Itron (ITRI) Is Down 8.6% After Record Profitability And 2026 Resiliency Guidance Shift - What's Changed

Simply Wall St.

02/18

Itron, Inc. reported past fourth-quarter 2025 results with revenue of US$571.66 million versus US$612.86 million a year earlier, while net income rose to US$101.63 million from US$58.11 million and ...

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The company paired this record profitability with 2026 guidance calling for US$2.35 billion–US$2.45 billion in revenue and highlighted high-margin contributions from its new Resiliency Solutions segment built around recent acquisitions. We’ll now examine how Itron’s record earnings and high-margin Resiliency Solutions outlook may reshape its existing investment narrative. The future of work is here. Discover the 32 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.AdvertisementItron Investment Narrative RecapItron’s story still hinges on utilities adopting its higher margin software, data and grid intelligence offerings rather than treating it as a pure hardware vendor. The latest results support that shift by pairing record profitability with a clearer 2026 revenue outlook, although softer near term bookings and continued dependence on large, approval heavy projects remain a key risk. Overall, the earnings beat and new guidance look incrementally positive rather than thesis changing for now. The creation of the Resiliency Solutions segment, underpinned by the Urbint and LocusView acquisitions, now looks central to Itron’s catalyst path. Management is flagging US$65 million to US$70 million of 2026 revenue at roughly 70% gross margins from this segment, which could help offset lumpiness in larger utility projects if execution holds up and regulatory timing cooperates. But while Resiliency Solutions may support margins, the bigger issue investors should be watching is how prolonged regulatory delays in large utility projects could... Read the full narrative on Itron (it's free!)Itron's narrative projects $2.8 billion revenue and $388.8 million earnings by 2028.Uncover how Itron's forecasts yield a $136.56 fair value, a 42% upside to its current price.Exploring Other PerspectivesITRI 1-Year Stock Price Chart Five members of the Simply Wall St Community value Itron between US$72.87 and US$145.77, underscoring how far opinions can stretch. Against that spread, concerns about delayed regulatory approvals on large utility projects could have very different implications for how you view the company’s earnings resilience and long term potential, so it is worth comparing several perspectives before deciding where you stand.Explore 5 other fair value estimates on Itron - why the stock might be worth 24% less than the current price!Decide For YourselfDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your Itron research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.Our free Itron research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Itron's overall financial health at a glance.Want Some Alternatives?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:Explore 24 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.We've uncovered the 13 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 30 best rare earth metal stocks of the very few that mine this essential strategic resource.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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