Earnings summary

Itron, Inc. Q2 2025 results

Reported 2025-07-31Full transcript →

Snapshot

Itron, Inc. reported $607M of revenue in Q2 2025, up -0.4% year over year, with diluted EPS of $1.47 and an operating margin of 12.6%.

Revenue
$607M
YoY growth
+-0.4%
Diluted EPS
$1.47
Operating margin
12.6%
$607M
Revenue
+-0.4%
YoY growth
$1.47
Diluted EPS
12.6%
Operating margin
01 Key takeaways

What management said

  • Tom Deitrich, Itron's President and Chief Executive Officer, and Joan Hooper, Senior Vice President and Chief Financial Officer, will review Itron's second quarter results and provide a general business update and outlook.
  • Before Tom begins, a reminder that our earnings release and financial presentation include non-GAAP financial information that we believe enhances the overall understanding of our.
  • Reconciliations of differences between GAAP and non-GAAP financial measures are available in our earnings release and on our Investor Relations website.
  • The team performed well, achieving revenue in line with expectations and earnings above.
  • Turning to Slide 5, Itron set new quarterly records for margins, profitability, and cash flow.
  • Our differentiated Outcomes segment continued to drive growth, reinforcing our market leadership in agile distribution infrastructure.
  • The long-term market outlook remains positive, driven by rising electricity demand, increased resiliency and reliability requirements, and ongoing focus on efficiency and safety.
  • Consequently, we are lowering our full year revenue outlook midpoint by approximately 3%.
  • At the same time, growing customer demand for high-value solutions along with operational efficiencies has raised our full year EPS outlook midpoint by 13%.
  • We maintain our outlook for the full year book-to-bill ratio of one to one or higher.
  • Now Joan will provide details about our second quarter and our outlook for the third quarter and the full year.
  • Second quarter revenue of $607 million was within the range we expected and slightly lower than the prior year, which included a significant amount of constrained revenue catch up.
Read the full Q2 2025 transcript
SourcesCompany financials · earnings call Last updated

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