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Mar 31, 2024

Itron Q1 2024 Earnings Report

Itron's Q1 2024 financial performance reflected strong operational execution and constructive market conditions, with revenue and profitability growth exceeding expectations due to performance across all segments.

Key Takeaways

Itron reported a 22% increase in total revenue to $603 million, driven by strong operational execution and customer demand. The company's GAAP operating income increased to $63 million, and net income attributable to Itron was $52 million, or $1.12 per diluted share.

Total revenue increased by 22% to $603 million, driven by operational execution and constructive customer demand.

Networked Solutions segment achieved record quarterly revenue.

Gross margin increased by 240 basis points to 34.0% due to higher margin product mix and operational efficiencies.

GAAP operating income was $63 million, a $73 million increase from the prior year.

Total Revenue
$603M
Previous year: $495M
+22.0%
EPS
$1.24
Previous year: $0.49
+153.1%
Total Backlog
$4.3B
Previous year: $4.6B
-6.5%
Total Bookings
$361M
Free Cash Flow
$34M
Gross Profit
$205M
Previous year: $156M
+31.1%
Cash and Equivalents
$301M
Previous year: $196M
+53.4%
Free Cash Flow
$34M
Previous year: -$5M
-779.1%
Total Assets
$2.68B
Previous year: $2.45B
+9.4%

Itron

Itron

Itron Revenue by Segment

Forward Guidance

Itron provided outlook for the second quarter of 2024.

Revenue & Expenses

Visualization of income flow from segment revenue to net income