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Sep 30, 2021

Itron Q3 2021 Earnings Report

Itron's third quarter results were impacted by component constraints, but the company executed its strategy and announced an acquisition and a definitive agreement to sell certain gas meter businesses.

Key Takeaways

Itron reported a decrease in revenue to $487 million, primarily due to component constraints, but gross margin increased to 27.7%. The company experienced a GAAP net loss of $(2) million, an improvement from the previous year, and a non-GAAP diluted EPS of $0.21. Itron also announced the acquisition of SELC and a definitive agreement to sell its European Commercial and Industrial mechanical gas meter business.

Revenue decreased by 10% to $487 million due to component constraints.

Gross margin increased by 120 basis points to 27.7% due to favorable product mix.

GAAP net loss improved to $(2) million, or $(0.04) per diluted share.

Total backlog increased to $3.4 billion.

Total Revenue
$487M
Previous year: $540M
-9.9%
EPS
$0.21
Previous year: $0.61
-65.6%
Total Backlog
$3.4B
Previous year: $2.8B
+21.4%
Gross Profit
$135M
Previous year: $143M
-5.8%
Cash and Equivalents
$189M
Previous year: $586M
-67.8%
Free Cash Flow
$11M
Previous year: $38M
-71.1%
Total Assets
$2.42B
Previous year: $3.02B
-19.7%

Itron

Itron

Itron Revenue by Segment

Revenue & Expenses

Visualization of income flow from segment revenue to net income