Itron, Inc.

Informe acción NasdaqGS:ITRI

Capitalización de mercado: US$3.6b

Itron Dirección

Dirección controles de criterios 3/4

El CEO de Itron es Tom Deitrich , nombrado en Aug 2019, tiene una permanencia de 6.75 años. compensación anual total es $11.21M, compuesta por 8.9% salario y 91.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.78% de las acciones de la empresa, por valor de $27.96M. La antigüedad media del equipo directivo y de la junta directiva es de 6.8 años y 6.8 años, respectivamente.

Información clave

Tom Deitrich

Chief Executive Officer (CEO)

US$11.2m

Compensación total

Porcentaje del salario del CEO8.92%
Permanencia del CEO6.8yrs
Participación del CEO0.8%
Permanencia media de la dirección6.8yrs
Promedio de permanencia en la Junta Directiva6.8yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Apr 29

Itron: Actual Results Would Provide More Comfort Than Upbeat Words

Summary Itron faces muted sales growth, soft bookings, and a questionable acquisition-driven strategy, leading to a cautious stance despite management's upbeat narrative. First-quarter sales declined 3% to $587 million, with margins under pressure and bookings translating to a weak 0.81x book-to-bill ratio. Recent $850 million acquisitions contribute minimally to revenue, raising concerns about deal multiples and future earnings dilution. With shares at $87, trading at 14–17x earnings, execution issues and lackluster organic growth undermine confidence in Itron's long-term investment appeal. Read the full article on Seeking Alpha
Actualización del análisis Apr 26

ITRI: Grid Modernization And AMI 2.0 Replacement Cycle Will Drive Future Cash Flows

The analyst price target on Itron has been trimmed by $1.80, as analysts balance the recent mix of target hikes, cuts, and rating changes with updated assumptions for the discount rate and long-term P/E expectations. Analyst Commentary Recent research on Itron shows a split view, with some firms turning more optimistic on the company’s role in grid modernization and others more cautious as expectations and price targets are reset.
Actualización del análisis Apr 10

ITRI: Grid Modernization And AMI 2.0 Cycle Will Support Long-Term Cash Flows

Narrative Update on Itron The analyst price target for Itron has been updated to $136.80. Analysts point to the company’s position in North American smart metering, expectations around the Advanced Metering Infrastructure 2.0 replacement cycle, and views on utilities' grid modernization and margin potential as key reasons for their outlook.
Actualización del análisis Mar 26

ITRI: Grid Modernization Cycle Will Support Long Duration Metering Replacement Cash Flows

Analysts trimmed the Itron price target by a small amount to $136.80 from $136.80, reflecting a balance between fresh Buy and Outperform ratings that highlight Itron's role in smart metering and grid modernization and more cautious views that have recently lowered estimates. Analyst Commentary Recent research coverage presents a mixed but generally constructive view of Itron, with several firms highlighting long-term opportunities in smart metering and grid modernization while others flag execution risk and valuation sensitivity around expectations.
Actualización del análisis Mar 11

ITRI: Grid Modernization Cycle Will Support Long Duration Utility IoT Cash Flows

Our updated Itron fair value estimate edges down from $138.22 to $136.80, as analysts balance new Buy and Outperform ratings with mixed price target revisions and more cautious assumptions for revenue growth, margins, and future price-to-earnings multiples. Analyst Commentary Recent Street research on Itron highlights a mix of optimism around its core smart metering position and grid modernization exposure, alongside some caution around growth assumptions and earnings durability.
Actualización del análisis Feb 25

ITRI: Grid Modernization Momentum Will Support Long Duration Utility IoT Cash Flows

Our analyst price target on Itron edges higher to $138.22 from $136.56 as analysts factor in recent price target increases and upgrades tied to Q4 outperformance, improved long term guidance, and a multi year grid modernization opportunity. Analyst Commentary Street research on Itron has tilted more constructive following the recent Q4 report and updated long term guidance, but there are still pockets of caution that could influence how the stock is valued and how investors think about execution risk.
Actualización del análisis Feb 11

ITRI: Grid Edge Partnerships Will Support Long-Duration Utility IoT Cash Flows

Analysts have trimmed their price expectations for Itron, with the average target moving from about US$140 to roughly US$137, reflecting slightly lower fair value and P/E assumptions while still citing supportive research updates and recent target revisions. Analyst Commentary Bullish Takeaways Bullish analysts continue to carry Buy ratings even after trimming price targets, which signals ongoing confidence in Itron’s long term execution and earnings potential at current valuation levels.
Actualización del análisis Jan 26

ITRI: Upgraded Ratings Will Support Long-Duration Utility IoT Cash Flows

The analyst price target for Itron edges up to about $140.40 from $140.20, as analysts factor in recent upgrades to Buy and Overweight ratings, alongside expectations for continued utility capex support and potential sales re-acceleration, despite some dilution from recent deals. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent upgrades to Buy and Overweight, which they see as support for the current valuation framework around Itron, even with some deal-related dilution.
Actualización del análisis Jan 12

ITRI: Accelerated Utility Capex Will Support Long-Duration Utility IoT Cash Flows

Narrative Update on Itron The analyst price target for Itron shifts moderately, incorporating a blend of recent changes such as a reduction to $138, multiple reiterations at $130, and a raise to $155. Analysts highlight dilution from recent deals, expectations for steadier utility capex, and Itron's role as an IoT provider for utilities with diversified, long-term oriented cash flow exposure.
Actualización del análisis Dec 17

ITRI: Accelerated Utility Capex Will Drive Long-Term Utility IoT Demand

Analysts have modestly raised their blended price target on Itron by a net amount of less than $1, as they balance dilution from recent deals against expectations for accelerated utility capex, re-accelerating sales next year, and durable long term cash flow visibility. Analyst Commentary Street commentary on Itron reflects a generally constructive stance on the long term growth and earnings algorithm, even as some valuation adjustments factor in near term dilution and order volatility.
Actualización del análisis Dec 03

ITRI: Elevated Power Capex Will Support Long-Term Utility IoT Momentum

Analysts have nudged their price target on Itron slightly lower to about $140 from roughly $140.40, reflecting modest dilution from recent deals. They also highlight the company’s leading position in utility IoT, exposure to elevated power capex, and solid long term cash flow visibility as support for the stock.
Actualización del análisis Nov 19

ITRI: Long-Term Utility IoT Momentum Will Drive Share Strength Ahead

Analysts have raised Itron's price target from $145 to $155, citing the company's strong position in utility IoT and long-term opportunity, even with recent order weakness and macro volatility. Analyst Commentary Recent analyst research highlights both optimism and caution regarding Itron's current performance and long-term prospects.
Artículo de análisis Nov 02

Itron, Inc. (NASDAQ:ITRI) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

There's been a major selloff in Itron, Inc. ( NASDAQ:ITRI ) shares in the week since it released its third-quarter...
Actualización del análisis Nov 02

ITRI: Utility-Scale Clean Energy Momentum Will Drive Long-Term Outperformance

Narrative Update: Itron Price Target Revision Analysts have raised their price target for Itron by $10, from $145 to $155. They cite strong positioning in utility-scale clean energy solutions and favorable exposure to U.S.-based manufacturing and diversified markets.
Artículo de análisis Jul 13

Is It Too Late To Consider Buying Itron, Inc. (NASDAQ:ITRI)?

Itron, Inc. ( NASDAQ:ITRI ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively large...
Artículo de análisis Jun 30

Itron's (NASDAQ:ITRI) Returns On Capital Are Heading Higher

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Artículo de análisis Jun 17

Earnings Not Telling The Story For Itron, Inc. (NASDAQ:ITRI)

With a price-to-earnings (or "P/E") ratio of 22.5x Itron, Inc. ( NASDAQ:ITRI ) may be sending bearish signals at the...
Artículo de análisis May 01

We Think Shareholders Will Probably Be Generous With Itron, Inc.'s (NASDAQ:ITRI) CEO Compensation

Key Insights Itron to hold its Annual General Meeting on 8th of May Total pay for CEO Tom Deitrich includes US$900.0k...
Artículo de análisis Apr 21

Here's Why Itron (NASDAQ:ITRI) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Apr 19

Itron: The AI‑Driven Backbone Of The Smart Metering

Summary With increased data centers and AI models, the cost of electricity is expected to be 2x by 2030, with 68% of people expected to move to urban areas by 2050. The global smart metering and industrial IoT (IIoT) market is expected to reach $544 Bn by 2029. Itron's current ~0.4% penetration highlights enormous market share potential. Itron is trading at an FWD PEG ratio of 1.18x implying a 13% discount. Industry trends, internet penetration, and utilities consumption will drive the growth of the smart metering market and IIoT. Read the full article on Seeking Alpha
Artículo de análisis Apr 09

What Is Itron, Inc.'s (NASDAQ:ITRI) Share Price Doing?

Itron, Inc. ( NASDAQ:ITRI ), might not be a large cap stock, but it received a lot of attention from a substantial...
Artículo de análisis Mar 28

Is Itron (NASDAQ:ITRI) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Feb 28

Results: Itron, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

It's been a good week for Itron, Inc. ( NASDAQ:ITRI ) shareholders, because the company has just released its latest...
Artículo de análisis Feb 23

Getting In Cheap On Itron, Inc. (NASDAQ:ITRI) Might Be Difficult

There wouldn't be many who think Itron, Inc.'s ( NASDAQ:ITRI ) price-to-earnings (or "P/E") ratio of 18.8x is worth a...
Artículo de análisis Jan 26

Itron, Inc.'s (NASDAQ:ITRI) Intrinsic Value Is Potentially 40% Above Its Share Price

Key Insights The projected fair value for Itron is US$150 based on 2 Stage Free Cash Flow to Equity Current share price...
Seeking Alpha Jan 22

Itron: Negative Skew In Buy/Sell Matrix Despite Business Quality

Summary Itron, founded in 1977, specializes in water safety and reliability management, offering sensors, data analytics, and communications under the "internet of things" banner. The company operates in three segments: device solutions, networked solutions, and Outcomes, which focuses on machine learning and AI. Despite a 45% rally in the last 12 months, Itron's current valuation doesn't offer a fair risk/reward ratio in my view. Read the full article on Seeking Alpha
Artículo de análisis Jan 13

Return Trends At Itron (NASDAQ:ITRI) Aren't Appealing

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Jan 01

Is Itron, Inc. (NASDAQ:ITRI) Potentially Undervalued?

Itron, Inc. ( NASDAQ:ITRI ), is not the largest company out there, but it saw significant share price movement during...
Artículo de análisis Dec 20

Does Itron (NASDAQ:ITRI) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Dec 08

These 4 Measures Indicate That Itron (NASDAQ:ITRI) Is Using Debt Safely

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Oct 29

Itron: Checking In Ahead Of Q3 Earnings

Summary Management's claims of consistent growth are starting to be questioned by analysts, reminiscent of historical concerns around organic growth. Unit economics reveal stagnation in Endpoints Under Management and a significant decline in revenue per endpoint, at odds with the stock's recent performance. Considering these factors and the stock's recent run-up, this could be an opportune moment for a short-sell trade or for long investors to take profits. Read the full article on Seeking Alpha
Artículo de análisis Oct 26

Itron, Inc.'s (NASDAQ:ITRI) Intrinsic Value Is Potentially 66% Above Its Share Price

Key Insights The projected fair value for Itron is US$171 based on 2 Stage Free Cash Flow to Equity Itron's US$103...
Artículo de análisis Oct 14

Why Investors Shouldn't Be Surprised By Itron, Inc.'s (NASDAQ:ITRI) P/E

With a price-to-earnings (or "P/E") ratio of 26x Itron, Inc. ( NASDAQ:ITRI ) may be sending bearish signals at the...
Seeking Alpha Sep 25

Itron: A Great Performance, But Soft On The Bookings

Summary Itron, Inc.'s shares have surged due to a strong performance, but softer bookings and a premium valuation make me cautious about current levels. I remain neutral and constructive, being mindful of potential softness in 2025 revenues due to a recent softer order intake. Long-term prospects remain favorable, driven by continued electrification and congestion on the grid. Read the full article on Seeking Alpha
Artículo de análisis Sep 16

Does Itron (NASDAQ:ITRI) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Sep 04

Is Itron, Inc. (NASDAQ:ITRI) Potentially Undervalued?

Itron, Inc. ( NASDAQ:ITRI ), is not the largest company out there, but it received a lot of attention from a...
User avatar
Nuevo análisis Sep 02

Grid Edge Intelligence And Networked Solutions Promise Bright Future Amid Operational Challenges

Continued growth in Networked Solutions and interest in Grid Edge Intelligence platform suggest potential for near-term revenue growth through technology adoption.
Artículo de análisis Aug 22

Itron (NASDAQ:ITRI) Hasn't Managed To Accelerate Its Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Tom Deitrich en comparación con los beneficios de Itron?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$289m

Dec 31 2025US$11mUS$1m

US$301m

Sep 30 2025n/an/a

US$258m

Jun 30 2025n/an/a

US$270m

Mar 31 2025n/an/a

US$253m

Dec 31 2024US$9mUS$900k

US$239m

Sep 30 2024n/an/a

US$225m

Jun 30 2024n/an/a

US$188m

Mar 31 2024n/an/a

US$160m

Dec 31 2023US$6mUS$875k

US$97m

Sep 30 2023n/an/a

US$75m

Jun 30 2023n/an/a

US$39m

Mar 31 2023n/an/a

-US$22m

Dec 31 2022US$4mUS$830k

-US$10m

Sep 30 2022n/an/a

-US$91m

Jun 30 2022n/an/a

-US$97m

Mar 31 2022n/an/a

-US$93m

Dec 31 2021US$5mUS$800k

-US$81m

Sep 30 2021n/an/a

-US$869k

Jun 30 2021n/an/a

-US$24m

Mar 31 2021n/an/a

-US$54m

Dec 31 2020US$4mUS$800k

-US$58m

Sep 30 2020n/an/a

-US$65m

Jun 30 2020n/an/a

-US$23m

Mar 31 2020n/an/a

US$60m

Dec 31 2019US$7mUS$650k

US$49m

Compensación vs. Mercado: La compensación total de Tom($USD11.21M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.10M).

Compensación vs. Ingresos: La compensación de Tom ha sido consistente con los resultados de la empresa en el último año.


CEO

Tom Deitrich (58 yo)

6.8yrs
Permanencia
US$11,208,405
Compensación

Mr. Thomas L. Deitrich, also known as Tom, is Director of Semiconductor Components Industries, LLC from October 2020. He serves as the Chief Executive Officer, President and Director of Itron, Inc. since A...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Thomas Deitrich
CEO, President & Director6.8yrsUS$11.21m0.78%
$ 28.0m
Joan Hooper
Senior VP & CFO8.9yrsUS$3.63m0.22%
$ 8.1m
Donald Reeves
Senior Vice President of Outcomes7.7yrsUS$2.30m0.038%
$ 1.4m
Justin Patrick
Senior Vice President of Device Solutions6.3yrsUS$2.16m0.045%
$ 1.6m
John Marcolini
Senior Vice President of Networked Solutions5.8yrsUS$2.30m0.027%
$ 969.6k
David Wright
VP, Corporate Controller & Chief Accounting Officer7yrssin datos0.020%
$ 726.0k
Paul Vincent
Vice President of Investor Relationsno datasin datossin datos
Christopher Ware
Senior VP4.2yrssin datos0.069%
$ 2.5m
Alison Mallahan
Senior Manager of Corporate Communicationsno datasin datossin datos
Marina Donovan
Vice President of Global Marketing8.3yrssin datossin datos
Laurie Hahn
Senior Vice President of Human Resources3.1yrssin datos0.074%
$ 2.7m
6.8yrs
Permanencia media
56.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ITRI es experimentado (6.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Thomas Deitrich
CEO, President & Director6.8yrsUS$11.21m0.78%
$ 28.0m
Frank Jaehnert
Independent Director11yrsUS$305.00k0.014%
$ 521.0k
Diana Tremblay
Independent Chair of the Board11yrsUS$375.00k0.052%
$ 1.9m
Sanjay Mirchandani
Independent Director2.8yrsUS$284.84k0.014%
$ 504.1k
Timothy Leyden
Independent Director11.2yrsUS$304.72k0.036%
$ 1.3m
Jerome Lande
Independent Director10.4yrsUS$199.84k0.023%
$ 824.4k
Scott Drury
Independent Directorless than a yearUS$92.79k0.0039%
$ 140.2k
Santiago Perez
Independent Director4.9yrsUS$297.34k0.027%
$ 966.7k
Sheri Savage
Independent Directorless than a yearUS$110.62k0.0040%
$ 143.4k
6.8yrs
Permanencia media
60yo
Promedio de edad

Junta con experiencia: La junta directiva de ITRI se considera experimentada (6.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/13 02:02
Precio de las acciones al final del día2026/05/13 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Itron, Inc. está cubierta por 36 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
Benjamin KalloBaird
Amir RozwadowskiBarclays