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Itron vs Cohu: ITRI and COHU compared
Itron is the larger company: $599M of revenue in its latest quarter (Q3 2026) against $173M for Cohu (Q3 2026). Cohu is growing faster (+37% against +3% a year earlier). Itron is more profitable, with an operating margin of 15.9% against 7.4%.
Where the money goes: ITRI and COHU
Itron (ITRI) · Q3 2026
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.
Cohu (COHU) · Q3 2026
Cohu, Q3 2026: revenue $173M (+37% year over year), operating margin 7.4%, net earnings $12.1M, operating cash flow $5.6M. The chart follows the revenue to costs, profit and cash.
| Itron (ITRI) | Cohu (COHU) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $599M | $173M |
| Revenue growth, Y/Y | +3% | +37% |
| Gross margin | 40.9% | — |
| Operating margin | 15.9% | 7.4% |
| Net earnings | $71.4M | $12.1M |
| Net margin | 11.9% | 7.0% |
| Operating cash flow | $102M | $5.6M |
| Free cash flow | $95.5M | $3.0M |
| Market value | $4.4B | $3.4B |
| P/E | 15.9× | — |
| Analysts’ mean target | $128.56 | $74.62 |
Where the revenue comes from
Itron
- Product revenues: $489M (82%)
- Service revenues: $110M (18%)
Cohu
- Systems: $90.7M (52%)
- Non-systems: $82.3M (48%)
Questions
Which is bigger, Itron or Cohu?
Itron is the larger company: $599M of revenue in its latest quarter (Q3 2026) against $173M for Cohu (Q3 2026).
Is Itron or Cohu growing faster?
Cohu is growing faster (+37% against +3% a year earlier).
Which is more profitable, Itron or Cohu?
Itron is more profitable, with an operating margin of 15.9% against 7.4%.
More: Itron earnings · how Itron makes money · Cohu earnings · how Cohu makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 27, 2026; 10-Q filed Oct 29, 2026). Fiscal quarters can end on different dates. Not investment advice.