ITRI — what changed in the latest 10-Q
A section-by-section comparison of ITRI's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-27 vs the prior 10-Q · 2026-07-28
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +15 | −13 | ~92 | 80 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~3 | 3 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
| Risk factors | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Other information | Text added/removed | +3 | 0 | ~3 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Legal proceedings
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-27
Three Months Ended September 30,Nine Months Ended September 30,
Three Months Ended September 30,Nine Months Ended September 30,
Three Months Ended September 30,Nine Months Ended September 30,
Adjusted Gross Margin - Three months ended September 30, 2026
Adjusted Gross Margin - Nine months ended September 30, 2026
Text removed vs the prior filing · source: 10-Q · 2026-07-28
efficient management of valuable resources. Our comprehensive solutions and data analytics address the unique challenges facing the energy, water, and municipality sectors, including increasing demand on resources, non-technical loss, leak detection, environmental and regulatory compliance, and impr…
shareholders to review our financial statements and publicly-filed reports in their entirety and not to rely on any single financial measure. Our non-GAAP financial measures may be different from those reported by other companies.
Adjusted gross margin was 75.3% for the 2026 period. Costs included in determining gross margin consist primarily of hosting fees, labor costs for managed services and professional services delivery, and certain hardware and software costs.
Adjusted Operating Income - Three months ended June 30, 2026
Adjusted operating income was $4.4 million for the 2026 period.
Other information
Text added vs the prior filing · source: 10-Q · 2026-10-27
•On August 18, 2026, Donald L. Reeves, Senior Vice President, Outcomes, adopted a written trading plan designed to be in effect until August 31, 2027, with respect to the sale of up to 11,616 shares of Itron, Inc. common stock, subject to certain conditions.
•On August 24, 2026, Joan S. Hooper, Senior Vice President and Chief Financial Officer, adopted a written trading plan designed to be in effect until June 24, 2027, with respect to the exercise of up to 15,750 stock options of Itron, Inc. common stock, subject to certain conditions.
•On September 1, 2026, Justin K. Patrick, Senior Vice President, Device Solutions, adopted a written trading plan designed to be in effect until May 19, 2027, with respect to the sale of up to 7,435 shares of Itron, Inc. common stock, subject to certain conditions.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice