Description
Itron’s $325 Million Urbint Deal Could Reshape The Grid Forever—A Battle For Utility Supremacy!
Itron has struck headlines once again, this time by signing a definitive agreement to acquire Urbint for approximately $325 million, to be funded from cash on hand. The closing is expected in Q4 2025. This move follows a strong Q2 2025 delivered by Itron—with revenue of $607 million, record margins, and free cash flow of $91 million—though the company modestly trimmed its full year revenue midpoint while raising its EPS outlook. Meanwhile, Urbint has been on a roll: expanding its AI driven platform for infrastructure resilience, acquiring StormImpact (which predicts weather risks such as wildfire and floods), Competers (for underground damage prevention), and WRM (storm response). The overlap between Itron’s ambitions in Grid Edge Intelligence and Urbint’s AI capabilities suggests meaningful synergy potential. In this article, we explore four key drivers by which Itron might benefit from absorbing Urbint—and also discuss the risks inherent in such a bet, especially in light of Itron’s current valuation multiples.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
Want unlimited access to our reports? Purchase our $99 annual subscription!
