ITRI at a glance
ITRON, INC. (ITRI, SEC CIK 780571) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ITRON, INC. (ITRI) reported revenue of $2.4 billion (down 3.0% from FY2024) and net income of $301.1 million. Diluted EPS was $6.50.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding ITRON, INC. (ITRI) shares worth $2.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Patrick Justin K on September 3, 2026 of 1,153 shares at $97.36 per share.
- In the last 90 days, ITRI insiders reported 0 open-market purchases ($0) and 23 open-market sales ($1.9M) on Form 4, a net sale of $1.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.4B
- −3.0% vs prior year
- Insiders · 90 days
- 0 buys · 23 sells
- Net −$1.9M
- 13F holders
- 34 funds
- $2.2B · −3 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Provider of smart metering and networked solutions for energy and water utilities
- New segment introduced: Resiliency Solutions launched in late 2025 with $3.0 million revenue and 76.0% gross margin
- Strategic shift: Focus on higher-margin products in Device Solutions, exiting lower-margin products improved margins by 530 bps
- Notable metric: Outcomes segment revenue grew 15% to $359.7 million with operating income up 49% to $77.0 million
- Unique fact: Total revenues declined 3% to $2.37 billion despite segment margin expansions across all reportable segments
Risk Factors
- Regulatory risk from potential new environmental laws imposing significant operational restrictions on Itron's products and business
- Macroeconomic risk from exposure to U.S. and state governmental regulations affecting business compliance and operations
- Operational risk due to reliance on leadership continuity with CEO Thomas L. Deitrich since 2019 and CFO Joan S. Hooper since 2017
- Competitive risk from licensing technology to competitors that could undermine Itron's position in smart metering and IIoT markets
- No disclosed financial leverage or concentration risk in the filing's risk factors section
Management Discussion & Analysis
- Revenue $2.4B flat YoY with no increase from 2024's $2.4B
- Gross margin improved to 37.7% vs 34.4% in 2024
- Net income $301.1M vs $239.1M; GAAP diluted EPS $6.50 vs $5.18
- Adjusted EBITDA $373.8M up 16% from $323.6M in 2024
- Acquisitions of Locusview ($525M) and Urbint ($330.7M) funded by cash on hand
AI summary of the ITRI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $562.9M, down 7% YoY from $606.8M
- Gross margin 41.0% vs 36.9% YoY
- Net income $53.3M vs $68.3M; adjusted EBITDA $96.8M vs $89.8M
- Total backlog $4.4B vs $4.5B; twelve-month backlog $1.7B vs $1.5B
- Convertible-notes issuance $805M, generating $784M net proceeds in February 2026
Risk Factors
- No risk-factors section provided; supplied text covers repurchases, insider trading, exhibits, and signatures
- New $200 million repurchase authorization effective May 8, 2026
- $644,188 shares repurchased during May–June 2026
- Remaining repurchase capacity $297.766 million at June 30, 2026
- Executive trading plan covering up to 10,210 shares through December 31, 2026
AI summary of the ITRI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 results released for periods ended June 30, 2026
- Detailed financial results and accompanying statements available in Exhibit 99.1
Item 5.07: Submission of Matters to a Vote of Security Holders
- All five director nominees elected, preserving board continuity through 2028 and 2029
- Executive compensation advisory vote approved, with 34,659,055 votes for and 3,985,830 against
Item 8.01: Other Events
- Board authorized up to $200 million in Itron common-stock repurchases
- Program effective May 8, 2026, with an 18-month authorization period
Item 8.01: Other Events
- Cybersecurity incident under investigation after unauthorized access identified April 13, 2026
- No further unauthorized activity observed; operations continued in all material respects
AI summaries of ITRI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ITRI
Don't miss the next ITRI filing
- Alerts as it files. A push when ITRI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ITRI, by share count.
- Ask anything. An AI agent that reads every ITRI filing and answers with sources.
ITRI alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| JAEHNERT FRANK M | A | Oct 1, 2026 | 608 | - |
| Lande Jerome J. | A | Oct 1, 2026 | 608 | - |
| Drury Scott D. | A | Oct 1, 2026 | 608 | - |
| Savage Sheri | A | Oct 1, 2026 | 608 | - |
| LEYDEN TIMOTHY M | A | Oct 1, 2026 | 243 | - |
| Mirchandani Sanjay | A | Oct 1, 2026 | 608 | - |
| Perez Santiago | A | Oct 1, 2026 | 608 | - |
| Patrick Justin K | Sell | Sep 3, 2026 | 1,153 | $97.36 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.4B | $2.4B |
| Gross Profit | - | $839.3M | $892.1M |
| Operating Income | - | $264.1M | $313.1M |
| Net Income | - | $239.1M | $301.1M |
| Gross Margin | - | 34.4% | 37.7% |
| Op. Margin | - | 10.8% | 13.2% |
| Net Margin | - | 9.8% | 12.7% |
| Balance Sheet | |||
| Total Assets | $2.6B | $3.4B | $3.7B |
| Equity | $1.3B | $1.4B | $1.7B |
| ROE | - | 17.2% | 17.5% |
| Per Share | |||
| EPS | - | $5.18 | $6.50 |
| Cash Flow | |||
| Operating CF | - | $238.2M | $406.0M |
| CapEx | - | $30.6M | $22.9M |
Source: XBRL data in ITRON, INC. (ITRI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ITRI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $2.21B |
| Q1 2026 | 37 | $2.26B |
| Q4 2025 | 33 | $2.34B |
| Q3 2025 | 35 | $3.29B |
| Q2 2025 | 34 | $3.37B |
| Q1 2025 | 32 | $1.91B |
| Q4 2024 | 27 | $1.63B |
| Q3 2024 | 24 | $923.7M |
- Ameriprise Financial+380.2K (+236%)
- Soros Fund Management+360.5K (+46%)
- Dimensional Fund Advisors+232.2K (+15%)
- T. Rowe Price Group+161.9K (+30%)
- BNY Mellon+63.5K (+6%)
- Citadel Advisors LLC−199.9K (-62%)
- Millennium Management−155.7K (-27%)
- JPMorgan Chase & Co−129.2K (-72%)
- Renaissance Technologies LLC−104.6K (-23%)
- Goldman Sachs Group−96.7K (-20%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 256 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ITRI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
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| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
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| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
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ITRI SEC filings: frequently asked questions
Are ITRI insiders buying or selling?
In the last 90 days, ITRON, INC. (ITRI) officers, directors and 10% owners reported no open-market purchases and 23 open-market sales worth $1.9 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ITRI stock?
As of June 30, 2026, the largest ITRON, INC. (ITRI) holders among the 13F filers tracked by SignalX were BlackRock ($617.1 million), Vanguard Portfolio Management LLC ($302.7 million), Vanguard Capital Management LLC ($173.1 million), State Street Corp ($156.6 million), Dimensional Fund Advisors ($153.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ITRI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ITRON, INC. (ITRI) reported revenue of $2.4 billion (down 3.0% from FY2024) and net income of $301.1 million. Diluted EPS was $6.50. The figures come from the XBRL data in the 10-K.
What are the main risks in ITRI's latest 10-K?
In the 10-K filed February 17, 2026, ITRON, INC. (ITRI) flagged: Regulatory risk from potential new environmental laws imposing significant operational restrictions on Itron's products and business. Macroeconomic risk from exposure to U.S. and state governmental regulations affecting business compliance and operations. (AI summary of the Risk Factors section.)
What did ITRI report in its latest 8-K?
ITRON, INC. (ITRI) filed an 8-K on July 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 and first-half 2026 results released for periods ended June 30, 2026.
What are the latest ITRI SEC filings?
ITRON, INC. (ITRI) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on October 5, 2026.
What is ITRI's SEC CIK number?
ITRON, INC. (ITRI)'s SEC Central Index Key (CIK) is 780571. EDGAR lists every ITRI filing under that number.
Ask anything about ITRI
The research agent reads ITRI's filings, financials, insider trades and 13F holders, then answers with sources.