NASDAQ$ITRI

Itron Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

ITRI reported Q1 2026 revenue of $587.0M and net income of $53.6M, with diluted EPS of $1.18.

For Q1 2026, ITRI reported revenue of $587.0M and net income of $53.6M. The quarterly filing discusses segment trends, costs, and balance-sheet items; Profitability improved versus the prior-year quarter.

  • Revenue $587.0M for Q1 2026.
  • Net income $53.6M; diluted EPS $1.18.
  • Operating expenses and margin mix are discussed in MD&A.
  • Liquidity, capital allocation, and macro exposure are disclosed.

Headline financials

Total Revenue

$587M

Previous: $607M-3.3%
EPS (adj)

$1.18

Previous: $1.52-22.4%
Capital Expenditures

-$6.53M

Previous: -$4.64M-40.7%
Net Income

$53.5M

Previous: $65.5M-18.4%
Operating Income

$67.6M

Previous: $76.2M-11.3%
Gross Profit

$236M

Previous: $217M+8.8%

Revenue & EPS history

Itron · Revenue · Quarterly

$587M

Q1 2026-3.3%vs Q1 2025
Beat estimate in 11 of 15 quarters(73%)
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

Management outlook in the 10-Q covers operating priorities, capital allocation, and sector risks; numeric multi-quarter EPS bridges are limited.

Tailwinds

  • MD&A highlights strategic priorities and liquidity.
  • Segment or product trends support the core business narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 2026

Historical avgQ1 2026

+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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