational updates, and forward guidance. Q2 earnings call and guidance directly shape near-term stock trajectory and investor positioning.

3 , 10:55 AM
Itron posted Q2 earnings above expectations despite soft revenues, and its solid outlook propelled the stock up 26%. Q2 earnings beat combined with solid outlook signals improved future performance trajectory.

28 Jul

4 www.spokesman.com, 11:59 PM
Itron reports record margins as AI and data center buildouts reshape its long-term prospects. Record margins and AI-driven data center growth signal major positive shifts likely to alter Itron's trajectory and investor sentiment.

4 , 9:10 PM
Itron (ITRI) stock rose 27.2% after beating margins and raising EPS outlook despite lower sales. Margin beat and raised EPS guidance indicate stronger profitability and improved forward trajectory for Itron.

4 , 8:30 PM
Itron shares surged 26% after the company beat earnings expectations and raised its growth outlook. Earnings beat combined with raised guidance signals stronger financial performance and investor sentiment ahead.

4 www.fool.com, 4:53 PM
Itron stock surged 26% on positive developments driving investor buying. Sharp single-day gain signals major shift in market perception and future performance outlook.

4 investorshub.advfn.com, 10:11 AM
Itron, Inc. reported Q2 earnings and raised its full-year 2026 EPS outlook. Raised 2026 EPS guidance signals stronger profitability and lifts future performance expectations.

3 , 11:25 PM
ITRI stock surges sharply today on positive developments boosting investor sentiment and valuation. Stock surge signals short-term positive sentiment but lacks details on major strategic or fundamental shifts.

3 , 5:03 PM
Itron Inc posted record gross margins and strong free cash flow in its Q2 2026 earnings call. Positive earnings metrics support near-term sentiment but represent routine quarterly updates without altering long-term trajectory.

3 transcript www.marketbeat.com, 11:04 AM
Itron reported Q2 financial results and operational updates during its earnings call, including revenue figures, segment performance, and forward guidance. Q2 earnings results and guidance offer moderate insight into near-term financial trajectory and investor positioning.

3 , 10:00 AM
Itron reports Q2 earnings with analysis of key metrics. Q2 earnings detail financial results that shape near-term market views on performance.

3 , 8:30 AM
Itron, Inc. (ITRI) announced financial results for the second quarter of 2026. Quarterly earnings releases deliver performance metrics and guidance that can shift near-term investor sentiment and valuation.

27 Jul

3 , 3:33 AM
Itron (ITRI) is scheduled to report earnings tomorrow. Earnings release can shift near-term stock price and sentiment around financial results.

21 Jul

3 , 10:46 AM
Itron reports Q1 earnings, prompting buy, sell or hold analysis for ITRI stock. Q1 earnings discussion may sway short-term investor views on Itron without major strategic shifts.

7 Jul

4 , 2:13 AM
Itron's stock may be 28% undervalued following announcements tied to smart meter upgrades. Smart meter upgrades position Itron for major revenue growth and stronger competitive positioning.

27 Jun

3 , 1:48 PM
Itron advances utility digitization via involvement in Auckland smart meter upgrade project. Auckland smart meter upgrade involvement positions Itron for growth in utility digitization sector.

15 Jun

3 , 8:00 PM
Itron collaborates with Watercare Services on New Zealand's largest smart water meter upgrade. Major NZ smart water meter contract win supports Itron revenue growth and utility sector positioning.

4 Jun

4 Insider Monkey, 12:17 PM
Itron Inc. (ITRI) expands strategic collaboration to accelerate digital water transformation for utilities. Strategic collaboration expansion targets core digital water utility growth and market positioning.

1 Jun

3 Simply Wall St., 4:13 AM
Itron completes SAP integration and secures digital water contracts, prompting reassessment of ITRI valuation amid expanded tech capabilities and new revenue streams. SAP integration plus contract wins support moderate gains in efficiency and revenue without fundamentally shifting company trajectory.

31 May

3 Simply Wall St., 5:10 PM
Itron launches new SAP connector and secures water sector contracts, prompting questions on required investor responses. New SAP connector and water wins may moderately enhance Itron's product offerings and contract pipeline.

27 May

3 GlobeNewswire, 8:45 AM
Itron releases Locusview Connector for SAP S/4HANA to enhance utility resiliency. New product connector launch supports utility sector offerings and may lift competitive positioning without major trajectory shift.

13 May

4 Insider Monkey, 12:09 PM
Itron (ITRI) is positioned as a key player in the software layer of AI-driven grid modernization, enabling utilities to integrate AI for efficient energy management, demand response, and grid optimization amid rising electrification and renewable energy demands. Itron's alignment with AI grid software positions it for significant growth in utilities' digital transformation.

7 May

4 GlobeNewswire, 11:00 AM
Novara Energy Alliance launches with Itron, Inc. (ITRI) to drive innovation in the energy sector through collaborative advancements. Novara Energy Alliance launch represents a major strategic partnership enhancing Itron's innovation capabilities and competitive edge in energy markets.

30 Apr

3 Simply Wall St., 9:09 AM
Itron, Inc. reported a 7.0% EPS beat. Analysts forecast continued positive performance ahead. 7.0% EPS beat improves financial outlook and investor sentiment moderately without transformative changes.

29 Apr

3 Zacks, 10:54 AM
Itron's Q1 earnings and sales beat analyst estimates despite declining year-over-year. Q1 earnings beat supports moderate positive impact on financial performance and market sentiment, balanced by year-over-year declines.
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