Itron (ITRI) came out with quarterly earnings of $1.54 per share, beating the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.84 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.05%. A quarter ago, it was expected that this energy and water meter company would post earnings of $1.33 per share when it actually produced earnings of $1.62, delivering a surprise of +21.8%.Over the last four quarters, ...

Key Takeaways Fortive's Q3 EPS rose 15.3% year over year to $0.68, topping the consensus estimate of $0.58.Revenue grew 2.3% to $1.03B, led by gains in Intelligent Operating and Advanced Healthcare units.Fortive raised its 2025 EPS outlook to $2.63-$2.67 after strong Q3 results and continued share buybacks.Fortive Corporation (FTV) reported third-quarter 2025 adjusted earnings per share (EPS) of 68 cents from continuing operations, which surpassed the Zacks Consensus Estimate of 58 cents. The bottom line in ...

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]

Core Insights - Itron, Inc. has partnered with Pacific Technologies and the Water Authority of Fiji to launch the first smart water metering project in Fiji, expected to be completed by Q3 2025, marking a significant modernization of Fiji's water infrastructure [1][11] - The initiative aligns with WAF's Water Sector Strategy 2050, which aims to address challenges such as aging infrastructure and reducing non-revenue water, currently at 47% of production [3][11] Company Developments - Itron's solution allows WAF to upgrade its network at its own pace, withstand coastal conditions, and progress in digital transformation, contributing to a sustainable water future for Fiji [2] - The deployment involves upgrading existing meters to Itron's durable mechanical meters with Cyble communication modules, enabling quick and cost-effective conversion to smart devices [4] - Data from these meters will be managed using Itron's Temetra platform, facilitating seamless data collection and eliminating manual readings [4][5] Technology and Efficiency - The integration of Cyble modules with the Temetra platform provides WAF with advanced analytics to identify water losses and improve network efficiency [5] - Itron's technology is designed to resist corrosion and extreme conditions, minimizing maintenance costs for WAF [6] Financial Performance - Itron reported non-GAAP EPS of $1.62 for Q2 2025, exceeding estimates, with revenues of $607 million, nearly flat year-over-year [8] - For Q3 2025, Itron anticipates revenues between $570 million and $585 million, reflecting a 6% year-over-year decline at the midpoint, with non-GAAP EPS expected to fall by about 18% [9] Market Position - Itron is well-positioned to benefit from increasing utility modernization efforts, leading to higher demand for its grid edge intelligence platform and a robust portfolio of intelligent devices, software, and analytics [7] - The company's stock has gained 24.5% over the past year, outperforming the Zacks Electronics - Testing Equipment industry, which declined by 2.5% [10]

Company Overview - Itron, Inc. (ITRI) is currently experiencing significant activity in the options market, particularly with the Dec. 19, 2025 $95 Put option showing high implied volatility, indicating potential for a major price movement [1] - The company holds a Zacks Rank of 2 (Buy) within the Electronics - Testing Equipment industry, which is positioned in the bottom 23% of the Zacks Industry Rank [3] Analyst Insights - Over the past 60 days, four analysts have raised their earnings estimates for Itron for the current quarter, increasing the Zacks Consensus Estimate from $1.28 per share to $1.45 [3] - The high implied volatility in the options market suggests that traders are anticipating a significant price movement for Itron shares, which could indicate an upcoming event that may lead to a rally or sell-off [2][4] Trading Strategies - Options traders often seek out options with high implied volatility to sell premium, a strategy that aims to benefit from the decay of option value over time [4]