Itron, Inc.

Report azionario NasdaqGS:ITRI

Capitalizzazione di mercato: US$3.7b

Itron Salute del bilancio

Criteri Salute finanziaria verificati 3/6

Itron ha un patrimonio netto totale di $1.6B e un debito totale di $1.6B, che porta il suo rapporto debito/patrimonio netto a 96.6%. Le sue attività totali e le sue passività totali sono rispettivamente $4.0B e $2.3B. L'EBIT di Itron è $305.3M rendendo il suo rapporto di copertura degli interessi -15.5. Ha liquidità e investimenti a breve termine pari a $712.9M.

Informazioni chiave

96.62%

Rapporto debito/patrimonio netto

US$1.57b

Debito

Indice di copertura degli interessi-15.5x
ContantiUS$712.85m
Patrimonio nettoUS$1.63b
Totale passivitàUS$2.35b
Totale attivitàUS$3.98b

Aggiornamenti recenti sulla salute finanziaria

Recent updates

Seeking Alpha Jul 09

Itron Isn't Cheap Enough For An Upgrade, Even After Its Ugly Plunge

Summary Itron, Inc. remains a 'hold' as near-term fundamentals are expected to weaken despite recent share price declines. Revenue and profitability continue to decline, with Q1 2026 revenue down to $587M and net income dropping to $53.5M. Backlog and orders are contracting, signaling further revenue pressure; Q2 2026 guidance also points to lower sales and earnings. Longer-term, management targets for 2027 could deliver market-beating returns, but I require evidence of progress before turning bullish. Read the full article on Seeking Alpha
Aggiornamento narrativa Jun 06

ITRI: Smart Water Metering Rollout Will Drive Future Cash Flows

Itron's updated analyst price target has shifted from $135 to about $126.70, as analysts weigh recent target cuts from several firms against one smaller upward revision and factor in changes to growth, margin and discount rate assumptions. Analyst Commentary Recent research on Itron reflects a mix of cautious and more optimistic views, with several firms adjusting price targets and one firm lifting its target slightly.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $1.5B ) di ITRI superano le sue passività a breve termine ( $573.6M ).

Passività a lungo termine: Le attività a breve termine di ITRI ( $1.5B ) non coprono le sue passività a lungo termine ( $1.8B ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: Il rapporto debito netto/patrimonio netto ( 52.9% ) di ITRI è considerato alto.

Riduzione del debito: Il rapporto debito/patrimonio netto di ITRI è aumentato da 73.4% a 96.6% negli ultimi 5 anni.

Copertura del debito: Il debito di ITRI è ben coperto dal flusso di cassa operativo ( 26.6% ).

Copertura degli interessi: ITRI matura più interessi di quanti ne paga, quindi la copertura dei pagamenti degli interessi non è un problema.


Bilancio


Scoprire le aziende sane

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/26 19:19
Prezzo dell'azione a fine giornata2026/07/24 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Itron, Inc. è coperta da 36 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John EadeArgus Research Company
Benjamin KalloBaird
Amir RozwadowskiBarclays