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Mar 31

Itron Q1 2025 Earnings Report

announced financial results for its first quarter ended March 31, 2025

Key Takeaways

Itron reported a 1% increase in revenue for the first quarter of 2025, reaching $607 million. The company saw significant growth in gross profit and net income, driven by favorable product mix, operational efficiencies, and increased recurring revenue in the Outcomes segment. Non-GAAP EPS also showed a strong increase.

Total revenue increased by 1% to $607 million compared to the first quarter of 2024.

Gross profit rose by 6% to $217 million, with the gross margin expanding to 35.8%.

GAAP net income attributable to Itron, Inc. increased by $14 million to $65 million, resulting in a GAAP diluted EPS of $1.42.

Non-GAAP diluted EPS increased by $0.28 per share to $1.52.

Free cash flow saw a substantial increase of $33 million, reaching $67 million.

Total backlog at quarter end was $4.7 billion, up from $4.3 billion in the prior year.

Total Revenue
$607M
Previous year: $603M
+0.6%
EPS
$1.52
Previous year: $1.24
+22.6%
Total Backlog
$4.7B
Previous year: $4.3B
+9.3%
Total Bookings
$530M
Free Cash Flow
$67M
Previous year: $34M
+97.1%
Gross Profit
$217M
Previous year: $205M
+6.0%
Cash and Equivalents
$1.12B
Previous year: $301M
+273.7%
Free Cash Flow
$67M
Previous year: $34M
+97.3%
Total Assets
$3.5B
Previous year: $2.68B
+30.9%

Itron

Itron

Itron Revenue by Segment

Forward Guidance

For the second quarter of 2025, Itron expects revenue to be between $605 million and $615 million and non-GAAP diluted EPS to be between $1.30 and $1.40.

Revenue & Expenses

Visualization of income flow from segment revenue to net income