Itron Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
4.1%projected annual EPS growth
Analyst Coverage
10analysts covering
FY Revenue (est.)
$2.4Bnext fiscal year
FY EPS (est.)
$6.38next fiscal year
Monitoring Framework
Key Performance Indicators
Total Backlog Quarterly4.4BTarget: Maintain or expand backlog to support multi-year revenue visibility
Annual Recurring Revenue (ARR) Quarterly400MTarget: Mid-teens to 20% growth in 2026
Adjusted Gross Margin Quarterly4,070.0%Target: Sustained expansion driven by software and services mix
Watch Items
- Integration of Urbint and Locusview acquisitionsTrigger: Dilutive impact to 2026 EPS; target EPS accretive by end of 2027Action: Monitor Resiliency Solutions segment revenue contribution (guided at $65M to $70M for 2026) and operational cost synergies
- Utility project deployment timing and budget cyclesTrigger: Lumpy revenue recognition or delayed network deployments causing quarterly revenue fluctuationsAction: Track quarterly book-to-bill ratios and order conversion rates to assess second-half end-loaded pickup
Research as of 19 Jun 2026