Key Takeaways Itron's AMI Essentials is being deployed to modernize Tucson Water's infrastructure and operations.The solution includes 250,000 smart modules, cellular NaaS and Temetra to boost data visibility.Real-time insights cut water loss, improve customer alerts and streamline Tucson's AMR-to-AMI shift.Itron, Inc. (ITRI) Advanced Metering Infrastructure (AMI) Essentials for water was recently deployed by Tucson | Tucson Water in Arizona. This initiative aims to modernize Tucson’s water infrastructure, ...

Core Insights - Itron, Inc. has signed a definitive agreement to acquire Locusview, Ltd. for $525 million, expected to close in January 2026 [1][8] - The acquisition aims to enhance Itron's Resiliency Solutions portfolio and improve infrastructure deployment capabilities for utility providers [2][8] - Itron is actively pursuing acquisitions to strengthen its digital and operational intelligence offerings amid macroeconomic pressures [3][4] Acquisition Details - Locusview's platform is designed for utility construction management, providing a scalable SaaS solution that improves productivity and project management [2] - The acquisition of Urbint, Inc. for $325 million is also planned to enhance Itron's AI and safety analytics capabilities, expected to close in Q4 2025 [4] - Itron's acquisition strategy includes previous purchases like Elpis Squared, aimed at optimizing energy distribution [5] Financial Performance and Outlook - Itron's Networked Solutions segment generated 73.9% of total revenues in Q3 2025, amounting to $365.4 million, driven by connected infrastructure projects [5] - The company is facing softer near-term demand, leading to a reduction in 2025 revenue outlook to $2.35–$2.36 billion and a fourth-quarter revenue guidance of $555–$565 million [6][8] - Itron's bookings for 2025 are expected to fall below the 1:1 target due to delays in customer decisions and macroeconomic uncertainties [6] Market Position - Itron currently holds a Zacks Rank of 3 (Hold), with its stock declining 20.8% over the past year, compared to a 13.5% decline in the Zacks Electronics - Testing Equipment industry [7]

Core Insights - Itron reported quarterly earnings of $1.54 per share, exceeding the Zacks Consensus Estimate of $1.48 per share, but down from $1.84 per share a year ago, representing an earnings surprise of +4.05% [1] - The company achieved revenues of $581.63 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.90%, although this is a decline from $615.46 million year-over-year [2] - Itron has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The future performance of Itron's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's price movement based on recent earnings and future expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.46, with expected revenues of $583.15 million, while for the current fiscal year, the EPS estimate is $6.07 on revenues of $2.37 billion [7] Industry Context - Itron operates within the Zacks Electronics - Testing Equipment industry, which is currently ranked in the top 9% of over 250 Zacks industries, indicating a favorable industry outlook [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5][6]

Core Insights - Fortive Corporation reported third-quarter 2025 adjusted earnings per share (EPS) of 68 cents, exceeding the Zacks Consensus Estimate of 58 cents, marking a year-over-year increase of 15.3% [1][9] - Revenues for the quarter rose 2.3% year over year to $1.03 billion, surpassing the Zacks Consensus Estimate by 2.1%, with core revenues increasing by 1.9% [1][9] Financial Performance - The company executed $1 billion in share repurchases during the quarter, reflecting its disciplined capital allocation strategy [3] - Fortive raised its full-year 2025 EPS guidance to a range of $2.63 to $2.67, up from the previous estimate of $2.50 to $2.60, due to strong third-quarter performance [4][12] - As of September 26, 2025, cash and cash equivalents were $430.8 million, down from $1,827.4 million as of June 27, 2025 [11] Segment Performance - Intelligent Operating Solutions generated revenues of $698.8 million, contributing 68% to total revenues, with a year-over-year increase of 2.6% [6] - Advanced Healthcare Solutions reported revenues of $328.3 million, accounting for 32% of total revenues, up 1.8% year over year [6] - Adjusted operating margins for Intelligent Operating Solutions were 32.8%, expanding 110 basis points year over year, while Advanced Healthcare Solutions saw adjusted operating margins of 26.7%, rising 130 basis points [10] Outlook - The company anticipates overall core growth to moderate in the fourth quarter, with Advanced Healthcare Solutions core growth expected to remain in line with third-quarter levels [13] - Fortive expects a sequential increase in net interest expense in the fourth quarter and maintains a projected adjusted effective tax rate in the mid-teens for 2025 [13]

分组1 - Cognex Corporation reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.27 per share, and showing an increase from $0.20 per share a year ago, resulting in an earnings surprise of +22.22% [1] - The company achieved revenues of $276.89 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 6.64%, compared to $234.74 million in the same quarter last year [2] - Cognex has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 31.9% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $235.82 million, and for the current fiscal year, it is $0.89 on revenues of $960.56 million [7] - The Electronics - Testing Equipment industry, to which Cognex belongs, is currently ranked in the top 9% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Company Performance - Itron's stock closed at $131.33, reflecting a -2.18% change from the previous day, underperforming the S&P 500's gain of 0.53% [1] - Over the past month, Itron's shares increased by 10.87%, outperforming the Computer and Technology sector's gain of 2.01% and the S&P 500's gain of 0.71% [1] Upcoming Earnings - Itron is set to release its earnings report on October 30, 2025, with expected earnings of $1.48 per share, indicating a year-over-year decline of 19.57% [2] - The consensus estimate for Itron's revenue is $576.45 million, representing a 6.34% decline compared to the same quarter last year [2] Full-Year Estimates - The Zacks Consensus Estimates for Itron's full-year earnings are $6.07 per share and revenue of $2.37 billion, reflecting year-over-year changes of +8.01% and -2.76%, respectively [3] - Recent changes in analyst estimates indicate a dynamic business trend, with positive revisions suggesting analyst optimism about Itron's profitability [3] Valuation Metrics - Itron's Forward P/E ratio is 22.11, which is lower than the industry average Forward P/E of 23.91 [6] - The company has a PEG ratio of 0.74, significantly below the Electronics - Testing Equipment industry's average PEG ratio of 2.65 [6] Industry Context - The Electronics - Testing Equipment industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 21, placing it in the top 9% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

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 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]

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. (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]