Itron (ITRI) Reports Q4 Earnings: What Key Metrics Have to Say

For the quarter ended December 2025, Itron (ITRI) reported revenue of $571.66 million, down 6.7% over the same period last year. EPS came in at $2.46, compared to $1.35 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $561.79 million, representing a surprise of +1.76%. The company delivered an EPS surprise of +12.55%, with the consensus EPS estimate being $2.19.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Itron performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Outcomes: $111.83 million versus the four-analyst average estimate of $98.38 million. The reported number represents a year-over-year change of +22.6%.
• Revenue- Device Solutions: $104.83 million compared to the $95.82 million average estimate based on four analysts. The reported number represents a change of -3.4% year over year.
• Revenue- Networked Solutions: $351.95 million versus $366.53 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -14.8% change.
• Revenue- Service revenues- Networked Solutions: $29.09 million compared to the $24.5 million average estimate based on three analysts. The reported number represents a change of +13.1% year over year.
• Revenue- Product revenues- Device Solutions: $104.18 million compared to the $96.46 million average estimate based on three analysts. The reported number represents a change of -3% year over year.
• Revenue- Product revenues- Networked Solutions: $322.86 million versus $339.58 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -16.7% change.
• Revenue- Product revenues: $474.33 million versus $480.12 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -10.9% change.
• Revenue- Service revenues- Outcomes: $64.54 million versus $60.15 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +20.5% change.
• Revenue- Service revenues- Device Solutions: $0.65 million versus $1.09 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -43.9% change.
• Revenue- Service revenues: $97.33 million versus the two-analyst average estimate of $85.75 million. The reported number represents a year-over-year change of +21%.
• Revenue- Product revenues- Outcomes: $47.29 million compared to the $38.97 million average estimate based on two analysts. The reported number represents a change of +25.8% year over year.
• Gross Profit- Device Solutions: $36.05 million versus $28.12 million estimated by two analysts on average.

View all Key Company Metrics for Itron here>>>

Shares of Itron have returned -10.7% over the past month versus the Zacks S&P 500 composite's -1.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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