The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Itron (ITRI) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question. Itron is one of 619 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #9 in the Zacks Sector Rank. The Zac ...

Have you been paying attention to shares of Itron (ITRI) ? Shares have been on the move with the stock up 17% over the past month. The stock hit a new 52-week high of $107.11 in the previous session. Itron has gained 41.7% since the start of the year compared to the 11.3% move for the Zacks Computer and Technology sector and the 3.8% return for the Zacks Electronics - Testing Equipment industry. What's Driving the Outperformance? The stock has an impressive record of positive earnings surprises, as it hasn' ...

First Quarter 2024 Earnings Conference Call Tom Deitrich – President and Chief Executive Officer Joan Hooper – Senior Vice President and Chief Financial Officer Paul Vincent – Vice President, Investor Relations ©2024 ITRON CONFIDENTIAL PROPRIETARY May 2, 2024 Conference Call Agenda ▪ CEO – Business and Operations Update ▪ CFO – Financial Results and Q2 2024 Outlook ▪ Q&A Forward Looking Statements Certain matters in this presentation and being discussed today, that are not statements of historical fact, con ...

财务数据和关键指标变化 - 第一季度收入为6.03亿美元,同比增长22% [13] - 调整后EBITDA为7600万美元,同比增长94% [13] - 非GAAP每股收益为1.24美元,同比增长153% [13][18] - 自由现金流为3400万美元,同比增加约4000万美元 [13][18] 各条业务线数据和关键指标变化 - 设备解决方案收入为1.27亿美元,同比增长6% [19] - 网络解决方案收入为4.08亿美元,创历史新高,同比增长30% [19] - 成果服务收入为6900万美元,同比增长10% [20] 各个市场数据和关键指标变化 - 欧洲、中东和非洲地区的水表和通信模块销售增长推动了设备解决方案业务的增长 [19] 公司战略和发展方向及行业竞争 - 公司正在通过创新和并购来推动增长,收购了Elpis Squared公司,增加了实时电力流分析和电网规划能力 [12] - 公司的Grid Edge Intelligence平台是创新和提供客户高级解决方案的核心,有助于应对能源和水管理日益复杂的问题 [27][28][29] - 公司看到来自数据中心需求增长、再工业化和生产本地化、交通和家庭电气化、水资源短缺和水基础设施自动化、天然气客户的安全应用以及运营数字化等多个领域的市场机会 [11][14] 管理层对经营环境和未来前景的评论 - 供应链和制造效率持续改善,有助于公司在第一季度超预期完成之前受限的收入 [34][35] - 公司对未来12个月的供应链健康和稳定性保持乐观 [35][36] - 公司维持全年1:1或更高的订单增长率目标 [6] - 公司预计第二季度收入和非GAAP每股收益将同比分别增长11%和46% [25] 问答环节重要的提问和回答 问题1 **Noah Kaye 提问** 询问公司供应链和制造效率的整体情况,以及未来改善的空间 [33][34][35][36] **Tom Deitrich 回答** 公司供应链和制造效率持续改善,有助于第一季度超预期完成之前受限的收入。公司对未来12个月的供应链健康和稳定性保持乐观 [34][35][36] 问题2 **Pavel Molchanov 提问** 询问数据中心需求对公司网络和成果服务业务的影响 [45][46][47][48][49] **Tom Deitrich 回答** 数据中心需求会体现在网络和成果服务两个业务线,需要在配电网络上增加连接和可见性,以及使用软件进行供需平衡等 [45][46][47] 问题3 **Jeffrey Osborne 提问** 询问公司全年订单增长率的可见性 [57][58][59][60] **Tom Deitrich 回答** 第一季度订单符合预期季节性,公司维持全年1:1或更高的订单增长率目标。有数亿美元的订单正在政府和监管审批过程中 [57][58][59][60]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-22418 Itron, Inc. (Exact name of registrant as specified in its charter) Washington 91-1011792 (State of Incorporation) (I.R.S. Employer Id ...

Itron (ITRI) reported $603.44 million in revenue for the quarter ended March 2024, representing a year-over- year increase of 22%. EPS of $1.24 for the same period compares to $0.49 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $579.61 million, representing a surprise of +4.11%. The company delivered an EPS surprise of +45.88%, with the consensus EPS estimate being $0.85. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...

EXHIBIT 99.1 Itron Announces First Quarter 2024 Financial Results LIBERTY LAKE, Wash., May 02, 2024 (GLOBE NEWSWIRE) -- Itron, Inc. (NASDAQ: ITRI), which is innovating the way utilities and cities manage energy and water, announced today financial results for its first quarter ended March 31, 2024. Key results for the quarter include (compared with the first quarter of 2023): Revenue of $603 million, increased 22%; Gross profit of $205 million, increased 31%; GAAP net income attributable to Itron, Inc. of $ ...

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After a momentous rally in tech stocks over the past several months, the market’s now in correction territory. With many of the biggest tech stocks notching higher highs during the first quarter (Q1) of the year, many had predicted a stock market breather. However, the pullback presents an excellent opportunity for investors to hunt for multibagger tech stocks. Investing in the stock market plan without a clear strategy can be incredibly daunting. It’s like being a kid at a candy store with thousands of opt ...

公司业务 - Itron是全球领先的标准、先进和智能电表及电表通信系统供应商，提供网络和通信模块、软件、服务和传感器，有效管理电力、天然气和水资源[2] - Itron的Grid Edge Intelligence解决方案得到客户广泛采用，将改善资产管理、提升消费者体验并减少低效率[6] - 公司频繁推出新产品，如在澳大利亚阿德莱德举办的能源网络大会上展示了低压分布式能源管理解决方案(LV DERMS)，旨在解决由能源转型引起的低压网络不稳定性问题[7] 财务展望 - Itron预计2027年营收将在26亿至28亿美元之间，并将在2023年至2027年实现5%至7%的复合年增长率。网络和成果部门预计分别实现4%至6%和12%至15%的复合年增长率[8] - Itron的营收预计2024年和2025年将分别同比增长7.5%和5.8%，底线预计2024年和2025年将同比增长7.4%和18.5%[10] - 2024年和2025年的每股收益(Zacks Consensus Estimate)预计分别为3.61美元和4.27美元，过去60天内分别上涨了15.7%和8.4%[11] 风险因素 - 除了坚实的基本面外，不断增加的运营费用和杠杆资产负债表仍然是主要的不利因素。全球宏观经济状况的不确定性以及供应链动态的波动仍然令人担忧[9]