Itron, Inc. (ITRI)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$97.01+1.53%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · ITRI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks ITRI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 2 guided quarters · 20.8% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Execute the approved $200 million share repurchase program over 18 months to return capital to shareholders.
Stated as a priority in 3 of last 3 quarters. The Board authorized a $200 million share repurchase program in 2026-Q2. The company repurchased $100 million in 2025-Q4 and $152.2 million in 2026-Q2, showing active execution. The trajectory is delivering on the repurchase commitment.
“Approval of Share Repurchase Program On May 6, 2026, the Company's Board of Directors authorized a new share repurchase program of up to $200 million...”
“Entered into a purchase agreement to issue $700 million convertible notes and plans to use proceeds for repurchases and debt repayment.”
“Repurchase of common stock of $100 million completed in 2025.”
Continue investigation, remediation, and containment of unauthorized system access to ensure cybersecurity and legal compliance.
Stated as a priority in 2 of last 2 quarters. Management disclosed ongoing cybersecurity investigation and remediation efforts following unauthorized access in 2026-Q1 and 2026-Q2. The company reports no further unauthorized activity and continued containment, indicating active management of cybersecurity risks.
“Company has continued its investigation, remediation, and containment activities relating to the unauthorized access.”
Focus on increasing Outcomes segment revenue through services and recurring revenue growth.
Stated as a priority in 3 of last 3 quarters. Outcomes segment revenue grew from approximately $78.5 million in 2025-Q1 to $96.4 million in 2026-Q2, reflecting double-digit growth rates (13% in 2026-Q2, 22% in 2026-Q1). Management's focus on recurring and services revenue is delivering consistent growth.
“Outcomes revenue increased 13% due to increased services revenue.”
Integrate Urbint and Locusview acquisitions to grow Resiliency Solutions revenue and capabilities.
Stated as a priority in 3 of last 3 quarters. Resiliency Solutions revenue increased from $3 million in 2025-Q4 to $16 million in 2026-Q2 following the acquisitions of Urbint and Locusview. Integration is progressing to plan, indicating delivery on the strategic expansion of this segment.
“Resiliency Solutions revenue was $16 million with integration progressing to plan.”
Over the trailing year it converted 1.15x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4162).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“Activated cybersecurity response plan and launched investigation with external advisors to assess and remediate unauthorized activity.”
“Outcomes revenue increased 22% due to increased recurring and services revenue.”
“Outcomes revenue increased 23% due to increased delivery services and recurring revenue.”
“Resiliency Solutions revenue was $16 million which now includes revenue from both Urbint and Locusview.”
“Resiliency Solutions revenue was $3 million which only includes revenue from Urbint since acquisition closed Nov 3, 2025.”