---
schema_version: "secwatch.filing_event.v1"
accession: "0001171843-26-000850"
form_type: "8-K"
ticker: "ITRI"
cik: "0000780571"
company_name: "ITRON, INC."
filed_at: "2026-02-17T23:59:59+00:00"
generated_at: "2026-05-16T02:38:51.168231+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Itron Q4 beats: GAAP EPS $2.21 vs $1.26; Non-GAAP $2.46; Revenue $572M; Guides FY26 rev $2.35-2.45B

## Summary
- Q4 revenue $572M (-7% YoY); GAAP net income $102M, diluted EPS $2.21 (vs $1.26).
- Non-GAAP diluted EPS $2.46 (vs $1.35); Adjusted EBITDA $99M (+21%); free cash flow $112M.
- Outcomes segment revenue +23% to record; backlog $4.5B; bookings $0.7B in Q4, $2.1B full year.
- Closed Urbint acquisition Nov 3, 2025; closed Locusview acquisition ($525M) in Jan 2026.
- Q1 2026 guidance: rev $565-575M, non-GAAP EPS $1.20-1.30; FY26 rev $2.35-2.45B, non-GAAP EPS $5.75-6.25.

## SEC filing metadata
- accession: 0001171843-26-000850
- form_type: 8-K
- ticker: ITRI
- cik: 0000780571
- company_name: ITRON, INC.
- filed_at: 2026-02-17T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/780571/000117184326000850/0001171843-26-000850-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/780571/000117184326000850/f8k_021426.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001171843-26-000850
- JSON: https://secwatch.observer/filing/0001171843-26-000850.json
- Plain text: https://secwatch.observer/filing/0001171843-26-000850.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.