Position ahead of the April 28 earnings release: the massive EPS beat suggests strong fundamentals or release of pent-up value; monitor revenue actuals and guidance for confirmation of momentum. Short-term options may reprice sharply on positive sentiment.
Price Chart
Executive Summary
Itron reported Q4 2025 EPS of $2.46, a 99.2% beat versus $1.23 consensus, signaling a major earnings outperformance. The company will release actual financial results on April 28, 2026, with a conference call to discuss details.
Key Financial Metrics
Key Facts
- Reported EPS of $2.46 vs. consensus estimate of $1.23, representing a 99.2% beat
- Revenue estimate was $572.1M (10 analysts), though actual revenue not yet disclosed
- Earnings release and conference call scheduled for April 28, 2026
- Beat driven by strong operational performance or one-time items, exact drivers to be clarified on earnings call
Financial Impact
EPS nearly doubled expectations ($2.46 vs $1.23 est.), indicating substantial bottom-line outperformance
Risk Factors
- Revenue actuals may miss or be flat despite EPS beat, suggesting non-operational drivers (e.g., tax benefits, cost-cutting)
- Lack of disclosed revenue and forward guidance introduces uncertainty ahead of the full release
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3269626 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | Insider Cluster | $98.86 $92.43 | ▼ −6.50% | ▼ −7.71% | $86.51 (−12.49%) |
Aug 25, 2026 5w ago | Insider Cluster | $98.86 $92.43 | ▼ −6.50% | ▼ −7.71% | $86.51 (−12.49%) |
Aug 25, 2026 5w ago | Insider Cluster | $98.86 $92.43 | ▼ −6.50% | ▼ −7.71% | $86.51 (−12.49%) |
Aug 24, 2026 5w ago | Insider Cluster | $98.69 $92.43 | ▼ −6.34% | ▼ −6.36% | $86.51 (−12.34%) |
Aug 24, 2026 5w ago | Insider Cluster | $98.69 $92.43 | ▼ −6.34% | ▼ −6.36% | $86.51 (−12.34%) |
Aug 24, 2026 5w ago | Insider Cluster | $98.69 $92.43 | ▼ −6.34% | ▼ −6.36% | $86.51 (−12.34%) |
Jul 28, 2026 9w ago | Press Release | $107.02 $98.73 | ▼ −7.75% | ▼ −11.13% | $86.51 (−19.16%) |
Jul 9, 2026 12w ago | Institutional Cluster | $84.99 $102.82 | ▲ +20.98% | ▲ +18.74% | $86.51 (+1.79%) |
Jun 16, 2026 15w ago | Press Release | $81.10 $83.46 | ▲ +2.91% | ▲ +2.71% | $86.51 (+6.67%) |
Jun 4, 2026 17w ago | Insider Cluster | $81.05 $85.11 | ▲ +5.01% | ▲ +6.38% | $86.51 (+6.74%) |
US Market Status
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