Itron

ITRI

Market cap $4.22B

LIBERTY LAKE, Wash., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Itron, Inc. (NASDAQ: ITRI) (the “Company”), which is innovating new ways for utilities and cities to manage energy and water, today announced the pricing of its private offering of $700.0 million aggregate principal amount of its 0.00% convertible senior notes due 2032 (the “Notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”).

Itron, Inc. delivered strong Q4 2025 profitability despite a 6.7% revenue decline, with EPS and adjusted net income beating analyst expectations. Gross profit margin expanded to 37.7% in 2025, driven by favorable product mix and manufacturing efficiencies, offsetting top-line weakness. Recent acquisitions (Urbint, Locusview) signal growth ambitions, but 2026 guidance calls for flat revenue and lower adjusted net profits amid higher interest expense.

Itron: Staying Bullish On Q4 Beat And Strategic M&A

ITRI tops Q4 2025 EPS estimates as margins jump and bookings hit $737M, while new Resiliency Solutions bets aim to lift growth despite 2026 EPS dilution.

Itron reported Q4 2025 earnings this morning. The company reported stronger results than analysts had anticipated.

Itron, Inc. (ITRI) Q4 2025 Earnings Call Transcript

The headline numbers for Itron (ITRI) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Itron (ITRI) came out with quarterly earnings of $2.46 per share, beating the Zacks Consensus Estimate of $2.19 per share. This compares to earnings of $1.35 per share a year ago.

Beyond analysts' top-and-bottom-line estimates for Itron (ITRI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

Itron (ITRI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.