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Jun 30, 2023

Itron Q2 2023 Earnings Report

Itron reported increased revenue and earnings driven by improved supply chain conditions and strong operational execution.

Key Takeaways

Itron's Q2 2023 results showed a 25% increase in revenue to $541 million, a gross profit increase of 38% to $174 million, and a GAAP net income of $24 million, a $61 million increase compared to the second quarter of 2022. The company's performance was attributed to capitalizing on a strong backlog, improved asset utilization, and better component availability.

Revenue increased by 25% to $541 million due to improved supply chain conditions and strong execution.

GAAP net income increased by $61 million to $24 million.

Free cash flow increased by $26 million to $36 million.

Total backlog increased by 11% to $4.5 billion.

Total Revenue
$541M
Previous year: $432M
+25.3%
EPS
$0.65
Previous year: $0.07
+828.6%
Total Backlog
$4.5B
Previous year: $4.1B
+9.8%
Total Bookings
$475M
Previous year: $612M
-22.4%
Gross Profit
$174M
Previous year: $126M
+37.9%
Cash and Equivalents
$233M
Previous year: $209M
+11.6%
Free Cash Flow
$36M
Previous year: $10M
+260.0%
Total Assets
$2.5B
Previous year: $2.31B
+8.3%

Itron

Itron

Itron Revenue by Segment

Forward Guidance

Itron anticipates revenue between $535 and $545 million and non-GAAP diluted EPS between $0.44 and $0.56 for Q3 2023. The full year 2023 revenue is projected to be between $2.11 and $2.14 billion, with non-GAAP diluted EPS between $2.03 and $2.28.

Revenue & Expenses

Visualization of income flow from segment revenue to net income