The Motley Fool·2d ago
Itron: 3 Key Takeaways for Long-Term InvestorsNon-GAAP operating income increased 20% year over year on 3% revenue growth. Annual recurring revenue expanded 25% year over year to $423 million.
Itron's fundamentals present a dual narrative: gross margin has expanded 680 basis points from 34.1% in 2024Q3 to 40.9% in 2026Q3, and free cash flow margin has more than doubled from 7.4% in 2024Q2 to 15.9%, suggesting genuine cost discipline and cash conversion improvement even as revenue contracted for four…
Price trend, volume and key moving averages
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $1.94+24.4% vs $1.56 | $599M+0.6% vs $596M |
Q3 2026 Jul 28, 2026 | $1.59+23.3% vs $1.29 | $563M-0.6% vs $566M |
Q2 2026 Apr 28, 2026 | $1.49+18.3% vs $1.26 | $587M+2.6% vs $572M |
Q1 2026 Feb 17, 2026 | $2.46+12.3% vs $2.19 | $572M+1.8% vs $562M |
Non-GAAP operating income increased 20% year over year on 3% revenue growth. Annual recurring revenue expanded 25% year over year to $423 million.
Itron is collaborating with the ACT Government's CED to support the continued operation and future expansion of Canberra's smart lighting infrastructure.
LIBERTY LAKE, Wash., Oct. 29, 2026 (GLOBE NEWSWIRE) -- Itron, Inc. (NASDAQ: ITRI), which is innovating the way utilities and cities manage energy and water, announced today that it will participate in the following upcoming conferences: Baird Global Industrial Conference, Nov. 11, 2026, Chicago – Joel Vach, vice president of tax, treasury and merger, divestitures and acquisitions, will participate in a fireside chat and investor meetings.
Discover four value stocks with attractive PEG ratios, strong growth potential and favorable value scores that may help investors avoid value traps.
Benchmark ITRI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Itron, Inc. (ITRI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $98.44 | $4.31B | 15.14 | -3.02% | 12.72% | 19.12% | — | |
| $19.40 | $4.22B | -5.15 | 10.52% | 5.58% | 14.7% | 1.21% | |
| $54.11 | $12.61B | 30.92 | -2.61% | -2.77% | -1.87% | — | |
| $132.68 | $16.69B | 11.92 | 3.07% | 7.91% | 27.49% | 1.2% | |
| $115.07 | $6.73B | -28.27 | -79.35% | -1027.25% | -55.42% | — | |
| $8.59 | $359.01M | -5.17 | 56.89% | -225.34% | -165.83% | — |
Itron, Inc. (ITRI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Itron, Inc. (ITRI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Jul 28, 2026·SEC
May 8, 2026·SEC
Get notified when ITRI posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Itron, Inc. (ITRI) stock FAQ — growth, dividends, profitability & financials explained
Itron, Inc. (ITRI) reported $2.32B in revenue over the trailing twelve months. Revenue was $2.37B in fiscal year 2025. That is 1233% more than the $177.6M of fiscal year 1996.
Itron, Inc. (ITRI) revenue fell by 3.0% in fiscal year 2025, compared with the prior fiscal year.
Yes. Itron, Inc. (ITRI) earned $279.7M in net income over the trailing twelve months (a 12.1% net margin).
Itron, Inc. (ITRI) had a return on equity (ROE) of 19.1% in fiscal year 2025. That is above the market's typical 10-15%.
Itron, Inc. (ITRI) generated $367.5M in free cash flow over the trailing twelve months.
