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Itron Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $1.26 |
| EPS actual | $1.49 |
| EPS Surprise | 18.25% |
| Revenue estimate | 572.036M |
| Revenue actual | 586.982M |
| Revenue Surprise | 2.61% |
| Release date | Feb 17, 2026 |
| EPS estimate | $2.19 |
| EPS actual | $2.46 |
| EPS Surprise | 12.33% |
| Revenue estimate | 561.505M |
| Revenue actual | 571.657M |
| Revenue Surprise | 1.81% |
| Release date | Oct 30, 2025 |
| EPS estimate | $1.48 |
| EPS actual | $1.54 |
| EPS Surprise | 4.05% |
| Revenue estimate | 561.306M |
| Revenue actual | 581.625M |
| Revenue Surprise | 3.62% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.33 |
| EPS actual | $1.62 |
| EPS Surprise | 21.80% |
| Revenue estimate | 598.71M |
| Revenue actual | 606.761M |
| Revenue Surprise | 1.34% |
Last 4 Quarters for Itron
Below you can see how ITRI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $124.54 |
| EPS estimate | $1.33 |
| EPS actual | $1.62 |
| EPS surprise | 21.80% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $135.97 |
| Jul 28, 2025 | $136.30 |
| Jul 29, 2025 | $136.62 |
| Jul 30, 2025 | $138.42 |
| Jul 31, 2025 | $124.54 |
| Aug 01, 2025 | $123.18 |
| Aug 04, 2025 | $125.75 |
| Aug 05, 2025 | $123.79 |
| Aug 06, 2025 | $125.25 |
| 4 days before | -8.41% |
| 4 days after | 0.570% |
| On release day | -1.09% |
| Change in period | -7.88% |
| Release date | Oct 30, 2025 |
| Price on release | $108.99 |
| EPS estimate | $1.48 |
| EPS actual | $1.54 |
| EPS surprise | 4.05% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $135.94 |
| Oct 27, 2025 | $136.11 |
| Oct 28, 2025 | $133.95 |
| Oct 29, 2025 | $138.18 |
| Oct 30, 2025 | $108.99 |
| Oct 31, 2025 | $100.33 |
| Nov 03, 2025 | $106.81 |
| Nov 04, 2025 | $106.56 |
| Nov 05, 2025 | $107.15 |
| 4 days before | -19.82% |
| 4 days after | -1.69% |
| On release day | -7.95% |
| Change in period | -21.18% |
| Release date | Feb 17, 2026 |
| Price on release | $96.43 |
| EPS estimate | $2.19 |
| EPS actual | $2.46 |
| EPS surprise | 12.33% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $105.57 |
| Feb 11, 2026 | $99.81 |
| Feb 12, 2026 | $95.74 |
| Feb 13, 2026 | $89.36 |
| Feb 17, 2026 | $96.43 |
| Feb 18, 2026 | $99.58 |
| Feb 19, 2026 | $99.11 |
| Feb 20, 2026 | $99.54 |
| Feb 23, 2026 | $95.21 |
| 4 days before | -8.66% |
| 4 days after | -1.27% |
| On release day | 3.27% |
| Change in period | -9.81% |
| Release date | Apr 28, 2026 |
| Price on release | $87.00 |
| EPS estimate | $1.26 |
| EPS actual | $1.49 |
| EPS surprise | 18.25% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $89.68 |
| Apr 23, 2026 | $88.56 |
| Apr 24, 2026 | $88.55 |
| Apr 27, 2026 | $86.92 |
| Apr 28, 2026 | $87.00 |
| Apr 29, 2026 | $82.69 |
| Apr 30, 2026 | $83.80 |
| May 01, 2026 | $85.40 |
| May 04, 2026 | $84.22 |
| 4 days before | -2.99% |
| 4 days after | -3.20% |
| On release day | -4.95% |
| Change in period | -6.09% |
Itron Earnings Call Transcript Summary of Q1 2026
Itron reported a solid start to 2026 with Q1 revenue of $587M, adjusted EBITDA of $92M, non-GAAP EPS of $1.49, and free cash flow of $79M. Q1 outperformance was driven by accelerated first‑half project timing (mainly Networks) and strong operational execution; company reiterated that the first half overall remains consistent with prior guidance. Bookings were $476M and backlog totaled $4.4B. Key growth drivers: Outcomes (Q1 revenue +22% y/y) and the newly combined Resiliency Solutions (Q1 revenue $16M). ARR was $400M, up 28% y/y. Gross margins expanded materially (adjusted gross margin 40.7%, up ~490–490 bps y/y) due to favorable mix and operational efficiencies; several segment-level margin records were reported. Liquidity and leverage: total debt $1.61B, cash $713M, net leverage ~2.4x; cash declined vs year-end due to acquisitions, convertible note activity, a large note repayment, and buybacks. Q2 outlook: revenue $560–570M (midpoint down ~7% y/y) and non‑GAAP EPS $1.25–1.35 (midpoint down ~8% y/y after tax/interest normalization). Management continues to emphasize backlog quality, recurring revenue growth, margin discipline, cash generation, and confidence in a multiyear structural opportunity from grid modernization. Integration of Urbint and LocustView (Resiliency Solutions) is on track; synergies are expected over time but not yet realized.
