$ITRI

Itron (ITRI) told investors at the Oppenheimer conference it is shifting from metering to a grid-edge intelligence platform, with software, analytics, networks and services. Management cited 18M distributed-intelligence endpoints (+20% YoY), nearly 28M licensed applications (+50%), a record pipeline and improved pricing to $120-$140 per unit. It expects mid-teens to 20% ARR growth and $65M-$70M Resiliency revenue.

Itron shares rose about 17% this week after the company reported strong Q2 results and raised full-year guidance, according to S&P Global Market Intelligence. Itron posted non-GAAP EPS of $1.59 versus $1.29 expected and cited demand for grid stability tied to AI infrastructure build-out. Full-year EPS guidance was raised to $6.40 at the midpoint.

Itron (NASDAQ: ITRI) shares rose about 17.4% this week, after the utility technology company reported strong Q2 results and raised full-year guidance, according to S&P Global Market Intelligence. Non-GAAP EPS was $1.59 versus $1.29 expected. Full-year EPS guidance was raised to $6.40 at the midpoint.

Itron (NASDAQ:ITRI) reported Q2 GAAP net income of $53M, or $1.19/diluted share, versus $68M a year earlier. Non-GAAP operating income rose 8% to $89M and adjusted EBITDA rose 8% to $97M. Q2 revenue by segment: Device Solutions $111M, Networked Solutions $339M, Outcomes $96M, Resiliency Solutions about $16M. Free cash flow was $81M. Backlog was $4.4B. Itron raised full-year non-GAAP EPS to $6.30-$6.50 and narrowed revenue to $2.37B-$2.41B.

Morgan Stanley research cited by the article says the median S&P 500 EPS surprise was 6% in Q1 2026, above the long-run ~5.5% average. FactSet research cited says firms with positive EPS surprises tend to keep outperforming after results. The article lists 28 companies that beat Wall Street EPS expectations, including Ford (EPS $0.66 vs $0.31), Bloom Energy (EPS $0.78 vs $0.37; revenue >$1B, +164% YoY), and Incyte (EPS $3.09 vs $0.94).

Itron (NASDAQ:ITRI) reported Q2 adjusted EPS of $1.59, above the $1.29 estimate, while revenue fell 7.2% to $562.9 million, below the $566.1 million estimate. GAAP diluted EPS declined to $1.19. The company raised fiscal 2026 adjusted EPS guidance to $6.30-$6.50 and set Q3 adjusted EPS of $1.50-$1.60 with revenue $590-$600 million.

Itron (ITRI) shares rose 26.23% to $107.02 after the company reported Q2 results that beat its own EPS expectations and said demand for its services supported performance. Q2 non-GAAP EPS was $1.59 and revenue $563 million. Itron raised its Q3 and full-year 2026 revenue outlook.

Itron reported Q2 revenue of $563 million, down 7% year over year, and adjusted net income of $71 million, or $1.59 per share, down from $75 million. Revenue guidance was narrowed to $2.37B-$2.41B, while adjusted EPS guidance rose to $6.30-$6.50. Shares jumped about 26% after the earnings report, according to the article.

Itron (ITRI) shares rose about 20% after the company reported Q2 results that beat profit expectations and lifted full-year adjusted EPS guidance. Revenue was about $563M, slightly below forecasts, while adjusted EPS was $1.59 versus $1.29 expected. Itron raised FY guidance to $6.30 to $6.50 per share.

Itron Inc. shares rose about 22% to $103.89 after the company reported Q2 EPS of $1.59, beating Wall Street by 30 cents, according to Briefing.com. Revenue fell 7.2% year over year. Itron also raised 2026 guidance, including Q3 EPS $1.50-$1.60 and full-year EPS $6.30-$6.50.