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北京时间·🕒 发布 20:46:25时区推断·⟳ 抓取 20:47:19·⚡ 决策 07-28 20:48:52 +1m33s·90.9 天前
Itron二季度利润率和EPS超预期并上调全年盈利指引
Itron（ITRI.US）二季度调整后EPS 1.59美元高于预期1.29美元，全年调整后EPS指引上调至6.30-6.50美元，高于市场预期5.96美元。
📄 原文Wall St Engine@wallstengine↗ 原文
ITRON $ITRI Q2 EARNINGS HIGHLIGHTS 🔹 Revenue: $563M (Est. $560.1M) 🟢; -7% YoY 🔹 Adj EPS: $1.59 (Est. $1.29) 🟢 🔹 Adj. GM…
不做 Itron（ITRI.US）
同一Itron二季度业绩/8-K已在20:38由系统处理；本条只是社交媒体业绩摘要，未增加新的金额、指引或反转事实，避免重复推卡。
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研究档案
消息传播链
- 公司正式披露二季度业绩和全年盈利指引上调，构成本次财报事件的一手源。
- 2026-07-28 20:37 Asia/Shanghai其它event-trade已处理消息库非一手系统已处理Itron IR页面二季度财报标题，结论为不做。
- 2026-07-28 20:38 Asia/Shanghai其它event-trade已处理消息库非一手系统已处理Itron SEC 8-K，标题已包含利润率改善、上调盈利展望、收入和积压订单同比下降；本条推文未带来新增事实。
- 社交账号在美股盘前转述业绩要点和管理层评论，属于二次传播。市场反应:ITRI.US 盘前/最新价84.78美元，较前收84.22美元上涨0.66%。
关键理由
- Itron（ITRI.US）二季度调整后EPS 1.59美元高于预期1.29美元，全年调整后EPS指引上调至6.30-6.50美元，高于市场预期5.96美元。
- 正面增量主要来自利润率和经营效率，收入563百万美元仅小幅高于预期且同比下降7%，三季度收入指引略低于预期。
- 系统72小时已处理同一份Itron二季度业绩/8-K与IR披露，本条社交媒体摘要未增加新的可交易事实。
主要风险
- 财报类事件盘前扩散快，且本条是同一业绩披露的转述，重复推卡会延长同一催化的交易窗口。
- 收入、Networked Solutions和积压订单同比下降，削弱单纯追多的基本面质量。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中Itron本次业绩的有效增量解读，未发现足以把重复转述升级为新交易的付费侧信息。
检索:Itron Q2 2026 earnings guidance EPS revenue backlog ARR
工具调用 · 历史记录,结果未知(3 种)
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原文全文
展开原文 · 1,252 字
ITRON $ITRI Q2 EARNINGS HIGHLIGHTS
🔹 Revenue: $563M (Est. $560.1M) 🟢; -7% YoY
🔹 Adj EPS: $1.59 (Est. $1.29) 🟢
🔹 Adj. GM: 41.4% (Est. 39%) 🟢
🔹 Adj. EBITDA: $97M (Est. $81.6M) 🟢; +8% YoY
🔹 ARR: $417M; +21% YoY
Raises FY26 Guide:
🔹 Adj. EPS: $6.30-$6.50 (Est. $5.96) 🟢
🔹 Revenue: $2.37B-$2.41B (Est. $2.39B) 🟡
Q3'26 Guide:
🔹 Revenue: $590M-$600M (Est. $600.2M) 🟡
🔹 Adj. EPS: $1.50-$1.60 (Est. $1.55) 🟡
Segment Revenue:
🔹 Networked Solutions: $339.2M; -17% YoY
🔹 Device Solutions: $111.4M; -1% YoY
🔹 Outcomes: $96.4M; +13% YoY
🔹 Resiliency Solutions: $15.8M
Other Q2 Metrics:
🔹 Backlog: $4.4B; vs $4.5B LY
🔹 Bookings: $550M
🔹 Free Cash Flow: $81M; vs $91M LY
Financials:
🔹 Non-GAAP Operating Income: $89M; +$7M YoY
🔹 GAAP EPS: $1.19; -$0.28 YoY
Comments:
🔸 "Itron delivered record gross margin, earnings well ahead of our expectations, and strong free cash flow in the second quarter, with revenue in line with our outlook — clear evidence of the structurally better earnings power this team has built."
🔸 "The demand environment remains constructive, supported by durable needs across grid expansion, resiliency, and affordability … A stronger operating model in a durable demand environment is why we are raising our full-year earnings outlook."
🔹 Revenue: $563M (Est. $560.1M) 🟢; -7% YoY
🔹 Adj EPS: $1.59 (Est. $1.29) 🟢
🔹 Adj. GM: 41.4% (Est. 39%) 🟢
🔹 Adj. EBITDA: $97M (Est. $81.6M) 🟢; +8% YoY
🔹 ARR: $417M; +21% YoY
Raises FY26 Guide:
🔹 Adj. EPS: $6.30-$6.50 (Est. $5.96) 🟢
🔹 Revenue: $2.37B-$2.41B (Est. $2.39B) 🟡
Q3'26 Guide:
🔹 Revenue: $590M-$600M (Est. $600.2M) 🟡
🔹 Adj. EPS: $1.50-$1.60 (Est. $1.55) 🟡
Segment Revenue:
🔹 Networked Solutions: $339.2M; -17% YoY
🔹 Device Solutions: $111.4M; -1% YoY
🔹 Outcomes: $96.4M; +13% YoY
🔹 Resiliency Solutions: $15.8M
Other Q2 Metrics:
🔹 Backlog: $4.4B; vs $4.5B LY
🔹 Bookings: $550M
🔹 Free Cash Flow: $81M; vs $91M LY
Financials:
🔹 Non-GAAP Operating Income: $89M; +$7M YoY
🔹 GAAP EPS: $1.19; -$0.28 YoY
Comments:
🔸 "Itron delivered record gross margin, earnings well ahead of our expectations, and strong free cash flow in the second quarter, with revenue in line with our outlook — clear evidence of the structurally better earnings power this team has built."
🔸 "The demand environment remains constructive, supported by durable needs across grid expansion, resiliency, and affordability … A stronger operating model in a durable demand environment is why we are raising our full-year earnings outlook."
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