Company Performance - Itron's stock closed at $122.20, reflecting a -3.48% change from the previous day, underperforming the S&P 500's daily loss of 2.71% [1] - Over the past month, Itron's shares gained 5.07%, which is lower than the Computer and Technology sector's gain of 6.22% and higher than the S&P 500's gain of 3.5% [1] Upcoming Earnings - Itron is set to release its earnings on October 30, 2025, with projected earnings per share (EPS) of $1.48, indicating a 19.57% decrease from the same quarter last year [2] - The consensus estimate for revenue is $576.45 million, reflecting a 6.34% decrease compared to the same quarter of the previous year [2] Annual Estimates - For the annual period, Zacks Consensus Estimates forecast earnings of $6.07 per share and revenue of $2.37 billion, representing changes of +8.01% and -2.76% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Itron are important as they reflect the shifting dynamics of short-term business patterns, with upward revisions indicating analysts' positive outlook on the company's operations [4] Zacks Rank and Valuation - Itron currently holds a Zacks Rank of 2 (Buy), with a Forward P/E ratio of 20.85, which is a discount compared to the industry average Forward P/E of 23.2 [6] - The company has a PEG ratio of 0.7, significantly lower than the Electronics - Testing Equipment industry's average PEG ratio of 2.63 [7] Industry Overview - The Electronics - Testing Equipment industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 9, placing it in the top 4% of over 250 industries [8]

Core Viewpoint - Itron, Inc. is set to release its financial results for the quarter ending September 30, 2025, on October 30, 2025, before market opening, followed by a management conference call to discuss the results [1]. Financial Results Announcement - The financial results will be available on the company's website at 8:30 a.m. EDT on October 30, 2025 [1]. - A management conference call will take place at 10 a.m. EDT on the same day to discuss the financial results [1]. Conference Call Access - Interested parties can listen to the conference call via a live webcast, which can be accessed through the company's website [2]. - Participants are encouraged to pre-register and should access the webcast 10 minutes prior to the call to ensure proper audio setup [2]. Webcast Replay - A replay of the conference call will be available until November 6, 2025, accessible on the company's website [3]. Company Overview - Itron is focused on transforming the management of energy, water, and city services through intelligent infrastructure solutions [4]. - The company aims to enhance efficiency, build resilience, and provide safe, reliable, and affordable services to utilities and cities [4]. - Itron connects people, data insights, and devices to help communities manage essential resources effectively [4].

Core Insights - Itron, Inc. has announced a definitive agreement to acquire Urbint, Inc. for $325 million, which will enhance Itron's portfolio in advanced technologies for utilities [1][8] - The acquisition is expected to close in the fourth quarter of 2025 [1][8] Acquisition Details - Urbint's AI-driven operational resilience solutions will strengthen Itron's existing offerings and help address industry challenges [2] - The acquisition aligns with Itron's mission to provide critical solutions to utilities, focusing on public safety, asset protection, and environmental considerations [2] Market Position and Growth Drivers - Itron has a solid backlog and is positioned to capitalize on trends in global energy, water, and smart infrastructure [3] - Growth is driven by factors such as data center demand, reindustrialization, electrification of transportation and homes, and automation of water infrastructure [3] Strategic Collaborations - Itron entered a joint marketing agreement with Current Lighting Solutions to enhance streetlighting systems through intelligent control and management technologies [4] Financial Outlook - Itron projects 2025 revenues between $2.35 billion and $2.4 billion, with an upward revision in full-year EPS outlook to a range of $6.00 to $6.20 [5] - The company has seen a 13% increase in its EPS outlook midpoint due to rising customer demand and improved operational efficiency [5] Stock Performance - Itron currently holds a Zacks Rank 2 (Buy) and has outperformed the Zacks Electronics - Testing Equipment industry, gaining 16.7% over the past year [6]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores offer a systematic approach to evaluate stocks based on value, growth, and momentum [3][4][5][6][7] Zacks Style Scores - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [4][5][6][7] - Value Score identifies undervalued stocks using financial ratios like P/E and Price/Sales [4] - Growth Score assesses stocks based on projected earnings and sales growth [5] - Momentum Score evaluates stocks based on price trends and earnings estimate changes [6] - VGM Score combines all three styles to highlight stocks with the best overall potential [7] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [8] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, achieving an average annual return of +23.81% since 1988 [8] - A large number of stocks can hold high Zacks Ranks, making it essential to use Style Scores for better selection [9] Stock Example: Itron Inc (ITRI) - Itron Inc is a technology and services company specializing in smart meters and communication systems for utilities [12] - ITRI holds a Zacks Rank of 2 (Buy) and has a VGM Score of A, indicating strong potential [12] - The stock has a Momentum Style Score of B, with a recent price increase of 4.9% over the past month [13] - Analysts have revised ITRI's earnings estimate upwards, with the Zacks Consensus Estimate rising to $6.07 per share [13] - ITRI has an average earnings surprise of +32.5%, making it a strong candidate for investors [13]

Core Insights - Itron, Inc. is hosting its premier customer-focused event, Itron Inspire 2025, in Orlando, FL from October 24-30, 2025, aimed at addressing the complexities faced by utilities and cities in managing energy and water resources [1][2] Event Overview - The event will feature industry leaders from electricity, water, gas, IIoT, and smart cities, focusing on intelligent and sustainable resource management [1][2] - The Knowledge Conference, the main event, will take place from October 26-28, including keynotes, networking events, breakout sessions, and a showcase of Itron's integrated solutions [2] Keynote Speakers - Ed Bielarski, CEO of Gainesville Regional Utilities, will discuss the utility's vision and challenges [5] - Tom Deitrich, president and CEO of Itron, will emphasize the importance of accurate, real-time data and edge intelligence [5] - Marina Donovan will present findings from the 2025 Itron Resourcefulness Report, which explores the role of data analytics, machine learning, AI, and grid edge intelligence in utilities [5] Panel Discussions - A session moderated by Susan Lynch from Accenture will address the value of grid edge intelligence in transforming utility operations [5] - A panel featuring former state utility commissioners will discuss garnering regulatory support for new initiatives [6] Women Who Inspire Luncheon - The luncheon will feature Maria Bocanegra, focusing on empowering female leadership in the energy, water, and utilities sectors [7] Breakout Sessions - Over 75 breakout sessions will cover various topics, including outage awareness, consumer engagement, and smart water solutions, organized into four tracks [8] Additional Learning Opportunities - Customer forums and working groups will be held on October 29 and 30, providing deeper insights and peer-to-peer learning [9] Company Background - Itron is focused on transforming how energy, water, and city services are managed, aiming to improve efficiency, build resilience, and deliver reliable services through intelligent infrastructure solutions [10]

Core Insights - Itron, Inc. has signed a definitive agreement to acquire Urbint, Inc. for $325 million, which will be funded through cash on hand, with the transaction expected to close in Q4 2025 [1][2]. Company Overview - Itron is focused on transforming the management of energy, water, and city services through intelligent infrastructure solutions that enhance efficiency, resilience, and service reliability [3]. - Urbint aims to predict and prevent incidents threatening critical infrastructure, workers, communities, and the environment using real-world data and artificial intelligence [5]. Strategic Implications - The acquisition of Urbint is part of Itron's strategy to address pressing industry issues, enhancing its offerings with AI-powered operational resilience solutions [2]. - The integration of Urbint's technology is expected to help utilities manage challenges related to aging infrastructure and extreme weather, improving response times after major weather events and protecting underground assets [2].

Core Insights - Itron, Inc. has entered a joint marketing agreement with Current Lighting Solutions to enhance smart streetlighting systems through the integration of Itron's CityEdge portfolio and Current's LED luminaires [1][4][8] Group 1: Joint Marketing Agreement - The collaboration aims to transform the deployment and operation of streetlighting systems, providing benefits beyond mere illumination [1] - Itron's CityEdge portfolio combines intelligent control technologies with Current's high-efficiency LED products, including the Evolve Roadway line [1][5] Group 2: CityEdge Portfolio - Launched in October 2024, CityEdge is an open platform that integrates IoT technologies to tackle urban challenges in areas such as smart lighting, traffic management, and sustainability [2] - The platform allows cities to manage streetlight infrastructure with precise control, enabling features like dimming, remote monitoring, and integration with various sensors [4][8] Group 3: Benefits of LED Technology - LED lighting technology offers higher lumens per watt, longer lifespan, and reduced maintenance needs, but also introduces challenges like over-illumination and light pollution [3] - Itron's intelligent controls help manage these challenges by allowing dynamic adjustments to brightness based on actual needs [3][4] Group 4: Market Demand and Growth Drivers - Itron is experiencing robust demand for its grid edge intelligence platform, driven by factors such as data center demand, reindustrialization, and electrification trends [7][8] - The company has shipped over 15.3 million distributed intelligence-capable endpoints, highlighting the critical role of its technology in building flexible infrastructure [8] Group 5: Financial Outlook - Itron has revised its 2025 revenue projections to $2.35-$2.4 billion, down from a previous estimate of $2.4-$2.5 billion, reflecting near-term demand challenges [11] - The company anticipates third-quarter revenues between $570 million and $585 million, indicating a 6% year-over-year decline [11]

Company Overview - Itron (ITRI) shares increased by 3.7% to $125.07, following a period of 4.9% loss over the past four weeks, indicating a significant trading volume [1] - The company is experiencing steady margin expansion and cash flow despite facing modest top-line pressure [3] Partnership and Product Development - Itron announced a partnership with Current Lighting Solutions to provide a smart lighting solution aimed at enhancing safety, energy efficiency, and operations [2] - The collaboration integrates Itron's CityEdge management technologies with Current's advanced LED fixtures, improving streetlight performance for cities and utilities [2] Financial Performance and Projections - Itron is expected to report quarterly earnings of $1.48 per share, reflecting a year-over-year decline of 19.6%, with revenues projected at $576.45 million, down 6.3% from the previous year [4] - The company's full-year revenue guidance has been reduced to $2.35-$2.4 billion, down from $2.4-$2.5 billion, due to slower project deployments and regulatory complexities [3] Market Sentiment and Stock Performance - The consensus EPS estimate for Itron has been revised slightly lower over the past 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [5] - Itron currently holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to other stocks in the same industry [6]

Core Insights - Itron, Inc. has entered a joint marketing agreement with Current Lighting Solutions to deliver a smart lighting solution aimed at enhancing streetlight performance and expanding IoT capabilities [1][5] Group 1: Joint Offering and Technology - The collaboration combines Itron's management and control technologies from its CityEdge portfolio with Current's advanced LED fixtures, including the Evolve Roadway product line [1][4] - The joint offering allows cities and utilities to optimize streetlight performance, leveraging high-efficiency LED luminaires that produce more lumens per watt compared to older technologies, thus saving energy and reducing costs [2][4] Group 2: Features and Benefits - Itron's CityEdge portfolio enhances smart lighting management by providing remote asset monitoring, streetlight fault detection, and integration with additional sensors for air quality, traffic, and weather [3] - The Evolve Roadway products are designed for outdoor environments, offering advanced glare control and optical precision to ensure uniform light distribution and improved visibility, which helps reduce light pollution and enhance pedestrian safety [4][5] Group 3: Strategic Importance - The partnership is positioned as a step towards building smarter, more connected cities, providing utilities and local governments with full control over their lighting systems [6] - The integrated solution aims to connect various aspects of city management, from back office operations to street-level implementations, thereby improving community safety and operational efficiency [5][6]

Core Insights - Itron, Inc. (ITRI) is collaborating with the American Samoa Power Authority (ASPA) to implement its Advanced Metering Infrastructure (AMI) solution, which includes smart electric meters and software aimed at modernizing ASPA's electricity distribution network [1][9] - The initiative is part of ASPA's digital transformation strategy, focusing on improving operational efficiency, billing accuracy, and customer satisfaction [1][2] Group 1: Deployment Details - The AMI deployment will enhance visibility into electricity meter data and empower customers with detailed usage insights to manage their consumption [2] - Itron's solution includes Gen5 CENTRON II smart meters, a secure communication network, and UtilityIQ software for real-time consumption data management [3] - The deployment is tailored to the tropical climate and geographical constraints of American Samoa, ensuring effective integration and performance [3] Group 2: Strategic Partnerships - Itron has a history of collaboration with ASPA, having previously supported smaller projects to enhance meter reading and data accuracy [4] - The company is also expanding its partnerships globally, including projects in Fiji and Greece, to modernize utility services and support sustainability goals [6][7] Group 3: Market Performance - Itron's stock has performed well, gaining 12.2% over the past year, contrasting with a 6.5% decline in the Zacks Electronics - Testing Equipment industry [8] - The momentum in Itron's grid edge intelligence platform is driven by factors such as data center demand growth and the electrification of transportation and homes [5][9]