Itron, Inc.
$102.33-4.4%YTD+14.4%1Y-21.5%
Mentions · last 7 days
117
Price updated 1h ago·X counts updated 1d ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $ITRI.
Hardware, Equipment & Parts
No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.
Top industry ETF
$SOXXiShares Semiconductor ETF
+70.8%YTD
+100.0%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
17.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
8.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
13.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
8.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
16.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
39.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.59$1.29+23.3%
Q1 2026Apr 28, 2026$1.49$1.26+18.3%
Q4 2025Feb 17, 2026$2.46$2.19+12.3%
Q3 2025Oct 30, 2025$1.54$1.48+4.1%
Next earningsThu, Oct 29·consensus EPS $1.52
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$562.9M-7.2%41.0%13.5%$1.20$94.6M
Q1 FY26$587.0M-3.3%40.3%11.5%$1.20$79.0M
Q4 FY25$571.7M-6.7%40.5%13.8%$2.25$111.5M
Q3 FY25$581.6M-5.5%37.7%14.1%$1.43$111.4M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$2.4B$2.3B – $2.4B$5.99$5.71 – $6.1910
FY27$2.5B$2.4B – $2.7B$6.58$5.53 – $7.2610
FY28$2.7B$2.7B – $2.8B$7.94$7.51 – $8.262
FY29$2.9B$2.8B – $3.0B$0.00$0.00 – $0.001
FY30$3.0B$2.9B – $3.1B$0.00$0.00 – $0.001
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.9.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+28.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatLow float · 43.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today14.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.315-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
In themes
Explore the broader themes this ticker is being talked about under.
More in Hardware, Equipment & Parts
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · top 1 · last 7 days