Itron (ITRI -1.09%), a global leader in grid edge intelligence and metering technology, released its second quarter 2025 earnings on July 31, 2025. The most notable news from the release was a significant earnings beat, as non-GAAP earnings per share reached $1.62, compared to analyst estimates of $1.35. However, the company’s GAAP revenue came in slightly below expectations at $607 million, slightly down from last year and from the consensus GAAP revenue forecast of $608.82 million. Despite the minor reven ...

Key Takeaways ITRI reported Q2 EPS of $1.62, beating estimates and exceeding its guidance of $1.30-$1.40.Revenue of $607M came in near the top of guidance, but product sales slipped 3% year over year.ITRI raised its 2025 EPS forecast midpoint by 13%, while cutting the revenue midpoint by nearly 3%.Itron Inc. ((ITRI) reported non-GAAP earnings per share (EPS) of $1.62 for the second quarter of 2025, which beat the Zacks Consensus Estimate by 21.8%. The company reported earnings of $1.21 per share in the prio ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-22418 Itron, Inc. (Exact name of registrant as specified in its charter) Washington 91-1011792 (State of Incorporation) (I.R.S. Employer Ide ...

For the quarter ended June 2025, Itron (ITRI) reported revenue of $606.76 million, down 0.4% over the same period last year. EPS came in at $1.62, compared to $1.21 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $609.26 million, representing a surprise of -0.41%. The company delivered an EPS surprise of +21.8%, with the consensus EPS estimate being $1.33.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Itron (ITRI) Q2 2025 Earnings Call July 31, 2025 10:00 AM ET Company ParticipantsPaul Vincent - VP - IRTom Deitrich - President, CEO & DirectorJoan Hooper - SVP & CFOJoseph Osha - Senior MD - Equity ResearchConference Call ParticipantsNoah Kaye - Senior Research AnalystJeff Osborne - AnalystBen Kallo - Senior Research AnalystChip Moore - Managing Director & Senior Research AnalystScott Graham - Senior Equity Research AnalystOperatorGood day, and thank you for standing by. Welcome to Itron's Second Quarter t ...

Itron (ITRI) Q2 2025 Earnings Call July 31, 2025 10:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to Itron's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please note that today's conference is being recorded.I will now hand the conference over to your speaker host, Paul Vincent, Vice President of Investor Relations. Please go ahead.Speake ...

Itron (ITRI) came out with quarterly earnings of $1.62 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +21.80%. A quarter ago, it was expected that this energy and water meter company would post earnings of $1.3 per share when it actually produced earnings of $1.52, delivering a surprise of +16.92%.Over the last four quarters ...

业绩总结 - 2025年第二季度收入为6.07亿美元，同比下降0.4%[10] - 调整后EBITDA为8980万美元，同比增长16%[11] - 非GAAP稀释每股收益为1.62美元，同比增长34%[11] - 2025年第二季度自由现金流为9100万美元，同比增长103%[11] - 2025年第二季度GAAP净收入为68,340千美元，较2024年同期的51,318千美元增长33.2%[76] - 2025年上半年GAAP净收入为133,814千美元，较2024年上半年的103,039千美元增长29.8%[76] 用户数据 - 2025年第二季度的订单总额为4.54亿美元，订单与发货比为0.75[7] - 2025年第二季度的毛利率为36.9%，同比提高230个基点[10] - 网络解决方案部门收入同比下降1%，毛利率提高160个基点[25] - 结果部门收入同比增长9%，毛利率提高370个基点[30] 未来展望 - 2025年全年的收入预期调整为23.5亿至24亿美元[37] 成本与费用 - 2025年第二季度GAAP营业费用为147,205千美元，较2024年同期的145,813千美元增长0.9%[73] - 2025年第二季度非GAAP营业费用为141,392千美元，较2024年同期的141,376千美元增长0.01%[73] - 2025年第二季度GAAP营业收入为76,413千美元，较2024年同期的64,647千美元增长18.5%[73] - 2025年第二季度非GAAP营业收入为82,226千美元，较2024年同期的69,084千美元增长19.0%[73] 现金流与盈利能力 - 2025年第二季度调整后的EBITDA为89,799千美元，较2024年同期的77,105千美元增长16.5%[79] - 2025年第二季度自由现金流为90,668千美元，较2024年同期的44,607千美元增长103.5%[79]

EXHIBIT 99.1 Itron Announces Second Quarter 2025 Financial Results LIBERTY LAKE, Wash., July 31, 2025 (GLOBE NEWSWIRE) -- Itron, Inc. (NASDAQ: ITRI), which is innovating the way utilities and cities manage energy and water, announced today financial results for its second quarter ended June 30, 2025. Key results for the quarter include (compared with the second quarter of 2024): "Itron delivered solid second quarter results driving quarterly record levels of margin, profitability, and cash flow," said Tom D ...

智能电表行业概况 - 智能电表被视为未来智能电网的基石 正在全球发达国家广泛部署 发展中国家也逐步启动大规模项目[1] - 亚太地区为最大市场 北美位列第三 仅次于欧洲 北美和欧洲市场高度活跃 过去十年上半段涌现大量智能电表项目[2] - 北美智能电表安装基数预计以2.9%年复合增长率增长 从2024年1.524亿台增至2030年1.809亿台 其中美国2024年安装基数为1.369亿台 加拿大为1550万台[3] 市场渗透与技术发展 - 加拿大智能电表渗透率高于美国 但差距将持续缩小 预计203年两国渗透率将分别达97%和91%[4] - 北美地区2024年智能电表渗透率约82% 2030年预计超91% 主要由美国大型投资者拥有的公用事业项目驱动[7] - 北美是全球首个超越传统能源计量的地区 1980年代即开始广泛引入AMR技术 智能电网现已成为智慧城市发展的重要组成部分[5] 市场竞争格局 - 北美市场由美国公司Aclara和Itron以及瑞士公司Landis+Gyr主导 Itron和Landis+Gyr分别占据35%和32%市场份额 Aclara以21%份额位居第三[8] - 在网络终端设备领域 Itron以64%市场份额领先 Landis+Gyr占25% Sensus占8%[8] 技术应用趋势 - 北美市场偏好无线射频技术 电力与燃气领域绝大多数安装采用该技术[9] - 主要厂商提供915 MHz ISM频段的专有RF网状或星型拓扑平台 Wi-SUN网状网络目前最普及 Landis+Gyr和Itron为主要供应商[10] - 电力线载波通信(PLC)在北美表现欠佳 主要因电网特性导致每个变电站电表比例较低[10] - 蜂窝通信技术采用有限 但前景改善 公用事业对私有蜂窝网络兴趣增长[11][12] 行业发展趋势 - 北美大型投资者拥有的公用事业公司多数已完成部署或处于实施阶段 早期采用者正启动第二轮部署浪潮[6] - 第二轮部署将占年度出货量75% 主要由新智能电表功能和智慧能源用例驱动[2][7] - 公用事业公司正探索利用现有RF网络支持智能电表以外的应用 如配电自动化 分布式能源和电动汽车充电基础设施[13][14]