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AI brief of an SEC Form 8-K · Itron (ITRI)

Itron Q4 profit rises as revenue falls 7%; 2026 EPS outlook sits below 2025 result

Mixed Impact 3 of 5 earnings Written later

Itron reported fourth-quarter 2025 revenue of $572 million, down 7% from a year earlier, while GAAP diluted earnings per share rose to $2.21 from $1.26, helped by a tax benefit. For 2026, the company forecast non-GAAP diluted EPS of $5.75 to $6.25, compared with $7.13 for full-year 2025, and revenue of $2.35 billion to $2.45 billion.

Key points

  • Q4 2025 revenue was $572 million, down 7%, driven by portfolio optimization and the timing of project deployments.
  • Q4 GAAP diluted EPS was $2.21 versus $1.26; non-GAAP diluted EPS was $2.46 versus $1.35.
  • Full-year 2025 revenue was $2.4 billion, down 3%; full-year non-GAAP diluted EPS was $7.13.
  • 2026 outlook: Q1 revenue $565 million to $575 million; full-year revenue $2.35 billion to $2.45 billion and non-GAAP diluted EPS $5.75 to $6.25.

The filing

CompanyItron (ITRI)
Form8-K, current report
Filed with the SECFeb 17, 2026, 8:35 AM ET
Accession number0001171843-26-000850

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:00 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 17, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.