NASDAQ$ITRI

Itron Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Itron reported a decrease in revenue due to supply constraints and an inflationary environment, with a focus on Networked Solutions and Outcomes offerings.

Itron's first quarter 2022 results showed a decrease in revenue to $475 million from $520 million, with GAAP net income falling to $1 million from $13 million. The company faced challenges due to component constraints and higher costs, impacting gross margin and profitability.

  • Revenue decreased by 9% to $475 million due to component constraints.
  • GAAP net income declined to $1 million, or $0.02 per diluted share.
  • Free cash flow decreased to $2 million, compared to $39 million in the prior year.
  • Total backlog increased to $3.9 billion from $3.4 billion.

Headline financials

Total Revenue

$475M

Previous: $520M-8.5%
EPS (adj)

$0.11

Previous: $0.52-78.8%
Total Backlog

$3.9B

Previous: $3.4B+14.7%
Total Bookings

$417M

Previous: $688M-39.4%
Capital Expenditures

-$5.37M

Previous: -$11.4M+53.0%
Free Cash Flow

-$4.46M

Previous: $1.19M-474.7%
Net Income

$906K

Previous: $12.6M-92.8%
Operating Income

$6.82M

Previous: $30.9M-78.0%
Gross Profit

$135M

Previous: $167M-19.0%
Cash & Equivalents

$204M

Previous: $575M-64.5%
Total Assets

$2.42B

Previous: $2.93B-17.4%
Stock-Based Comp

$6.13M

Previous: $6.5M-5.7%

Revenue & EPS history

Itron · Revenue · Quarterly

$475M

Q1 2022-8.5%vs Q1 2021
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Itron · $628M total across 3 segments · Q4 2019

  • Networked Solutions
    $369M+20.8%
  • Device Solutions
    $206M-9.5%
  • Outcomes
    $53.6M-1.2%

Forward guidance

This document does not contain forward guidance. No forward guidance was provided in the document.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.7%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+1.6%

Avg return

30 days after

56%

38 / 68 earnings

Positive

+26.8%

Q1 2023

Best reaction

-21.3%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.3%-1.7%-3.9%
Q4 2025+8.0%+11.4%+3.7%
Q3 2025-21.3%-22.9%-28.3%
Q1 2025-2.9%-4.1%+3.9%
Q4 2024+9.9%+17.6%+13.7%
Q3 2024+7.7%+13.3%+14.1%
Q2 2024-2.2%-5.5%-1.2%
Q1 2024+16.9%+18.3%+17.5%
Q4 2023+21.5%+24.4%+22.2%
Q3 2023+13.1%+11.4%+21.4%
Q2 2023-6.4%-10.1%-10.8%
Q1 2023+26.8%+22.7%+28.9%
Q4 2022+2.1%+3.9%-1.4%
Q3 2022+0.5%+8.3%+17.2%
Q2 2022-11.9%-14.3%-18.8%
Q1 2022+1.0%+5.4%+6.4%
Q4 2021-8.7%-13.5%-3.0%
Q3 2021-0.0%-7.4%-22.7%
Q2 2021-21.0%-16.6%-16.2%
Q1 2021-6.0%-2.8%+6.7%
Q4 2020+20.1%+21.1%-8.3%
Q3 2020+1.3%+0.7%+21.5%
Q2 2020-4.0%-3.6%-10.9%
Q1 2020-17.7%-8.8%-0.1%
Q4 2019-9.5%-10.8%-32.2%
Q3 2019+3.4%+1.2%+4.6%
Q2 2019+13.3%+13.5%+15.8%
Q1 2019+22.1%+12.1%+10.3%
Q4 2018-12.4%-15.8%-22.9%
Q3 2018-5.0%-0.8%-3.9%
Q2 2018+8.1%+3.4%+10.8%
Q1 2018-6.2%-11.9%-12.5%
Q4 2017+4.9%+3.5%+1.1%
Q3 2017-14.9%-11.2%-17.1%
Q2 2017-1.0%-0.1%-0.5%
Q1 2017+2.8%+2.1%+7.5%
Q4 2016-7.9%-10.2%-8.4%
Q3 2016+9.1%+9.8%+18.3%
Q2 2016+12.1%+13.3%+17.1%
Q1 2016+11.4%+9.5%+24.5%
Q4 2015+7.7%
Q3 2015-7.0%
Q2 2015+4.6%
Q1 2015-1.8%
Q4 2014-3.7%
Q3 2014+0.1%
Q2 2014+9.1%
Q1 2014+13.3%
Q4 2013-14.2%
Q3 2013-6.7%
Q2 2013-5.9%
Q1 2013-11.8%
Q4 2012-9.2%
Q3 2012-3.8%
Q2 2012+8.2%
Q1 2012+1.3%
Q4 2008-3.0%
Q4 2011-3.0%
Q3 2011+2.1%
Q2 2011+1.3%
Q1 2010-1.7%
Q1 2011+0.4%
Q4 2010+0.1%
Q3 2009+1.5%
Q3 2010+1.5%
Q2 2009+2.3%
Q2 2010+2.3%
Q4 2009+2.3%

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