ITRIItron, Inc.

$98.88

Is the business good?

How good a business is ITRI?

Itron, Inc. earns 9.7% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

9.7%

Return on invested capital · cost of capital 9.0% · 0.74 points above what the capital costs: growth creates value

Operating margin
13%

Operating margin · Scientific & Technical Instruments median 17% · 12 months to Q1 2026

Cash conversion
1.36×

Cash conversion · 0.95× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
−1.5%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY2020−0.48%
FY2021−4.0%
FY2022−0.41%
FY20235.9%
FY202411%
FY202513%
Details
Gross margin12 months to Q1 2026
39%
Operating margin12 months to Q1 2026
13%
Net margin12 months to Q1 2026
12%
Free cash flow margin
17%
R&D as % of revenue
9.0%
Revenue, trailing twelve months
$2.35B
Free cash flow, trailing twelve months
$395M
Net income, trailing twelve months
$289M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
9.7%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.