•
Jun 30, 2021

Itron Q2 2021 Earnings Report

Itron reported a decrease in revenue due to component constraints, but improved gross margin and free cash flow compared to the prior year.

Key Takeaways

Itron's Q2 2021 results were impacted by component constraints, leading to a revenue decrease. However, the company saw demand recovery and improved gross margin and free cash flow. Itron updated its full-year 2021 guidance to reflect the impact of component constraints.

Revenue decreased 4% to $489 million due to component constraints.

Non-GAAP diluted EPS increased to $0.28, compared to $0.03 in the prior year.

Free cash flow improved to $64 million, compared to $(10) million in the prior year.

Total backlog reached a record $3.5 billion, compared to $2.9 billion in the prior year.

Total Revenue
$489M
Previous year: $510M
-4.0%
EPS
$0.28
Previous year: $0.03
+833.3%
Total Backlog
$3.5B
Previous year: $2.9B
+20.7%
Total Bookings
$596M
Previous year: $390M
+52.8%
Gross Profit
$150M
Previous year: $139M
+8.2%
Cash and Equivalents
$207M
Previous year: $545M
-62.0%
Free Cash Flow
$64M
Previous year: -$10M
-740.0%
Total Assets
$2.49B
Previous year: $3.01B
-17.4%

Itron

Itron

Itron Revenue by Segment

Forward Guidance

Itron updated its full year 2021 guidance to reflect the impact of component constraints. Revenue is expected to be between $2.05 to $2.15 billion, and non-GAAP diluted EPS is expected to be between $1.00 to $1.50.

Revenue & Expenses

Visualization of income flow from segment revenue to net income