Filing Flows › Itron (ITRI) › Guidance history
Itron (ITRI) guidance history: what it guided and what it reported
Itron gave guidance in 12 earnings releases on file since Feb 26, 2024. Of 9 guided periods since reported, it met or beat its own guidance 8 times (89%). Revenue: 8 of 9, on average +0.6% against the guided midpoint. Its releases raised guidance twice and lowered it once.
Revenue
Met or beat 8 of 9 periods (4 above, 4 within, 1 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $621M–$636M (Oct 27, 2026) | — | to be reported | — |
| Q3 2026 | $590M–$600M (Jul 28, 2026) | $599M | within the range | +0.7% |
| Q2 2026 | $560M–$570M (Apr 28, 2026) | $563M | within the range | -0.4% |
| Q1 2026 | $565M–$575M (Feb 17, 2026) | $587M | above the range | +3.0% |
| FY2026 | $2.4B–$2.5B (Feb 17, 2026) → lowered $2.4B–$2.4B (Jul 28, 2026) → lowered $2.4B–$2.4B (Oct 27, 2026) | — | to be reported | — |
| Q4 2025 | $555M–$565M (Oct 30, 2025) | $572M | above the range | +2.1% |
| FY2025 | $2.4B–$2.5B (Feb 25, 2025) → lowered $2.4B–$2.4B (Jul 31, 2025) → lowered $2.4B–$2.4B (Oct 30, 2025) | $2.4B | above the range | +0.5% |
| Q3 2025 | $570M–$585M (Jul 31, 2025) | $582M | within the range | +0.7% |
| Q2 2025 | $605M–$615M (May 1, 2025) | $607M | within the range | -0.5% |
| Q1 2025 | $610M–$620M (Feb 25, 2025) | $607M | below the range | -1.3% |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2024 | $3.40–$3.80 (Feb 26, 2024) → raised $5.28–$5.38 (Oct 31, 2024) | — | — | — |
| Q1 2024 | $0.80–$0.90 (Feb 26, 2024) | — | — | — |
The latest quarter
Itron, Q3 2026: revenue $599M (+3% year over year), operating margin 15.9%, net earnings $71.4M, operating cash flow $102M. The chart follows the revenue to costs, profit and cash.
Questions
Does Itron beat its guidance?
Itron gave guidance in 12 earnings releases on file since Feb 26, 2024. Of 9 guided periods since reported, it met or beat its own guidance 8 times (89%). Revenue: 8 of 9, on average +0.6% against the guided midpoint.
How often does Itron raise guidance?
Its earnings releases raised guidance twice and lowered it once since Feb 26, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.